Energy and Capital Archives

Trump’s Great Reactor Revival

Written by Keith Kohl
Posted January 25, 2026

Trump bluntly admitted that the U.S. needs an absurd amount of new electricity to feed the AI economy, and that the grid is too old to carry the weight.

Twilight Comes to the U.S. Shale Patch

Written by Keith Kohl
Posted January 22, 2026

If you’ve been waiting for a sign that oil is too cheap for our drillers, this is it. Hamm recently announced that Continental is officially halting Bakken drilling for the first time in about 30...

The Inevitable Push to $5,000 Gold

Written by Keith Kohl
Posted January 21, 2026

Given gold’s historic run over the last two years, you don’t need me to tell you that when the world starts getting cautious over governments turning their money printers on high, the smart...

Silicon Valley’s Energy Awakening

Written by Keith Kohl
Posted January 19, 2026

You know, Silicon Valley used to focus its attention on buying apps. Then, they focused on dishing out billions for new chips. Now, the world’s biggest tech players are in a scramble to buy...

Trump Ignited a U.S. Mining Boom

Written by Keith Kohl
Posted January 18, 2026

Last week, Amazon struck a deal with Rio Tinto’s Nuton venture to buy copper cathode produced in Arizona — copper destined for AWS component manufacturers and the physical buildout of AI data...

Trump’s Critical Minerals Countdown Has Begun

Written by Keith Kohl
Posted January 15, 2026

President Trump finally did it. The meetings are done, and the time for negotiation is over. He finally put a stopwatch on one major problem we’ve had with China over the years.

These Oil Stocks Just Found Their Next Gold Rush

Written by Keith Kohl
Posted January 14, 2026

Look, U.S. oil companies have built an industrial machine over the last fifteen years that can drill incredibly long laterals with surgical precision, steer downhole tools like a videogame...

The Lesson Behind Maduro’s $6 Billion Gold Stash

Written by Keith Kohl
Posted January 12, 2026

Today, gold’s relevance hasn’t faded in the slightest. In fact, it simply migrated from mine shafts to vaults and trading terminals, and in 2026 it carries the same subtext as it did in 1945 —...

Ghostbusting On the High Seas

Written by Keith Kohl
Posted January 11, 2026

Look, I understand that on paper, Venezuela looks like a shortcut to cheap oil. Even if we trust that the 300 billion barrels the country holds in proven oil reserves is legit (spoiler: it may not...

Not Your Bitcoin, Not Your Key

Written by Keith Kohl
Posted January 8, 2026

In late 2025, California quietly rewrote a fundamental assumption of the crypto age. Did you miss it among the chaos lately? That’s what they’re hoping, because Senate Bill 822 took effect on...

Trump’s Favorite Energy Source (NOT OIL!)

Written by Keith Kohl
Posted January 7, 2026

Two centuries ago, steam cracked the limits of human labor and dragged the modern world into existence. Coal-fired boilers, pressure, pistons — heat made industry possible...

Venezuela’s Oil Riches: Truths, Myths, and Misconceptions

Written by Keith Kohl
Posted January 5, 2026

The moment the news started filtering out that the U.S. military pulled off such a daring operation to arrest Nicholas Maduro, I’ll confess that I didn’t believe it at first. I thought that...