Monday, July 10, 2017

The Energy Page, T+171 -- July 10, 2017

Top states for business: at CNBC, starting tomorrow.

Active rigs in North Dakota:

$44.097/10/201707/10/201607/10/201507/10/201407/10/2013
Active Rigs572973189186

RBN Energy: Waha -- Part 4. Archived.

US rigs: huge headlines last week when US land rigs dropped by one (1). Today: Emergent Group says 8 rigs have been added since last report; now at 919 US land rigs. 

Natural gas in hyperdrive:

Cable: 90 million US households with cable television; nearly 80 million US households with Amazon Prime. First hear on radio this a.m. Here's one source.

US car sales. Sales rose less than expected in June. Data points:
  • sales rose at a seasonally adjusted annual rate of 16.51 million; forecast 16.58 million
  • sales feel 13.2% year-on-year
  • among the Big Three, only GM reported weaker-than-expected sales in June
  • Toyota: up 2.1% (forecast, 1.2%)
  • Nissan: up 2% (forecast, down 2%)
  • Ford: down 5% (forecast, down 6%)
  • Mazda: down 14.7%
  • GM: down 4.7% (forecast, down 3.4%)
  • Fiat Chrysler: down 7.4% (forecast, down 7.9%)
  • Subaru: up 11.7%

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