Saturday, December 20, 2025

Saturday Morning -- A Bit Of The Past Week -- December 20, 2025

Locator: 49744ARCHIVES.

Update: this will have to be Part 1. I just noticed my in-box. LOL.  

Note: there will be a shift in political notes on the blog;

  • officially begins in 2026 but starting to see shift now.  

Lovebites: link here. Link here. The best piece of classical music written by a heavy metal guitarist: “Dystopia Symphony,” piano version by Miyako Watanabe. — Charles Hsu, San Francisco.

Epstein files

  • Bondi blew it. 
  • She lost control of the narrative. 
  • She had the files. 
  • She was charged iwth releasing them. 
  • She controlled the release. 
  • She blew it. 
  • "There was no there there" but she could have staged the photos very, very nicely.
  • She could have enhanced photos on a case by case basis.
  • She could have selectively provided context.  
  • She ould have been much more precise with redactions. 

Travel: if I could be anywhere today, it would be on the road, somewhere between Nebraska and South Dakota. And if I didn't have Sophia, that's where I would be. 

College football playoff: schedule, scores, link here

  • Texas A&M today, among others. 
  • yesterday (last night) #9 Alabama defeats #8 Oklahoma; Alabama advances to the Granddaddy of them all -- the Rose Bowl. I used to live within walking distance of the Rose Bowl. Pasadena. Small stadium. 
  • the current playoff system: okay, I guess? I'm old school: I still remember fondly the four big bowl games on New Year's Day -- quick! Name the four -- Cotton, Orange, Peach, and Rose.  
  • then: iconic; now: business. 


This is not a bubble
: SoftBank races to fulfill $22.5 billion funding commitment to OpenAI by year-end (year-end is .... less than two weeks away ... if this happens ... do we have "lift off"? 

  • IYKYK / FOMO / MOJO / YOLO
  • is this the nod / eye-wink / thumbs up to investors that the Santa Claus rally can commence Monday, December 22, 2025? 

AI prompt: can SoftBank fulfill its $25-billion funding commitment to OpenAI by the end of the year? Reply: yes! 

AI prompt: is Oracle involved in any part of this deal?

Tickled pink: Musk's pay package restored by court. 

Movies: Wes Anderson's The Phoenician Scheme is now streaming free. I forget where. I watched the movie two nights ago and the started watching it again last night;

  • saw it on the big screen when it first opened 

DAPL: US Army Corps of Engineers -- keep the pipeline operating. Link here

  • US seal of approval. Just waiting for NPR and the Sierra Club to weigh in.
  • we are so lucky that Trump is president; so lucky. 
  • thank you Mr Wright and Mr Burgum  
  • assessment included feedback from "the tribes." 
    • thank you; now sit down. 

Market, investing, without links:

  • Santa Claus rally still within reach;
  • Nvidia-Intel deal cleared by US antitrust agencies;
  • TikTok -- wow -- huge story -- Oracle part of the story;
    • how old is Mr Ellison, senior?  
    • he and I share a birthday; he's 81; I'm not 
  • home sales ticked up again;
  • Nike sinks as China sales plunges;
  • this is not a bubble: AI boom drives data-center dealmaking to record highs;
  • we are so lucky that Trump is president; so lucky.
  • Starbucks taps Amazon's Anand Varadarajan as new CTO. 

Mr Ellison and Mr Trump are huge friends:

Shaun Maquire: wiki

  • take some time on this one;
  • explore the entire link. 

Brown University:

This must have been exciting for those involved: American forces strike ISIS in Syria. Link here

  • the attack was conducted using F-15 Eagle jets, A-10 Thunderbolt ground attack aircraft and AH-64 Apache helicopters. F-16 fighter jets from Jordan and HIMARS rocket artillery also were used.
    • US strikes in Syria, involving F-15s, A-10s, and Apaches, typically launch from regional bases in the Middle East (like Jordan, Kuwait, UAE) or from aircraft carriers in the Mediterranean/Persian Gulf, using Operation Inherent Resolve as the framework, with recent strikes in late 2025 targeting ISIS in Deir ez-Zor and Raqqa provinces, often involving At Tanq Garrison in Syria as a forward operating base for ground troops supporting these air operations.
    • let's just give the enemy the full order of battle. 
  • must have been like a typical training day for the US military;
  • lots of medals; lots of "atta-boys." 

Meacham Airport 

  • Fort Worth approves Sky Harbour lease for hangar campus; link here
  • to build two 32,000 ft-square hangars; corporate business a/c.

Oil, world's proven reserves, link here

  • we'll never run out of affordable, available oil.
  • stunning graphic.

New link: information is beautiful. Link here.

Astrophysics: link here

  • simply bizarre; defies explanation.
  • the most amazing thing: the fact "they" even found this planet.

