Publisher’s Note: At first glance, today’s essay may look like another chapter in America’s political drama but for UK investors, it should read as something much more important.
What President Trump is doing isn’t just political theatre. It’s the coordinated unlocking of an estimated $150 trillion resource endowment…the same natural wealth that built past commodity superpowers and reshaped entire global markets. When the world’s largest economy decides to open its mineral vaults, deregulate extraction, expand drilling, restore mining rights, and direct capital toward domestic production, the effects do not stay in America.
They ripple across commodity prices, supply chains, industrial metals, energy markets, and inflation…All of which directly affect UK portfolios.
This is why we’ve been tracking what we call the “American Birthright” opportunity so closely. And as Jim Rickards explains today, we are no longer in the speculative phase. The policy groundwork is done. The reversals have begun. Major projects are already being funded. Capital is moving. Production is restarting.
The next stage — Phase II — is historically where the biggest gains occur.
And according to Jim, this next phase may begin within days..
That’s why we are assembling a priority hotlist for UK readers who want early access to Jim’s Phase II strategy. He will reveal the three companies he believes are best positioned to dominate this boom — including one he believes could multiply 48-fold as this unfolds. Full details will be shared in his special briefing.
If you care about commodities, energy, precious metals, mining, or simply staying ahead of the next major global macro trend, this is the moment to get on the list.
Learn more below.
President Trump is staying true to his “America First” agenda.
His mission to use our nation’s vast, untapped mineral resources to simultaneously address the nation’s gargantuan $37.5 trillion national debt will free us from our widespread reliance on Chinese rare earths and other resources.
Earlier this year, the president issued executive orders to access our nation’s vast mineral deposits in a push to establish America’s first Sovereign Wealth Fund. Such a fund would open up America’s federal lands containing an estimated $150 trillion in untapped mineral wealth to the public.
Also, the president established the Make America Beautiful Again Commission to coordinate conservation, recreation, and economic growth strategies, with a strong emphasis on deregulation and private-sector involvement.
In addition, the One Big Beautiful Bill Act of 2025 (OBBB) was passed by Congress and signed into law on July 4. It’s important because it advances the “American Birthright” opportunities even further for investors.
In this bill, environmental-related provisions will expedite reviews for investment projects and rescind funds under the Inflation Reduction Act of 2022 (actually the Green New Scam in disguise) for green energy programs that were diverted to progressive activist groups.
In the area of natural resources, the OBBB will replenish the Strategic Petroleum Reserve that was depleted by Joe Biden for political purposes. The moratorium on new coal leasing permits will end. Oil and gas leasing in Alaska will be approved. Onshore oil and gas lease sales will be expanded, and timber harvesting will be increased.
The Latest Move
Now, the Trump administration is making another move in a new phase of the “American Birthright” mission.
On September 10, the U.S. Department of the Interior under Doug Burgum declared its intent to rescind the 2024 Public Lands Rule. This is a Biden-era rule which placed conservation on equal footing with uses such as natural gas drilling, mining, and timber.
The Interior Department argues the rescission will restore a “balanced multiple-use” framework and eliminate regulatory uncertainty for industries like energy and mining. There will be a 60-day public comment period which ended on November 10. We’ll closely monitor where this proposed rescission goes from this point.
Energy and mining groups believe this move will increase access to resources and support domestic energy needs. The Biden administration had treated conservation as “no use,” meaning the land was to be left idle rather than authorizing legitimate uses of the land like energy development.
Remember – the Biden years were a disaster for miners; Biden sank several expansive, high-profile domestic mine projects by either sidelining or stopping proposals. He ceded control of our supply chains. We’ve been in a trade war with China since Trump’s first term, and yet we are no less dependent on foreign minerals despite everything that has happened since.
To protect the “environment,” Biden and his radical green agenda scam destroyed our middle class. They shipped our key industries overseas. Then bottled-up America’s most valuable resources. America, a fully developed country famous for its “Gold Rushes”, can hardly out-mine a much smaller, poorer nation.
Now, Trump wants to unlock the mineral wealth in federal lands, gut the bureaucracy, and unleash this mineral wealth. And companies are responding.
Thacker Pass, home to the largest known measured and indicated lithium resource in North America, announced a $250 million strategic investment earlier in the year. Historic Bunker Hill mine also saw $40 million in a fresh investment to restart and produce zinc and lead concentrates. This is just the beginning.
Mining efforts in lithium, cobalt, nickel, copper and other materials will be pursued avidly. Those sectors will outperform almost every other sector in the stock market. Industrial metals will be in increased demand related to the expansion of U.S. manufacturing. Precious metals will be in demand as a hedge against geopolitical uncertainty and as a non-digital store of wealth.
The bad news is that we find ourselves in a new global race for minerals – one that the prior administration left us hamstrung in.
The good news is that Trump’s presidency has just begun, and we’re already seeing signs of a new American “Gold Rush” when it comes to critical minerals.
There are years of positive policy movement from this administration to look forward to: an incredible window for investors to get rich off the coming metals and mining boom.
It’s also good for the country. Because not only does opening up these lands to exploration benefit drilling and mining companies, but it also results in high-paying jobs, increased GDP, industrial capacity and output as well as reduces the debt by adding extra revenue to the federal government.
It’s an exciting time for America as the government is finally using the asset side of its balance sheet to benefit America and provide citizens with their birthright advantages.
What does this mean for you as an investor? It means more investing in American companies that will benefit from Trump reducing regulations on development and moving to reshore industry. That is, own hard assets like energy and resources, plus of course, precious metals. But it also opens up profit opportunities in other sectors of the market as well.
Savvy investors can take advantage of these opportunities to create wealth in their own portfolios. It’s a birthright of American citizens to prosper from natural resources on federal lands. This latest move by Interior will help with deregulation efforts to jump start mining and drilling projects. We’ll keep you posted on further developments in the coming weeks.
Best,
Jim Rickards
Contributing Editor, Investor’s Daily
P.S. Everything I outlined above — from the reversal of Biden-era restrictions to the opening of federal lands and the surge of new mining investment — is only the beginning. The real acceleration comes next, in what I’m calling Phase II of the American Birthright boom. If you want to be among the first to see the companies I believe could lead this new resource supercycle, make sure you lock in your spot for my upcoming event. Early positioning will matter.
