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Critical Minerals Paradox: Oversupply Meets Geopolitical Scramble in 2026
Critical minerals face oversupply in 2026 despite surging demand, creating a paradox that threatens Western diversification from China. UNCTAD, ODI, and McKinsey reports...
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 Rare Earth Stranglehold: Reshaping Global Supply Chains in 2026
China's 2026 rare earth export controls have slashed Western licensing approvals below 25%, triggering sixfold price spikes and reshaping global supply chains for defense, EVs,...
EU Carbon Tariff Reshapes Global Trade: CBAM's First Year
EU's CBAM carbon tariff launched January 1, 2026, with Q1 certificate price at €75.36/tonne. Analysis of trade disruptions, developing economy impacts on Mozambique and...
Supreme Court Tariff Shock: How 2026 Ruling Reshapes Global Trade
The Supreme Court struck down IEEPA tariff authority in Feb 2026, triggering a 10% import surcharge and accelerating US-China trade decline of 30%. ASEAN absorbs redirected...
China's Critical Minerals Stranglehold: 2026 Export Controls Reshape Global Supply Chains
China's 2026 export controls on rare earths, tungsten, and antimony trigger sixfold price spikes, with European licensing approvals below 25%. Beijing weaponizes 90% processing...
Critical Minerals Reckoning: US–China Processing War Reshapes Supply Chains
China's 2026 rare earth export licensing triggers price spikes; US launches $12B Project Vault stockpile; EU enforces Critical Raw Materials Act. Can the West break China's 85%...