Energy and Capital Archives

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...

Solving America’s New Chokepoint

Written by Keith Kohl
Posted February 15, 2026

The White House invoked Section 232 logic to address national security risks tied to imports of processed critical minerals and their derivative products, and it directed negotiations meant to...

$1.85 Trillion Reasons to Buy Gold

Written by Keith Kohl
Posted February 12, 2026

The Congressional Budget Office just put a fiscal-year 2026 deficit projection on the table of about $1.853 TRILLION. Yes, that's a trillion with a ‘T’...

When Oil Forecasts Meet Reality

Written by Keith Kohl
Posted February 11, 2026

The last decade of tracking the oil sector has taught us a simple lesson: official data isn’t as reliable as one might think, especially when the inputs are fuzzy and the reports published are...

We’re Now Drilling for Watts, NOT Oil

Written by Keith Kohl
Posted February 9, 2026

Traditional geothermal is more like mining a naturally occurring reservoir. You go where the hot water already wants to flow. However, enhanced geothermal systems (EGS) are flipping this model...

Gold Crash? Think Again

Written by Keith Kohl
Posted February 8, 2026

Gold Crash? Think Again

Trump Takes On China’s Critical Mineral Dominance (And He’s Not Alone!)

Written by Keith Kohl
Posted February 4, 2026

The February 2026 alignment between President Trump and the EU feels less like a press event and more like a new Cold War had ignited. So what happened?

Tapping into the AI Superhighway

Written by Keith Kohl
Posted February 4, 2026

You don’t need me to tell you that Project Genesis will create plenty of obvious beneficiaries. However, the real winners tend to be the ones that become mandatory for success — the ones that...