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Energy and Capital Archives

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...

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.

Why Venture Funds Continue to Buy Lithium Assets

Written by Jeff Siegel
Posted November 26, 2023

Why Venture Funds Continue to Buy Lithium Assets

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.

The One Investment Gen Z Should Be Making Right Now

Written by Jeff Siegel
Posted November 20, 2023

The One Investment Gen Z Should be Making Right Now

Blackstone’s New $7.1 Billion Play on Renewable Energy

Written by Jeff Siegel
Posted November 19, 2023

Last week, Blackstone announced it was ponying up $200 million for the construction of some new solar projects in the U.S. That cash will be used by Altus Power, which operates in the commercial and...

From Raw Milk to Cultured Meat: How the State Uses Violence to Control What You Eat

Written by Jeff Siegel
Posted November 19, 2023

From Raw Milk to Cultured Meat: How the State Uses Violence to Control What You Eat

This Lithium Tech Is Big Oil's New Best Friend

Written by Alex Koyfman
Posted November 19, 2023

This technology could not have come at a better time, as the world is about to quietly enter into a potentially catastrophic lithium deficit thanks to rapid expansion in the EV.

Why the New Exxon Lithium Project Isn’t That Big of a Deal

Written by Jeff Siegel
Posted November 16, 2023

Warren Buffett, who said just a few years ago that he will not be buying oil and gas stocks, did a complete about-face. Today, oil stocks make up 14% of Berkshire Hathaway’s total portfolio...

Lithium's "Shale Boom" Moment

Written by Keith Kohl
Posted November 15, 2023

Lithium's "Shale Boom" Moment