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Section 122 Pivot: Supreme Court Upends US Trade Policy in 2026
Supreme Court strikes down IEEPA tariffs in Learning Resources v. Trump (Feb 2026). White House pivots to Section 122, imposing a 10% global surcharge until July 24. Analysis...
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 Minerals Stranglehold: 2026 Export Controls Reshape Supply Chains
China's 2025-2026 export controls on rare earths, tungsten, and antimony trigger sixfold price spikes and slash European licensing below 25%. With Beijing controlling 60-90% of...
Geoeconomic Confrontation: #1 Global Risk in 2026 | WEF
WEF's 2026 Global Risks Report ranks geoeconomic confrontation as the #1 short-term risk, as trade fragments into US, China, and EU blocs. 72% of trade pros cite US tariff...
FORGE and Critical Minerals: How Washington Realigned Supply Chains in 2026
In February 2026, the U.S. launched FORGE, a 54-nation critical minerals bloc with $30B in funding and price floors to counter China's rare earth dominance. Learn how Project...
China's Rare Earth Leverage: 2026 Export Controls Reshape Supply Chains
China's 2026 rare earth export controls impose licensing for samarium, gadolinium, and lutetium, with extraterritorial provisions. With 90% processing dominance and approval...
EU-US Tariff War 2026: Supply Chain Chaos Explained
The 2026 EU-US tariff escalation under Section 122 and EU retaliation is reshaping global supply chains, costing US households $1,500 and forcing triple-redundancy production....