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China's Critical Minerals Stranglehold: 2026 Window to Act
China's 2026 export controls on rare earths, tungsten, and antimony have triggered sixfold price spikes and slashed European licensing approvals below 25%. With Beijing...
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 Mineral Stranglehold: 2026 Race to Break Free
China's 2026 export controls on rare earths triggered sixfold price spikes and rejected 75% of EU license applications. The US launched FORGE alliance with $30B and Project...
Critical Minerals Showdown: China's 2026 Export Controls Reshape Supply Chains
China's 2026 export controls on rare earths trigger sixfold price spikes and licensing rejections below 25%. With 90% of global processing under Beijing's control, the West...
Critical Minerals Race: EU-China Overcapacity War Reshapes Supply Chains
EU-China trade war escalates beyond EVs to wind, solar, and critical minerals. China controls 90% of rare earth refining; EU retaliates with tariffs and new alliances in Africa...
Critical Minerals Showdown: US–China Rare Earths War 2026
China's 2025-2026 rare earth export controls trigger sixfold price spikes. The US launches FORGE alliance and $10B Project Vault at 2026 Critical Minerals Ministerial. Analysis...
Geoeconomic Confrontation: Global Trade Fractures Into Rival Blocs in 2026
Geoeconomic confrontation tops WEF's 2026 risks as 18,000 trade measures fragment global trade into US, China, and EU blocs. Supply chains shift to resilience at 15-25% higher...