Germany: self-immolation. Link here

  • Volkswagen halts exports of its electric mini-bus to US next year
  • exports of the ID.Buzz to the US will be paused. Does "tariffs" have two r's or one?
  • sharp decline in EV sales nationwide (US).
  • Dan Tsubouchi on EVs: the day the music died

Breakfast of champions:

Friday, December 19, 2025

It's Gonna Be A Great Night -- December 19, 2025

Locator: 49743MUSK.

Link here

A musical interlude: link here. This was posted only four months ago.


Now, the crazy guy.

X-Files -- December 19, 2025

Locator: 49742ARCHIVES.

AI prompt: Friday night. Time for some music. 

Is it just me or is there a lot of similarity between "I'd Rather Go Blind" (Etta James) and "Tennessee Whiskey" (Chris Stapleton)? When you know the history, this was pure genius.

Trump:

  • last week the opposition tried to stick the "sleepy Joe" moniker on Trump -- that did not age well.
    • the "would-be" meme lasted five days at best. 
  • Hegseth didn't wait around to take out Isis in Syria; Obama would have been drawing lines in the sand. 
    • after all, Syria was the 57th state.
  • Venezuela all of a sudden, we've gone from shooting boats out of the water, to keeping boats out of the water. 
    • I wonder what Maduro would prefer; an occasional lost boat or complete isolation? 
  • marijuana: finally. Period. Dot. Why didn't Biden get this done?
    • young adults living in their parents' basements wondering why it took so long? 
  • Epstein files. Finally. Why didn't Biden get this done? 
  • Medicare drug prices = European drug prices. Why didn't Biden get this done?
  • a penny for your thoughts. That's what Biden's were worth. With change back.
  • border security: haven't heard much about this lately.
  • removed taxes on social security. Why didn't Biden get this done?
  • inflation: drops unexpectedly. NYT says it's an anomaly. 9% under Biden; 3% under Trump. 
    • all of a sudden the opposition has changed the jargon; it's no longer inflation; it's affordability.
    • Starbucks and $9 lattes seem affordable to teenagers if not their parents.
  • Brown University: investigation "saved" by Trump's FBI. Period. Dot.  

A musical interlude -- link here

Copper

Reiner double-murder: son needs to make a plea deal -- crime of passion. In exchange, the Reiner son should be offered no further prison time; no restitution; no inheritance from parents; and, probation for twenty years. 

Brown University / MIT shooter: relieved that killer was trapped; killed himself. By the end of the month, this story will be forgotten. 

Oracle: owns a piece of TikTok. Oracle up $12 today; up almost 7%. See blog's disclaimer.  

MMFs: another big week for money market funds. Link here

Flu: 2025 - 2026 season is tracked last season's flu season exactly.  

Syria / ISIS: US strikes back -- link here.


Hope springs eternal: the Dems keeping hoping the Epstein files will be incriminating ... in fact, there's no there there. Most relieved? Bill Clinton. 

A Brand New World -- December 19, 2025

Locator: 49741B.

AI prompt: Idle chatter. Investing. 

It seems that in the old days, last year (LOL) one-billion-dollar IPOs and $10 billion for OxyChem (Berkshire Hathaway and Warren Buffett) were big stories. Now, headlines every day, AI companies throwing $100 billion around for deals and IPOs upwards of $850 billion or even $1.5 trillion (SpaceX -- Musk). Is it just my imagination or have we stepped into a new financial world? LOL.

Reply: the first line was quite remarkable. Something I first thought about some years ago.  

One day after posting the above: "Google Cloud lands deal with Palo Alto Networks, $10 billion. 

  • it appears $10 billion is the new $1 billion. 

**************************
Back to the Bakken 

WTI: $56.66.

No new permits.

Active rigs: 31. 

Five DUCs reported as completed:

  • 28515, 921 (was PNC), CLR, Berlain 4-30HSL, Patent Gate, McKenzie County;
  • 39741, 5,337, Devon Energy, Darlene 13-24F, Westberg, McKenzie County; 45,648 bbls over 11 days extrapolates to 125K bbls over 30 days;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN10-20253161312615114793617704816439212656
BAKKEN9-2025114564845094401971170595124065819
  • 40822, 1,856, CLR, Bjarne 4-29H, Patent Gate, npd;
  • 41024, 2,274, CLR, Bjarne 6-30H, Patent Gate, npd;
  • 41793, 806 , CLR, Wallace 5-11H, West Capa, npd, 

 Wells of interest:

  • 39740, drl/dA, Devon Energy, Darlene 13-24F XW 1TFH, Westberg; 39,413 bbls over 14 days extrapolates to 85K bbls over 30 days;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN10-2025318084880702697371620711537748177
BAKKEN9-2025143941339126384881193672954789764
  • 39741, drl/dA, Devon Energy, Darlene 13-24F 4H, Westberg; 39,413 bbls over 14 days extrapolates to 125KK bbls over 30 days;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN10-20253161312615114793617704816439212656
BAKKEN9-2025114564845094401971170595124065819
  • 39742, drl/drl, Devon Energy, Darlene 13-24F 5TFH, Westberg; 15,897 bbls over 7 days extrapolates to 68K bbls over 30 days;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN10-20253156728565925996316171314996211751
BAKKEN9-20257158971570418917457102591519795
  •  39743, conf, Devon Energy, Darlene 13-24F 6TFH, Westberg, 
DateOil RunsMCF Sold
10-20253567988141
9-20251861129634
  • 39744, conf, Devon Energy, Darlene Federal 152-97-13-24-7H, Westberg, 

Allison’s Quick Connects — December 19, 2025

Locator: 49740B.

