Keith Kohl News Today

It turns out that the G7’s pledge to phase out coal for good really was nothing more than a virtue signal. Like all good climate pledges, exceptions will be made for those that can’t keep up. By the way, I’m not even talking about China or India, both of which demand massive amounts of coal to power their countries. I’m referring to G7 members themselves! In this case, exceptions will be given to Japan and Germany. I have a feeling that the only way the G7 group could even get a cons...

Trust me, the reason why coal is dying isn’t because the global cabal of politicians are forcing us to phase it out of our energy dynamic — it’s because the U.S. coal industry has been gutted by the one-two punch of dirt-cheap natural gas and an overzealous, aggressive push toward renewables like wind and solar. I hate to tell the G7 leaders this, but we were going to phase out coal during the next decade regardless of their decision. But this virtue signal gets even worse when you rea...

The kind of industry-changing disruptive technologies being deployed today are some of the most underrated investments you can find in the current market.

Time is running out on one specific oil trade, and while it may seem obvious to some, it’s not likely to come to mind for most people. Why? Well, because it’s an area so overlooked and taken for granted that most Americans have forgotten about it.

These are the oil stocks to buy as tensions in the Middle East begin to flare again. And also, while crude is still trading below $85 a barrel.

If there has been one catalyst that I’ve told you would rear its ugly head this year, it’s the tighter supply/demand balance in the market. This is especially crucial to understand considering the market has been overstating supply and understating demand for so long. This week, Vitol Group reported that global oil demand will grow by 1.9 million barrels per day this year — that’s half a million barrels per day higher than the International Energy Agency’s forecast. It’s a recipe...

According to analysts from J.P. Morgan, Brent crude is heading back to $100 a barrel this year if countermeasures to balance Russia’s production cut don’t happen.

Two major pieces of news came out recently that have reinforced the idea that the U.S. has lost a lot of ground when it comes to controlling global energy security. One came as a bit of a shock, while the other was something we saw coming from a mile away.

I’m going to do something today that most people cannot. Today, I’ll tell you about the future. Now before you start looking for a crystal ball, pouring out your tea leaves, or start looking for some plutonium to fuel the flux capacitor in your DeLorean, you should know that this isn’t some feat of magical foresight — everyone should see this one coming.

Over the last few weeks, we’ve been talking about the delusional narrative that the mainstream media has had over the past year, particularly when it came to the supply and demand fundamentals for oil. Whether it was the nonstop battle between the eternal bulls and bears over global demand trends in 2024, or the baffling insistence by certain pundits that U.S. oil production — which is already close to all-time highs — will continue to push higher.