Energy and Capital Archives

Oil Soared Past $100, What’s Next? $200?

Written by Keith Kohl
Posted March 8, 2026

For 10 days, the oil market has been waiting for $100 oil to hit. All it took was a thick dark haze of smoke to roll across the skies of the Middle East this past weekend...

The True Secret Driver Behind $100 Oil

Written by Keith Kohl
Posted March 5, 2026

Ever since we talked earlier this week about the real driver behind closing that tiny 22-mile-wide narrow strip of the Strait of Hormuz, more than 200 tankers have become effectively stranded...

They Called It Devil’s Valley, We Call It a Gold Mine

Written by Keith Kohl
Posted March 4, 2026

Remember, all you need for traditional geothermal energy is just three things in the same place at the same time: heat near the surface, enough water, and a permeable rock that can circulate the...

The Oil Shock Everyone Saw Coming

Written by Keith Kohl
Posted March 2, 2026

Perhaps the most popular story flooding every headline was about the Strait of Hormuz. Keep in mind that Iran threatening tanker traffic in the Strait of Hormuz has become so common, that more than...

Big Pharma’s iPhone Moment Is Here

Written by Keith Kohl
Posted March 1, 2026

Sam Altman made headlines in February at Cisco's AI Summit in San Francisco after suggesting that he’s ready to invest in — or outright subsidize — pharmaceutical companies that use its AI...

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...