Energy and Capital Archives

Trump’s Critical Minerals Countdown Has Begun

Written by Keith Kohl
Posted January 15, 2026

President Trump finally did it. The meetings are done, and the time for negotiation is over. He finally put a stopwatch on one major problem we’ve had with China over the years.

These Oil Stocks Just Found Their Next Gold Rush

Written by Keith Kohl
Posted January 14, 2026

Look, U.S. oil companies have built an industrial machine over the last fifteen years that can drill incredibly long laterals with surgical precision, steer downhole tools like a videogame...

The Lesson Behind Maduro’s $6 Billion Gold Stash

Written by Keith Kohl
Posted January 12, 2026

Today, gold’s relevance hasn’t faded in the slightest. In fact, it simply migrated from mine shafts to vaults and trading terminals, and in 2026 it carries the same subtext as it did in 1945 —...

Ghostbusting On the High Seas

Written by Keith Kohl
Posted January 11, 2026

Look, I understand that on paper, Venezuela looks like a shortcut to cheap oil. Even if we trust that the 300 billion barrels the country holds in proven oil reserves is legit (spoiler: it may not...

Not Your Bitcoin, Not Your Key

Written by Keith Kohl
Posted January 8, 2026

In late 2025, California quietly rewrote a fundamental assumption of the crypto age. Did you miss it among the chaos lately? That’s what they’re hoping, because Senate Bill 822 took effect on...

Trump’s Favorite Energy Source (NOT OIL!)

Written by Keith Kohl
Posted January 7, 2026

Two centuries ago, steam cracked the limits of human labor and dragged the modern world into existence. Coal-fired boilers, pressure, pistons — heat made industry possible...

Venezuela’s Oil Riches: Truths, Myths, and Misconceptions

Written by Keith Kohl
Posted January 5, 2026

The moment the news started filtering out that the U.S. military pulled off such a daring operation to arrest Nicholas Maduro, I’ll confess that I didn’t believe it at first. I thought that...

Gold’s Run Isn’t Over

Written by Keith Kohl
Posted January 4, 2026

Late-2025 data from the World Gold Council confirmed what the price alone suggested. Demand wasn’t coming from one corner of the market. It was broad, overlapping, and structural. Retail...

The Ultimate AI Disruption Stock

Written by Keith Kohl
Posted January 1, 2026

Today, AI is now achieving for drug development what MRI did for diagnosis. It allows researchers to see biological interactions instead of inferring them, which means that AI systems can model...

You Can’t Keep A Good Oil War Down

Written by Keith Kohl
Posted December 30, 2025

Today, the epicenter of geopolitical volatility has shifted from Eastern Europe to the Caribbean, where President Trump is doing something no modern U.S. president has been willing to do so openly...

The Case for $5,000 Gold Just Got Stronger

Written by Keith Kohl
Posted December 28, 2025

If you want the truth about gold, don’t watch the pundits. No, dear reader, what you want to watch are the buyers who aren’t distracted giving interviews...

Trump Loves His Venezuelan Oil

Written by Keith Kohl
Posted December 25, 2025

When President Trump recently seized a third Venezuelan oil tanker, he turned what markets once dismissed as paper sanctions into physical interdictions. But this isn’t a warning letter from the...