Energy and Capital Archives

The Oil Crisis Nobody’s Pricing In

Written by Keith Kohl
Posted April 27, 2026

Pop the champagne bottles, because the celebrations are in full swing. I’m honestly surprised there weren’t fireworks going off in the Tokyo Bay as cheers erupted and media headlines focused on...

Gold's Next Evolution: From Florentine Florins to Blockchain Bars

Written by Keith Kohl
Posted April 26, 2026

In 1252, the Italian city-state of Florence minted the fiorino d'oro — the florin — containing 3.5 grams of pure gold. This coin became the most trusted currency in medieval Europe for 300...

Big Oil’s Billion-Dollar Pivot Away From Oil

Written by Keith Kohl
Posted April 23, 2026

About 20 years ago, 18 MIT scientists put their formidable minds together to answer one question — is EGS feasible? You can’t really blame them for wanting an answer...

A Tale of Two Ceasefires

Written by Keith Kohl
Posted April 22, 2026

It was the best of times, it was the worst of times for global oil markets. It was the age of clickbait, it was the age of foolishness; a ceasefire of theater, and a prelude to catastrophe...

Forget Iran, China is Next

Written by Keith Kohl
Posted April 20, 2026

More than a decade has passed since Japan decided to detain the capital of a Chinese fishing trawler near the disputed Senkaku Islands. Beijing’s response, however, was interesting… They simply...

The $41.8 Trillion Golden Question

Written by Keith Kohl
Posted April 19, 2026

Back in January of 1980, gold prices surged to a high of $850 an ounce. It was an all-time record when it happened — one that would stand for 28 years...

America’s LNG Takeover Begins

Written by Keith Kohl
Posted April 16, 2026

It took just about 10 years for the U.S. to dominate the world’s LNG trade. I know the veteran members of our investment community here know about the significance of the Asia Vision...

The True Cost of Oil Just Hit $286 Per Barrel

Written by Keith Kohl
Posted April 15, 2026

The true cost of oil just hit a mind-boggling price of $286 per barrel. That was what a customer was willing to pay for their crude delivery in Sri Lanka...

Bombs, Barrels, and Blockades… Oh My!

Written by Keith Kohl
Posted April 13, 2026

121. 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.