Energy and Capital Archives

Trump’s New Arms Race Is Heating Up

Written by Keith Kohl
Posted August 27, 2026

When rebel forces invaded a remote province in Zaire back in May of 1978, the West suddenly had a very serious problem on their hands. Practically overnight, we had lost access to roughly 65% of...

The 100-Year Supply That Chipmakers Crave

Written by Keith Kohl
Posted August 26, 2026

In 1926, the U.S. government went looking for a rancher named William Henry Bush. Geologists had found something remarkable underneath his land outside Amarillo, Texas — a natural dome-shaped rock...

Geothermal’s Quiet Momentum is Hot Enough to Melt Steel

Written by Keith Kohl
Posted August 24, 2026

Three miles beneath central Oregon, a beam of energy is vaporizing solid rock right now. We’re not talking about your typical drilling operations that your standard oil and gas rig crews have been...

The Make-or-Break Moment for the Golden Dome

Written by Keith Kohl
Posted August 23, 2026

With the Apollo program barely off the ground in the fall of 1962, NASA ran into a real cash crisis. It turns out that President Kennedy had rejected the agency's request for additional funding.

Solving a 450-Megawatt Power Bottleneck

Written by Keith Kohl
Posted August 20, 2026

The enormous power-hungry AI data centers across the U.S. being built have become a fixed target by media headlines. And while controversies over tax revenues, future funding, and water dominate...

$38 Billion Stuck and Waiting for You

Written by Keith Kohl
Posted August 19, 2026

Imagine having the opportunity to corner an entire market. In the late 1970s, that’s precisely what two brothers named Hunt decided to do to the global silver market.

Scoring the Copper Trifecta

Written by Keith Kohl
Posted August 17, 2026

Two weeks ago, a boiler failed at a smelter in Gresik, Indonesia. This wasn’t some minor operation, mind you. It was one of the largest copper processing plants on the planet. Alarms blared as...

U.S. LNG Dominance Just Got More Profitable

Written by Keith Kohl
Posted August 16, 2026

History has an odd sense of repeating itself, and right now we’re seeing an old story resurface under different circumstances.

A Gold Rush Few See Coming

Written by Keith Kohl
Posted August 13, 2026

Almost 130 years ago, the SS Portland eased into Seattle’s harbor carrying what newspapers breathlessly called "a ton of gold." They sailed fresh out of the Yukon, and within days, tens of...

The Only Way Trump Will Win the Strategic Mineral Race

Written by Keith Kohl
Posted August 12, 2026

Back in 1914, Germany made a huge mistake going to war against the world while being entirely dependent on one substance it had no control over. Nitrate.

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...