Every dollar you own is being replaced
Something strange is happening to your money.
It wasn't voted on. It wasn't debated in the Senate. And most Americans have no idea it's even taking place but…
Not with crypto. Not with a digital currency. Something far bigger than that – and it's already been signed and sealed in the back rooms of D.C., ready to be issued by the U.S. Treasury.
Bypassing every legal and political channel under the guise of "national security," Trump has enacted this total money reset using a landmark executive order (1421).
Whether you’re a Democrat or Republican, whether you support this new money or not, it doesn't matter.
Soon, every U.S. citizen will be forced to use Trump's New Dollar to fill their gas tank, buy groceries, and pay medical bills.
Which is why I've produced a critical new documentary laying out exactly what Trump's New Dollar means for your savings, your investments, and your family's financial future.
Detailing three important steps you can take today to prepare – including the name of a core band of assets connected to Trump’s initiative that could surge as a result.
As you’ll see in my briefing, the last time America reset its money like this – under Richard Nixon’s presidency in the 1970s – it created one of the greatest wealth divides in the history of our nation.
On one side, it minted an average of 1,300 new millionaires a day for over half a century. And on the other… the folks left behind, drowning in debt, with no idea how to use America’s new money to create wealth.
As Trump rolls out his new dollar, the question is:
Good investing,
Porter Stansberry
PS. If you’re wondering what Trump’s new money will look like, when it will be issued, what it means for your investments – all of those questions are answered in my briefing.
Thursday, August 6, 2026
What One Drone Showed About Oil
A drone just proved the endpoint can be reached.
On July 29, a drone hit the port of Damietta, Egypt. Two ships caught fire. One was an American gas storage tanker. No one claimed the strike.
Most people have never heard of Damietta. But this port sits near the last open corridor for Saudi oil. Millions of barrels flow through it to reach the world. The question is not who sent the drone. The question is how all that oil ended up on one Egyptian route.
The answer is a chain of closures. Each one pushed more oil onto the next route in line. Each route was narrower than the last.
The Big Idea
Three chokepoints failed in sequence since February. Each closure pushed oil onto a narrower route. The system's entire load now sits on a single Egyptian corridor. On July 29, a drone proved it can be reached.
$40 to $2,000 in one afternoon
Last week, wholesale electricity prices in Northern Virginia spiked from $40 to over $2,000 per megawatt-hour.
In one afternoon.
The largest power grid in America - serving 67 million people - declared an emergency.
The government ordered power plants to ignore pollution limits and run at maximum.
Factories were told to shut down.
All because of a heat wave and too many data centers pulling power from a grid that can’t keep up.
Solar couldn’t help. It was evening. Wind was dead.
Three miles underground, the temperature hasn’t changed in 4.5 billion years.
It doesn’t care about the weather. It runs at midnight, in a heat wave, in a blizzard.
Always.
One company has spent sixty years building the only system that can tap it.
Google just locked in 15 years. Gates wrote the check.
August 18th, a federal auction could hand them the territory where their crew already broke every drilling record.
The grid is breaking. This company has the fix.
The First Shift: Hormuz to Yanbu
The Strait of Hormuz sits between Iran and the Arabian Peninsula. About 21 million barrels of oil move through it daily. That is roughly one-fifth of global consumption.
In late February 2026, U.S. and Israeli operations against Iran began. By March 2, Iranian forces declared the strait closed. They attacked ships trying to pass. On July 23, only 10 ships transited. Normal traffic runs about 88 per day. In March, the International Energy Agency called it the largest oil disruption in history.
Saudi Arabia needed another way out. The kingdom has an East-West pipeline. It links its eastern oil fields to Yanbu, a port on the Red Sea. Saudi state oil company Aramco maxed the pipeline. CEO Amin Nasser put the ceiling at 7 million barrels per day. By June, Yanbu handled 92% of Saudi seaborne crude exports. Reuters reported loadings above 4 million barrels per day, citing vessel-tracking platform Signal Ocean. A year earlier, the figure was 973,000 barrels per day.
The first fallback absorbed the load.
