Energy and Capital Archives

America's Uranium Time Bomb

Written by Keith Kohl
Posted August 3, 2026

Four days ago, the EIA dropped a number that should make you angry. While headlines in our media are razor-focused on any clickbait material over the U.S.-Iran war, you’d be surprised what slips...

Two Ways to Win the Golden Dome Trade

Written by Keith Kohl
Posted August 2, 2026

Last week, the Pentagon handed out roughly $19 billion in new Golden Dome contracts. They shelled out a mountain of cash for satellite orders, launch capacity, and tracking constellations. The money...

Big Pharma and Big Tech Converge to Make the Perfect Trade

Written by Keith Kohl
Posted July 30, 2026

Back in 1947, researchers at Bell Labs found themselves a little stuck. For two years, a man named William Shockley had chased one theory — a "field-effect" amplifier that would replace the...

The Countdown is On After Trump’s Executive Order 14415

Written by Keith Kohl
Posted July 29, 2026

Amid all the media headlines on President Trump last week, everyone missed the Executive Order he signed that set a quiet deadline with China.

$15 Billion in a Week… What’s Next?

Written by Keith Kohl
Posted July 27, 2026

No one has built a new nuclear reactor in America on time or on budget for the better part of forty years. We both know that regulators couldn't change this, and utilities wouldn’t dare risk it.

How to Get Carnegie Rich off the Space Boom

Written by Keith Kohl
Posted July 26, 2026

Andrew Carnegie never laid a single mile of railroad track. The real truth is that he got rich selling the steel underneath it. More than 150 years later, SpaceX just became the new railroad.

Saudi Arabia & The Terrible Horrible No Good Very Bad Day

Written by Keith Kohl
Posted July 23, 2026

I’ve got Iran to the left of me. Houthis to the right. Here I am, stuck in the middle with Yanbu. That’s the jingle humming inside Crown Prince Mohammed bin Salman’s head for the last few...

China Just Learned One of America’s Oldest Tricks

Written by Keith Kohl
Posted July 22, 2026

Congress passed a law banning helium exports back in 1925. They called it "a mineral resource pertaining to the national defense." And there was only one target in mind: Germany...

Did Cheap Power Just Become THE AI Trade?

Written by Keith Kohl
Posted July 20, 2026

Here's something that I didn’t think I’d be telling you this summer: American wholesale electricity just got cheaper. How, you ask? Well, the EIA's latest outlook has power averaging $45 a...

Gold’s Bad Month Was Your Buy Signal

Written by Keith Kohl
Posted July 19, 2026

Let’s be fair for a minute, a central banker's job is to be boring. They speak in riddles, burying their true intentions in footnotes, and would rather resign than tell you what they're actually...

The LNG Empire Built by Mistake

Written by Keith Kohl
Posted July 16, 2026

Since February, roughly a one-fifth of the world's LNG supply has been trapped behind a 21-mile-wide strait. Qatari cargoes were attacked, and the mighty Ras Laffan was struck by missiles...

Trump Is Running Beijing’s Playbook

Written by Keith Kohl
Posted July 15, 2026

In the mid-2000s, mining crews carved a road into the Congolese bush to build Tenke Fungurume. At the time, it was one of the biggest copper projects on Earth because a billion people on the other...