Holy mackerel, there are so many headline stories today and I haven't even gotten to The WSJ yet. This is simply amazing, the stories being posted today.
Where do we even begin?
First things first:
- this could be huge;
- Russell Wilson to the Cowboys
- Wilson says he wants to go to the Cowboys
- Dak to Seattle?
- Dak doesn't seem all that excited about staying with the Cowboys, and vice versa
From yesterday:
- California to report a $19 billion surplus. That just blows me away.
Zoom!
Bull's eye: Target's 4Q20 earnings beat analysts' forecasts across the board; skips 2021 guidance. Link here.
Manufacturing activity surges to a three-year high. Link here.
- powered by the same PowerPC chipset found in the 1998 G3 iiMac;
- and, oh, by the way, that's the same chip that's used in US fighter jets;
- does anyone even remember that jelly bean? that was my favorite Apple computer ever; I bought it on an impulse buy back in 1996 or thereabouts; it was when we were stationed at Langley AFB, VA; I remember the day vividly and I remember exactly where the computer "sat" in the house; I bought the "Bondi Blue" version; wow, it was gorgeous;
Xennial: how did I miss this one?
- wikipedia;
- USA Today, December 20, 2018, hot to tell;
- at 33 years old, was approaching middle age,
- this explains everything; our two daughters, born 1979 and 1983;
- see more here;
Apple:
- iPhone 12 Pro models expected to drive 50% y/y growth in quarterly global smartphone shipments;
- read that closely: this does not say Apple's growth will be 50% y/y but rather the iPhone 12 Pro will drive the ENTIRE global market;
Apple:
- there are 270 Apple retail stores in the US; all of them are now open -- first time since March, 2020
- the new Waffle House index?
Texas freeze.
Fossil fuel is dead! Long live fossil fuel. Link here.
EVs:
- when the bubble bursts
- Tesla market share in Europe: 3.5% -- are you kidding me -- 3.5% in Europe
- likewise, Tesla market share plummeting in China
German banks to customers:
- go west, Or east. Or anywhere but here. We're losing money on negative interest rates. Link here.
- did you all ready what Buffett had to say about bonds? I've been saying that for decades.
SRE: earnings transcript.
Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here.
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Back to the Bakken
Active rigs:
| $60.79 | 3/2/2021 | 03/02/2020 | 03/02/2019 | 03/02/2018 | 03/02/2017 |
|---|---|---|---|---|---|
| Active Rigs | 15 | 53 | 67 | 59 | 41 |
One well coming off confidential list -- Tuesday, March 2, 2021: 4 for the month, 60 for the quarter, 60 for the year.
- 37306, drl/NC, WPX, Crosby Chase 2-1HG, Spotted Horn, no production data,
RBN Energy: midstreamers' ESG agendas focus on reining in methane, CO2, part 3.
Many leading energy companies have come to accept the reality that environmental, social, and governmental (ESG) matters are now front-and-center concerns to an increasing number of investors and lenders. Their challenge, of course, is that the hydrocarbon-based commodities they produce, process, transport, and refine are by their very nature prospective generators of carbon dioxide and other greenhouse gases that the ESG movement is targeting. What’s an energy company to do? For many midstream companies, the answer — for now at least — is to focus on minimizing the release of methane, carbon dioxide (CO2), and other GHGs from their gas processing plants, pipelines, storage facilities, and fractionators, and on switching to renewables to power their operations. Today, we continues our series with a look at how midstream companies are addressing investors’ and lenders’ concerns about the sector’s GHG releases.
