Energy and Capital Archives

Trump’s Nuclear Ambitions Leaked

Written by Keith Kohl
Posted October 22, 2026

If you’re a miner, the last thing you want to see is water flooding into your operations. And that’s exactly what happened at Cigar Lake. Why is that such a problem? Well, it’s because Cigar...

The Two-Price World of Rare Earths

Written by Keith Kohl
Posted October 21, 2026

There are a few quotes throughout history that stick with us. One of those came from a Chinese Statesman and revolutionary named Deng Xiaoping when he visited the Baotou rare earth mine in Inner...

The Real Oil Tax Hits EVERY Barrel

Written by Keith Kohl
Posted October 19, 2026

Sometimes, no matter how much military power you put behind a naval escort, you just can’t account for everything. We learned that lesson in 1987, when the first American-escorted convoy steamed...

Welcome to the New Gold World

Written by Keith Kohl
Posted October 18, 2026

Perhaps the most frustrating thing a gold bug can experience is finding out your gold is stuck in limbo. That’s what happened to Czechoslovakia after German troops marched into Prague in WWII...

AI Just Hit a Texas Wall… Hard

Written by Keith Kohl
Posted October 15, 2026

It feels like only yesterday that the Texas power grid was on the verge of total failure. I know more than a few of you remember it well, too. If you remember, the sudden deep freeze that gripped...

The $5 Billion Phone The Market Rejected

Written by Keith Kohl
Posted October 14, 2026

I’ll bet there’s a few of the veteran members in our investment community that have heard of a company called Iridium. Back in 1998, Iridium switched on one of the most ambitious projects ever...

Trump Just Blinked On Russia

Written by Keith Kohl
Posted October 12, 2026

I don’t often do a full-blown double-take over a headline? I know we tend to be more skeptical of the hyperbolic nature of social media. More often than not, we’re more than justified for our...

Old King Coal’s Merry Old Comeback… Again?

Written by Keith Kohl
Posted October 11, 2026

Just about two years ago, a crew in central England worked their final shift at the Ratcliffe-on-Soar power plant. And the moment the clock struck midnight, the last coal-fired power station in...

The 500-Year Old Goblin Metal Now Controlled By the China

Written by Keith Kohl
Posted October 8, 2026

History has a knack for teaching us crucial lessons today. Take the silver miners in Saxony as a perfect example. Back in the 1500s, these miners kept hauling up a heavy, dull ore that should have...

Don’t Bet Against U.S. LNG

Written by Keith Kohl
Posted October 7, 2026

There once was a plant nobody wanted. And 55 years ago, an oil company headquartered in Bartlesville, Oklahoma, used it to start shipping liquefied natural gas to Japan.

The Battery That Beat the Clock

Written by Keith Kohl
Posted October 5, 2026

I’ll bet a few of you remember the Elon Musk promise Elon Musk made in 2017. You know, the one that most CEOs would’ve laughed off. At the time, southern Australia had just been through a...

The Hormuz Blind Spot Hiding in Plain Sight (Not Oil!)

Written by Keith Kohl
Posted October 4, 2026

Every morning, the same argument starts all over again. Tell me, how many barrels are making it through the Strait of Hormuz? That answer is more contested than you could ever imagine.