Why does the richest man in the world keep turning up at President Trump’s side?

Back in May, Elon Musk flew to Beijing on Air Force One alongside the President – one of only two CEOs, out of the 17 on the trip, given a seat on the President’s plane.

A year earlier, he was at Trump’s side in Riyadh, where the President personally introduced him to Saudi Crown Prince Mohammed bin Salman.

And he was in the room again in September, seated at the head table with Trump and Xi Jinping when the Chinese leader arrived for a state dinner at the White House.

Yet while the media obsesses over his rockets and robots – almost nobody is asking why he keeps showing up at these major political events.

I believe I know the answer – and how it could impact every dollar you have saved and invested.

My name is Porter Stansberry.

For nearly 30 years, I’ve helped millions of Americans move ahead of the market’s biggest shifts.

In 2006, I warned that Fannie Mae and Freddie Mac were heading for collapse, years before they brought the American banking system to its knees. Barron’s called my work “remarkably prescient.”

In 2008, I told readers General Motors was in a “death spiral,” less than a year before it filed for bankruptcy.

And in 2020, I warned that COVID-era money-printing would unleash the worst inflation in a generation. It did.

Today I would like to share fresh research that could have a bigger effect on your personal wealth than anything I've exposed before.

Something strange is happening to the U.S. dollar.

Without a vote in Congress, and with almost no coverage in the financial press, President Trump has set in motion what I believe is the first reset of America’s money since 1974.

Assembled through a flurry of executive orders and a landmark pact signed by 13 nations inside the State Department. And as you’ll see, I believe Elon Musk sits right at the center of it.

The last time America reset its money on this scale, by some estimates it minted more than a thousand new millionaires a day... while quietly hollowing out the savings of millions who never understood what was happening.

And on December 14, when world leaders gather at Trump’s Miami resort, I believe this new monetary order could be presented as a done deal.

Watch now: Trump’s Dollar Reset

In my documentary, you’ll discover:

Watch the full documentary here.

Monday, November 9, 2026

Its biggest supplier is $27.6 billion in debt.

More than a year ago, the Defense Logistics Agency asked the market for 40 tonnes of rhenium. Rhenium is a rare metal found in every Western jet engine. Few substitutes exist. The DLA wanted it for the National Defense Stockpile, which had never held any.

The stockpile still holds zero.

That gap between intent and result is not about red tape. It is about the physical structure of how this metal reaches the surface.

Rhenium cannot be mined on purpose. It appears only as a byproduct of copper mining. No price signal and no trade agreement can produce more unless copper production grows first. The US built its rhenium strategy around a Chilean state company that is $27.6 billion in debt and losing copper output.

My name is Jeff Brown, founder and CEO of Brownstone Research.

Something could happen on November 11 that catches most investors completely off guard.

A tiny stock — trading at under $1 — could announce a supply deal with Elon Musk.

If that happens, the move could be fast.

Similar partnership announcements have sent Musk suppliers soaring…

By as much as 395% in a single day.

And the insider I recently interviewed believes that if you hold a little longer…

You could potentially see 39x your money in under two years.

This isn't a guess.

On page 37 of the SpaceX IPO filing, Musk names the exact sector this company operates in.

And with $85.7 billion from the IPO and another $25 billion from bonds…

Musk is about to go on a huge spending spree.

This company holds the keys to the future of Musk's AI masterplan.

It's even helping roll a new Cybercab off the line every 10 seconds.

The insider who walked me through all of this has seen these kinds of gains in this sector countless times before…

Including turning $13,140 of his own money into around $1.85 million in under a year.

We put everything in an urgent strategy session…

Including a free ticker you can act on right away.

But you need to see it before November 11.

After that, you could miss out entirely.

Click here to watch the strategy session now.

The world produces 70 tonnes of rhenium a year. The US consumes 38. More than half the global supply goes to a single country.

This market works differently from any other. You do not decide to produce rhenium. You decide to produce copper. Some copper ore contains molybdenum. When molybdenum is roasted, trace amounts of rhenium appear in the flue dust. Rhenium is a byproduct of a byproduct.

That structure breaks the normal price mechanism. In most markets, high prices pull new supply out of the ground. Miners see profit and dig. Rhenium prices rose from about $1,370 per kilogram in 2024 to $7,421 today. A gain of more than 400%. Supply did not respond. It could not. No one can drill a rhenium mine. More rhenium requires more molybdenum roasting. More roasting requires more copper mining. Copper mining takes years of capital and permitting that have nothing to do with rhenium prices.

A 400% price signal hit a market that is physically unable to hear it.

Observation: Rhenium prices rose over 400% in two years. Global output held flat at 70 tonnes.
Interpretation: Price cannot create new supply here. Output is governed by copper economics, not rhenium demand.

Chile produces 37% of the world's mined rhenium. Chilean processors handle about 70% of global refining. The US signed a minerals agreement with Chile in April 2026. The logic was clear. Go to the source.

That source is Codelco, Chile's state-owned copper giant and one of the largest copper producers on Earth. It is also in serious trouble.

Gross debt hit $27.6 billion as of June 2026, up nearly 14% in one year. Net debt to EBITDA sits at 2.8 times. Global mining peers average 0.7 times. Codelco's chairman said publicly that the company's $34 billion investment plan "cannot be financed" given the debt load.

The company spent $32 billion over eight years. Copper output still fell from 1.6 million tonnes to 1.2 million. Then came the audit. In November 2026, Codelco disclosed that 42,100 tonnes of copper had been improperly recorded as production. The metal on paper did not exist.

Cochilco, Chile's copper commission, just cut the 2026 national forecast by 330,000 tonnes. This will be Chile's weakest copper year in over two decades. Less copper mined means less molybdenum roasted. Less molybdenum roasted means less rhenium recovered. The chain pulls tight at every link.

Observation: Codelco's copper output fell 25% over eight years despite $32 billion in capital. Chile's 2026 copper forecast dropped by 330,000 tonnes.
Interpretation: The largest source of the world's rhenium is a company whose copper production is shrinking. US policy depends on a supplier that cannot finance its own expansion.

The US is not alone at this source. China imported 26 tonnes of rhenium from Chile in 2023. More than a third of total world output. From one country. In one year.

Beijing has been stockpiling rhenium since at least 2024. China's own domestic supply is capped by its molybdenum roasting capacity. So it buys from the same constrained source the US needs.

Two countries now pull from a producer that is falling behind on its own copper targets. The 70-tonne global market does not have room for both of them to get what they want.

Observation: China imported 26 tonnes from Chile in 2023, more than a third of annual world production.
Interpretation: Competing demand from a second major buyer tightens the same supply the US is trying to secure through a bilateral deal.

The deal is signed. The request is filed. Neither produces a gram of metal. The signals that matter sit in three places.

First, Codelco's balance sheet. If the company cannot finance copper expansion, rhenium supply stays flat or falls. The chairman already said the investment plan cannot be funded.

Second, Cochilco's copper output numbers. Every downward revision in copper means less rhenium recovered. Nobody tracks this second-order effect, but it is the binding constraint on the entire US strategy.

Third, Chinese import volumes from Chile. If China keeps pulling 25 to 30 tonnes a year from the same source, the arithmetic for a US stockpile gets very difficult. Watch the trade flow data. It shows who is actually getting the metal.

The US needs more than half the world's rhenium and produces about a quarter of what it consumes. The only path to more supply runs through a copper company that is shrinking, and a competitor already buying from the same source. The stockpile reads zero.

Until next time,
The Navigator