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Critical Minerals Chessboard: China's 2026 Export Controls Reshape Supply Chains
China's 2026 export controls on rare earths, tungsten, and antimony triggered sixfold price spikes and exposed Western vulnerabilities....
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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Geoeconomic Confrontation: Top Global Risk of 2026 | WEF Report
WEF Global Risks Report 2026 ranks geoeconomic confrontation as top short-term risk. US tariffs on Chinese goods hit ~22%, 18,000+ trade...
Tariff Shock: How 145% U.S. Duties on China Reshape Supply Chains in 2026
U.S. tariffs on China hit 145% in 2026, the highest since Smoot-Hawley. 65% of companies changed sourcing, 51% nearshore to Mexico, and...
MATCH Act 2026: Semiconductor Export Controls Reach Critical Mass
The MATCH Act extends US semiconductor export controls to legacy equipment, closing loopholes for China's military chips. Combined with...
Silicon Realignment: 2026 Export Controls Fragment Global Chip Supply Chain
February 2026 BIS export controls on semiconductor equipment and EDA software fragment global chip supply chains, adding 25-35% costs....
Geoeconomic Confrontation: Top Global Risk of 2026 | Trade Impact
WEF's Global Risks Report 2026 ranks geoeconomic confrontation as the top risk. With 72% of trade pros citing US tariff volatility and...