This is Trump’s biggest policy gamble yet! And he is fast running out of time.

What wise counsel from the world’s greatest negotiator this week!

If what I’ve found for you to read this article is any guide, it is arguably the most telling contribution that Trump will make his entire presidency. So, it’s time for you to buckle up.

If you ever thought the Trump show was only about outrageous tweets, tariffs and the US/Mexico border, think again. This time, his Administration is diving deep—literally—into a new spectacle that could transform America’s economic playbook.

Look at the following headline.

If the US president gets his way, this is the 21^st century’s version of the high-stakes treasure hunts of old. Instead of gold coins, it’s the rare metals and critical minerals that lie waiting undiscovered on the ocean floor.

And the vision of using these to unlock the true potential of the US economy. At least, that’s the theory.

What’s the opportunity here, and what are the pitfalls and obstacles to overcome? And what does this new policy, at this precise time, really tell us about where we are in the real estate and commodity cycles?

And is this the ultimate way for you to invest in a brand-new scramble for the most important minerals today? Tariffs may be freezing global trade, but the deep depths of the world’s oceans are only getting hotter.

A lot to cover alright. Let’s begin.

Again, we need to remember that what someone like Trump says, he means in the literal sense of the word.

So, there is no way you should ignore the importance of these types of headlines.

Imagine this: Trump, wielding his signature thick marker, now scribbles an executive order that practically yells, “Get those permits, and move it!” The goal?

To fast-track the exploration and mining of deep-sea resources. Under this order, U.S. agencies are charged with mapping the ocean floor, pinpointing mineral hotspots, and expediting licenses for miners hankering for a slice of the underwater pie.

But why the sudden obsession with seabed minerals? It’s quite simple. The U.S. is tired of watching China call the shots when it comes to rare earth elements—the key ingredients in everything from electric vehicles to defense systems.

By unlocking America’s own treasure trove beneath the waves, Trump’s administration aims to wrest strategic control of global resource chains and send a clear message: the U.S. isn’t playing second fiddle any longer.

However, it should come as no surprise to you that what you’re seeing is an (underwater) land grab. A rush to privatise and leverage the economic rent that lies beneath the waves. No different to what Trump and those like him try to achieve on terra ferma.

The underwater game plan, however, needs to overcome the global realities which continue to place a large anchor on progress here. Don’t kid yourself – this dream will be anything but smooth to come to fruition.

Think of it as a turbocharged underwater gold rush, with a dash of wartime urgency. Trump’s move leverages emergency powers to cut through bureaucratic red tape like a chainsaw through driftwood. It’s bold, it’s brash, and it is designed to stir up not only the American spirit for rugged enterprise but also raise a whole lot of international eyebrows.

And as we have recently witnessed with Trump’s global tariffs, it’s this boisterous disregard for international norms which represent the first true obstacles for the US.

Today, watchdogs at the International Seabed Authority (ISA) are frowning hard. Established decades ago, and boasting a membership that includes the EU, China, and Brazil, the ISA has historically been cautious about commercial deep-sea mining.

One reason is the simple expedient that no long-term research exists which shows the environmental impact of deep-sea nodule harvesting. These black lumps are rich in nickel, cobalt and manganese — commodities heavily used in the making of batteries for mobile devices and electric vehicles.

The ISA views the seabed as the “common heritage of mankind” so unilateral mining—like the ones we might soon see unfolding off the U.S. coast—are a violation of their founding principle.

Meanwhile, countries like China, already jockeying for position, are warning that such moves could upset the delicate balance of a system designed to keep global markets ticking. Certainly China, and other nations too, have been granted conditional licences to explore what lies on the seabed within their own economic exclusion zones (EEZ).

But this type of mining would be dwarfed by what the Americans are proposing.

Make no mistakes here: the US is absolutely aiming to undermine and remove their long-term dependencies on China when it comes to mass-produced rare-earth minerals. For mine, this is a classic late-stage Kondratieff Wave behaviour.

