Tuesday, November 10, 2026

The Impeachment Vote On Hegseth Will Speak Volumes About The Election -- November 10, 2026

Locator: 52133GOP.

"Everyone" thinks we will know by tomorrow night whether Pete Hegseth will be sticking around for another two years. 

For sure it won't happen that fast. At best it will take three days, by the COB on Thursday. If this isn't settled by Thursday night it suggests to me the GOP did not learn anything from the mid-term elections. 

Likewise, if John Thune is re-elected as the GOP leader in the US Senate this morning --  

Abu Dhabi's Energy Profits Surge -- November 10, 2026

Locator: 52132NATGAS.

Link here.

ADNOC Gas doubled its net income to $1.34 billion for the third quarter from the previous quarter as it raised its domestic gas sales and LNG and sulfur exports.

The gas arm of Abu Dhabi’s national energy company ADNOC reported strong performance across its domestic gas, LNG, export-traded liquids (ETL), and sulfur businesses. 

Net income jumped from $665 million for the second quarter to $1.34 billion for the third quarter, on core earnings, or EBITDA, soaring by 70% quarter-on-quarter to $2.03 billion. ADNOC Gas’ domestic sales rose by 20% quarter-on-quarter, supported by resilient demand, while robust margins lifted domestic gas EBITDA by 28% in the same period.

Chevron: Shareholder Returns Vs Capex -- November 10, 2026

Locator: 52131CVX.

Tag: shareholder returns CAPEX cash flow 

Years ago I asked this same question. I decided it was time to take another look.

Clearing Off The Desk -- November 10, 2026

Locator: 52130TECH.

AI and the election:

TSMC: October's revenue -- link here.

  • up 15% from previous month;
  • up 60% from last year
  • exports, overall from Taiwan, have surged 60% in October from a year earlier.

AMD: Shay could not be more bullish on AMD -- link here. 

EVs: batteries -- lasting power? Link here. 

  • whether the results are seen as good or bad are in the eye of the beholder;
  • article appears to have been written by the Ford marketing / PR team; 
  • to say the least, I was not impressed and it shows how badly the batteries hold up and the lengths to which owners must go to extend battery life.  
  • it's amazing how much you need to know about your fuel system and how to manage it compared to an ICE vehicle.

Tesla: now powering one of its biggest rivals -- EVgo. Link here. 

With the shift to the North American Charging Standard (NACS), Tesla has shifted in some aspects toward a brand-agnostic tech provider. 
The NACS port was once a Tesla exclusive; now it’s the port of choice when it comes to modern EVs. 
Similarly, Tesla’s V4 Supercharging cabinets are available for purchase and installation by any commercial client. Tesla's V4 Supercharging cabinets are powerful, offering speeds up to 500 kW. 
“Deploying our first EVgo Supercharger marks an important milestone in growing our customer base while supporting the EV industry’s transition to NACS,” said EVgo CEO Badar Khan.


In other words, it's unlikely your cheap EV isn't going to benefit from a V4 Supercharging cabinet. But the salesman won't mention that.

AI: you can howl at the wind, but AI is here to stay. Link here. 

Walmart’s Turkey Dinner — All The Rage In North Texas — November 10, 2026

Locator: 52129TURKEY.

Walmart offers a holiday meal deal for 10 people for $35 ($3.50 per person), which includes a Butterball turkey and 26 traditional side and dessert items. Link here.

Folks are buying these dinners two at a time.

The turkey: 97 cents / pound.