Jason Weaver Analyst Performance

The petrodollar arrangement that anchored the US dollar for 50 years quietly expired in June 2024. Since then, China has cut its Treasury holdings by 45% from their peak, and BRICS nations offloaded $47 billion of American debt in a single month. The Trump administration has responded with a $12 billion critical minerals stockpile called Project Vault, equity stakes in miners like MP Materials and Lithium Americas, and a push to secure resources from Greenland to Ukraine. Porter Stansberry lays out the full story in a new documentary, including five companies positioned at the chokepoints of what he calls Trump's New Dollar.

A tanker called the Iberica Knutsen once sailed 2,272 miles from Trinidad and Tobago to deliver liquefied natural gas to Boston. The odd part: the Marcellus Shale, one of the largest natural gas reserves in the world, sits just a few hundred miles away. Porter Stansberry spent years digging into why this happens and what it means for the American energy system.