 Quick connects:

• State-owned minerals projected to generate $8.4B in future royalties -- North Dakota Monitor
• North Dakota's oil and gas tax revenue $20 million ahead of forecast so far -- KFYR-TV
• North Dakota's delicate electricity price balance facing new challenges -- Dickinson Press
• Pipeline leak causes oil field wastewater to spill south of Medora -- Bismarck Tribune
• Feds recommend that Dakota Access Pipeline stay in the ground -- Bismarck Tribune
• Dakota Access Pipeline is finally vindicated nearly ten years after being villainized -- RealClearEnergy
• UND CONNECT awards support five new community-engaged projects across North Dakota -- UND Today
• Fedorchak: Restoring a proven plan for the state's energy future, repeal of Biden resource plan -- InForum
• GOP lawmakers Sen. Judy Lee, Reps. Jonas and Schauer announce bid for reelection -- Dickinson Press
• Theodore Roosevelt library fundraiser links group to GOP donor tied to ethics controversy -- Dickinson Press
• Attorney general voids Ethics Commission opinion, says agency lacked authority -- North Dakota Monitor
• State Water Commission approves more than $30.4 million for North Dakota water projects -- KX News
• North Dakota leaders appoint Mandan's Jared Huibregtse to the Ethics Commission -- North Dakota Monitor
• Twelve people have applied to be North Dakota's next Supreme Court justice -- North Dakota Monitor
• Blizzard pummels North Dakota with near hurricane-force winds then largely fizzles out -- Bismarck Tribune
• Williams County Commissioners ok matching funds for cities seeking Commerce grant -- Williston Herald
• Bill to protect wild horses in Theodore Roosevelt National Park approved by Senate ENR -- Dickinson Press
• Theodore Roosevelt Medora Foundation awarded $1M grant for public transit system -- Bismarck Tribune
• City of Tioga Commissioners approve $400,000 toward grant opportunity -- Williston Herald
• Williston Economic Development reaccredited by international development council -- Williston Herald
• Newly constructed daycare facility opens in Alexander to address childcare shortage -- Minot Daily News
• Budget shortfall will reduce North Dakota child care assistance for some families -- North Dakota Monitor
• North Dakota Teachers' Fund for Retirement earns national recognition for 9th year in a row -- KNOX Radio
• NDSCS, VCSU sign new agreement creating pathway for careers in elementary education -- NewsDakota
• Higher Ed board considers reduced credit degrees from 120 to 90; NDSU exploring idea -- Dickinson Press
• How Rolette Public School District is able to offer free school meals to all of its students -- KFYR-TV
• Concern for Divide reading, math scores; schools aim to 'find solutions' for lagging proficiency -- The Journal
• Beulah's Amber Davison one of eight finalists nominated for NDAESP principal of year -- The Beacon
• Dickinson High School junior designs and codes AI-powered computer medical program -- KX News
• Baesler: North Dakota school services, money not affected by federal moves -- The Center Republican
• Energy Secretary Wright expresses optimism that electricity prices will eventually come down -- The Hill
• Ford Motor retreats from EVs, takes $19.5 billion writedown as Trump policies grip auto industry -- Reuters
• Paying the price for closing coal: Europe continues to shovel deeper and deeper. -- RealClearEnergy
• Trump admin planning surge in federal tech talent to maintain edge on artificial intelligence -- E&E News
• White House plans more 'historic deals' in minerals; top official says Trump just getting started -- E&E News
• Energy Department orders 730-MW TransAlta coal plant in Washington state to keep running -- Utility Dive
• Prices in biggest US power grid auction hit new record, signaling higher utility bills ahead -- Reuters
• Permian Basin may hit its all-time production high this month; fewer rigs delivering more oil -- Oil Price
• Global coal demand is on track to hit record high and rise by 0.5% this year as policy shifts -- Oil Price
• Permitting reform will empower economy, get heavy hand of bureaucracy out of the way -- RealClearEnergy
• Hardliners warn SPEED Act could undermine Trump's ability to block offshore wind projects -- Daily Caller
• Ford is finally pulling the plug on its F-150 Lightning, rethinking electric pickup strategy -- American Thinker
• Trump moving to dismantle Center for Atmospheric Research, source of climate alarmism -- PJ Media