➡ The U.S. is facing a shortage of essential metals like steel, aluminum, copper, and rare earth elements, which are crucial for the country’s re-industrialization. This shortage could lead to increased prices, job losses, and missed economic growth opportunities. However, it also presents significant opportunities, particularly for U.S. mining companies like Giant Mining, which mines copper in Nevada. The current situation could lead to a new industrial era, similar to the manufacturing renaissance of 1944, with potential for massive economic gains if invested in the right areas.

We’re rebuilding America like it’s 1942 all over again. But we’re missing one critical piece. 1942 launched the greatest industrial boom in U.S. history. Millions of jobs, factories overnight, and an economic explosion that changed the world. And now it’s happening again. But this time, we’ve overlooked something so vital it could derail the entire boom before it even starts. Now this isn’t just a macro trend. This will impact your job, your money, and your freedom in ways most people don’t even see coming. Now I’ve spent 15 plus years decoding the patterns behind every major boom and bust.

This one is different. If you want to lead, not get left behind, make sure you watch until the end. All right, let’s go. All right, we’re going to talk about one of the biggest shifts to the global economy that we’ve seen since about 80 years ago. You know, I talk a lot about cycles, I talk a lot about history, specifically I talk about these 80-year cycles, and let’s go back about 80 years and look in history to the great rebuild. All right, we have to understand history because cause and effect. If you do about the same things, you get about the same results.

And that’s what we’re looking at right now. 1942, we’re talking about the end of World War One, the end of World War Two, and we had this great wartime mobilization where the entire economy got behind a single objective, an imperative, an urgent imperative to move forward, to industrialize, to build. That’s exactly what happened in 1942. We had the wartime mobilization. And from 1940 to 1944, a four-year period, we saw GDP go up by an amazing 76%. Now that is absolutely amazing, right? Typically we see single-digit percentage of GDP growth in a single year.

We’re talking 76% in just a four-year period. Now, during that time, it wasn’t just that GDP went up, which is a lot obviously, but average productivity labor went up by 25%. What does that mean? That means the average worker got 25% more productive. I bring this up and I emphasize this point for some reason because as we’re thinking about re-industrializing the economy right now, bringing manufacturing jobs back, the American worker can’t compete on an hourly basis with workers in Asia, for example. So the worker in the US must get more productive, right? So the US worker needs to get four hours of work done in one hour, for example.

And that’s what we saw happen last time with a 25% increase in productivity. And of course, that was because of mass production, automation, machines. We saw unemployment fall all the way down to 1.2%. That means everybody was working. Every able-bodied person was there working. And what I believe we’re going into is setting up this same thing. We’re about to see the biggest build out in the United States since World War II. The greatest coordinated push, all hands on deck, the imperative, a four-year imperative, to make this happen again. But there’s one thing, there’s a couple things actually that nobody seems to be talking about that we need for all of this to work.

Problems, solutions, investors, that’s what we’re looking for. Okay, now let’s understand the mechanics of the boom. How do these booms even take place? Well, sort of like in 1944, we saw all this manufacturing startup, right? We had to create all this manufacturing, all this automation, right? And right now, we have re-shoring that’s happening. Now, I’m going back to 2023, because this is pre-Trump, all right? We’re looking at big trends. We’re looking at macro trends. This is pre-Trump. So if you have Trump for management syndrome, this is not political. So 2023, already, we’re on the path of this.

Biden already started this re-shoring, near-shoring, so to speak. Actually, Trump maybe even started in his first term with putting tariffs on China, but then the pandemic came and put the whole world on notice that, shoot, we better bring some of our strategic manufacturing back to the US. And so through the Biden administration, they started with this on-shoring, re-shoring, the inflation reduction act, the chips act, all of these things. So in 2023, we saw 287,000 manufacturing jobs come back. 287, that’s a big number of, again, manufacturing. So the manufacturing push is already underway.

These are big trends. We saw manufacturing investments go up by 70% year over year, back in 2023. So this has already been happening. We’ve been seeing AI-ready data centers explode. As a matter of fact, they’re expected to grow by 33% over the next several years through 2030. So we’re already been seeing this US government policies to accelerate defense procurement, right? So we realized, oh, shoot, we need lots of things in the US. For example, our high-tech chips, also things like rare earth elements, essential minerals, copper, aluminum, things like that. And so the US government set policies to get those things.

We saw infrastructure investment and jobs act allocate $550 billion just for that. Like this is already underway. Now, this has become a major push now into the new Trump administration with re-shoring AI, all our technology, all the Department of Defense stuff, making sure our national security is up to par, all the energy, Trump’s drill baby drill, bring all the energy back to the US, and then of course, all the essential minerals that we need to build all these things. The minerals are the building blocks. If we don’t have the building blocks, we can’t build.

