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Critical Minerals Tug-of-War: Lithium & Rare Earths Reshape Global Power in 2026
Global investment in critical minerals hit $128B in 2025, but China still controls 85% of rare earth processing. This analysis explores...
Trade War
Our trade war coverage turns noise into structure, highlighting what matters now, what is changing, and why it matters.
248 results • page 14 / 42
Global Trade Reconfiguration: 2026 Tariff Shock Redraws Supply Chains
US Supreme Court and CIT rulings in 2026 invalidated IEEPA and Section 122 tariffs, triggering a 30% drop in US-China trade. Southeast...
US-China Chip War: New Phase of Managed Competition in 2026
US lifts Nvidia H200 export ban to China with 50% cap and 25% tariff, while SMIC achieves 5nm without EUV. Beijing's 50% domestic...
Geoeconomic Confrontation Tops WEF 2026 Risks: Supply Chain Shift
WEF 2026 ranks geoeconomic confrontation as top global risk. US tariffs surged from 2.4% to ~22%, redirecting $165B in trade. Supply...
EU Carbon Border Tax: How CBAM Reshapes Global Trade in 2026
EU's CBAM enters definitive phase Jan 1, 2026, requiring importers of steel, aluminium, cement, fertilisers, electricity, and hydrogen...
The Great Chip Bifurcation: How US Tariffs Reshape Global Alliances
US 25% Section 232 semiconductor tariff and BIS tiered licensing system, effective Jan 15, 2026, force India, Saudi Arabia, UAE to...