Energy and Capital Archives

America’s LNG Takeover Begins

Written by Keith Kohl
Posted April 16, 2026

It took just about 10 years for the U.S. to dominate the world’s LNG trade. I know the veteran members of our investment community here know about the significance of the Asia Vision...

The True Cost of Oil Just Hit $286 Per Barrel

Written by Keith Kohl
Posted April 15, 2026

The true cost of oil just hit a mind-boggling price of $286 per barrel. That was what a customer was willing to pay for their crude delivery in Sri Lanka...

Bombs, Barrels, and Blockades… Oh My!

Written by Keith Kohl
Posted April 13, 2026

121. Keep that number in mind as you navigate the oil markets over the next few weeks. That’s the number of diverted oil tankers slowly marching their crude parade toward one destination...

The $293 Million Gold Rush Wall Street Missed

Written by Keith Kohl
Posted April 12, 2026

The world is still on fire. But were you distracted enough by the geopolitical chaos to miss the Department of Energy dropping a bombshell a few weeks ago?

Trump’s $12 Billion Bet Against China

Written by Keith Kohl
Posted April 9, 2026

Right now, our dependence on the resources to control our batteries, semiconductors, and weapons systems is wholly dependent on China. After all, China controls roughly 70% of rare earth mining and...

Cease-What?

Written by Keith Kohl
Posted April 8, 2026

I’ll admit the moment I started seeing rumors of a ceasefire before President Trump’s 8 p.m. deadline on Tuesday, there was the small, glimmering hope it was true.

The Dollar’s Trust Crisis Giving You a Golden Payoff

Written by Keith Kohl
Posted April 6, 2026

If you were a New Yorker back in August of 1971, the last thing you would’ve expected to see in the harbor was a French warship. But make no mistake, it was there… docked and being loaded with...

America’s LNG Moment Just Arrived

Written by Keith Kohl
Posted April 5, 2026

Few people know about the voyage of the Methane Pioneer. Built in 1945, the Methane Pioneer was a converted World War II cargo ship measuring 106 meters long and fitted with five tanks insulated...

30 Days Until Oil Armageddon

Written by Keith Kohl
Posted April 2, 2026

This war IS different. Not because of its length, mind you, but because of the timeline running underneath it — the one Trump didn't talk about.

Big Oil’s Next Big Bet (Spoiler: Not Oil!)

Written by Keith Kohl
Posted April 1, 2026

The countdown to June 2026 is underway. That's when Fervo Energy's Cape Station in Beaver County, Utah, is scheduled to come online — the first large-scale commercial enhanced geothermal system in...

Putin is Hoarding Gold, You Should Too

Written by Keith Kohl
Posted March 30, 2026

If you never thought that the government would come for your gold, I have some bad news for you — it already happened! In fact, it took place on January 30, 1934...

Asia’s Dirty Energy Secret

Written by Keith Kohl
Posted March 29, 2026

Remember the "bridge fuel" narrative?