Dear Reader,

I always tell people to look past the screen.

We live in a digital world. We think everything is weightless. We think the future is just software, AI, and the cloud.

It is a dangerous illusion.

The elites running this country suffer from physical illiteracy. They forgot that the digital world requires a massive, heavy, dirty industrial foundation.

And while we were obsessing over software, China was digging in the dirt.

They didn't just stumble into power. They executed a grand strategy. 

They focused on industrial production, mining, and the key materials that run the modern world.

Today, they hold the cards. And we are playing a losing hand.

Let's talk about rare earth minerals.

Lithium. Cobalt. Graphite. Nickel. Copper.

You cannot build a semiconductor without them. You cannot build an electric vehicle, a data center, or an AI supercomputer without them.

More importantly, you cannot fight a war without them.

China controls the processing of these minerals. We outsourced our industry to them to save a few bucks. We outsourced the dirty work.

In doing so, we lost our industrial immune system.

We traded our energy dependence on the Middle East for a rigid, terrifying mineral dependence on the People's Republic of China.

This isn't just about iPhones. This is about survival.

Look at the U.S. military. It is the most advanced fighting force in human history. But it has a fatal flaw.

An F-35 fighter jet requires 920 pounds of rare earth minerals. A Virginia-class submarine 

requires 9,200 pounds. 

An Arleigh Burke destroyer needs 5,200 pounds.

The precision-guided missiles we rely on? They use magnets in their actuators for course correction. They use them in the seeker heads to find the target.

Where do those magnets come from? China.

Think about the irony. The very weapons systems we built to deter China cannot be manufactured without minerals processed in China.

Sun Tzu said the supreme art of war is to subdue the enemy without fighting.

China is doing exactly that.

They are weaponizing the periodic table. They are restricting the export of gallium, germanium, and high-level magnets. 

They are cutting off the exact materials we need for high-speed semiconductors, night vision optics, and precision missiles.

If you control the magnets, you control the missiles.

And right now, we are burning through our missiles at an alarming rate. In the Middle East, we are firing off multi-million-dollar interceptors to shoot down cheap drones.

We are depleting our stockpiles. And it will take years to rebuild them, because we don't control the supply chain.

So, why don't we just mine it here?

Because our politicians are paralyzed by red tape.

If you want to open a mine in the U.S., you have to navigate a bureaucratic nightmare. 

There are 13 individual steps just to get a permit. It can take eight years just to get a notice of intent.

We have environmental groups fighting every new project. 

We have politicians canceling pipelines on their first day in office. 

We have NIMBYism—everyone wants the technology, but nobody wants the mine in their backyard.

You cannot win a global resource war with a ten-year permitting process.

What does this mean for your money?

It means we are in the middle of a massive commodity supercycle.

The West is finally waking up. They are scrambling for "weaponized independence." 

They are trying to build supply chains outside of China. 

They are pouring billions into strategic stockpiles.

This means demand for these critical minerals is going to explode. 

And because it takes a decade to open a new mine, supply is going to remain incredibly tight.

High demand plus restricted supply equals higher prices.

You have to adapt. The traditional portfolio is a trap.

You need to invest in the physical world.

Look for companies developing refining and mining capacity in friendly jurisdictions, like 

Australia and the U.S. Look at the companies building the ex-China supply chain.

I have high conviction in commodities. I like lithium. I like rare earths. I love silver. 

I still like the energy sector and natural gas pipelines.

And you must protect yourself from inflation. When energy and fertilizer prices rise, food prices rise. 

The Fed is printing money again. The national debt is approaching $40 trillion.

The next five years are all about commodities.

The invisible war is already happening. Make sure your money is on the winning side.

Robert Kiyosaki

Editor, Money Power and Profit

P.S. For decades, Wall Street insiders have secured the biggest IPO gains before the public ever gets a shot.

Now, one economist says everyday investors may have a rare window to position ahead of a potential $1.5 trillion SpaceX offering.

See how this strategy works by clicking here - and what you should know before the next major IPO announcement.