Locator: 49919B.
I have no interest in this year’s Super Bowl but may catch the end of it if it’s a blow-out. Will catch scores on alerts from AI. I definitely won’t watch if it goes into overtime.
Thursday, February 5, 2026
Wednesday, February 4, 2026
Three New Permits -- February 4, 2016
Locator: 49912B.
WTI: $63.14.
Active rigs: 28.
Three new permits, #42690 - #42692, inclusive:
- Operators: KODA Resources (2); BR
- Fields: Fertile Valley (Divide County); Jim Creek (Dunn County)
- Comments:
- KODA resources has permits for two Amber wells, SESE 17-160-103,
- to be sited 606 FSL and 948 / 983 FEL;
- BR has a permit for a Foxtail well, NWNE 10-145-96,
- to be sited 435 FNL and 2201 FWL.
Hump Day -- February 4, 2026
Locator: 49906B.
WMT: $1-trillion club. Eleven members. Link here.
Palantir's gross profit margin; 85%; up 5 pp Y/Y. Link here. 127% (rule of 40). "An n of 1." Greatest quote ever. The ring to rule them all.
Rule-of-40: link here.
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Back to the Bakken
WTI: $63.44.
New wells reporting:
- Thursday, February 5, 2026: 11 for the month, 64 for the quarter, 64 for the year.
- None.
- Wednesday, February 4, 2026: 11 for the month, 64 for the quarter, 64 for the year,
- 42153, conf, Neptune Operating, Gullickson 36-25 4H,
- 41237, conf, Hunt Oil, Clearwater 157-90-14-12H-1,
- 41236, conf, Hunt Oil, Clearwater 157-9-14-11H-3,
- 41234, conf, Hunt Oil, Clearwater 157-90-14-11H-1,
- 41461, conf, CLR, Garfield FIU 2-5HSL,
RBN Energy: LNG exports, data centers have North American gas poised for rapid growth. Link here. Archived.
Tuesday, February 3, 2026
Trump Vs Harvard -- The Stakes Have Just Been Raised -- Does This Man Ever Sleep? February 3, 2026
Locator: 49902LAW.
Axios: link here.
$10 billion or criminal investigation. Time for Harvard to get serious. Harvard will try to run out the clock. Trump has three more years as president.
One way or another. Link here.
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Twenty-One Republicans Voted Against Trump,
Voted With Schumer
Reps. Andy Biggs, R-AZ, Lauren Boebert, R-CO, Josh Brecheen, R-OK, Tim Burchett, R-TN, Eric Burlison, R-MO, Kat Cammack, R-FL., Eli Crane, R-AZ, Byron Donalds, R-FL, Randy Fine, R-FL, Brandon Gill, R-TX, Anna Paulina Luna, R-FL, Thomas Massie, R-KY, Cory Mills, R-FL, Andy Ogles, R-TN, Scott Perry, R-PA, Chip Roy, R-TX, David Schweikert, R-AZ, Keith Self, R-TX, Victoria Spartz, R-IN, Greg Steube, R-FL, and William Timmons, R-SC.
Republicans not supporting Trump -- it gets tedious.
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Southern California Vacation For Family Of Four
Two Adults; Two Children Under Age Of 12
$7,200. And worth every penny.
$300 x 24 months = $7,200.
$600 x 12 months = $7,200.
Air transportation, return.
Car rental.
Seaside accommodations, five days, five nights.
Two days at Legoland.
One day at San Diego Zoo.
Two days at the beach.
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The Book Page
The News: A User's Manual, Alain de Botton, c. 2014.
Author: also, How Proust Can Change Your Life.
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Movie Night
A Fish Called Wanda.
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