CONFLICTUS-Iran active strikes — Hormuz 20.8M bbl/day at critical risk Mar 2026MARITIMESuez Canal -75% container traffic — Houthi Red Sea campaign year 2TAIWANPLA Justice Mission 2026 — largest exercises on record; 3,570 incursions in 2025NUCLEARChina warheads reach 650 — 350 new ICBM silos confirmed by satelliteSUPPLY CHAINChina gallium ban sustained — US imports remain at zero; germanium +8%UKRAINERussia losing 40,000+/month — first time exceeding recruitment capacityFINANCENew START expired Feb 2026 — no arms control framework replacing itDEBTKenya SGR: 81% of foreign debt service to China — IMF high-risk flagENERGYRussia 44% global uranium enrichment; 5-7yr Western replacement timelineMARKETSGallium +12.4%, Antimony +18.2% on sustained China export controlsCONFLICTUS-Iran active strikes — Hormuz 20.8M bbl/day at critical risk Mar 2026MARITIMESuez Canal -75% container traffic — Houthi Red Sea campaign year 2TAIWANPLA Justice Mission 2026 — largest exercises on record; 3,570 incursions in 2025
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~11K
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~9K
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~90K
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$110T
WORLD GDP
8.22B
WORLD POP
12,271
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