Energy and Capital Archives

Don’t Bet Against U.S. LNG

Written by Keith Kohl
Posted October 7, 2026

There once was a plant nobody wanted. And 55 years ago, an oil company headquartered in Bartlesville, Oklahoma, used it to start shipping liquefied natural gas to Japan.

The Battery That Beat the Clock

Written by Keith Kohl
Posted October 5, 2026

I’ll bet a few of you remember the Elon Musk promise Elon Musk made in 2017. You know, the one that most CEOs would’ve laughed off. At the time, southern Australia had just been through a...

The Hormuz Blind Spot Hiding in Plain Sight (Not Oil!)

Written by Keith Kohl
Posted October 4, 2026

Every morning, the same argument starts all over again. Tell me, how many barrels are making it through the Strait of Hormuz? That answer is more contested than you could ever imagine.

The Real Treasure in Trump’s Nuclear Build-out

Written by Keith Kohl
Posted October 1, 2026

For about an hour on July 17, 1955, the town of Arco, Idaho, ran entirely on nuclear power. Even though it only served only about 1,200 people, that moment deserves its place in the history books...

Profiting From Oil’s Old Playbook

Written by Keith Kohl
Posted September 30, 2026

Iceland had a problem in 1973. For my older readers, this energy crisis may feel eerily similar. You see, roughly half of Icelandic homes were heated with imported oil, and they relied on foreign...

Wall Street Yawned the Moment Starship Hit Orbit

Written by Keith Kohl
Posted September 28, 2026

Eighteen years ago, a rocket carrying nothing of particular value reached orbit. Not ringing a bell? It was the fourth flight of the Falcon 1 on September 28, 2008. Granted, the first three failed...

Gold’s Evolution Into the Digital Age

Written by Keith Kohl
Posted September 27, 2026

Four years ago, the U.S. and its allies did something that they’ve never really done before at such a scale. They froze about $300 billion of someone else’s money...

The AI Weakness Nobody Dares Talk About

Written by Keith Kohl
Posted September 24, 2026

Today, the United States operates more nuclear reactors than any other country on Earth. Most people probably don’t realize this fact, but what’s even more intriguing to us is the fact that we...

Will Trump Make the Ultimate Blunder to Ban Diesel Exports?

Written by Keith Kohl
Posted September 23, 2026

We often talk about the disconnect between Washington and reality when it comes to the energy sector. After all, many political careers live or die by the sword of energy prices. When times are...

The $35,000 Nightmare That Broke Saudi Oil Dominance

Written by Keith Kohl
Posted September 21, 2026

Can things possibly get worse for Saudi Arabia right now? Before you answer, just keep in mind where they’re sitting currently. There’s no question that the House of Saud has absolutely...

Elon Musk's 16-Inch Pipe Obsession

Written by Keith Kohl
Posted September 20, 2026

Elon Musk just can’t take his eyes off of one very specific 16-inch pipe. In fact, he’s so enraptured by this pipe that he had to give it its own branding. Musk calls it Starpipe.

The 50-Year Ghost of Fenton Hill

Written by Keith Kohl
Posted September 17, 2026

Close your eyes, and picture a drill rig sitting on a mesa in New Mexico, grinding down through granite that hasn't seen daylight in a billion years. The year is 1974. We’ve been entrenched in...