Energy and Capital Archives

AI Just Hit a Texas Wall… Hard

Written by Keith Kohl
Posted October 15, 2026

It feels like only yesterday that the Texas power grid was on the verge of total failure. I know more than a few of you remember it well, too. If you remember, the sudden deep freeze that gripped...

The $5 Billion Phone The Market Rejected

Written by Keith Kohl
Posted October 14, 2026

I’ll bet there’s a few of the veteran members in our investment community that have heard of a company called Iridium. Back in 1998, Iridium switched on one of the most ambitious projects ever...

Trump Just Blinked On Russia

Written by Keith Kohl
Posted October 12, 2026

I don’t often do a full-blown double-take over a headline? I know we tend to be more skeptical of the hyperbolic nature of social media. More often than not, we’re more than justified for our...

Old King Coal’s Merry Old Comeback… Again?

Written by Keith Kohl
Posted October 11, 2026

Just about two years ago, a crew in central England worked their final shift at the Ratcliffe-on-Soar power plant. And the moment the clock struck midnight, the last coal-fired power station in...

The 500-Year Old Goblin Metal Now Controlled By the China

Written by Keith Kohl
Posted October 8, 2026

History has a knack for teaching us crucial lessons today. Take the silver miners in Saxony as a perfect example. Back in the 1500s, these miners kept hauling up a heavy, dull ore that should have...

Don’t Bet Against U.S. LNG

Written by Keith Kohl
Posted October 7, 2026

There once was a plant nobody wanted. And 55 years ago, an oil company headquartered in Bartlesville, Oklahoma, used it to start shipping liquefied natural gas to Japan.

The Battery That Beat the Clock

Written by Keith Kohl
Posted October 5, 2026

I’ll bet a few of you remember the Elon Musk promise Elon Musk made in 2017. You know, the one that most CEOs would’ve laughed off. At the time, southern Australia had just been through a...

The Hormuz Blind Spot Hiding in Plain Sight (Not Oil!)

Written by Keith Kohl
Posted October 4, 2026

Every morning, the same argument starts all over again. Tell me, how many barrels are making it through the Strait of Hormuz? That answer is more contested than you could ever imagine.

The Real Treasure in Trump’s Nuclear Build-out

Written by Keith Kohl
Posted October 1, 2026

For about an hour on July 17, 1955, the town of Arco, Idaho, ran entirely on nuclear power. Even though it only served only about 1,200 people, that moment deserves its place in the history books...

Profiting From Oil’s Old Playbook

Written by Keith Kohl
Posted September 30, 2026

Iceland had a problem in 1973. For my older readers, this energy crisis may feel eerily similar. You see, roughly half of Icelandic homes were heated with imported oil, and they relied on foreign...

Wall Street Yawned the Moment Starship Hit Orbit

Written by Keith Kohl
Posted September 28, 2026

Eighteen years ago, a rocket carrying nothing of particular value reached orbit. Not ringing a bell? It was the fourth flight of the Falcon 1 on September 28, 2008. Granted, the first three failed...

Gold’s Evolution Into the Digital Age

Written by Keith Kohl
Posted September 27, 2026

Four years ago, the U.S. and its allies did something that they’ve never really done before at such a scale. They froze about $300 billion of someone else’s money...