Analysis • February 21, 2026
China will maintain an undisputed monopoly on the rare earth metals (REE) market in the coming years and will do everything possible to prevent other countries from shaking its position.
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Analysis • February 08, 2026
Myanmar’s conflict landscape is defined by overlapping ethnic armies, resistance groups, and a fragmented opposition to military rule.
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Analysis • February 08, 2026
Criminal clans in northern Myanmar evolved into strategic partners for Chinese regional ambitions under the Belt and Road Initiative.
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Geopolitical Risk • February 05, 2026
Escalating naval activity and new coast guard legislation signal a more assertive posture from Beijing in disputed waters—with implications for shipping, energy, and regional alliance structures.
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Sanctions & Compliance • January 20, 2026
The dark fleet continues to expand. New evasion typologies and flag-state arbitrage are complicating compliance for commodity traders, banks, and port operators.
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Supply Chain • January 08, 2026
Lithium, cobalt, and rare earth supply chains remain dangerously concentrated. New policy interventions are reshaping the landscape, but diversification timelines are measured in years, not quarters.
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