In December President Trump will take the stage and shock the world.

Standing before the leaders of the most powerful nations on earth, at his own resort in Miami, I believe he’s set to unveil something that will impact every dollar you have saved and invested.

The original agenda for the G20 Summit was development finance and climate change.

That’s been scrapped.

Instead, my research indicates Trump could unveil a radical monetary reset that no one has prepared you for.

I've been tracking this story for months.

And the deeper I investigate, the more convinced I become that what happens in that room could draw a brutal dividing line – between those who understand what's happening to their money, and those who do not.

Which means between now and December, there is a window. A chance to get ahead of what could be the most consequential change to our money in half a century.

It wasn't voted on. It wasn't debated in the Senate. And most Americans have no idea it's even taking place but…

President Trump is replacing the U.S. dollar.

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 (14241).

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:

Which side will you be on?

Tuesday, October 20, 2026

Every new smelter breaks ground after the deadline hits.

Most thermal cameras in the U.S. military see through a germanium lens. The electro-optical targeting system on an F-35. Every night-vision scope a soldier carries.

China refines roughly 68% of the world's germanium. In August 2023, Beijing imposed export controls on the metal. Little germanium has shipped from China to the United States since. In November 2025, China officially suspended those controls. On paper, the door reopened. In practice, nothing has flowed. The suspension expires November 27.

The Western supply chain meant to replace China is not ready. The gap between those two facts is the story.

Two policy deadlines are running. China's export suspension expires November 27, 2026. The U.S. bans Chinese germanium from defense systems starting December 2027. The Western smelters meant to replace that supply do not deliver capacity before 2029.

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There is no germanium mine in North America. There is no germanium mine anywhere in the West. The metal does not come from a dedicated ore body. It surfaces as a trace element during zinc smelting.

Think of it like sawdust in a lumber mill. You get sawdust because you cut wood. You cannot produce more without cutting more wood. Germanium works the same way. You cannot produce more without processing more zinc.

And even then, most of it is lost. About 3% of the germanium in zinc concentrate gets recovered globally. The rest goes into slag heaps and waste streams. Most smelters were never built to capture it.

This is the constraint that shapes everything else. Money and urgency cannot solve a byproduct problem. Germanium follows the economics of zinc, not the schedule of the Pentagon.

Observation: Germanium is recovered from zinc processing at roughly 3% efficiency worldwide.
Interpretation: Supply cannot scale on its own. It is locked to zinc output and smelter design.

The largest Western zinc mine feeding this chain is Red Dog in Alaska. It has supplied zinc concentrate for decades. Its best years are behind it.

Teck Resources operates Red Dog. Output is falling on a fixed schedule. Zinc guidance drops from roughly 400,000 tonnes in 2026 to about 250,000 tonnes by 2028. The mine reaches end-of-life around 2032. Each year, less zinc means less germanium.

Two policy deadlines sit on top of that decline. China's suspension of its export controls expires November 27. If Beijing does not renew it, the door closes again. The fiscal year 2026 National Defense Authorization Act targets germanium too. It bans sourcing from adversary nations for defense use. That restriction takes effect December 2027.

The Pentagon is funding a response. The Defense Production Act lets it pay companies to build strategic capacity. It awarded contracts to specialty refiners 5N Plus, Lattice Materials, and Umicore. The biggest single project is Korea Zinc's $7.4 billion smelter in Tennessee. Construction starts 2027, with operations targeting 2029. Teck is doubling germanium output at its Trail smelter in Canada. Each one adds capacity. None of it arrives before the deadlines.

Observation: Red Dog zinc output drops roughly 38% between 2026 and 2028 guidance.
Interpretation: Western feedstock is declining. Policy demands more domestic supply on the same timeline.

Even with every announced Western project built on time, the math fails. Non-Chinese capacity covers only 48% of projected ex-China demand by 2030. S&P Global puts the ex-China supply deficit at 177 metric tons. Only 31 metric tons are available outside China and Russia.

The market already prices this gap. The U.S. Geological Survey's annual average for germanium was $1,392 per kilogram in 2023. By 2025, it reached $4,100. That is a near-tripling in two years.

The gap is widening from both sides. Fiber optics is the largest single U.S. end use for germanium. AI data centers need massive fiber-optic cable. That civilian demand competes with military demand for the same constrained supply. The U.S. consumes roughly 30 tonnes per year. Supply is not growing fast enough to cover both.

Observation: Western capacity covers 48% of projected ex-China demand by 2030.
Interpretation: The deficit is structural, not cyclical. Competing civilian demand from data-center buildout widens the gap further.

Three forces meet on a single timeline. The byproduct constraint means Western supply cannot scale on demand. Red Dog's feedstock is declining on a fixed schedule. Two policy clocks expire before new capacity comes online. One sits in Beijing. The other in Washington.

November 27 is the first date to watch. If China lets the suspension lapse, export controls on germanium return. Little metal has shipped either way since 2023. But the formal signal matters to every defense contractor pricing long-term supply.

The second date is December 2027. After that, defense contractors must source germanium outside China by law. The smelters meant to fill that role are still under construction. The signal worth tracking is the distance between those two timelines.

Germanium sits inside the military's most critical optics. Its supply follows zinc economics, not the urgency of defense policy. The deadlines arrive years before the capacity does.

Until next time,
The Navigator

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