Elon says “don’t save money.” Is he right?
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.
Dear Reader,
“There will be no poverty in the future.”
That’s what Elon Musk posted last December.
No poverty. No need to save. Universal high income for everyone.
When? He didn’t say. 10 years? 20? 50?
It doesn’t matter. You don’t have to wait around.
America’s solution to universal basic income already exists.
It pays out 10% a year. It makes 42 payouts, roughly once a week. And it is not funded by U.S. tax dollars.
It actually has nothing to do with the U.S. government — and thank God for that.
Instead it is funded by 14 partnerships that control America’s most critical infrastructure.
That’s why I call it the Patriot Income Plan, or P.I.P. for short.
There are no requirements on your part. All you have to do is enroll and become a unitholder. Once you do, you will receive 10% a year on your money.
This is on top of the 20% avg. annual gains these partnerships have produced since 2020.
One investor already collects $4,800 a month. Another hasn’t worked in years. One has built his income up to $25,000 a month. Charles L., another P.I.P. unitholder, says he makes around $1,000 a day.
So yes, you can wait for Elon. Or you can enroll in P.I.P. and start collecting right away.
The next payout drops in days.
Sincerely,
Robert Kiyosaki
Editor, The Kiyosaki Letter
Friday, September 11, 2026
The Bottleneck Behind LNG Exports
One hub traded negative for 118 out of 131 days.
On April 16, gas at the Waha hub in West Texas hit negative $9.52. Producers paid buyers to take their gas. That same day, the gap between Henry Hub and European import prices sat near $12.60. Same molecule. Same day. Eight hundred miles of overbooked pipe between them.
The world needs American gas right now. The U.S. has more than it can burn. But the system connecting the wellhead to the ship is full.
The Big Idea
Three forces are acting on the global gas market. A massive supply vacuum overseas. A flood of production in West Texas. And a set of pipelines between them that cannot carry the load. The binding constraint on U.S. LNG exports is not geology or demand. It is steel in the ground. There is not enough of it.
Everyone is talking about Trump's new tech law.
Financial Times says this tech puts America "on the verge of a financial revolution."
Yahoo Finance says it could unlock $400 trillion.
Jeff Brown was consulted by Congressional offices in Washington, D.C. to advise on it.
He says the real number is even bigger — as much as $2.6 quadrillion could pour onto a new type of investment exchange in the days ahead…
The Pull
On March 18, Iranian strikes hit Qatar's Ras Laffan facility. The strikes damaged two liquefaction trains. Those are the processing units that cool gas into liquid for shipping. QatarEnergy reported the loss of 12.8 million tons per year of LNG production. The EIA estimates that equals roughly 17% of Qatar's export capacity. Qatar's Energy Minister Saad Al-Kaabi said repairs will take three to five years.
The world turned to the only producer that could fill the gap. U.S. terminals responded by running flat out. Feedgas is the natural gas flowing into LNG plants for export. It averaged 18.85 billion cubic feet per day in 2026, according to Wood Mackenzie. That unit, Bcf/d, is how the industry measures flow. Rated U.S. terminal capacity is 18.3 Bcf/d. The exit door is open as wide as it goes.
Observation: U.S. LNG terminals operated at or above rated capacity through much of the first half of 2026.
Interpretation: Terminal throughput hit its physical ceiling. The constraint on exports is no longer at the coast.
The Trap
The Permian Basin produced 27.6 Bcf/d of natural gas in 2025. The EIA projects 29 Bcf/d in 2026. Most of that gas is a byproduct. It comes out alongside crude oil. Drillers chase oil margins. The gas comes whether the market wants it or not.
But the pipelines from the Permian to the Gulf Coast are full. Gas piles up at Waha, the main pricing hub in West Texas. The result is a price that makes no sense until you see the plumbing. Waha traded negative for 118 of the first 131 days of 2026. Producers paid buyers to take gas off their hands. The pipes could not carry it to where it was worth $12 more.
Dan Spangler is senior director of analytics at Natural Gas Intelligence. He put it plainly. Most routes into and around the Gulf are at or near capacity. Every new terminal needs new pipelines to move gas from the fields to the coast.
Observation: Waha prices were negative for 118 of 131 days in early 2026. The low was negative $9.52 on April 16.
Interpretation: The Permian produces more gas than the pipeline network can move. The bottleneck is not supply or demand. It is the pipe between them.
The Fix, and the Gap Behind It
New pipelines are coming. The Blackcomb Pipeline runs 365 miles from Waha to Agua Dulce. Agua Dulce is a coastal junction where Permian gas meets export terminals. Blackcomb carries 2.5 Bcf/d and targets Q4 2026. The Hugh Brinson Pipeline adds 1.5 Bcf/d in its first phase by Q4. Early capacity has already started flowing. Waha prices turned positive in June. They held above zero for more than a month.
That is the mechanism working in reverse. When the pipe opens, the price normalizes. The bottleneck is physical. A physical fix resolves it.
But a timing mismatch sits behind the relief. New terminals arrive in 2027. Golden Pass, Port Arthur Phase 1, and Rio Grande together add roughly 3.7 Bcf/d of export capacity. Each one needs pipeline capacity still being built. Williams VP David McKellips put it simply. Pipelines are the invisible enabler of the whole supply chain. The terminals get the headlines. The pipes determine whether they run.
Observation: Waha turned positive in June 2026 after new pipeline capacity began flowing.
Interpretation: The constraint is mechanical. When capacity arrives, the system rebalances. The next question: do pipes keep pace with terminals in 2027?
Quick Hits
Iranian strikes on Ras Laffan removed 12.8 million tons per year of Qatari LNG. Repairs will take three to five years.
QatarEnergy declared force majeure on affected contracts, forcing buyers to find replacement cargoes.
U.S. LNG feedgas peaked at 20.1 Bcf/d in early April, above the system's 18.3 Bcf/d rated capacity.
Waha traded negative for 118 of 131 days in early 2026, with a low of negative $9.52.
The Henry Hub to TTF spread held near $12.60 in May. TTF is Europe's main gas benchmark.
Blackcomb Pipeline targets Q4 2026. Hugh Brinson Phase 1 targets Q4 2026.
Golden Pass, Port Arthur, and Rio Grande LNG terminals expect first exports in 2027.
Where the Constraint Sits Now
Three forces point the same direction. Global buyers need non-Qatari gas. The Permian has more gas than it can sell at home. The spread between domestic and overseas prices rewards every cargo that moves. All three say: ship more.
The system cannot respond. Not because of wells. Not because of terminals. Because of the pipe between them.
Watch the Waha spread against Henry Hub over the next two quarters. When that gap narrows, new pipe capacity is absorbing Permian supply. When terminals start commissioning in 2027, watch whether pipeline completions keep pace. If they lag, Waha goes negative again. The terminals sit partly idle.
The pattern is mechanical. Supply exists. Demand exists. The constraint is the connection.
The Map So Far
Gas at Waha sells for less than nothing. The same molecule is worth $12 more at Tidewater. Between them sit eight hundred miles of overbooked pipe, and that is where the global gas market is tight.

Until next time,
The Navigator


