Energy and Capital Archives

The IEA’s 400 Million Barrel Bluff

Written by Keith Kohl
Posted March 16, 2026

Nearly a week after the historic release of strategic oil reserves was announced by the IEA, we knew it was only a matter of time before the cracks started to emerge in their grand plan to save the...

BRICS Didn't Kill the Dollar, They Just Stopped Using It.

Written by Keith Kohl
Posted March 15, 2026

Price discovery is a fancy way of asking where buyers and sellers actually meet to determine value. For gold, it’s been London and New York for over a century.

171 Million Reasons Why Trump Is Getting Power Hungry

Written by Keith Kohl
Posted March 11, 2026

Of all places in the U.S., it’s not Boise, Idaho that most people would think of when it comes to geothermal energy. Yet, the city was running geothermal heat like a public utility over 130 years...

The Three Pillars to Gold’s Bull Run

Written by Keith Kohl
Posted March 11, 2026

Gold isn't trading above $5,000/oz because of technical indicators or ETF flows. It's here because three structural forces converged, and none of them are reversing anytime soon.

Oil Soared Past $100, What’s Next? $200?

Written by Keith Kohl
Posted March 8, 2026

For 10 days, the oil market has been waiting for $100 oil to hit. All it took was a thick dark haze of smoke to roll across the skies of the Middle East this past weekend...

The New Race to Build AI-Designed Medicine

Written by Keith Kohl
Posted March 8, 2026

Drug discovery is an elimination contest. And the drug development pipeline is a long hallway of dead ends that burns billions of dollars as you walk it. However, AI is turning “design” into a...

The True Secret Driver Behind $100 Oil

Written by Keith Kohl
Posted March 5, 2026

Ever since we talked earlier this week about the real driver behind closing that tiny 22-mile-wide narrow strip of the Strait of Hormuz, more than 200 tankers have become effectively stranded...

They Called It Devil’s Valley, We Call It a Gold Mine

Written by Keith Kohl
Posted March 4, 2026

Remember, all you need for traditional geothermal energy is just three things in the same place at the same time: heat near the surface, enough water, and a permeable rock that can circulate the...

The Oil Shock Everyone Saw Coming

Written by Keith Kohl
Posted March 2, 2026

Perhaps the most popular story flooding every headline was about the Strait of Hormuz. Keep in mind that Iran threatening tanker traffic in the Strait of Hormuz has become so common, that more than...

Big Pharma’s iPhone Moment Is Here

Written by Keith Kohl
Posted March 1, 2026

Sam Altman made headlines in February at Cisco's AI Summit in San Francisco after suggesting that he’s ready to invest in — or outright subsidize — pharmaceutical companies that use its AI...

Gold Just Broke $5,200 — Here’s What Comes Next

Written by Keith Kohl
Posted February 26, 2026

You know that old rule about gold and interest rates moving in opposite directions? Well, it died in 2022.

Trump’s Roadmap For Big Tech Power Plays

Written by Keith Kohl
Posted February 25, 2026

All last year we saw Big Tech scrambling to secure contracts. There’s a good reason why, too. U.S. data centers consumed 183 terawatt-hours of electricity in 2024.