PANDORA’S BOX
EVERYTHING GOT OUT. THE HOPE IS AT THE BOTTOM.
THE ONE-WAY DOOR
The call was meant to be about a plague case. It ended with a diesel deal.
Treasury opened a hole in a sanctions law signed three weeks ago. The licence runs to April 2027.
The call was meant to be about a plague case. Trump spoke with Vladimir Putin on Friday. He came off the phone with an agreement for Russia to ship diesel to the American and global market.
The volumes came in a post. Over 300,000 tons immediately. Another 500,000 in November. A million after that, and three million more within a short period.
PAID PARTNERSHIP
The downward slide has begun.
According to new research from Bloomberg, the U.S. dollar’s share of global reserves has just fallen to the lowest level this century.
Dollar reserve share
Dollar reserve share
While everyone is distracted by hyped-up IPOs and the AI bubble, the world is walking away from the dollar, the foundation on which all of our lives are built is crumbling.
And I believe the consequences for the country, and your financial security, are extremely serious.
President Trump knows it. That’s why he has taken emergency action by signing executive order 14241 to initiate the first full reset of the American dollar in half a century.
That means every dollar you have saved and invested… every good, every service, every asset… all of it could be about to be repriced against a new monetary anchor.
It’s not gold, or crypto, but something far more unexpected. An asset so fiercely contested and so critical that Vladimir Putin once claimed whoever controls it “will become the leader of the world”
Nobody can tell you exactly how this reset will play out.
But I do know that the last time America changed its money like this, half a century ago, it split the country in two. Between the folks who understood what was happening and responded accordingly, and those who got brutally left behind.
That line is being drawn again. And what you do with your money in the months ahead could decide which side you end up on.
I’d like to show you which investments could thrive, and which could be the most dangerous, inside Trump’s new monetary order.
Trump’s New Dollar
Good investing,
Porter Stansberry
Here is the part that is not a post. The same day, the Treasury issued General License 135. American sanctions will not apply until April 2027 to Russian diesel already loaded on tankers as of Friday.
THE STAKES
SEALED
1 day
OF WORLD DIESEL USE, FOR THE ENTIRE DEAL
→
The barrels cover about a day of global demand. The licence that moves them runs for six months, and the precedent does not expire at all.
Run the arithmetic yourself. More than four million tons is roughly 30 million barrels. The world burns about 30 million barrels of diesel every day.
One analyst quoted by Al Jazeera made the same point. Even if the fuel arrives, it is a short-term fix against daily demand of that size.
Now the law. Congress passed a Russia sanctions act in September and Trump signed it. It targets Russian banks, officials and the shadow tanker fleet. It bans new American investment there, and lets the president put 100% tariffs on the biggest buyers of Russian oil.
PAID PARTNERSHIP · GREEN COFFEE COMPANY
Green Coffee Company warehouse
5.1 million pounds.
That is the projected unroasted coffee harvest at Green Coffee Company this year. Last year it was 2.3 million. Volume is where to start on any physical asset, because tonnage is the one figure a company cannot talk its way into.
Everything below is downstream of that number.
The ground. 45 farms. 10,000+ acres. 10 million+ trees. Cherries also purchased from 1,500+ neighboring growers who cannot mill their own.
The plant. Milling capacity above 1 million lbs weekly, the largest in Colombia, at 90% less water than traditional processing. Dual certified, Rainforest Alliance and Fair Trade. The largest arabica producer on record holding both.
The offtake. 3,000+ stores. 130+ grocery chains. 21 states. Target planned 55 locations, demand took it past 300. Walgreens live in 1,700.
The brand. Exclusive third-party rights to sell Juan Valdez branded coffee in U.S. and Canadian retail and institutional channels, under a ten-year, auto-renewing agreement. Colombia’s coffee since 1959. The company distributes it. It does not own it. Outside of the brand, they also sell their coffee as private label to large buyers like Carnival Cruise.
The book. Revenue $1 million in 2021, $26 million in 2025. Gross margins better by $4.5 million. $120 million+ raised from 2,000+ investors. Pre-money valuation stated at $365.8 million. Shares $1.15. Minimum $1,000.50, no accreditation required, up to 20% bonus shares at higher tiers.
The exposure you are actually taking. Unlisted and illiquid, with no secondary market and transfers subject to board approval. An exit is a hope, not a schedule. Total loss is possible.
The tonnage doubled and the shelf space is already standing. Whether the second one monetizes the first is the entire question, and it will be answered in harvests, not headlines.
