Energy and Capital Archives

Did Cheap Power Just Become THE AI Trade?

Written by Keith Kohl
Posted July 20, 2026

Here's something that I didn’t think I’d be telling you this summer: American wholesale electricity just got cheaper. How, you ask? Well, the EIA's latest outlook has power averaging $45 a...

Gold’s Bad Month Was Your Buy Signal

Written by Keith Kohl
Posted July 19, 2026

Let’s be fair for a minute, a central banker's job is to be boring. They speak in riddles, burying their true intentions in footnotes, and would rather resign than tell you what they're actually...

The LNG Empire Built by Mistake

Written by Keith Kohl
Posted July 16, 2026

Since February, roughly a one-fifth of the world's LNG supply has been trapped behind a 21-mile-wide strait. Qatari cargoes were attacked, and the mighty Ras Laffan was struck by missiles...

Trump Is Running Beijing’s Playbook

Written by Keith Kohl
Posted July 15, 2026

In the mid-2000s, mining crews carved a road into the Congolese bush to build Tenke Fungurume. At the time, it was one of the biggest copper projects on Earth because a billion people on the other...

Forget Hormuz, Here’s the Fastest Oil Ramp in History

Written by Keith Kohl
Posted July 13, 2026

Brent spiked past $116/bbl in March when the Strait of Hormuz slammed shut. What followed was a media obsessed on ceasefire deals, even if it meant someone would violate the peace deal within hours...

The Shortage That'll Freeze Robotics

Written by Keith Kohl
Posted July 12, 2026

Back in 2020, the U.S. Commerce Department reached into a legal drawer most Americans never knew existed and pulled out something called the Foreign Direct Product Rule. They only had one target in...

The Rothschilds Made Billions On Gold, Now It’s Our Turn

Written by Keith Kohl
Posted July 9, 2026

During the Napoleonic Wars, Nathan Rothschild had a problem that seemingly nobody could solve. What keeps a billionaire up at night in the 19th century? Well, the problem was that it was nearly...

The Little Box Holding Back OpenAI’s $500 Billion Project Stargate

Written by Keith Kohl
Posted July 8, 2026

Nikola Tesla once stood before the Niagara Falls Commission with a problem that nobody could solve. Edison's landmark system at Pearl Street Station in lower Manhattan utilized direct current, and...

Nature Took 180 Years to Solve This… AI Did It in Two

Written by Keith Kohl
Posted July 6, 2026

Back in May 1796, a country doctor named Edward Jenner scraped pus from a sore on a milkmaid's hand and injected it into an eight-year-old boy named James Phipps.

The Secret Profits Hidden Inside The Oil War (Yes, They’re There!)

Written by Keith Kohl
Posted July 5, 2026

Believe it or not, John D. Rockefeller knew something that many oil investors still don’t know. His insight into crude profits wasn’t a secret, either. Actually, it was pretty simple — you...

This Commodity is Breaking the Supercycle Pattern

Written by Keith Kohl
Posted July 2, 2026

Every so often, the global economy experiences what economists call a commodity supercycle. It’s a 10-to-25-year period where prices remain dramatically elevated because structural demand...

Congress Handed Uranium Stocks a Golden Ticket

Written by Keith Kohl
Posted July 1, 2026

Sometimes, an event takes place that goes over the market's head. Perhaps it’s dismissed as trivial, or brushed aside as new hyperbole hits media headlines that pulls its attention elsewhere. The...