If we don’t have copper and aluminum and steel, if we don’t have rare earth elements, we can’t build these things. Now, the push that we have now with the tariffs that Trump has put on to make the US more competitive, to bring back a lot of this manufacturing, we’ve already seen $8 trillion committed in 2025 in quarter one. $8 trillion, I’m going to repeat that, $8 trillion committed in quarter one. So this started in 2023. We saw investments coming back already in 2023. We’ve seen the US already start allocating to this, but now we’ve taken it to a whole other level.

This is a four-year plan to industrialize the economy like we’ve seen before. Now, if we take a look at this, we can see in some charts here, this is the total manufacturing construction spending. And this is going back to 2009. And you can see that construction spending had stayed somewhat flat since the great financial crash back here in 2008, 2009. But you can see right here in 2023, we’re talking about how it absolutely exploded. And of course, this doesn’t include quarter one of 2025 that will already end. Now, I also want to show you this chart right here, which is you can already see the global demand for data center capacity and how it’s tripling by 2030, expected to go up about 30% compounded annual growth rate.

And again, that was before the $8 trillion that was just committed this first quarter of this year, before the Trump administration, this renewed push to re-industrialize the economy like we saw in 1944. Okay, now, we want to understand some bottlenecks. As investors, we’re looking for storms, we’re looking for problems, and then we’re looking for solutions to those problems. And what we’re typically looking for is what I call the mismatch multiplier. Where are things off sides? That’s where we want to look at. So we understand that in order to do this, this number one imperative that started again, pre Trump and Trump is reinforcing doubling down, there are massive bottlenecks in this, right? We can’t forget the inputs, you want the output, you want the building? Well, what are the inputs that go into that? And that is the raw materials.

Now, the US has outsourced most of this, the metals, the minerals, all the processing, because it’s not environmentally safe, it’s dirty. And the US doesn’t really want anyone to do it here. So they don’t give permits and things like that. As a matter of fact, because of that, because the US doesn’t really want to hear because they make it so difficult, mines typically take anywhere from 10 to 20 years to bring online. So right now, it’s like, hey, we need these minerals, rare elements, copper, etc. Like, let’s go get it.

Okay, get back to me in 20 years, bro. Like, that’s not going to work. We need it right now. Now, tariffs may push prices up before supply can catch up. That’s the problem. But what we can see is that there is a big demand to unleash that as a matter of fact, here’s a tweet from Donald Trump. And he says, like our steel and our aluminum industries, our great American copper industry has been decimated by global actors. So our minerals, our steel, our aluminum, our copper decimated to build back our copper industry, we want to build back the copper industry, I’ve requested my Secretary of Commerce to study copper imports and to end unfair trade.

So that’s the tariffs that we’re putting into place. And build back our American copper industry. Why? Because we can’t build AI data centers without it. We can’t build EV charging stations without it. We can’t build all these new factories and manufacturing centers with automation without it. Without these inputs, specifically, as he says here, copper, we just can’t do it. We need other things as well, rare earth elements. There was just a deal signed with Ukraine to get the rare earth elements from there. We also, the United States is already the second largest producer of rare earth elements in the world.

We just don’t produce enough for our own needs, we can turn that back up as well. So right now we can see we’re in a massive metal bottleneck, but no one seems to be pricing it in. That is what we’re looking at. There’s a bottleneck, no one’s pricing in. So what happens elementary 101 supply and demand, more demand goes up, supply stays constrained. What happens to the price? Alright, so let’s think through some of the consequences of this. We understand we’re re-industrializing the entire US economy. We have over 22% of GDP committed just in one year.

Imagine the growth. Imagine one from single digit growth to five, six, 10% GDP growth. Those numbers are unheard of. But with all good intentions and all big plans, which I think are realistic, it doesn’t mean it’s a smooth road. There’s lots of bumps and problems that can happen along the way. What we call volatility, and that is our opportunity. So we think through the consequences, the dangers. Obviously we could have all types of delayed projects because lack of materials, which could lead to massive inflation. If we don’t get enough materials, the prices start getting bid up, causes price to come up.

We talk about inflation rising. Potential job losses there because people are being committed to work on these jobs. If they can’t get the supplies they need, then they have to start laying people off. We don’t want that to happen. We want jobs to go up and we want inflation to stay down. So we need to bring more product to market. Also, this leads to missed opportunities for economic growth. So the Trump administration obviously wants to get the GDP growing. We just posted a GDP loss, a quarter loss. But if you look through the data, it’s because of this one time tariff sugar rush that we had, where we imported a bunch of goods, 40% increase in imported goods to sort of offset this tariff.

