The Market And Energy Page, T+319 -- December 6, 2017

Boom: analysts expect several large-cap US stocks to rise at least 25% in 2018. Edwards Lifesciences caught my eye.

Disclaimer: this is not an investment site. Do not make any investment, financial, travel, job, or relationship decisions based on what you read here or think you may have read here.

Boom: trucking companies boost big-rig orders on rising shipping demand -- WSJ. That's the same story I'm hearing from my son-in-law who works for a large specialty big-rig trucking manufacturing company on the west coast. Trucking fleets are adding capacity for long-haul routes in anticipation of an industry boom in 2018.

Trucking fleets ordered 32,900 Class 8 trucks, the kind used on long-haul routes, in November. That was up about 70% from a year earlier. The last two months were also the strongest since the start of 2015.

Boom: UPS, overwhelmed by online orders, warns of delivery delays -- WSJ.

Boom: global earnings hit a record high, giving market rally momentum -- WSJ. Earnings per share hit new high, underscoring broad economic recovery.

Boom: Cheniere boosts LNG tanker fleet amid Asian demand boom -- from Reuters via Rigzone, data points:

• expanded its shipping fleet with a flurry of spot vessel charters to keep up with Asian winter demand growth as spot prices hit three-year highs
• Cheniere's Sabine Pass terminal in Louisiana: 22 cargoes last month
• ramping up its fourth train
• more than half its shipments going to China, Japan, or South Korea
• can you say Panama Canal expansion (which the NY Times famously said the expansion was doomed to failure)
• but get this: Qatar entirely sold out of flexible winter LNG supply following a frenetic period of deal-making with term buyers in China and South Korea
• Cheniere now has 22 ships on the water 

Kansas: ranked #1 worldwide of most attractive places for petroleum investment among 39 jurisdictions with small reserves. #2 -- Saskatchewan; #3 -- South Australia. For the rest of Australia:

• #38: Victoria
• #37: Northern Territory
• #29: Queensland
• #18: Western Australia
• but again, Kansas ranked #1, and just to the north of North Dakota, Saskatchewan was ranked #2

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The Bakken Today

Wells coming off the confidential list today (North Dakota), Wednesday, December 6, 2017: 30 for the month; 140 for the quarter

• 33415, SI/NC, MRO, June USA 31-2H, Antelope, no production data,
• 32612, 1,179, HRC, Fort Berthold 148-94-35D-26-13H, McGregory Buttes, Three Forks, 34 sstages; 5.1 million lbs; t7/17; cum 85K 10/17;
• 32611, 1,482, HRC, Fort Berthold 148-94-35D-26-12H, McGregory Buttes, 33 stages; 5 million lbs, t7/17; cum 106K 10/17;
• 32608, 1,196, HRC, Fort Berthold 148-94-35D-26-11H, McGregory Buttes, 4 sections, 34 stages; 5.1 million lbs, t7/17; bcum 103K 10/17;
• 31835, 1,582, Whiting, Evitt 34-12TFH, Truax, Three Forks, t6/17; cum 112K 10/17;
• 30169, 1,155, Oasis, Cook 5300 41-12 11T, Willow Creek, Three Forks, 50 stages; 19 million lbs,, with ceramic, large; t6/17; cum 63K 10/17;
• 28701, 480, Oasis, Cook Federal  5300 41-12 10BX, Willow Creek, 4 sections, 50 stages; 20.1 million lbs; large sand; small ceramic, t6/17; cum  109K 10/17;
• 27352, 268, Oasis, Cook 5300 12-13 7T, Willow Creek, Three Forks, 50 stages; 6 million lbs, large, small, some resin coated, t6/17; cum 65K 10/17;