Editor's Note: Robert Kiyosaki, author of Rich Dad Poor Dad, the #1 personal finance book of all time with over 40 million copies sold, has spent decades teaching everyday Americans how the wealthy actually build income. He called the 2008 housing crash before it happened, warned investors to buy gold and silver well before their historic runs, and has been pounding the table on cash-flowing assets for over 30 years. Today, he'll show you an income play funded entirely by America's oil and gas infrastructure. One that's already paying some investors $25,000 a month and is the closest thing to universal basic income that may ever exist. Click here to see the details or read more below.

Elon Musk has been saying the same thing for almost a decade:
"Universal basic income is coming." It's not a question of if — it's when.

And he's right.

AI is already displacing millions of jobs. One report says 40% of all jobs could be automated within the next decade.

When that happens, the government will have no choice but to pay people. The money will come from the companies profiting from AI — through robot taxes, automation fees, or it could even come from a sovereign wealth fund like Alaska has with oil.

That's how Universal Income will get funded. That's how it will become real.

But here's the problem: Washington moves at a snail's pace. This could take 20 years.

So while Musk tweets and Congress holds hearings, what are you supposed to do? Wait?

I don't think so.

The way I see it, universal income already exists.

It's not funded by robots or AI. It's funded by America's oil and gas infrastructure — and it pays 10% a year, 42 times a year, to everyone who holds units.

I call it the Patriot Income Plan. It's made up of 14 partnerships — and it's already paying out.

In 2020, it paid out $28.8 billion. This year, it's expected to pay out $53 billion.

Think of it as your own personal sovereign wealth fund. Funded by American energy. Paying you like clockwork.

One investor collects $4,800 a month. Another pulls in over $25,000.

Elon is right. UBI is coming. But you don't have to wait.

Enrollment is easy.

Click here to see the details

Sincerely,

Robert Kiyosaki
Editor, The Kiyosaki Letter

Tuesday, September 8, 2026

One country holds the chokepoint, and there is no second source.

Every lithium-ion battery needs graphite. More by weight than lithium, cobalt, or nickel. Graphite forms the anode, the electrode that stores energy during charging. Nearly all battery-grade graphite passes through one country. Not just mined there. Processed there. China handles roughly 98% of global anode processing.

In November 2025, Beijing suspended its export controls on graphite anode materials. The suspension expires November 10, 2026.

Three forces are converging on American graphite supply. A Chinese policy clock is running down. The main U.S. tariff defense was thrown out in March. Domestic processing plants cannot reach scale in time. A twelve-month gap lies ahead with no backstop.

American factories need over 500,000 tonnes of graphite anode material per year. Almost none is processed here. The tariff shield failed in March 2026, and the Chinese suspension expires November 10, 2026. The first domestic plant cannot reach commercial output before late 2027.

On May 21, 2026, the board of a federal bank voted unanimously to lend nearly $3 billion to build a gold mine on American soil. Congress got 25 days notice.

Nobody objected.

Final papers are expected in the second half of this year. The day that ink dries, three things happen at once: funding risk goes to zero, the U.S. government becomes financially fused to the project, and Wall Street re-rates the stock from speculative developer to federally backed strategic asset.

One more detail. The company's own filings cite "substantial support and partnership from the Department of War," a phrase we've never seen on a gold project. The reason: alongside its gold, the deposit holds a metal China formally banned from export to the United States. The only domestic reserve in the country.

The company is about one fiftieth the size of Newmont.

See the gold stock at the center of it »

China has done this before. With rare earths. With gallium. With germanium. The pattern repeats. Suspend controls during negotiations. Wait. Reinstate when conditions shift.

In October 2025, Beijing extended graphite controls to cover furnaces, equipment, and artificial anode materials. One month later, it suspended them under Decision No. 70. The suspension runs through November 10, 2026. Reinstatement requires no new law. The switch is already built.

Raw graphite is not battery-ready. It needs purification, shaping into tiny spheres, and carbon coating. Almost all of that happens inside China. If the controls come back, the bottleneck tightens overnight.

Observation: China's graphite export control suspension expires November 10, 2026. Beijing suspended similar controls on rare earths, gallium, and germanium after prior impositions.
Interpretation: The suspension is a pause, not a policy change. The mechanism for reinstatement is already in place. It requires only the clock running out.

In February 2026, the Commerce Department finalized duties on Chinese graphite anode material. The total came to roughly 220%. That would have been a real barrier.

On March 12, the International Trade Commission ruled that imports had not injured domestic industry. The ruling blocked the duties entirely. The barrier never went up.

About 40% in combined tariffs still apply from older trade measures. Even that has a hole. BTR, one of China's largest anode producers, began routing material through Indonesia before the ruling. Other producers followed. The rerouting sidesteps most of the remaining burden.

Observation: The ITC blocked 220% in duties on March 12, 2026. Chinese producers are rerouting graphite through Indonesia to reduce the surviving 40% tariff.
Interpretation: The U.S. tariff system is not protecting domestic graphite processing. The shield failed in court and is being walked around on the ground.

Three U.S. facilities are trying to fill the void. None is close.

Syrah Resources runs a plant in Vidalia, Louisiana. It is the furthest along. In the first half of 2026, it produced 150 tonnes of anode material. It is still qualifying with Tesla. American battery factories need over 500,000 tonnes per year. That ratio is the story.

Graphite One has a site in Ohio. As of July 2026, its air permit entered technical review with the state EPA. Construction targets late 2027. Phase one output: 10,000 tonnes per year. That covers 2% of current demand. The permit is not approved. The factory does not exist yet.

Westwater Resources has a site in Alabama. It received a $25 million loan from the Export-Import Bank in August 2026. On March 31, South Korean battery maker SK On canceled its purchase agreement. The funding arrived. The buyer did not stay.

New processing capacity takes three to five years to build. Every 10,000 tonnes of annual output costs $50 to $100 million. This is a physics problem with a fixed timeline. Capital alone cannot solve it.

Observation: The most advanced U.S. facility produced 150 tonnes in six months. Annual demand is 500,000 tonnes.
Interpretation: Domestic output covers less than one-tenth of one percent of demand. No facility can close the gap before late 2027. The construction timeline makes faster scaling physically impossible.

Line the three forces up. The suspension expires November 10. The tariff shield was struck down in March. The first domestic plant cannot reach commercial scale until late 2027 at the earliest.

Each force alone is a problem. Together they reveal a twelve-month window. No mechanism exists to backstop American graphite supply during that window. The IEA's 2026 Critical Minerals Outlook put a number on the stakes. A full graphite disruption would threaten $300 billion per year in downstream output. All of it outside China.

Three signals are worth tracking over the next several months. Any statement from China's Ministry of Commerce about the November expiration. Progress on Syrah's Tesla qualification. Whether graphite rerouting through Indonesia draws a policy response. Those are the pressure points where the system will move first.

This is not a prediction. These are dates on government documents. Tonnage from company filings. Timelines set by physics and capital. The forces are already in motion.

The U.S. needs half a million tonnes of processed graphite per year. It produces almost none. The tariff defense failed. The Chinese suspension runs through November 10. Three forces, one gap, no backstop in sight.

Until next time,
The Navigator