China increases electrical demand equivalent to total demand in Germany each year. They increase capacity twice the size of Germany each year.  They operate with 80 to 100% reserve.   All those Chinese “ghost cities” that the west was laughing at.  They are filling them as they develop their interior provinces.   They plan ahead.   We destroy.

I went through comments. On one of today’s. They’re mentioning where they’re from and watching from all over the world. Majority the US different states, then England, Canada, Australia, all over Europe, India, Nigeria, Africa.

Yeah one and only of my royalty divi paying energy stocks almost doubled this year.

The U.S. Electrical Grid Crisis: Why America Must Print Trillions and Destroy the Dollar to Win the A.I. Race vs. China And Their Grid Supremacy!

The world is mesmerized by the A.I. race. It is a sprint for technological supremacy, a battle for the future of intelligence itself. But beneath the dazzling surface of silicon chips and large language models lies a hidden, fatal flaw in America’s strategy; a vulnerability so profound it will bring the entire system to its knees.

It is not about who has the best chips; it is about who has the power. And America is about to run out and be left in China’s dust.

For decades, the United States chose financialization over industrialization. It chose asset bubbles over infrastructure. While China was engaged in the largest and fastest expansion of an electrical grid in human history, America let its own grid, a relic of the 1950s, rust and decay.

That strategic blunder is about to trigger a crisis of existential proportions. The A.I. revolution, the supposed engine of future American prosperity, requires a staggering amount of electricity that the U.S. grid simply cannot provide.

This is not a distant problem; it is happening now. Land deals for data centers are being canceled a decade out because developers know with certainty they will not get a grid hookup.

American tech giants are being forced to offshore their data centers to the Middle East, placing the crown jewels of U.S. innovation into the hands of nations whose primary trading partner is …. China. The bottleneck is no longer compute; it is power.

Faced with this existential threat, the United States has no choice but to rebuild its entire national electrical grid. It is a matter of national security. But the capital required is astronomical, and the funding options are a false dilemma with contradictory arguments, all leading to economic catastrophe.

The U.S. cannot pull the capital from its markets without vaporizing every 401k and pension fund. Foreign creditors are already moving away from U.S. debt, not adding to their exposure, in lieu of gold. This leaves only one option, the option of last resort for every collapsing empire in history: the printing press.

This article will attempt to lay out the terrifying, mathematical certainty of this crisis and demonstrate how the race for A.I. supremacy forces the Federal Reserve into a multi-trillion-dollar printing program that will last for over a decade.

This program will have two devastating, cascading effects:

1. it will trigger a historic flight of capital from the U.S. bond market directly into gold
2. and it will ignite a brutal inflationary fire in the real-world assets; the commodities, energy, and metals, that you can hold in your hand.

The U.S. dollar’s purchasing power is about to be destroyed, and only those who understand the power grid will see it coming.

Let’s Dig Into The Following:

1. The Tale of Two Grids: America’s Neglect vs. China’s Supremacy. To understand the magnitude of the crisis, one must grasp the staggering disparity between the American and Chinese power grids. While America was fighting foreign wars and bailing out banks; expenditures with zero economic payback, China was executing a long-term strategic vision. They made the painful choice: they suppressed asset price inflation and instead poured their national treasure into infrastructure. They are now reaping the rewards of their choice-making.
2. The scale of the power deficit facing the United States is staggering, and it is growing exponentially with each passing month. A single large-scale A.I. data center can consume as much electricity as a small city. The numbers don’t lie!
3. Even if the United States could conjure the trillions of dollars needed to rebuild its grid, it faces a second, equally insurmountable obstacle: labor. The skilled trades workforce that built America’s infrastructure in the 20th century is aging out. Within the next six to eight years, a significant portion of electricians, linemen, and engineers will retire or die. There is no replacement pipeline ready to take their place. The U.S. has a severe labor crisis!
4. The United States is now backed into a corner. The modernization and expansion of the national electrical grid is no longer optional; it is an existential imperative. Without it, America loses the A.I. race, and with it, its global standing.

   The problem is, the country is broke. Decades of prioritizing consumption and financial engineering over production and investment have left the nation without the means to save itself. The U.S. is left with an impossible choice!

5. The decision to print trillions of dollars to fund the grid is not a decision without consequences. It is truly a decision to sacrifice the U.S. dollar to save the American empire. This act of mass currency creation will be the starting gun for two of the greatest wealth transfers in modern history with massive cascading effects!
6. And for us investors, the implications of this crisis are clear and urgent. The next decade will be defined by the systematic destruction of the U.S. dollar’s purchasing power. When trillions of new dollars are created to chase a relatively fixed supply of real-world goods and services, prices rise. It is the most fundamental law of economics, and it is about to be demonstrated on a scale that will shock the world. We are positioning now for a decade of purchasing power debasement!

Metals and Miners

California already has sales tax naturally between 7.75 and 8.75 on purchases under 2000 but I stopped buying on line this month because they were charging taxes over 2000 from..other states. Sales hasn’t stopped and expanded to regular stores.

re: sales tax on gold and silver. Yes I already knew about it. It’s absolutely ridiculous. They are going to force you to go to Idaho or Oregon to buy or sell and the coin shops in WA state will probably go out of business.

