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FORGE: $30B Gamble to Break China's Critical Minerals Grip
54 nations launched FORGE in Feb 2026 with $30B+ to break China's 90% rare earth monopoly. Sixfold price spikes from China's export...
Trade War
Our trade war coverage turns noise into structure, highlighting what matters now, what is changing, and why it matters.
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China's Critical Minerals Leverage: 2026 Export Controls Reshape Supply Chains
China's 2026 export controls on rare earths and critical minerals have triggered sixfold price spikes and cut European licensing below...
Section 122 Pivot: Supreme Court Upends US Trade Policy in 2026
Supreme Court strikes down IEEPA tariffs in Learning Resources v. Trump (Feb 2026). White House pivots to Section 122, imposing a 10%...
China's Critical Minerals Stranglehold: 2026 Export Controls Reshape Supply Chains
China's 2025-2026 export controls on rare earths, tungsten, and antimony trigger sixfold price spikes and slash European licensing below...
Geoeconomic Confrontation: #1 Global Risk in 2026 | WEF
WEF's 2026 Global Risks Report ranks geoeconomic confrontation as the #1 short-term risk, as trade fragments into US, China, and EU...
FORGE and Critical Minerals: How Washington Realigned Supply Chains in 2026
In February 2026, the U.S. launched FORGE, a 54-nation critical minerals bloc with $30B in funding and price floors to counter China's...