Sunday, March 1, 2026

Iran -- Strait Of Hormuz -- March 1, 2026

Locator: 50097IRANWTI.

Iran war. Oil. Link here. 


Or maybe $110, or maybe $200. Just picking numbers out of the air.

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AMD's Helios Vs Nvidia's Vera Rubin; AMD's Venice Chips -- March 1, 2026

Locator: 50096CHIPS.

The new chips are starting to blur: GPUs vs CPUs. 

Tom's Hardware: link here. 

Chips are tracked here. 

Transistor count here. No update in quite some time. 

AMD's Helios vs Nvidia's Vera Rubin:

Helios vs Vera Rubin:


******************************
AMD Helios -- MI455X Accelerator

 
 ******************************
Nvidia -- Vera Rubin
NVL72 / NVL 144
 

***********************
Intel
Core Ultra Series 3 (formerly Panther Lake)
Clearwater Forest Server CPUs

Nvidia and AMD are making significant upgrades to their Helios and Vera Rubin GPU / CPU chips as of January, 2026. Has Intel made similar advances?


 ***************************
AMD's Venice Chips
 

 *******************************
AMD -- Epyc -- Codenamed Turin CPUs
 
Link to wiki. 

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Initial Production Data For Wells Coming Off Confidential List This Next Week -- March 1, 2026

Locator: 50095B.

The wells:

  • 42086, conf, Scout Energy, TNT 1, Eland, npd, 
  • 40632, conf, Hess, EN-Hanson A-155-94-0607H-5, Manitou, 
DateOil RunsMCF Sold
12-20251203821951
11-20251642830427
10-20251982731391
9-20252176123027

  • 41601, conf, BR, Sivertson 6D, Elidah, npd,
  • 41373, conf, Hess, EN-Hanson A-LW-155-94-0618H-1, Manitou, 
DateOil RunsMCF Sold
12-20251145221596
11-20251689931636
10-20251830530839
9-20252721328931
  • 40847, conf, XTO, HBU Marmon Federal 24X-13E, Hofflund, npd, 
  • 41929, conf, Phoenix Operating, Willer 28-33 2H, Big Stone, 
DateOil RunsMCF Sold
12-20252504723904
11-20252489119278
10-2025194340
9-2025232430
  • 41928, conf, Phoenix Operating, Willer 28-33 1H-LL, Big Stone, 
DateOil RunsMCF Sold
12-20252431624161
11-20252460417007
10-2025207220
9-2025232570
  • 41857, conf, Phoenix Operating, Willer 28-33 3H, Big Stone, 
DateOil RunsMCF Sold
12-20252525423778
11-20252539919834
10-2025211990
9-2025236500
  • 41582, conf, XTO, HBU Marmon Federal 24X-13A, Hofflund, npd, 
  • 41933, conf, Phoenix Operating, Willer 28-33-6H-LL, Big Stone, 
DateOil RunsMCF Sold
12-20252539626548
11-20252938722867
10-2025223740
9-2025273760
  • 41932, conf, Phoenix Operating, Willer 28-33 5H, Big Stone, 
DateOil RunsMCF Sold
12-20251763521833
11-20252643220127
10-2025201090
9-2025262210
  • 41930, conf, Phoenix Operating, Willer 28-33 4H, Big Stone, 
DateOil RunsMCF Sold
12-20251921121294
11-20252405519016
10-2025202170
9-2025233790
  • 41847, conf, BR, Rolla 6F, Elidah, npd, 
  • 41785, conf, Enerplus, MHA Heeler 4994 12-23 3BU, Phaelens Butte, 
DateOil RunsMCF Sold
12-20252716334447
11-20252968826226
10-20254026738856
9-20252967822572
8-202551891732
  • 41784, conf, Enerplus, MHA Mastiff 4994 12-23 2TU, Phaelens Butte, 
DateOil RunsMCF Sold
12-20252060124211
11-20252239223301
10-20252224220852
9-20253223824544
8-20251452474
  • 41783, conf, Enerplus, MHA Collie 4994 12-23 1BU, Phaelens Butte, 
DateOil RunsMCF Sold
12-20252014721008
11-20253293444173
10-20253566533893
9-20254734239377
8-202576707690
  • 41621, conf, BR, Sivertson 6C, Elidah, npd, 
  • 41581, conf, XTO, HBU Marmon Federal 24X-13B, Hofflund, npd, 
  • 41580, conf, XTO, HBU Marmon Federal 24X-13F, Hofflund, npd, 
  • 41579, conf, XTO, HBU Marmon 24X-13C, Hofflund, npd, 
  • 41578, conf, XTO, HBU Marmon 24X-13H, Hofflund, npd, 
  • 41577, conf, XTO, HBU Marmon 24X-13D, Hofflund, npd, 
  • 41372, conf, Hess, EN-Hanson A-LW-155-94-0618H-1, Manitou, 
DateOil RunsMCF Sold
12-20252016456789
11-20252337455767
10-20252351541249
9-20253393252340
8-20250195
  • 41369, conf, Hess, EN-Hanson A-155-94-0607H-6, Manitou, 
DateOil RunsMCF Sold
12-20251432123661
11-20251784430402
10-20251663924880
9-20253140733062
8-20252139413
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Wells Coming Off Confidential List This Next Week -- March 1, 2026

