Energy and Capital Archives

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...

The Bullish Case for Gold Survives, Get Ready for What Comes Next

Written by Keith Kohl
Posted June 29, 2026

BRICS nations now hold more than 17% of global gold reserves, and that’s not a coincidence. To put a little more perspective on that ownership, keep in mind that their share is up from about 11%...

These Oil Profits Don’t Need the Hormuz Choke Point

Written by Keith Kohl
Posted June 28, 2026

When the CEO of Chevron stood in front of a crowd a month ago, his warning should’ve echoed across media headlines. He told us flat out that we’ll soon start seeing physical shortages —...

The Power Crisis (And Solution) Buried Under AI Headlines

Written by Keith Kohl
Posted June 25, 2026

Microsoft, Google, Meta, and Amazon are spending more than $650 billion on AI infrastructure this year. Look, they have the chips ready, and certainly enough land to build those projects. But what a...

China’s Strategic Metal Kill Switch

Written by Keith Kohl
Posted June 24, 2026

In the early 1980s, the Carter administration sent a classified memo to Congress that barely made the papers. For most, the subject was far from exciting — chromium. How many people do you know...

The Explosion Locking In 25 Years of U.S. LNG Profits

Written by Keith Kohl
Posted June 22, 2026

The first reports came in around 9 p.m. local time. But if you were there, you wouldn’t need to wait for the official report because you’d know something was very, very wrong at Qatar’s Ras...

Who’s Buying Gold Like Never Before

Written by Keith Kohl
Posted June 21, 2026

Back in the spring of 1999, Britain's Chancellor of the Exchequer Gordon Brown decided that gold was finished. It seemed to make sense at the time.

Trump’s 60-Day Oil Time Bomb

Written by Keith Kohl
Posted June 18, 2026

Look, the narrative now is pretty simple — the strait reopens, supply flows, inventory fills, crisis ends, prices normalize. But the reality is going to be messier...