Energy and Capital Archives

The AI Weakness Nobody Dares Talk About

Written by Keith Kohl
Posted September 24, 2026

Today, the United States operates more nuclear reactors than any other country on Earth. Most people probably don’t realize this fact, but what’s even more intriguing to us is the fact that we...

Will Trump Make the Ultimate Blunder to Ban Diesel Exports?

Written by Keith Kohl
Posted September 23, 2026

We often talk about the disconnect between Washington and reality when it comes to the energy sector. After all, many political careers live or die by the sword of energy prices. When times are...

The $35,000 Nightmare That Broke Saudi Oil Dominance

Written by Keith Kohl
Posted September 21, 2026

Can things possibly get worse for Saudi Arabia right now? Before you answer, just keep in mind where they’re sitting currently. There’s no question that the House of Saud has absolutely...

Elon Musk's 16-Inch Pipe Obsession

Written by Keith Kohl
Posted September 20, 2026

Elon Musk just can’t take his eyes off of one very specific 16-inch pipe. In fact, he’s so enraptured by this pipe that he had to give it its own branding. Musk calls it Starpipe.

The 50-Year Ghost of Fenton Hill

Written by Keith Kohl
Posted September 17, 2026

Close your eyes, and picture a drill rig sitting on a mesa in New Mexico, grinding down through granite that hasn't seen daylight in a billion years. The year is 1974. We’ve been entrenched in...

The Secret Solution to Wolfram Fever

Written by Keith Kohl
Posted September 16, 2026

The story of strategic minerals is a long, deep trip into history. At any time or any place, chances are you’ll find a war over critical resources...

The AI Power Crunch Goes Nuclear

Written by Keith Kohl
Posted September 14, 2026

There’s a good chance that you’ve never heard of a Navy admiral named Hyman Rickover About 70 years ago, he ran the tightest program the U.S. military had ever seen up to that point...

Two Bucks a Bar for the Gold That Never Moves

Written by Keith Kohl
Posted September 13, 2026

Eighty feet beneath Liberty Street, resting on the bedrock of Manhattan Island, there's a room with a hundred and twenty-two compartments in it. Every one of them is numbered rather than named. Not...

7,800 Satellites, 10 Missiles, and $71 Billion up for Grabs

Written by Keith Kohl
Posted September 10, 2026

This year marks the sixth year since the U.S. Space Force was established, and it still has fewer people in uniform than the New York City Police Department. Yet, last month they asked Congress for...

The $0.04 Copper Collapse

Written by Keith Kohl
Posted September 9, 2026

Are tariffs the answer? They certainly weren’t 94 years ago when Washington slapped a $0.04 tariff on every single pound of imported copper. Six months later, copper was selling for a shade under...

She Waited 35 Years, But All It Took Us Was 30 Minutes

Written by Keith Kohl
Posted September 7, 2026

When a young researcher at Oxford named Dorothy Hodgkin was handed a small sample of crystalline insulin more than 90 years ago, she had a burning desire to know its shape...

Copper’s Doomsday Clock Keeps Ticking

Written by Keith Kohl
Posted September 6, 2026

We often get caught up in resource dominance today, whether it’s China’s unerring control over rare earths or the fact that six out of every 10 barrels of oil pumped out of the ground in the...