| | | fwiw. maybe plus into manus for grins
50 MILLION BARRELS OF VENEZUELA'S OIL & THE ENGINEERING OF THE MINING SUPER-CYCLE: How Cheap Oil Will Unleash the Greatest Mining Boom in History!
What if the daily headlines about oil prices, inflation, and geopolitical hotspots are all just a distraction? What if the seemingly chaotic moves on the global chessboard; from the pompous appearing deals in the Middle East to the stunning seizure of an entire nation’s oil reserves; are, in fact, part of a single, audacious, multi-decade strategy?
A strategy not just to manage the decline of the old industrial order, but to build the physical foundation of the next one.
- You need to know that strategy they are deploying to build the physical foundation of tomorrow.
- You need to know how the United States is deliberately engineering a period of artificially suppressed energy costs for one reason: to ignite the single greatest mining boom in human history.
The intellectual blueprint for this plan has been hiding in plain sight, openly discussed by the administration’s key economic architects. Before he was Treasury Secretary, Scott Bessent laid out his “3-3-3” framework for American economic revival:
- 3% GDP growth
- a budget deficit held to 3% of GDP
- and a staggering 3 million barrel-per-day increase in U.S. energy production.
That last point is the key to everything. It is a public declaration of war on high energy prices.
This war is being fought on multiple fronts. It began with quiet, backroom deals with nations like Saudi Arabia and Qatar to keep their spigots open. But it has now escalated into a new, more aggressive phase.
The recent capture of the self-appointed leader of Venezuela and the securing of their natural resources is not the first domino; it is the decisive checkmate in a game that has been playing out for years. The goal is to create a permanent global oil glut, ensuring that the cost of energy remains low and stable for the foreseeable future.
Why? The answer is twofold. First, it keeps a lid on headline inflation, giving the Federal Reserve cover to keep interest rates low and the government’s deficit spending manageable. But this is a secondary benefit.
The primary, strategic objective is far more profound: to fundamentally rewrite the economics of resource extraction. To keep a lid on oil prices in order to keep a lid on goods inflation.
- You really need to know the precise mechanics of this grand strategy and why they need to pull it off.
- You need to know how the Trump Administration’s public “3-3-3” plan and its aggressive foreign policy are two sides of the same coin, aimed at making the business of mining so fantastically profitable that it unleashes a torrent of investment, production and ultimately the historic amounts of supply needed.
This is the only way to build the staggering quantity of physical metals required for the A.I. Revolution and war with China, the green energy transition, and the re-arming of the West.
The real war is not for the oil itself; it’s for what the oil can buy: the metals that will build the future.
This is a strategy of such breathtaking scale and audacity that it is almost invisible to the mainstream financial press, which remains fixated on the day-to-day noise of market fluctuations and quarterly earnings reports.
But for those who know where to look, the signals are undeniable. The Trump Administration is not just managing the economy; it is attempting to bend the arc of history, ensuring that the 21st century, like the 20th, is an American century.
And it is doing so by returning to the first principles of national power: the control of physical resources.
Let’s Dig Into the Following:- The Trump administration is actively moving towards unlocking the mining boom by crushing energy costs. How by engineering a long-term suppression of energy prices, the United States is systematically de-risking the entire mining sector!
- You don’t unleash the greatest mining boom by subsidizing the miners directly; that’s inefficient and politically toxic. You do it by manipulating the price of their single most important input. Why this is how you intentionally trigger the greatest mining boom in history!
- The war on energy prices is being fought on multiple fronts, with the administration using every tool at its disposal; diplomatic, economic, and military, to ensure a steady flow of cheap oil. They are pulling every lever. How the United States has just entered the game for real and it has flipped the entire board. Why a brand new game is at hand!
- The future that is being promised; a future of artificial intelligence, ubiquitous green energy, and a re-armed and resilient West, is a future that must be built out of metal. Staggering quantities of it. Let’s be clear: the demand for critical minerals over the next 30-50 years is not a gentle upward slope. It is a vertical, non-negotiable tsunami that will swamp our current production capacity. This is not about market share or profit margins; it is about the future of civilization itself. The administration understands this at a visceral level, and it is acting accordingly. The mining boom is not a side effect of their policies; it is the entire point!
- And why for investors who understand this grand strategy, the implications are profound and immediate. This is not a cyclical upturn driven by temporary supply disruptions or speculative fervor. Why this is a secular, multi-decade super-cycle, underwritten by the full force of American industrial and military policy!
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