Editor's Note: Former tech executive Jeff Brown picked Nvidia in 2016. It's up 25,155% since. He recommended Bitcoin at $240. It's up 31,219% since. And he's been ahead of the curve on Elon Musk's businesses for over a decade. In fact, he was one of the first to predict SpaceX's IPO. But today, he says this goes beyond SpaceX. Elon is building something even bigger. And you can get in right now, on the ground floor. Click here for the details or read more below.

Dear Reader,

Jeff Brown was right about Elon Musk…

Every step of the way.

When the so-called experts were writing Tesla’s death warrant…

Jeff doubled down on his buy recommendation.

And the stock is up 1,510% since.

He was one of the first to correctly predict SpaceX’s IPO.

And he’s inspected Musk’s facilities across the country…

Including his impressive Colossus data center.

Jeff is a former tech executive at places like NXP Semiconductors, Qualcomm, and Juniper Networks.

He called Nvidia in 2016…

It’s up 25,155% since.

He spotted Bitcoin at just $240.

It’s up 31,219% since.

Now, he’s making his next big prediction about Elon.

Jeff believes he’s going to make a major announcement before the end of the month...

He could even post it on X tomorrow…

You never know with Elon.

He’s going to make a new AI agent available to everyone...

Musk himself says this could make investors 70 times their money.

And eventually create “infinite” revenue.

And Jeff can show you how to get in right now.

He’ll even give you a free, live demonstration, so you can see how it works…

Regards,

Chris Hurt
Host, Elon Musk’s 70X AI Agent.

Tuesday, October 13, 2026

A single policy decision in Beijing spiked prices 280% in six weeks.

The last American magnesium smelter sits idle in Utah. It has not produced metal since 2021. The company behind it, US Magnesium LLC, filed for Chapter 11 bankruptcy in September 2025.

The United States now produces zero tons of a metal it uses roughly 100,000 tons of every year. That is not a typo. Zero.

And in July 2026, the president signed an executive order telling defense contractors to stop sourcing critical minerals from China by January 2027.

The US government set a hard deadline to cut Chinese minerals out of the defense supply chain. But the country has no domestic magnesium production. The leading startup building replacement capacity is years from commercial scale. Policy is demanding in months what industry needs years to deliver.

We printed 1,000 copies of this report.

688 are gone.

When the last one goes out, we're pulling it offline — the information inside is too sensitive to leave up indefinitely.

Here's what's inside the remaining copies:

The executive order Trump can sign tomorrow — the same legal authority FDR used in 1934 to move billions in wealth overnight — and exactly how to position before it happens.

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It's a window. And 688 people already jumped through it.

Claim one of the 312 remaining copies →

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Magnesium does not get headlines. It should.

It hardens aluminum. Most car bodies, aircraft frames, and missile casings use aluminum alloys that contain magnesium. Without it, many aluminum alloys are too soft for structural use. Three federal departments, the Department of Defense, the Department of Energy, and the Department of the Interior, all classify magnesium as a critical mineral.

The US once made this metal at scale. In 1998, American smelters held 30% of global magnesium capacity. Today that number is zero. The decline took 25 years. It happened quietly while China built the world's dominant supply.

China now produces 93% of the world's primary magnesium, according to Shanghai Metals Market data from 2025. That is not a market share. That is a monopoly.

Observation: The US consumes roughly 100,000 metric tons of magnesium per year and produces none of it domestically.
Interpretation: Every ton enters through a supply chain that runs, at its origin, through one country.

This is not a theoretical risk. It happened four years ago.

In late 2021, the Chinese government cut power to industrial smelters to meet energy targets. Magnesium output dropped sharply. Within six weeks, the price of magnesium in Europe went from roughly $4,300 per tonne to $16,500 per tonne. A fourfold spike in a month and a half.

European automakers warned they were weeks from shutting down production lines. One policy decision in Beijing rippled through the entire Western aluminum supply chain in real time.

The crisis eased when Chinese production resumed. But it proved something. A single disruption at the source can cascade through every industry that depends on aluminum alloys. From beverage cans to fighter jets.

Observation: Magnesium prices spiked roughly 280% in six weeks during the 2021 supply disruption.
Interpretation: Concentration of production in one country creates a single point of failure for the Western aluminum supply chain.

On July 20, 2026, President Trump signed Executive Order 14415. It orders the Secretary of Defense to stop issuing waivers that allow defense contractors to buy critical minerals from China, Russia, North Korea, or Iran. The cutoff date is January 1, 2027.

A waiver is the mechanism defense contractors use when no domestic or allied source exists for a required material. After January 1, that workaround disappears.

Weeks after the order, in August 2026, the Pentagon issued a solicitation seeking domestic production of four critical minerals. Magnesium was on the list. The government knows the supply does not exist yet. It is looking for someone to build it.

The primary candidate is Magrathea Metals. The startup has more than $100 million in private investment and government support. The Department of Defense awarded the company a $19.6 million grant under the Defense Production Act. Magrathea has a joint venture with TETRA Technologies to build a plant in Arkansas.

Here is the problem of scale. Magrathea's demonstration plant targets roughly 1,000 tons per year by around 2027. Its commercial plant targets roughly 7,000 tons per year by the end of the decade. The US uses 100,000 tons per year. The executive order says January 2027. The industrial timeline says 2029 or 2030, at the earliest.

That gap is measured in years. Not months.

Observation: Executive Order 14415 cuts off defense contractor waivers for Chinese-sourced minerals on January 1, 2027. The leading domestic replacement targets commercial scale by the end of the decade.
Interpretation: The policy timeline and the industrial timeline are on a collision course. Something has to give: the deadline, the supply chain, or both.

Three forces are acting on this system. A 25-year decline that erased domestic capacity. A foreign monopoly that controls 93% of supply. And a government deadline that arrives in months.

The pattern matters because it is structural. The US dismantled its magnesium capacity over decades. Now policy is trying to reverse that in a fraction of the time.

The signals to track are specific. Watch for progress on Magrathea's demonstration plant. Watch for Pentagon contract awards for domestic magnesium. Watch whether the January 2027 waiver cutoff holds or gets extended. And watch China's export policy. Beijing has already imposed formal export controls on magnesium, and it has room to act further at any time.

The 2021 crisis showed what happens when supply tightens. The conditions that made it possible have not changed. They have gotten worse.

The United States produces zero magnesium and consumes 100,000 tons per year. A government deadline demands the defense supply chain cut ties with China by January 2027. The only domestic replacement is years from filling the gap.

Until next time,
The Navigator