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Key Currents — China's Five-Year Plan, Washington's Debt Math, AI's Power Hunger, and the Minerals Race
Week of 2026-10-05 to 2026-10-11
Every week, Sarah, James and Emma break down global news in 5 to 8 minutes.
In this episode
industrial policy, sovereign debt, AI energy demand, critical minerals, climate finance, global trade, geopolitics, supply chains
Keywords: China Fifth Plenum, Fifteenth Five-Year Plan, overcapacity, IMF World Bank Annual Meetings, sovereign debt, Common Framework, AI data centers, electricity demand, PJM capacity auction, critical minerals, rare earths, cobalt, DRC, Critical Raw Materials Act, COP31, climate finance
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TRANSCRIPTIE 🔗
Sarah: Welcome to Key Currents, the weekly briefing connecting the dots between the forces reshaping the global economy. I'm Sarah, and this is week forty-one of twenty twenty-six. This week we're tracking five stories that deserve more attention than they're getting. First, China's Party gathers for a plenum shaping the Fifteenth Five-Year Plan — and with it, the future of global manufacturing. Then, finance ministers descend on Washington for the IMF and World Bank Annual Meetings, with sovere…
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