Could Elon make you a millionaireX returns?
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,
Imagine having an AI agent…
Whose only job is to generate stock market profits, over and over again.
While you sleep…
While you golf…
While you spend time with your grandkids…
It could be making money in the background.
Your dream retirement — automated...
The AI agent generates the profits for you.
Well, this is no longer a science fiction fantasy…
Elon Musk thinks he’s pulled it off.
In the short term, Musk has said it’s “not impossible” to see his AI agent return 70 times the investment.
If he’s right… just $15,000 invested in Elon Musk’s AI agent — would make you a millionaire.
You don’t need to be tech savvy at all.
Anyone can do this… young or old.
You won’t have to program anything or even download an app or anything like that.
It requires just one simple move by you.
And Musk’s AI agent does the rest.
You set how much you want to invest.
It could be as little as $100…
And you can sell and cash out, any time you want.
Now here’s what’s even better:
Former tech executive Jeff Brown will walk you through it.
Regards,
Chris Hurt
Host, Elon Musk’s 70X AI Agent.
Monday, October 5, 2026
Where U.S. Potash Actually Comes From
One exemption keeps the price from doubling overnight.
Fall application season is running. Farmers across the Midwest are buying potash right now. Potash is a potassium-based fertilizer. Without it, crop yields drop.
The U.S. produces about 7.1% of the potash it uses. The rest comes from abroad. Almost all of it comes from one country.
That supply flows today because of a single political exemption. Not a law. Not a treaty. A presidential choice.
The Big Idea
The U.S. grows its food on borrowed potash. It imports 92% of what it consumes, and roughly 85% of those imports come from Canada. The tariff exemption keeping that supply affordable is not a structural guarantee. It is a presidential pen stroke under a rarely used provision of the Tariff Act of 1930, and no alternative source works on any timeline that matches the crop calendar.
The most expensive part of Nvidia’s chips isn’t made by Nvidia.
It’s a tiny device that’s sold out through 2027.
And is expected to command $2 trillion a year from the AI giants.
Nvidia’s CEO calls it “a technology miracle.”
Without it, Nvidia’s chips wouldn’t work.
In this video, Jeff Brown gives away the name of a key stock in this space, for free.
One Basin, One Road
The USGS reported in 2026 that net imports supplied 92% of apparent U.S. potash consumption. The U.S. produced roughly 420,000 metric tons. It consumed about 5.9 million.
Canada fills the gap. About 85% of U.S. potash imports come from Canada. More than 86% of Canada's shipments south come from a single province, Saskatchewan. One geological basin feeds American soil.
U.S. Ambassador Pete Hoekstra said it plainly in June. America needs a "tremendous amount of things" from Canada, including potash. There are "not lots of other places you can get it."
The U.S. buys 4.3 to 4.5 million tonnes of Canadian potash per year. That volume has no substitute at any price on any timeline that matters today.
Observation: The U.S. imports 92% of its potash, with roughly 85% coming from a single country.
Interpretation: This is not trade diversification. It is single-source dependency on one geological basin in Saskatchewan.
The Exemption
On July 20, President Trump imposed tariffs of 50% on selected Canadian imports. He used Section 338 of the Tariff Act of 1930. It is a rarely invoked provision. It allows additional duties against countries found to discriminate against U.S. commerce.
Potash was carved out. Fertilizer products received an exemption from the 50% tariff.
That exemption is not time-limited. It is not legislated. It exists because the president chose to grant it. The same authority that created it can revoke it.
The USGS added potash to the critical minerals list in November 2025. The designation opens federal permitting fast-tracks and tax incentives for domestic production. The government itself flagged the vulnerability. Then it wrote potash out of a 50% tariff.
Observation: Potash is exempt from Section 338 tariffs by presidential discretion, not by statute.
Interpretation: The exemption is a political instrument. It holds because the cost of removing it is too high right now. That calculation can change.
The Escape Hatches That Don't Open
Two alternatives get mentioned. Belarus and domestic mines. Neither works.
On September 21, Trump announced the U.S. is working on a deal to buy potash from Belarus. The first shipment of 30,000 metric tons is due in New Orleans in October, according to Argus Media.
Here is the scale. The U.S. needs 4.3 to 4.5 million tonnes from Canada per year. That first Belarus cargo covers 0.7% of it.
The logistics chain explains why. Belarus is landlocked. EU sanctions closed its most direct export route through Lithuania. Every tonne bound for the U.S. travels by rail to Saint Petersburg, Russia. It loads onto a ship. It crosses the Atlantic. It arrives in New Orleans. Then it moves up the Mississippi River to reach Midwest farmers.
Belarusian President Lukashenko admitted the volumes don't exist. This year's production is already allocated under existing contracts. "Even if we wanted to supply to other Western markets, we simply don't have those volumes." StoneX analyst Josh Linville was direct. "I'm afraid the impact would be limited."
Domestic production is further away than it looks. Michigan Potash Operating LLC received a conditional commitment for a loan guarantee of up to $1.26 billion in January 2025 to build a facility in Osceola County, Michigan. It would be the first new U.S. potash plant in 60 years. The timeline is 42 months. That puts first production around mid-2028, assuming no delays.
At full capacity, it would produce about 726,000 metric tons per year. That covers roughly 12% of U.S. consumption. Useful. Not transformative.
Ontario Premier Doug Ford framed the stakes at a rally on August 26. "If we ever cut out that potash, their agricultural sector would be dead."
Observation: The first Belarus shipment covers 0.7% of annual U.S. need from Canada. The first domestic facility is 42 months away and would cover 12%.
Interpretation: Neither alternative changes the dependency on any timeline that matches the crop calendar. The Canadian road is the only road that exists today.
Quick Hits
The USGS reported that net imports supplied 92% of U.S. potash consumption in 2025.
Canada provides roughly 85% of those imports, with Saskatchewan shipping more than 86% of Canada's volumes south.
Section 338 tariffs of 50% hit selected Canadian goods on July 20, but potash was exempted by presidential discretion.
The first Belarus potash shipment of 30,000 metric tons is due in New Orleans in October, against 4.3 to 4.5 million tonnes needed annually from Canada.
Lukashenko said Belarus cannot supply large volumes because this year's production is fully allocated.
Michigan Potash's facility is 42 months from completion and would cover about 12% of U.S. consumption at full capacity.
Fall potash application season is running now, and farmers are buying in the current political window.
What This Means for the Fall Window
Farmers buying potash this month are buying under the current exemption. The price they pay reflects a tariff rate of zero on Canadian supply. If that exemption shifts, the cost structure shifts with it.
Three signals are worth tracking. First, any movement on the Section 338 exemption. It is presidential discretion. It can change without legislation. Second, the Belarus shipment arriving in October. The actual volume and price will show whether this is a real supply channel or a political gesture. Third, the Michigan Potash permitting timeline. Federal environmental review is listed as in progress, with an estimated completion of February 2027.
The forces are plain. The dependency is geological. The exemption is political. The alternatives are years away. The crop calendar does not wait for any of them.
The Map So Far
The U.S. potash supply runs through one country, one province, and one political exemption. No structural backup exists on any timeline that matches the crop year.
Until next time,
The Navigator