Locator: 50094B.

Wednesday, March 11, 2026: 10 for the month, 116 for the quarter, 116 for the year,
None.

Tuesday, March 10, 2026: 10 for the month, 116 for the quarter, 116 for the year,
42086, conf, Scout Energy, TNT 1,

Monday, March 9, 2026: 9 for the month, 115 for the quarter, 115 for the year,
None.

Sunday, March 8, 2026: 9 for the month, 115 for the quarter, 115 for the year,
None.

Saturday, March 7, 2026: 9 for the month, 115 for the quarter, 115 for the year,
41602, conf, BR, Sivertson 6E, 
40632, conf, Hess, EN-Hanson A-155-94-0607H-5, 

Friday, March 6, 2026: 7 for the month, 113 for the quarter, 113 for the year,
None.

Thursday, March 5, 2026: 7 for the month, 113 for the quarter, 113 for the year,
None.

Wednesday, March 4, 2026: 7 for the month, 113 for the quarter, 113 for the year,
41601, conf, BR, Sivertson 6D, 
41373, conf, Hess, EN-Hanson A-LW-155-94-0618H-1, 

Tuesday, March 3, 2026: 5 for the month, 111 for the quarter, 111 for the year,
None.

Monday, March 2, 2026: 5 for the month, 111 for the quarter, 111 for the year,
40847, conf, XTO, HBU Marmon Federal 24X-13E,

Sunday, March 1, 2026: 4 for the month, 129 for the quarter, 129 for the year,
41929, conf, Phoenix Operating, Willer 28-33 2H, 
41928, conf, Phoenix Operating, Willer 28-33 1H-LL,
41857, conf, Phoenix Operating, Willer 28-33 3H, 
41582, conf, XTO, HBU Marmon Federal 24X-13A, 

Saturday, February 28, 2026: 72 for the month, 125 for the quarter, 125 for the year,
41933, conf, Phoenix Operating, Willer 28-33-6H-LL, 
41932, conf, Phoenix Operating, Willer 28-33 5H, 
41930, conf, Phoenix Operating, Willer 28-33 4H, 
41847, conf, BR, Rolla 6F, 
41785, conf, Enerplus, MHA Heeler 4994 12-23 3BU, 
41784, conf, Enerplus, MHA Mastiff 4994 12-23 2TU, 
41783, conf, Enerplus, MHA Collie 4994 12-23 1BU, 
41621, conf, BR, Sivertson 6C, 
41581, conf, XTO, HBU Marmon Federal 24X-13B, 
41580, conf, XTO, HBU Marmon Federal 24X-13F, 
41579, conf, XTO, HBU Marmon 24X-13C, 
41578, conf, XTO, HBU Marmon 24X-13H,
41577, conf, XTO, HBU Marmon 24X-13D, 
41372, conf, Hess, EN-Hanson A-LW-155-94-0618H-1, 
41369, conf, Hess, EN-Hanson A-155-94-0607H-6,

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Saturday, February 28, 2026

AI Fear: Job / Worker Displacement -- Oh, Give Me A Break -- February 28, 2026

Locator: 50094AI.

Tag: unauthorized immigrant population illegal immigrants worker displacement AI job displacement 

It gets tedious.

The number one fear that folks have about AI: job / worker displacement.

"No one talked about job / worker displacement under the Biden administration. 

Link here. 

The denominator: unauthorized immigrant population, trend and actual numbers, in the four years of the Biden administration:


 

The numerator, AI displacement: 

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