Energy and Capital Archives

The 186-Million-Pound Breaking Point for Nuclear Energy

Written by Keith Kohl
Posted August 10, 2026

Today, the spot price for uranium is sitting right around $86 a pound. Looking further down the road at long-term contracts, we saw long-term contracts trade above $90/lb earlier this year — the...

Trump’s $2 Billion Quantum Gamble

Written by Keith Kohl
Posted August 9, 2026

$2 billion. That's what the federal government just committed to nine quantum computing companies in a single move. Clearly something big has changed...

China Just Bought Gold at the Worst Time, And They Want Even More

Written by Keith Kohl
Posted August 6, 2026

In perhaps the least surprising move, it turns out that central banks just bought more gold in a single quarter than ever before. But we’ve seen this before, haven’t we? I know the veteran...

America Just Banned Its Own Trash

Written by Keith Kohl
Posted August 5, 2026

Yesterday, the U.S. government made it illegal to sell garbage overseas. No, I’m not talking about the actual garbage you just tossed in the trash a moment ago, but close enough that most people...

America's Uranium Time Bomb

Written by Keith Kohl
Posted August 3, 2026

Four days ago, the EIA dropped a number that should make you angry. While headlines in our media are razor-focused on any clickbait material over the U.S.-Iran war, you’d be surprised what slips...

Two Ways to Win the Golden Dome Trade

Written by Keith Kohl
Posted August 2, 2026

Last week, the Pentagon handed out roughly $19 billion in new Golden Dome contracts. They shelled out a mountain of cash for satellite orders, launch capacity, and tracking constellations. The money...

Big Pharma and Big Tech Converge to Make the Perfect Trade

Written by Keith Kohl
Posted July 30, 2026

Back in 1947, researchers at Bell Labs found themselves a little stuck. For two years, a man named William Shockley had chased one theory — a "field-effect" amplifier that would replace the...

The Countdown is On After Trump’s Executive Order 14415

Written by Keith Kohl
Posted July 29, 2026

Amid all the media headlines on President Trump last week, everyone missed the Executive Order he signed that set a quiet deadline with China.

$15 Billion in a Week… What’s Next?

Written by Keith Kohl
Posted July 27, 2026

No one has built a new nuclear reactor in America on time or on budget for the better part of forty years. We both know that regulators couldn't change this, and utilities wouldn’t dare risk it.

How to Get Carnegie Rich off the Space Boom

Written by Keith Kohl
Posted July 26, 2026

Andrew Carnegie never laid a single mile of railroad track. The real truth is that he got rich selling the steel underneath it. More than 150 years later, SpaceX just became the new railroad.

Saudi Arabia & The Terrible Horrible No Good Very Bad Day

Written by Keith Kohl
Posted July 23, 2026

I’ve got Iran to the left of me. Houthis to the right. Here I am, stuck in the middle with Yanbu. That’s the jingle humming inside Crown Prince Mohammed bin Salman’s head for the last few...

China Just Learned One of America’s Oldest Tricks

Written by Keith Kohl
Posted July 22, 2026

Congress passed a law banning helium exports back in 1925. They called it "a mineral resource pertaining to the national defense." And there was only one target in mind: Germany...