And the GDP counts that as a negative. Anyway, if you want a video on that and what the GDP numbers really are, so you can make better decisions. Let me know in the comments down below, we can make that video. But the opportunities are for us. We want to think about the optimistic side of this is that there’s demand for critical minerals, massive, massive demand, significant opportunities here because the US needs these. I just showed you Trump saying steel, aluminum, copper, rare earth elements. We need them in the US. We can’t depend on supply chains.

They need to be here and they need to be here right now. As a matter of fact, Trump already put several executive orders into place to fast track permitting to get these up and running, working through all 50 states. Any project over a billion dollars is getting basically green lit to go forward. Other opportunities I think about Bitcoin and minerals together, both are scarce assets. And that’s one of the reasons why you see Bitcoin going up and minerals are going to do the same thing because they’re scarce assets, which is in this time of inflation, we need these scarce assets.

Now real quick, before I show you how to play this, I want to talk about today’s video sponsor. The sponsor of this video is Giant Mining. Their ticker symbol is OTC BFGFF. Now, the sponsor for today’s video, Giant Mining is a US-based mining company. They’re located in Nevada. As a matter of fact, the Majuba Hill Copper Silver Gold Project is in Nevada, which is one of the best mining districts in the entire United States. And what is the main thing that Giant Mining mines? Well, they mine copper, which is one of the most important imperatives that President Trump has put forward is bringing more copper to market.

Now, the one thing about this is it’s already there. This is not a new project that has to get permitted. It’s already there. And as a matter of fact, it’s not already there, not just already there, it’s fully funded. So they’ve already raised all the money they need to start drilling, aggressively drilling throughout the rest of this year to continue to find more and more high quality deposits. They just recorded because they’re already funded, they’re already drilling, they just recorded their best ever drill intercept. So they’ve taken an old mine. But it’s been shut down because it’s not mining friendly in the US anymore.

And they’re bringing it back up to current standards. And they’re expanding their drilling research to find new intercepts. And that’s exactly what they’ve done. They already have the existing infrastructure in place because it’s an old mine that sort of standards. And like I said, it’s one of the top mining jurisdictions in the world. So Nevada is very, it’s very mineral rich, but it’s also very friendly to mining companies. Now currently, it’s a public traded company and the stock’s down about 50% since early this year. And that’s just because of the volatility in the market.

However, with copper now being critical to national security with copper being maybe sort of the number one focus of Donald Trump, we can expect the demand for copper, especially US based copper and giant mining might be a big beneficiary of that. Alright, this is a sponsor of today’s video. Add it to your watch list, give it a watch, do your own diligence. We’re not saying to buy it, but go ahead and check it out. At least understand the mismatch. Alright, back to the rest of the video. How do we use this information? Well, again, like I said, we have a mismatch multiplier.

So we understand that all of these things that are going to be essential to rebuild the United States, the steel, aluminum, copper, rare earth elements, etc. And we understand that things are volatile. Alright. Now, what I call the volatility is the difference, the perception, the difference of reality and perception. So oh my gosh, you know, copper, nickel, aluminum, it’s going to go through the roof. Oh, it didn’t go up as fast as I want. Oh, no, now look at all these contracts. Oh, no. And so each one of these is our opportunity.

But what we really want is when things get overstretched, we want this mismatch to get multiplied, we want to grow really, really fast. And I think that’s what we’re seeing right now. So typically, when we see that as investors, we want to push in. Number two, we want to understand that this is a new industrial era that we’re going into. Just like we saw about 80 years ago, this could be the greatest mobilization, industrialization of a nation that we’ve ever seen could lead to massive economic gains, if you’re in the right areas.

It’s sort of a manufacturing renaissance, just like in 1944. Again, we saw that worker productivity increase. And in order for us to do this again, the worker productivity has to increase. So we need things like AI, automation, and good thing we have those things. And so look to those areas. And then for us, what we want to do is want to be able to front run the news, right? Trump put the executive orders in this year. It’s not all over Wall Street Journal and CNBC telling you to buy this stock right now, but we see the groundwork that was laid.

This is our opportunity to front run that. Hey, we see these executive orders are going in place. We understand the imperative. We see second, third, fourth order effects. And so we get there, as they say, before the puck gets there. And if you really want to know what the whole game plan is with all the executive orders that went into place and what the actual plan is, not the tariffs, but the plan, then you probably want to watch this whole video right here where I break it all down. Otherwise, let me know what you think with a thumbs up, thumbs down if you don’t like the video, but at least tell me why in the comments down below.

And that’s what I got to your success. [tr:trw].

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