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China's "Quasi-Monopolistic" Grip On Critical Materials Ignites Western Supply Race: First To Deliver Wins Big
China's "Quasi-Monopolistic" Grip On Critical Materials Ignites Western Supply Race: First To Deliver Wins Big
The global push toward electrification carries several risks, including replacing dependence on foreign oil and natural gas with reliance on Chinese technology and critical materials, as access to cheap electricity dictates investment flows and where AI and industrial bases thrive.
Christian Keller, Barclays' global head of economics research, co-authored a note Tuesday on how rapidly accelerating geopolitical fragmentation and surging power demand are rewiring the global economy. He argued that countries must secure traditional fuel supplies...
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May 12, 2026 / Tyler Durden
'Could Resonate Globally': Korea Sparks Market Chaos With 'AI Tax' Threat
'Could Resonate Globally': Korea Sparks Market Chaos With 'AI Tax' Threat
Korean markets were under pressure overnight after politicians floated the idea of tapping AI profits.
Bloomberg reports that a top South Korean policymaker said the nation should pay citizens a 'dividend' using taxes on AI profits, with the obvious read through to Samsung and SK Hynix.
The comments in a Facebook post by presidential policy chief Kim Yong-beom fueled sharp swings in Korean stocks on Tuesday as investors struggled to parse the scope of the proposals.
“Excess profits in the AI era...
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Aug 20, 2026 / Ioannis Vlahos
Russian Strike on Kyiv Kills 16, Highlighting Ukrainian Missile Shortage
Russia struck the Ukrainian capital of Kyiv and the surrounding region with a massive barrage of drones and missiles in an hours-long night attack that killed 16 people, officials said Thursday. The Russian Defense Ministry claimed that it hit military-industrial sites in and around Kyiv that manufactured long-range drone and cruise missile components, as well […]
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Mar 25, 2026 / Tyler Durden
Two Years Later, No Key Bridge As Maryland Dems Focus On Tampons In Men's Bathrooms
Two Years Later, No Key Bridge As Maryland Dems Focus On Tampons In Men's Bathrooms
The two-year anniversary of the catastrophic collapse of the Francis Scott Key Bridge at the Port of Baltimore is on Thursday.
Gubernatorial candidate Ed Hale criticized Democrats in the one-party-ruled state for their inability to properly manage the reconstruction of the Key Bridge, which is critical to the port and local economy and regional supply chains across the Mid-Atlantic region.
Hale described the Democrats as exhibiting a "failure of leadership" and cited "unacceptable delays" in rebuilding one...
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