Paid affiliate advertisement. Green Coffee Company is offering securities under Regulation A. An offering statement has been filed with and qualified by the SEC; qualification means only that the company may sell the securities described in it. Review the offering circular before investing. The shares are private, unlisted and illiquid, there is no secondary market, transfers are subject to board approval, and you may lose your entire investment. Revenue growth and past performance do not predict future results. Non-accredited investors may invest no more than 10% of the greater of annual income or net worth. Rights apply to retail and institutional sales in the U.S. and Canada (non-cafe business) and are governed by a 10-year agreement to manufacture and distribute the iconic Juan Valdez® brand in the U.S. and Canada. Juan Valdez®, Procafecol S.A., the National Coffee Federation of Colombia, and any of their respective affiliates (collectively, the “Juan Valdez Parties”) are not sponsors, issuers, co-issuers, promoters, guarantors, underwriters, placement agents, or participants in any manner in this investment offering. The Juan Valdez Parties have not reviewed, approved, authorized, endorsed, recommended, or verified this offering, any related offering materials, or any statements made herein, and do not express any view or opinion regarding the merits, risks, or suitability of this investment. Any reference to the “Juan Valdez®” brand or related trademarks is made solely for the limited purpose of describing an existing commercial agreement relating to the manufacture, marketing, and sale of certain coffee products. Such agreement does not extend to, and expressly excludes, any securities offering, fundraising activity, investment program, or capital-raising transaction. Investors should not rely on the existence of any trademark license, brand association, or commercial agreement with the Juan Valdez Parties as an indicator of financial performance, investment quality, creditworthiness, risk mitigation, or likelihood of success of the issuer or this offering. The continuation of any commercial agreement is subject to contractual terms and conditions and may be modified or terminated, and no assurance is given that any such relationship will continue for any period of time. No Juan Valdez Party assumes any responsibility or liability for the accuracy, completeness, or adequacy of the information contained in this offering, nor for any investment decision made by any investor.
Three weeks later a licence suspends part of it. Whether a licence can set aside a prohibition Congress wrote is an open legal question. No court had answered it as of Friday.
You have heard that sanctions stay until they are lifted. What happened Friday is narrower and more useful to know. The law stays on the books while a licence makes a hole in it.
The reaction came fast. Zelensky called it a weak decision by strong partners. Russia’s deputy prime minister told TASS the export ban would start lifting at once.
The barrels are a season. The licence is a precedent, and precedents do not expire with the paperwork.
ADVERTISEMENT
It’s not SpaceX. It’s not Tesla, Starlink or Neuralink.
You don’t need an IPO allocation to own it. Anyone with a brokerage account can buy it for about $14 a share.
Yet SpaceX’s name is right there in its paperwork.
Dylan Jovine believes the second wave of Space Millionaires starts December 8th... right here.
EVERY LEAD PASSES BEFORE IT RUNS
The One-Way-Door Test
01
Can it be undone?
The licence carries its own end date in April 2027. The precedent, that a signed sanctions law can be opened by licence, carries none.
SEALED
02
Who is already repositioning?
Treasury wrote the licence. Novak said the export ban starts lifting. Zelensky objected in public and Congress has not answered yet.
4 NAMED
03
What does being late cost?
Nothing at your pump this week. Loaded tankers take weeks to cross, and the volume is small against the demand.
SLOW
THE MOVE · WHILE THERE IS STILL TIME
If you buy diesel or heat with oil, do not change your plan on an announcement. Write down today’s local price per gallon, then write it down again on November 1. Two numbers on one piece of paper.
If the tankers arrive and the Russian export ban lifts, prices may ease and waiting costs you nothing. If the strikes on Gulf airports keep spreading, they may go the other way.
ALSO GOT LOOSE TODAY
 
At least 12 people were killed and more than 300 hurt in a strike on Riyadh’s King Khalid International Airport on Saturday.
WORLD
 
Russian strikes killed at least 12 people in Ukraine’s Zaporizhzhia region on Saturday, Zelensky said.
WAR
 
Trump announced the deal while his envoy Steve Witkoff and Jared Kushner met Ukrainian officials in Miami about ending the war.
POLICY
WHAT’S LEFT AT THE BOTTOM
You now know the size of the deal, the date on the licence and the number to measure both against. Most people will judge it by whether the pump moves inside a week.
WE WATCH THE BOX.