Energy and Capital Archives

AI Is Breaking the Power Grid… What’s Next?

Written by Keith Kohl
Posted October 20, 2025

Recently in West Texas, a new project backed by CoreWeave and Poolside, sketches a 2-gigawatt horizon with an initial half-gigawatt phase tied directly to Permian Basin gas...

Mine, Baby, Mine Has Begun!

Written by Keith Kohl
Posted October 16, 2025

Chips and circuits may dominate the headlines, but underneath the silicon lies something even more fundamental — the very metals that make producing those chips, sensors, and superconductors...

Gold Is Delivering What Bitcoin Promised

Written by Keith Kohl
Posted October 15, 2025

Over the last few days, markets have priced in not just one, but multiple Fed rate cuts, while U.S.–China relations deteriorated on the back of President Trump’s latest wave of tariffs against...

Lock, Stock, and Two Smoking Oil Barrels

Written by Keith Kohl
Posted October 13, 2025

The Middle Eastern peace deal, along with the sudden aggressive rhetoric between President Trump and China on a trade deal, was enough to send WTI crude prices spiraling lower by as much as 5%...

$50 Oil Is a Screaming Buy

Written by Keith Kohl
Posted October 12, 2025

Be careful what you wish for. Believe me, I know things feel great when energy is cheap. According to AAA, gasoline prices are averaging about $3.10 per gallon...

Gold Just Woke Up Wall Street

Written by Keith Kohl
Posted October 9, 2025

Back in the early 2000s, Britain’s then-Chancellor of the Exchequer, Gordon Brown, made what many now consider one of the most poorly timed trades in modern financial history...

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...