US policy makers know this, and so do China’s.

And the US is doing this via an amalgam of defence-specific executive orders of the type you’d expect during wartime and deregulation of the permitting and loans necessary to carry this out.

It’s frankly ironic. The US is basically merging their military and legal departments in a way that the Chinese Communist Party (CCP) have taken for granted for decades. All to push back on – China!

The Trump administration has already entered talks with the Democratic Republic of Congo over access to its minerals and the president’s threats to annex Greenland are driven in part by a desire to tap its rare earths. But this is hardly new, as many of the most important economies have strived to do similar deals.

Trump’s directive doesn’t just scream economic ambition—it also taps into a raw, almost visceral desire to shake up the status quo. And while critics fret over the potential environmental fallout and the disruption of long-established trade rules, the core idea remains: if you’re going to stake a claim in the future of technology and national defence, sometimes you must disrupt the old order with a tsunami of your own.

So, this leads us naturally to the opportunities present. Whilst if you identify as a sessile megafauna that lives on the ocean bottom, you’re likely best to skip this part. There is no question about the enthusiasm certain investors are having right now at the chance to snare an exclusive mining rights licence from the Trump administration.

Once again, it’s clear to see how a government granted licence exposes the true rent seeking behaviour of individuals and companies alike.

These discussions have centred on the resource-rich Clarion-Clipperton Zone of the Pacific Ocean between Hawaii and Mexico, where potato-sized lumps of metal found on the sea floor contain nickel, cobalt, copper and manganese, as well as traces of rare earths, all prized for their use in batteries, electrical wiring or defence applications.

And yes, there are a handful of listed companies who hope to place themselves first in the cue for the largesse on offer.

Companies like The Metals Company from Vancouver and domestic US startup Impossible Metals are not waiting around for the ocean’s riches to fall into their laps—they’re gearing up for an all-out underwater expedition.

Shares of both are attracting new capital as investors start to see these ventures as the opening act in a far-from-ordinary gold rush. Sure, deep-sea mining comes bundled with a mix of environmental uncertainties, investment risks and regulatory challenges, but in today’s context, where bold moves are the currency of progress, calculated chaos is simply par for the course.

We shall of course see in time.

And it’s time which is the key issue. Yes, countless billions will need to be secured to even contemplate mining, let alone if it will ever truly be allowed in sufficient scope to make these ventures economically viable.

But it is time for countless billions to be put to use. It is time for the extremes of rent chasing to be happening, as this exemplifies the final few years of two of the world’s most important cycles.

The 18.6-year Real Estate Cycle and the Kondratieff Wave (also known as the Long Cycle or the commodity Supercycle). Both are due, should our timing be accurate, to end at the same time.

Here is yet again another nailed-on signpost that for you – time is running out fast!

This race for mining supremacy, just like the race for AI supremacy and many others, are not going to end well for all involved. And the reason why is hidden in plain sight. Make sure it is you who benefits from knowing how to profit and protect yourself and your wealth.

So become our latest Boom Bust Bulletin (BBB) member today.

Let the BBB guide you on the inherent timing of the economy only knowledge of the land market can give you.

Each month this history and knowledge will be yours via monthly written editions and video postcards that will help explain the real estate cycle like never before.

The strategy of Trump’s is as audacious as it is reckless, promising both potential treasure and imminent turmoil. It does however perfectly encapsulate the hubris and arrogance of the final few remaining years of the real estate cycle.

Friend and foe alike must now face the facts that neither may be allowed to interfere or inhibit the “America First” policies of the current White House administration.

Judgement, however, is near. The seabed may well turn out not to be the answer to American rare earth mineral independence.

Rather an apt place to escape the fallout of utter collapse the global economy will be facing soon.

You don’t need to go to such lengths; however, a little knowledge of history and timing can make a world of difference when the time comes.

By the time you read this, that day is another day sooner to realisation.

Sign up now.