Observation: Saudi oil exports shifted from the Persian Gulf to the Red Sea within weeks of the Hormuz closure.
Interpretation: The East-West pipeline acted as the first pressure valve. It opened wide. But it maxes at 7 million barrels per day. That is roughly half of what Hormuz carried.
The Second Shift: Bab el-Mandeb to Suez
Oil leaving Yanbu had two directions. South through Bab el-Mandeb, the strait at the bottom of the Red Sea. Or north toward the Suez Canal and Egypt's SUMED pipeline. In June, 81% of Yanbu loadings headed south.
On July 20, Yemen's Houthis announced a maritime embargo on Saudi Arabia. The Houthis are an armed group backed by Tehran. They threatened to block Bab el-Mandeb. JMIC, a multinational naval monitoring body, warned of Houthi missiles and drones near the strait.
Southbound flows dropped fast. By late July, only 43% of Yanbu loadings went south, according to shipping data firm Kpler. The rest turned north toward Egypt.
This is what a bypass of the bypass looks like. The East-West pipeline clears Hormuz by reaching Yanbu. Then SUMED and northbound Suez clear Bab el-Mandeb. Each closure pushes oil onto the next pipe.
Observation: Houthi threats cut southbound Saudi oil flows from Yanbu by nearly half in ten days.
Interpretation: The second chokepoint forced a second rerouting. The load shifted to Egypt's corridor. It is the last route that avoids both Hormuz and Bab el-Mandeb. The only other option is a weeks-long detour around Africa.
The Last Pipe, and the Drone That Found It
Now the math gets tight.
Hormuz carried 21 million barrels per day. The East-West pipeline maxes at 7 million. SUMED is a 320-kilometer pipeline across Egypt, from Ain Sokhna to Sidi Kerir. It maxes at 2.5 million. A six-lane highway became a two-lane road became a single bridge.
SUMED ran about one million barrels per day before the crisis. It now runs at 1.4 million. A 40% jump since February. The flow shows it. Kpler tracked 19.52 million barrels through the corridor in April and 28.79 million by July. Sidi Kerir alone loaded 1.4 million barrels per day in the final week.
RBC Capital Markets analyst Saud Bhutta called this Mediterranean route the last major alternative. Up to 5 million barrels per day now bypass Hormuz through it.
Then the drone found the last node.
Two days before the strike, Iranian state television named Damietta as a possible target. They called it "a gateway for gas exports to Europe." Two Iranian officials told The New York Times the strike was deliberate. The message: Tehran can reach the corridor everyone depends on.
Observation: SUMED is running at elevated levels while a drone struck a port near its Mediterranean terminal.
Interpretation: The system has no more fallbacks. Each closure compressed more volume into a narrower pipe. The drone did not close anything. It demonstrated that closure is possible.
Quick Hits
Only 10 ships transited the Strait of Hormuz on July 23 versus about 88 per day normally.
Saudi Arabia rerouted 92% of seaborne crude exports to Yanbu by June 2026.
Houthi threats on July 20 cut southbound Yanbu flows by nearly half within ten days.
SUMED pipeline throughput rose 40% since February, from 1 million to 1.4 million barrels per day.
A drone struck the port of Damietta on July 29, and two ships caught fire.
Iranian state TV named Damietta as a target two days before the strike.
Two Iranian officials told The New York Times the attack was a deliberate signal.
What the Routing Map Tells Us
The volume of oil in the system did not grow. It funneled. Two closures and a strike in five months pushed millions of barrels into a corridor never built to carry this load.
The signal worth watching is not the price of oil on any given day. It is SUMED throughput and whether anything else reaches the Suez corridor. A second strike near Sidi Kerir or the canal itself would test a route with no backup.
The Damietta drone did not close a corridor. It did not sink a tanker or block a canal. What it did was show exactly where the weight sits.
The Map So Far
Two chokepoints closed in sequence and a third was struck, each fallback narrower than the last. The system's load now sits on one Egyptian corridor under heavy load. Its vulnerability is no longer theoretical.
Until next time,
The Navigator
