Topic: Supply

The M2 money supply has increased by $2 trillion since 2024, a 10% rise that signals impending hyperinflation. Researcher Jesse Colombo predicts that this expansion will drive gold prices to $15,000-$20,000 per ounce and silver to $300-$500. Rising prices are characterized as a symptom of the devaluing fiat currency rather than the cause of inflation.

The war in the Middle East is causing a global supply chain collapse, particularly affecting fertilizer deliveries. There are warnings that the conflict could escalate to the use of neutron bombs, a scenario reportedly wargamed by CENTCOM. BlackRock is accused of orchestrating an economic disaster to implement an austerity plan and gain total control.

The Wall Street Journal reports that Donald Trump is struggling with the military realities of the Strait of Hormuz blockade, which controls 20% of the world's oil supply. Asian trade partners have expressed concern that the Iranian tactics could be replicated in the Strait of Malacca. Military analysts suggest the U.S. is under pressure to use force to restore international shipping routes.

Mike Adams, the Health Ranger, analyzes the economic impact of a 20% reduction in global energy supply. He predicts a minimum 10% reduction in global GDP, which would be three to four times more severe than the COVID-19 economic contraction. Adams argues that the collapse of the petrodollar and continued Federal Reserve money printing will lead to mass poverty and social unrest.

Using economic modeling, Mike Adams explains that energy is a non-interchangeable prerequisite for GDP. He warns that the current energy shock will thrust 500 million people globally into extreme poverty. Unlike the Great Depression era, modern Americans lack the self-reliance and practical skills needed to survive a systemic collapse of just-in-time supply chains.

Viktor Bout warns of a looming global famine caused by the interruption of fertilizer exports from the Persian Gulf. He cites data suggesting India alone will see a harvest reduction of 36 million tons of wheat and 80 million tons of rice. Bout argues that the "interconnected world" cannot survive a 70% reduction in crops, and the resulting starvation will lead to mass civil unrest across Africa and Asia.

Iran has implemented a $2 million toll on ships passing through the Strait of Hormuz, creating a significant bottleneck for global oil supplies. Donald Trump has urged other nations to take the lead in protecting the passage, despite warnings from the U.S. Navy that the area is a "fish in a barrel" due to Iranian artillery. The assassination of an Iranian negotiator has further complicated efforts to reopen the waterway.

The United States military is reportedly preparing for a ground invasion of Iran following a month of aerial operations. Donald Trump has allegedly threatened to destroy Iranian civilian water supplies and desalination plants, an act described as a serious war crime under international law. Military assessments suggest a low probability of successful regime change despite the escalation.

Urea prices have surged, forcing U.S. farmers to pay significantly more for nitrogenous fertilizers, which will lead to a shift from corn to soybean production. Additionally, 85% of polyethylene exports from the Middle East are blocked, impacting the global supply of plastic bottles, lids, and industrial components. Mike Adams advises listeners to purchase storable goods now before 2026 prices reflect these massive supply chain disruptions.

A caller discusses the history of false flag operations, comparing current tensions to the events leading up to Pearl Harbor and 9-11. The host agrees, citing declassified documents that suggest the U.S. government had prior knowledge of the Japanese attack in 1941. There is a shared concern that a major event may be staged to draw the U.S. into a full-scale world war.

The Department of Homeland Security and FBI are on high alert for potential cyber attacks targeting US water supplies and the electric grid. Brianna Morello reports that thousands of potential sleeper cells were allowed into the country during the Biden administration. There are concerns that the death of the Ayatollah could trigger immediate kinetic retaliation from these domestic proxies.

Dr. Kirk Elliott explains that the recent "violent" correction in silver prices was an artificial move by banks to cover naked short positions. A massive supply crunch is developing as China halts silver exports and global demand for manufacturing increases. Elliott advises that the current downturn is a buying opportunity, as the long-term fundamentals for silver remain extremely bullish due to its scarcity and industrial necessity.

President Trump utilized the Defense Production Act to promote the domestic production of glyphosate, citing its importance to the national defense supply chain and military readiness. This move has sparked intense debate among supporters who follow RFK Jr.'s warnings about the chemical's link to chronic disease. The host struggles to reconcile the administration's "MAHA" goals with the promotion of a controversial pesticide.

Dr. Kirk Elliott reports that silver has seen a 66% year-to-date increase as of late January 2026, driven by massive industrial demand and supply shortages. China is reportedly paying a $9 premium over spot prices to secure silver for manufacturing, while U.S. efforts to block strategic waterways in Venezuela have further constrained supply. This is described as a fundamental supply-and-demand shift rather than a speculative bubble.

Economist Dr. Kirk Elliott joins the show to discuss how the conflict in Venezuela has disrupted global silver supply chains, particularly shipping routes from Peru and Africa to Mexican refineries. With silver prices rising toward $82, Elliott predicts a 10-year bull market driven by industrial demand for AI chips and military technology. He notes that it takes over a decade to open new mines, making the current supply shortage a "perfect storm" for precious metals investors.

China has restricted silver exports to prioritize its own manufacturing, confirming predictions of a strategic minerals arms race. With new mines taking over a decade to develop, silver is expected to see parabolic price increases due to extreme industrial demand and limited supply.

Dr. Kirk Elliott explains that the London silver exchange has effectively run out of physical metal to meet delivery demands. He analyzes a massive trade for 400 million ounces of silver—nearly half the global annual mining supply—which he believes forced the Comex to halt trading to prevent a bank default.

Withdrawal from the Paris Accord is defended as a necessary move to prevent mass starvation and global poverty predicted by analysts like Lord Monckton. Critics of the climate agenda argue that officials like John Kerry are pursuing a eugenics-based New World Order by attempting to cut global farming and energy production.

Matt Bracken advises listeners to move away from "blue hive" urban centers and secure physical cash, precious metals, and survival food. He mentions his current project, a novel set in a future Ireland that serves as the starting point for a "reconquest of Europe." Bracken concludes by praising the host's resilience under extreme legal and political pressure over the past several years.

The segment draws parallels between the Venezuelan military's control of food and COVID-era policies in the U.S., such as the ban on gardening in Michigan. There is a proposal for the U.S. to exit the United Nations and form a "United Free Nations" as a competitor to globalist institutions. John Kerry is criticized for suggesting that half of all farms must be shut down to meet climate goals.