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.

Elon Musk has been saying the same thing for almost a decade:

"Universal basic income is coming." It's not a question of if — it's when.

And he's right.

AI is already displacing millions of jobs. One report says 40% of all jobs could be automated within the next decade.

When that happens, the government will have no choice but to pay people. The money will come from the companies profiting from AI — through robot taxes, automation fees, or it could even come from a sovereign wealth fund like Alaska has with oil.

That's how Universal Income will get funded. That's how it will become real.

But here's the problem: Washington moves at a snail's pace. This could take 20 years.

So while Musk tweets and Congress holds hearings, what are you supposed to do? Wait?

I don't think so.

The way I see it, universal income already exists.

It's not funded by robots or AI. It's funded by America's oil and gas infrastructure — and it pays 10% a year, 42 times a year, to everyone who holds units.

I call it the Patriot Income Plan. It's made up of 14 partnerships — and it's already paying out.

In 2020, it paid out $28.8 billion. This year, it's expected to pay out $53 billion.

Think of it as your own personal sovereign wealth fund. Funded by American energy. Paying you like clockwork.

One investor collects $4,800 a month. Another pulls in over $25,000.

Elon is right. UBI is coming. But you don't have to wait.

Enrollment is easy.

Click here to see the details

Sincerely,
Robert Kiyosaki
Editor, The Kiyosaki Letter

Friday, October 2, 2026

The market just tipped into its first deficit since 2021.

Every chip inside an AI server is soldered to a circuit board. The solder is tin. A single AI server uses more than three times the tin of a standard server.

That fact sits at the center of a supply problem few have heard of. On the London Metal Exchange, tin trades in the low-to-mid $50,000s per tonne. That is up roughly 50% from a year ago. More tin is being consumed than produced. Two major supply regions went offline at the same time.

Tin demand is growing at 3.5% in 2026. Supply is growing at 3%. That gap tipped the market into its first deficit since 2021, and the supply side cannot catch up.

Trump's approval is at 36%. Midterms are one month away. He needs a move that changes everything overnight.

He has one. It doesn't require Congress. It could add over $1 trillion to the government's balance sheet and potentially make a large number of everyday Americans very wealthy.

A president used this same move once before in 1934. It created generational fortunes. A free report explains what it is and how to get positioned before he plays it.

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Solder accounts for half of all tin demand worldwide. Every circuit board in every phone, laptop, and server depends on it. That baseline was already large. AI is making it larger, fast.

Tin demand from AI servers will triple by 2030, Nikkei Asia reported in June 2026. Each AI server needs more than three times the solder of a standard one. As production scales, the pull on tin supply compounds year over year.

Observation: AI server tin demand is projected to triple by 2030.
Interpretation: Solder demand is accelerating on a base already half the global tin market. The demand force is structural, not a blip.

Both major tin supply sources went offline at the same time.

Myanmar's Man Maw mine, one of the world's largest, suspended production in August 2023. It has not fully restarted. Ore exports from Myanmar to China dropped 77% year-over-year through mid-2025. In 2025, the International Tin Association reported Myanmar granted its first permits to resume mining. But the mine has sat idle for three years. Restarts at that scale take months, not weeks.

Then there is Indonesia. President Prabowo ordered roughly 1,000 illegal tin mines shut on Bangka Belitung. Those islands produce nearly a fifth of the world's tin. Illegal mining accounted for about 80% of the region's shipments. One crackdown removed a major share of global supply.

Both losses hit at once. Neither is resolving fast.

Observation: The two largest tin ore sources both went offline between 2023 and 2026.
Interpretation: These are structural losses, not temporary ones. One is a stalled mine restart. The other is a government crackdown. Neither responds to price signals the way a functioning market would.

The U.S. has not mined tin since 1993. It has not smelted tin since 1989. It imports 77% of the refined tin it consumes.

The USGS placed tin on its 2025 Critical Minerals list. The agency calls domestic resources "insignificant compared with those in the rest of the world."

The federal response so far: one investment. $19 million under the Defense Production Act went to a single recycling facility in Coatesville, Pennsylvania.

Tin deposits tend to be small. They do not attract major mining companies. New mines take years to permit and build. Supply is inelastic. It cannot stretch when demand pulls harder. There is no quick fix on the supply side.

Observation: The U.S. has zero domestic tin mine production and 77% import reliance.
Interpretation: A prolonged global deficit has no domestic buffer. The federal response is one recycling plant.

The AI buildout is measured in gigawatts and billions. But every server in every rack runs through a physical point. Tin solder on a circuit board.

The forces all point one direction. Demand is accelerating through AI. Supply contracted in Myanmar and Indonesia at the same time. The pipeline for new supply is thin and slow. The U.S. has almost no domestic production as a buffer.

Three signals are worth watching. LME warehouse stock levels show real physical tightness. Indonesian export data will reveal whether the crackdown holds. Any Myanmar restart announcement matters. Man Maw is the single largest relief valve for global supply.

The constraint is not capital. It is metal in the ground.

The tin market is in deficit. Demand is structural and growing. Supply contracted in two major regions with no quick fix. The U.S. imports nearly all its tin.

Until next time,
The Navigator