Energy and Capital Archives

The Saudis Call Bull#*%& On Everything

Written by Keith Kohl
Posted December 1, 2025

One of the worst-kept secrets inside OPEC is that members love to fudge the numbers to suit their needs. For decades, output quotas were more of a running joke to the industry...

The Digital Mint Is Opening

Written by Keith Kohl
Posted November 30, 2025

You and I both know that gold has ripped through record after record this year, and has spent the last few months consolidating just above $4,000 an ounce; analysts openly debate whether $4,500 is...

The Must-Own Oil Stocks for 2026

Written by Keith Kohl
Posted November 27, 2025

To understand where oil is heading in 2026, it helps to look back at the quiet, uneasy stretch that began in 1978 and snowballed into an energy crunch. It started as a scattered supply tightness —...

First We Broke From OPEC, Now China Is Next

Written by Keith Kohl
Posted November 26, 2025

From 1970 until 2008, U.S. oil production followed a single, depressing trajectory — down. Like clockwork, every year our crude inched lower. And every barrel we lost in this seemingly...

Only Gold Kept Its Nerve

Written by Keith Kohl
Posted November 24, 2025

Gold prices hit an all-time high near $4,360 per ounce just weeks ago before pulling back, pausing, and then climbing again. Mind you, it didn’t crumble under its own weight or collapse into a...

Oil Price Outlook 2026 Part 2: Unleashing Geopolitical Hell

Written by Keith Kohl
Posted November 23, 2025

For much of the past year, the conflict that has raged between Israel and Hamas served more of a red herring for crude prices. The fighting that has occurred since October 2023 put a serious risk...

Oil Price Outlook 2026 Part 1: Supply Cracks Emerge

Written by Keith Kohl
Posted November 20, 2025

We are seeing a tale of two oil forecasts playing out once again. Don’t act too surprised. After all, there has been a battle raging between OPEC+ and the IEA to control the oil narrative for...

Trump Makes His Nuclear Turn

Written by Keith Kohl
Posted November 19, 2025

Over the past month, we’ve watched the U.S. government make its clearest pivot towards nuclear energy in over 40 years. Mind you, these aren’t symbolic gestures or small pilot projects,...

Gold Is Reinventing Itself

Written by Keith Kohl
Posted November 17, 2025

Back in 1933, Americans queued at bank counters with one purpose in mind — to swap coins and bars for paper money. Why on earth would they do that? Well, it all has to do with Executive Order 6102.

Exposing the IEA’s Blind Spot

Written by Keith Kohl
Posted November 16, 2025

We knew it was only a matter of time before the IEA had its “Come to Jesus” moment regarding future oil demand...

The Age of Electricity Is Here

Written by Keith Kohl
Posted November 13, 2025

For the first time in history, electricity is the primary engine of global growth — not oil, not coal, not gas, but electricity flowing through our grid. And IEA’s latest World Energy Outlook...

Fiat Crumbles, Gold Endures

Written by Keith Kohl
Posted November 12, 2025

Look, the recent short-term sell-off in gold wasn’t from panic; it was the steady step of a market re-anchoring. You see, gold isn’t running — it's climbing!