Energy and Capital Archives

The Four Light Bulbs Saving AI

Written by Keith Kohl
Posted May 11, 2026

While everyone watches the precarious state of energy prices in the wake of the Third Gulf War, a different energy crisis snuck up the back stairs of the American grid...

The Biggest Winner in AI’s Power Crisis (Not NVIDIA!)

Written by Keith Kohl
Posted May 10, 2026

Of all the places on Earth that we would expect to embrace a next-gen technology to solve an energy crisis, the last area we’d look at is a quiet industrial estate near Redruth in Cornwall,...

The $6,000 Case for Gold Still Holds… Here’s Why

Written by Keith Kohl
Posted May 7, 2026

If you were a kid running around north-central Kentucky in 1937, you would’ve beheld quite a sight. One morning, you would’ve stopped in awe as 50 armored train cars rolled by, carrying...

AI Just Fired Your Doctor

Written by Keith Kohl
Posted May 6, 2026

Not long ago, a patient showed up at Beth Israel Deaconess Medical Center in Boston with a pulmonary embolism. Doctors used the standard protocol to begin treating the patient. All was great at...

Sundays Are for Peace, Mondays Are For War

Written by Keith Kohl
Posted May 4, 2026

Sundays are for peace. Mondays are for war. It's been the same pattern for weeks now. Oil markets close Friday afternoon. Then like clockwork, the headlines shift.

The Only Oil Stocks I’m Buying for the next Phase of the Third Gulf War

Written by Keith Kohl
Posted May 3, 2026

The Defense Production Act of 1950 was passed to give the president emergency powers over industrial production during the Korean War. And for 76 years, it's been invoked for everything from...

From Cracking Bitcoin to Curing Cancer: The Quantum Advantage Nears

Written by Keith Kohl
Posted April 29, 2026

Last week, an independent researcher named Giancarlo Lelli sat down at his computer, accessed publicly available quantum hardware through the cloud, and did something that shouldn't be possible...

The Oil Crisis Nobody’s Pricing In

Written by Keith Kohl
Posted April 27, 2026

Pop the champagne bottles, because the celebrations are in full swing. I’m honestly surprised there weren’t fireworks going off in the Tokyo Bay as cheers erupted and media headlines focused on...

Gold's Next Evolution: From Florentine Florins to Blockchain Bars

Written by Keith Kohl
Posted April 26, 2026

In 1252, the Italian city-state of Florence minted the fiorino d'oro — the florin — containing 3.5 grams of pure gold. This coin became the most trusted currency in medieval Europe for 300...

Big Oil’s Billion-Dollar Pivot Away From Oil

Written by Keith Kohl
Posted April 23, 2026

About 20 years ago, 18 MIT scientists put their formidable minds together to answer one question — is EGS feasible? You can’t really blame them for wanting an answer...

A Tale of Two Ceasefires

Written by Keith Kohl
Posted April 22, 2026

It was the best of times, it was the worst of times for global oil markets. It was the age of clickbait, it was the age of foolishness; a ceasefire of theater, and a prelude to catastrophe...

Forget Iran, China is Next

Written by Keith Kohl
Posted April 20, 2026

More than a decade has passed since Japan decided to detain the capital of a Chinese fishing trawler near the disputed Senkaku Islands. Beijing’s response, however, was interesting… They simply...