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Critical Minerals Chokepoint: China's 2026 Export Controls Reshape Supply Chains
China's 2026 export controls on rare earths, tungsten, and antimony have triggered sixfold price spikes and below-25% European licensing...
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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Trump Threatens UK Tariffs Over Digital Services Tax | Trade War
President Trump threatens UK tariffs unless the digital services tax on Apple, Google, and Meta is scrapped. The 2% levy raised £944m in...
Critical Minerals Reckoning: 2026 Race for Lithium & Rare Earths
China controls 90% of rare earth processing, sparking a 2026 race for lithium and critical minerals. US launches $12B Project Vault...
China's 2026 Rare Earth Controls: Reshaping Global Supply Chains
China's 2026 rare earth export controls trigger sixfold price spikes, with European licensing below 25%. Over 80% of EU firms depend on...
Great Reallocation: 2026 US Tariffs Redraw Global Supply Chains
US tariffs at highest since WWII have diverted $165B+ from China to Mexico, Vietnam, India. 65% of firms permanently changed sourcing....
Semiconductor Geopolitics: How 2026 Tariffs Are Reshaping Global Tech Supply Chains
2026 semiconductor tariffs impose 25% on advanced AI chips, accelerating US reshoring while shifting consumer electronics to India. This...