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 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%...
In January 2026, the U.S. BIS shifted to case-by-case licensing for NVIDIA H200 and AMD MI325X chips to China, imposing a 25% tariff and 50% volume cap. Beijing retaliated with...
China's 2025-2026 export controls on rare earths, tungsten, and antimony trigger sixfold price spikes and sub-25% licensing approvals for European firms. With 90% processing...
WEF ranks geoeconomic confrontation as the top global risk in 2026 for the first time. With 18,000 discriminatory trade measures since 2020 and trade growth at 2.6%, supply...
WEF's 2026 Global Risks Report ranks geoeconomic confrontation as the top crisis trigger. With 72% of trade professionals citing US tariff volatility as disruptive, supply...
Geoeconomic confrontation is the top global risk in 2026 per the WEF report, as tariffs, export controls, and financial coercion reshape supply chains and raise capital costs....
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