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Saturday, October 31, 2020

Stories Being Followed -- October 31, 2020

So that I don't forget, these are the stories or data points I'm most interested in now:

  • who owns the Permian? The majors or the independents?
  • COP -- there appears to be a huge shift in strategy
    • what next in the Bakken? 
    • monster wells in the Bakken
  • the dashboards: Bakken, Eagle Ford, Permian
  • the Mideast: in deep doo-doo
  • Apple
  • Turkey -- separate from the Mideast
    • like Fitzgerald said: "within and without"
  • investing: the strange case for/of dividends
  • cooking for one: heat is heat
  • Alaska: killing the golden goose; we will know this week
  • ILI surveillance

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Another Apple

I won't be able to find it but I once posted that the drummer is the most important individual in a rock band. First among equals.

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