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EU-US Critical Minerals Partnership Forges 2026 Bloc
Geopolitics

EU-US Critical Minerals Partnership Forges 2026 Bloc

EU and US signed a critical minerals partnership on April 24, 2026, targeting China's 90% rare earth dominance....

FORGE Alliance: Hormuz Crisis Redraws Global Mineral Supply
Geopolitics

FORGE Alliance: Hormuz Crisis Redraws Global Mineral Supply

FORGE Alliance grows to 54 nations after Hormuz closure severed 20% of oil and critical minerals. $30B financing...

EU-China EV Price Floor Explained: Truce Redraws Global Trade
Automotive

EU-China EV Price Floor Explained: Truce Redraws Global Trade

EU price floor on Chinese EVs replaces 35.5% tariffs in 2026, letting BYD and SAIC sell at managed prices. Analysts...

China 2026 Export Controls: Critical Minerals Showdown Guide
Geopolitics

China 2026 Export Controls: Critical Minerals Showdown Guide

China's 2026 export controls sparked sixfold rare-earth price spikes and sub-25% EU approvals. How Project Vault and...

AI Data Center Energy Demand 2026: Power Market Analysis
Energy

AI Data Center Energy Demand 2026: Power Market Analysis

Data centers hit 485 TWh in 2025, heading to 950 TWh by 2030. AI hyperscalers spend $660–725B in 2026 as power...

US-China Chip Decoupling 2026: Parallel Semiconductor Blocs
Technology

US-China Chip Decoupling 2026: Parallel Semiconductor Blocs

US-China chip decoupling enters 2026 with parallel semiconductor blocs. SMIC 5nm, TSMC Arizona, and China's domestic...