Good to see that you are in a favorable position. I sure wouldn’t want to be in the inner cities when the Sh*t comes down. What happens when the welfare checks don’t buy anything or the grocery trucks stop running? That’s what scares me!

The tax will be in Washington state..

Fake day care centers.

Border patrol shoots down drone.

Silver short..They can try to raid the ETFs. What else can they try to raid? Will they buy out bullion sales?

Buying before it’s no longer available issues ahead.

Demand to continue into 2026

Source: YouTube
https://search.app/P8x4e

Huge silver potential.

Hycroft Mining: Huge Silver Potential With Near-Term Catalysts (NASDAQ:HYMC) | Seeking Alpha https://share.google/6QN2GnQPzB6nPsS7U

Could be a busy week for dealers there.

New tax on PMs starting Jan 1 at a 10% tax.

Source: YouTube
https://search.app/yXcGE

JPMorgan freezes some stablecoin accounts over sanctions exposure – report (JPM:NYSE) | Seeking Alpha https://share.google/bu8PJT98966BUBhAg

I would never answer a question like that lol because only they can decide. You can give them some practical reasons to sell is all. If he expects it to drop soon he could sell and wait and buy it back. Cash on hand like Buffett.

What could your friend buy? He might be asking himself that question if he’s asking you.

LP always said (and by always, since I first knew him in 2003) that gold would shoot up first, then one should sell your gold and buy silver, as it would shoot up much more than gold did to move back towards (not necessrily to, but towards) 15:1. And that there would only be a short time frame, days, in which to load your stash and toddle off to the dealers to optimise the switch. So he would be saying that silver has a lot further to run in comparison with gold which is not to say that gold isn’t going to continue its run, just that silver will do better.

I’m no good at trading. So for me the question is: “have the fundamentals for owning PMs changed?”, and as the answer is no, and the recent price increases are, IMO, a reflection of markets and people finally catching on to what we have been saying for decades, then I will keep holding. That’s what Bateman is saying, I guess. I shan’t try to finesse between gold and silver because I’ll get it wrong, and there are transaction costs and taxes. If they go down a bit, there’s nothing new about that. I don’t think, for example, that silver will go back to $20 because of the global finance situation and real physical shortages for industrial applications. Your friend could sell some – selling 15% would give him free carry for the rest (subject to taxes) but then, what does he buy?

One reason for keeping silver is that it is still low value compared to gold. So it is more fungible if we have a reset and need to use it for barter. 50% silver coinage, very fungible. At $100 per ounce, a 1 oz pure silver coin will buy you a week’s grocery. While a sovereign is now $1,100; enough for a month’s malt whisky maybe, but not really practical.

My wife and I help our neighbors as well as our farmer and rancher friends, so unless we can’t travel the few miles to them we should be okay food wise, at least to start. A caution I have had for some time is to keep a low profile, at least until the dust begins to settle and we can see their intent . I think the true colors of our politicians will quickly surface and we’ll then be better able to navigate these coming AI driven 6G satellite regulations. Luck to all. We’re all blazing our own trails. SNG

so let’s say silver hits $100-$125, do you then sell and buy gold with it? If I were to sell now, that’s what I’d do with it.

That’s the thing, you don’t want to put it into dollars and the bank right as the dollar is fading into the sunset.

Selling is where this becomes hard, ideally it would be nice to trade it for real estate, but it’s too early for that.

Is silver going to hit a top of $100+ and just hang there, or is it going to do what it has done in the past and drop back to $50-$60?

I have an old friend who bought with me way back at $10, he had some friends who also bought there. He called me tonight wondering when to sell. They’ve done well finally after all these years – up 700%. He’s worried about it crashing back to $20. Valid concern from the way pm’s have acted the last 15 years.

I had no idea what to tell him. Just said I’m holding it as insurance, or until I can get something I want for it. But I also told him there’s nothing wrong with selling at a 700% profit.

I keep going back to what the billionaire David Bateman said about why he bought almost a billion dollars worth in the last six months. Because this is it, this is the great reset. If that’s the case, then these metals will be priceless.

Perhaps in this chaos the NWO will try to insert the CBDC regime? Beyond that for sure we know there will be a blizzard of dollars produced at some point. Not looking forward to what is likely to come …

57.24

!!

Gold is the obvious sequel. Whether they can shuffle bars around, selectively exhibit the same bars in different places to ‘prove’ they all exist or not will be critical. Maybe Fort Knox could lend them some – if they have any left.

How can you tell if a ton of copper is rehypothecated though? No serial marks. The reason it is so easy to rehypothecate is that it is so bulky which is why it is stored in warehouses. So firms would need to take delivery themselves and find somewhere to store it. Likewise pork bellies. So go long private warehouse space and large freezer rooms.

I can imagine it will not be a restful weekend for some executives and traders. What a shame.

{edit} I wonder what will happen if the lack of trust extends to crypto holders? After all, if you can’t trust Trust Wallet, what can you trust?