Energy and Capital Archives

Black Outs or AI Boom, Take Your Pick

Written by Keith Kohl
Posted February 16, 2026

Too few people out there truly realize that the real Age of Electricity isn’t coming — it’s here. Look, everyone can draw a chart showing power demand rising...

Solving America’s New Choke Point

Written by Keith Kohl
Posted February 15, 2026

The White House invoked Section 232 logic to address national security risks tied to imports of processed critical minerals and their derivative products, and it directed negotiations meant to...

Solving America’s New Chokepoint

Written by Keith Kohl
Posted February 15, 2026

The White House invoked Section 232 logic to address national security risks tied to imports of processed critical minerals and their derivative products, and it directed negotiations meant to...

$1.85 Trillion Reasons to Buy Gold

Written by Keith Kohl
Posted February 12, 2026

The Congressional Budget Office just put a fiscal-year 2026 deficit projection on the table of about $1.853 TRILLION. Yes, that's a trillion with a ‘T’...

When Oil Forecasts Meet Reality

Written by Keith Kohl
Posted February 11, 2026

The last decade of tracking the oil sector has taught us a simple lesson: official data isn’t as reliable as one might think, especially when the inputs are fuzzy and the reports published are...

We’re Now Drilling for Watts, NOT Oil

Written by Keith Kohl
Posted February 9, 2026

Traditional geothermal is more like mining a naturally occurring reservoir. You go where the hot water already wants to flow. However, enhanced geothermal systems (EGS) are flipping this model...

Gold Crash? Think Again

Written by Keith Kohl
Posted February 8, 2026

Gold Crash? Think Again

Tapping into the AI Superhighway

Written by Keith Kohl
Posted February 4, 2026

You don’t need me to tell you that Project Genesis will create plenty of obvious beneficiaries. However, the real winners tend to be the ones that become mandatory for success — the ones that...

Trump Takes On China’s Critical Mineral Dominance (And He’s Not Alone!)

Written by Keith Kohl
Posted February 4, 2026

The February 2026 alignment between President Trump and the EU feels less like a press event and more like a new Cold War had ignited. So what happened?

Trump Launches His Manhattan Project 2.0

Written by Keith Kohl
Posted February 2, 2026

Formally launched as the Genesis Mission, it’s designed to turn American science into a system that runs at machine speed. 

The Real Gold Story: Corrections Or Collapse?

Written by Keith Kohl
Posted February 1, 2026

Gold isn’t some tech moonshot stock, nor is it a speculative novelty; it’s the undisputed safe haven asset that people flock to in times of trouble...

A Drilling Boom Nobody Sees Coming (Not Oil!)

Written by Keith Kohl
Posted January 29, 2026

Instead of chasing hydrocarbons, soon those drillers will be harvesting temperature. That's the core bulish case for EGS. Let me explain...