Energy and Capital Archives

OPEC Flinched First

Written by Keith Kohl
Posted December 4, 2023

You probably haven’t heard the name Sheikh Rashid bin Saeed Al Maktoum before today.

Investing in the Future of Nuclear Power: SMRs

Written by Jeff Siegel
Posted December 3, 2023

37 nuclear reactors in just ten years. That’s how many China has built and now operates in an attempt to wean itself off coal-fired power.

Why the Left Should Praise Elon Musk, Not Bury Him

Written by Jeff Siegel
Posted December 3, 2023

Why the Left Should Praise Elon Musk, Not Bury Him

An AI Brain in Every Battery? It's Happening

Written by Alex Koyfman
Posted December 1, 2023

Right now, Alex Koyfman is following two companies which are incorporating artificial intelligence in the production of next generation batteries...

Solar Capacity Continues to Grow Faster Than Natural Gas, Coal, and Nuclear

Written by Jeff Siegel
Posted November 30, 2023

During the first three quarters of 2023, solar grew faster than all other energy sources. According to the latest EIA report, solar provided more than 42% of total new domestic generating capacity.

Is This the End of OPEC, or the Beginning?

Written by Keith Kohl
Posted November 29, 2023

The ongoing war of words between OPEC and the IEA that has been boiling all year is about to come to a head as the Saudi-led oil cartel finally meets in Vienna. 

So the Lithium Bubble Has Burst. What Happens Now?

Written by Alex Koyfman
Posted November 28, 2023

Trading at all-time peaks in the neighborhood of $85,000 per ton this time last year, lithium is now below $20,000 per ton — a decline of greater than 75% over the course of just 12 months. 

The "Moment of Truth" for Oil

Written by Keith Kohl
Posted November 27, 2023

We’ve been witness to the ongoing spat between the International Energy Agency (IEA) and OPEC. The two have been at each other’s throats for a long time...

Why Venture Funds Continue to Buy Lithium Assets

Written by Jeff Siegel
Posted November 26, 2023

Why Venture Funds Continue to Buy Lithium Assets

Is It Time to Invest in Solar Cars?

Written by Jeff Siegel
Posted November 26, 2023

here’s one solar-powered electric car that’s not only small enough to handle urban asphalt, but it has a top speed of 101 mph, and can travel 1,000 miles before having to re-charge.

This Is How China Already Won WW3

Written by Alex Koyfman
Posted November 21, 2023

I wish I could sit here and tell you that the subject line that brought you here is just clickbait. Unfortunately I can’t do that, because none of it is a lie or an exaggeration.

55.4 Million Reasons to Buy Oil While It’s Cheap

Written by Keith Kohl
Posted November 20, 2023

Just a few weeks ago, WTI crude was knocking on the door at $90 per barrel. Geopolitical volatility had reached a feverish peak in the October 7th attack on Israel and sent prices surging higher.