Sunday, November 8, 2026

US LNG Exports -- Sunday, November 8, 2026

 l

US LNG exports: link here. 

Query:

According to government data (EIA) US LNG exports have dropped and stabilizied at around 500 billion cubic feet after hitting 500 billion cubic feet for the first time in late 2025. Has the drop / stabilization been due to European / Chinese demand or are there logistics issues along the Texas coast? 

Reply: 

Link here. Link: https://share.google/aimode/rpVWOq4EKDVYHCUuD. 

I'll come back to this later. 

Saturday, November 7, 2026

It's Subtle But Scrolling Through X Suggests Things Are Heating Up In The Mideast -- November 7, 2026

Locator: 52118IRAN.

Link here. 

Vietnam veterans may want to pull out their maps of the Ho Chi Minh Trail from the mid-20th century.

Link here. Link: https://share.google/aimode/GGUgTVG8Y6BvH9CRB.  

The big question: Task Force Iron Gate -- why did it take so long? 

Three New Oasis Nelsen State Federal Wells -- An Update -- November 7, 2026

Locator: 52117NELSEN.

A reader reminded me of the new Oasis Nelsen State Federal wells. I still don't understand everything about these wells but what I do know / understand -- though there may be content errors / typographical errors - is at this link.  

Reminder: New Tax Brackets -- November 7, 2026

Locator: 52116TAXES.

Link here. 

Tesla -- November 7, 2026

Locator: 52115TESLA.

Updates

From InsideEVs: link here. One of the greatest flops in automotive history. Not just among EVs, but among all automotive history. Having said that: I'm not so sure on deeper analysis. I remain quite impressed. Maybe we can discuss that some time. My hunch: someone is already writing an article along that line.

Re-Posting

It's amazing how hard it can be to get to the answer one is looking for when working with AI. There's a reason for this, of course, but that's a discussion for another day. 

Look how far into the conversation I had to go to get to the "40-year" meme.

Link here. Link: https://share.google/aimode/RGINDI2PcqLAZQzHC.