Energy and Capital Archives

Gold Just Broke $5,200 — Here’s What Comes Next

Written by Keith Kohl
Posted February 26, 2026

You know that old rule about gold and interest rates moving in opposite directions? Well, it died in 2022.

Trump’s Roadmap For Big Tech Power Plays

Written by Keith Kohl
Posted February 25, 2026

All last year we saw Big Tech scrambling to secure contracts. There’s a good reason why, too. U.S. data centers consumed 183 terawatt-hours of electricity in 2024.

Rewriting America's Energy Map

Written by Keith Kohl
Posted February 23, 2026

Traditional geothermal energy really only works one way. You need three things in the same place: heat close to the surface, naturally occurring water, and permeable rock that let fluids circulate...

Why Big Pharma Is Betting Big On AI

Written by Keith Kohl
Posted February 22, 2026

This month, a major pharma company inked a $1.7 billion, multi-year AI drug discovery partnership built around AI-driven small-molecule design...

The $740 Billion Secret Buried Inside Fort Knox

Written by Keith Kohl
Posted February 19, 2026

The pattern is consistent: when systemic risks materialize, gold wins. And to be sure, the systemic risks are stacking up...

AI Is Rewriting the Rules of Biotech Forever

Written by Keith Kohl
Posted February 18, 2026

Today, AI is re-writing the rules for drug discovery, and I have a feeling that few people realize just how powerful this technology is. After all, most people can only connect AI to simple...

Black Outs or AI Boom, Take Your Pick

Written by Keith Kohl
Posted February 16, 2026

Too few people out there truly realize that the real Age of Electricity isn’t coming — it’s here. Look, everyone can draw a chart showing power demand rising...

Solving America’s New Chokepoint

Written by Keith Kohl
Posted February 15, 2026

The White House invoked Section 232 logic to address national security risks tied to imports of processed critical minerals and their derivative products, and it directed negotiations meant to...

$1.85 Trillion Reasons to Buy Gold

Written by Keith Kohl
Posted February 12, 2026

The Congressional Budget Office just put a fiscal-year 2026 deficit projection on the table of about $1.853 TRILLION. Yes, that's a trillion with a ‘T’...

When Oil Forecasts Meet Reality

Written by Keith Kohl
Posted February 11, 2026

The last decade of tracking the oil sector has taught us a simple lesson: official data isn’t as reliable as one might think, especially when the inputs are fuzzy and the reports published are...

We’re Now Drilling for Watts, NOT Oil

Written by Keith Kohl
Posted February 9, 2026

Traditional geothermal is more like mining a naturally occurring reservoir. You go where the hot water already wants to flow. However, enhanced geothermal systems (EGS) are flipping this model...

Gold Crash? Think Again

Written by Keith Kohl
Posted February 8, 2026

Gold Crash? Think Again