On December 14, President Trump will gather the leaders of the world’s largest economies at his private Miami resort.

And I believe what happens there could change the U.S. dollar forever – potentially triggering a historic repricing across American markets.

The pieces are already falling into place:

A flurry of executive orders… billion-dollar government stakes in obscure mining companies… a landmark pact with 13 nations… and a special agreement signed by six billionaire tech moguls.

At Trump’s December summit, those pieces could finally be assembled in public for the first time – and a new kind of dollar presented to the world as a done deal.

Whether you’re a Republican or Democrat – whether you support this monetary shift or oppose it – you could soon be using Trump’s New Dollar.

That’s why I’ve produced this critical new documentary revealing:

Why I believe Trump is desperately trying to reset America’s money…

Why this has nothing to do with Bitcoin or gold – but is tied to the most valuable resource of the 21st century…

And three moves I believe you can make today to prepare – including the name and ticker of the investment I believe could benefit as this shift unfolds.

The last time America reset its money, it reportedly created – on average – more than 1,000 new millionaires every day for five decades.

But that was only one side of the story.

Millions of workers and savers were quietly left behind as their wages stalled, their savings were hollowed out and the American Dream slipped beyond their reach.

Now, I believe that same dividing line could be drawn again.

Here’s how I think you can prepare

Good investing,

Porter Stansberry

Friday, October 30, 2026

One plant in Louisiana is running out of policy lifelines.

In July 2022, the Department of Energy issued a $102 million loan. The recipient was a facility in Vidalia, Louisiana. It was the first Advanced Technology Vehicles Manufacturing loan in over a decade. The purpose was plain. Build the only anode material plant in the Western Hemisphere not reliant on China. Anode material is processed graphite. It sits inside every EV battery.

Four years later, the plant exists. Every policy lever built to sustain it has been pulled.

The U.S. funded one non-Chinese graphite anode facility. Three policy decisions removed the demand subsidy, denied the trade protection, and left a tariff wall too low to matter. One agency wrote the check. Three government actions left the plant stranded.

The rules of retirement are changing. President Trump is opening your 401(k) to a corner of the market where the wealthy have quietly earned 12% a year. Larry Benedict is naming the one ticker to play it – free. Click here to watch.

China controls over 90% of the global anode material market. Vidalia is the single vertically integrated, commercial-scale Western alternative. That fact alone explains why the DOE wrote the check.

But Vidalia was never built to win on price. Chinese suppliers land anode material in the U.S. at roughly $3.70 per kilogram. Vidalia's cost floor sits between $4.30 and $4.80. The gap is structural, not operational.

Chinese overcapacity pushed global prices lower. Anode material sold for about $6.90 per kilogram in 2022. By mid-2026, it trades near $4.60. The margin that once cushioned Vidalia's higher costs has nearly closed. The plant needed a policy structure around it.

Observation: Chinese anode material lands at $3.70/kg. Vidalia's cost floor is $4.30 to $4.80/kg.
Interpretation: The cost gap is structural. Without policy protection, the plant cannot compete on price alone.

The first lever was the demand subsidy. The IRA's $7,500 EV tax credit carried sourcing rules. Those rules gave automakers a reason to pay more for U.S.-made battery materials. In July 2025, Congress repealed the credits for vehicles acquired after September 30, 2025. The demand incentive vanished.

The second lever was trade protection. The Commerce Department proposed roughly 160% combined duties on Chinese graphite anode imports. Anti-dumping duties are tariffs imposed when a foreign country sells below fair market value. The Commerce Department built the case. In March 2026, the International Trade Commission voted 2-1 to block it. The ITC is the federal body that decides whether trade duties take effect. It shut the case down.

The commission ruled that Chinese imports had not "materially retarded the establishment of an industry" in the United States. The government spent $102 million to establish that industry. The ITC ruled it was not established enough to protect.

Observation: The IRA tax credit was repealed in July 2025. The ITC blocked anti-dumping duties in March 2026.
Interpretation: In eight months, both policy forces supporting the plant were removed. The demand incentive and the trade protection no longer exist.

Two sets of tariffs still apply to Chinese graphite. Section 301 duties, from the U.S.-China trade war, target unfair trade practices. Section 122 tariffs are an emergency authority the president can invoke without Congress. Together, they total roughly 35 to 40 percent.

That sounds like a wall. It is not.

A 35% tariff on $3.70 Chinese product brings the landed cost to about $5.00 per kilogram. That puts it near Vidalia's cost floor. Buyers see two options at roughly the same price. There is no cost reason to switch.

And there is a clock running. China suspended its export controls on graphite anode materials in late 2025. Those suspensions expire on two dates. November 27, 2026 and January 10, 2027. If they lapse, Chinese graphite exports will require government licenses. Vidalia becomes the only reliable Western source of anode material. But a year without demand support or trade protection will have already strained the plant.

Observation: Remaining tariffs bring Chinese product to roughly $5.00/kg. China's export control suspensions expire November 27, 2026 and January 10, 2027.
Interpretation: The tariff wall is too low to create a real cost advantage. The only force that could shift the math is a Chinese decision the U.S. does not control.

Two dates matter now. November 27, 2026 and January 10, 2027. Those are when China's graphite export control suspensions expire.

If China renews the suspensions, the status quo holds. Chinese material keeps flowing. Vidalia keeps fighting a $3.70 competitor with a partial tariff wall.

If China lets the suspensions lapse, export licensing returns. Supply tightens. The only non-Chinese anode plant in the Western Hemisphere becomes the only reliable Western source. But a full year of policy removal will have already weakened its commercial footing.

The Kleinman Center at the University of Pennsylvania named this pattern in a July 2026 analysis. Supply-side-only critical minerals policy fails without demand-side pairing. The U.S. wrote the check. It built the facility. Then it removed the demand subsidy, denied the trade protection, and left a tariff wall too low to matter. The money bought a plant. It did not buy the structure to keep it alive.

The U.S. has one non-Chinese graphite anode facility. Three policy decisions over the past sixteen months stripped the forces designed to sustain it. The signal to watch: China's suspension deadlines in November and January.

Until next time,
The Navigator