Energy and Capital Archives

Breaking Our Shackles From China’s Rare Earth Monopoly

Written by Keith Kohl
Posted December 18, 2025

Diplomatic summits don’t usually get named after raw materials unless something has gone very wrong. That’s what made the Pax Silica Summit so telling. Beneath the language of cooperation sat a...

Is This an AI Shakeout… Or the Crash?

Written by Keith Kohl
Posted December 17, 2025

The Genesis Mission directs the federal government to turn decades of publicly funded scientific data — energy research, materials science, climate models, genomics — into unified AI platforms...

Gold’s Next Chapter Starts Now

Written by Keith Kohl
Posted December 15, 2025

Yesterday, gold was trading as high as $4,380 per ounce, pressing against the same resistance level that capped prices back in October. Since then, prices have tightened and volatility has started...

Dr. Trumplove Or: How I learned to Stop Worrying and Love Oil

Written by Keith Kohl
Posted December 14, 2025

How many times is this going to happen? How many times will we have to sit through the IEA revising its previous projections after spending months and years aggressively pursuing a bearish...

Trump’s Oil War!

Written by Keith Kohl
Posted December 11, 2025

1,400 barrels per day. In the Permian Basin, that’s about how much crude a driller can expect to see flowing out of a new well. The number varies, give or take, but the sharp decline rate seen...

Medicine’s Next Penicillin Moment

Written by Keith Kohl
Posted December 10, 2025

I know a lot of people are screaming the word bubble when it comes to AI. And to be fair, there’s some good arguments going back and forth. However, one undeniable aspect of the AI boom taking...

The World’s Safest Strategic Asset Goes Digital

Written by Keith Kohl
Posted December 8, 2025

You know just as well as I do how well gold has performed for us this year. The precious metal has run nearly 60% this year, eclipsing that $4,000 level just two months ago. Once prices started...

Trump’s Secret Planes Are Mapping Your Property

Written by Keith Kohl
Posted December 7, 2025

The reason why these USGS planes are surveying critical mineral potential in Iowa isn't because President Trump suddenly developed an academic interest in Midwestern bedrock...

The $5,000 Gold Countdown Has Begun

Written by Keith Kohl
Posted December 4, 2025

Gold shattered a psychological price barrier after breaking above $4,000/oz this fall. Then after a few months of consolidation, gold prices are back above $4,200/oz and now climbing like it knows...

The Oil Stocks China Doesn’t Want You to Buy

Written by Keith Kohl
Posted December 3, 2025

The Oil Stocks President Trump’s latest escalation — U.S. strikes on cartel boats drifting off Venezuela’s coastline, and the growing expectation of direct action against cartel networks...

The Saudis Call Bull#*%& On Everything

Written by Keith Kohl
Posted December 1, 2025

One of the worst-kept secrets inside OPEC is that members love to fudge the numbers to suit their needs. For decades, output quotas were more of a running joke to the industry...

The Digital Mint Is Opening

Written by Keith Kohl
Posted November 30, 2025

You and I both know that gold has ripped through record after record this year, and has spent the last few months consolidating just above $4,000 an ounce; analysts openly debate whether $4,500 is...