Energy and Capital Archives

Bombs, Barrels, and Blockades… Oh My!

Written by Keith Kohl
Posted April 13, 2026

172. Keep that number in mind as you navigate the oil markets over the next few weeks. That’s the number of diverted oil tankers slowly marching their crude parade toward one destination...

The $293 Million Gold Rush Wall Street Missed

Written by Keith Kohl
Posted April 12, 2026

The world is still on fire. But were you distracted enough by the geopolitical chaos to miss the Department of Energy dropping a bombshell a few weeks ago?

Trump’s $12 Billion Bet Against China

Written by Keith Kohl
Posted April 9, 2026

Right now, our dependence on the resources to control our batteries, semiconductors, and weapons systems is wholly dependent on China. After all, China controls roughly 70% of rare earth mining and...

Cease-What?

Written by Keith Kohl
Posted April 8, 2026

I’ll admit the moment I started seeing rumors of a ceasefire before President Trump’s 8 p.m. deadline on Tuesday, there was the small, glimmering hope it was true.

The Dollar’s Trust Crisis Giving You a Golden Payoff

Written by Keith Kohl
Posted April 6, 2026

If you were a New Yorker back in August of 1971, the last thing you would’ve expected to see in the harbor was a French warship. But make no mistake, it was there… docked and being loaded with...

America’s LNG Moment Just Arrived

Written by Keith Kohl
Posted April 5, 2026

Few people know about the voyage of the Methane Pioneer. Built in 1945, the Methane Pioneer was a converted World War II cargo ship measuring 106 meters long and fitted with five tanks insulated...

30 Days Until Oil Armageddon

Written by Keith Kohl
Posted April 2, 2026

This war IS different. Not because of its length, mind you, but because of the timeline running underneath it — the one Trump didn't talk about.

Big Oil’s Next Big Bet (Spoiler: Not Oil!)

Written by Keith Kohl
Posted April 1, 2026

The countdown to June 2026 is underway. That's when Fervo Energy's Cape Station in Beaver County, Utah, is scheduled to come online — the first large-scale commercial enhanced geothermal system in...

Putin is Hoarding Gold, You Should Too

Written by Keith Kohl
Posted March 30, 2026

If you never thought that the government would come for your gold, I have some bad news for you — it already happened! In fact, it took place on January 30, 1934...

Asia’s Dirty Energy Secret

Written by Keith Kohl
Posted March 29, 2026

Remember the "bridge fuel" narrative?

Crisis Breeds Opportunity: The Must-Buy Oil Stocks Right Now (Not Exxon!)

Written by Keith Kohl
Posted March 26, 2026

We're entering a new phase of the Third Gulf War — and no, this isn't the end of the fighting.

Gold’s Worst Week Since 1983... What Comes Next?

Written by Keith Kohl
Posted March 25, 2026

Did Poland just break the gold market? For nearly a decade, Poland's central bank couldn't buy gold fast enough. Starting with just 103 tons in 2018, they aggressively stacked reserves to 550 tons...