Energy and Capital Archives

The Only Way We’re Avoiding an AI Grid Collapse

Written by Keith Kohl
Posted October 8, 2025

Welcome to the age where machines aren’t just learning, they’re lighting up our power grid like industrial giants. The only unfortunate part is that our 20th-century grid simply isn’t ready...

An Oil Supercycle That Will Flow Through Canada

Written by Keith Kohl
Posted October 6, 2025

It was 2006, and Fort McMurray was the kind of place where you checked your cell signal like a miner checks his canary. Yet, the moment I checked into my room I immediately noticed something odd...

Biotech’s Biggest Untapped Gold Mine

Written by Keith Kohl
Posted October 5, 2025

In the summer of 1944, the people of London would sometimes look up and see a strange silver streak arc across the sky. This moment in our brutal history of war marked the beginning of a new era...

What Comes Next for This Gold Rally

Written by Keith Kohl
Posted October 2, 2025

In the sweltering summer of 1979, gold prices went vertical. Inflation was raging, the U.S. was gripped by political havoc, and the oil markets had just been thrown into chaos by a revolution in...

The U.S. Shale Business Is Broken

Written by Keith Kohl
Posted October 1, 2025

The U.S. shale business is broken. No, those aren’t my words. They’re taken straight from the mouths of those operating in what is unquestionably the most important oil region in the world —...

Wall Street’s FOMO Over Gold Is Your Signal

Written by Keith Kohl
Posted September 29, 2025

Conventional wisdom might whisper “too much, too fast,” in our heads, but the underlying bullish forces that are driving gold prices aren’t only holding — some are intensifying...

OPEC’s Favorite Oil Illusion

Written by Keith Kohl
Posted September 28, 2025

In the mid-1980s, oil traders and policymakers swore the world was drowning in crude; they even called it a glut. Prices collapsed, producers panicked, and the great black tide of the global economy...

Forget $4,000, Here’s Why Gold is Going Much Higher

Written by Keith Kohl
Posted September 25, 2025

In the middle of the 15th century, Europe endured a crisis called the Great Bullion Famine. Across the continent, gold and silver coinage dried up, choking trade and fueling social unrest...

AI Just Hacked the $2 Trillion Pharma Industry

Written by Keith Kohl
Posted September 24, 2025

Back in 2020, for the first time in history, a pill designed entirely by artificial intelligence entered human trials. Most people didn’t realize it, and I don’t blame them...

California’s Self-Made Energy Crisis

Written by Keith Kohl
Posted September 22, 2025

California had everything going for it in 1985. But it wasn’t because of a few historical events that took place that made The Golden State so great that year...

When the Fed Breaks, Gold Buys the Dip

Written by Keith Kohl
Posted September 21, 2025

Marty Zweig had two golden rules for investors: The trend is your friend, and don’t fight the Fed. If you’re wondering why gold prices are hovering above $3,600 and eyeing new records, it’s...

The IEA’s Bittersweet “Come to Jesus” Moment Is Here

Written by Keith Kohl
Posted September 18, 2025

The story of modern oil has always been about decline, denial, and rediscovery. When Mexico’s Cantarell field peaked in 2004, the drop was so steep it became a global parable of how quickly...