Clearing Out The In-Box -- April 6, 2021

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MNRL: don't remember if I posted this before -- Brigham Minerals, 1Q21 and full year 2020 operating and financial results. Interesting data points. Link here. 

UNP: a dividend stock to buy? Motley Fool here.

BRK-A/BRK-B: is another Warren Buffett ship about to come in? From The WSJ, ketchup and Heinz Kraft. It's not a ketchup shortage, it's a plastic package shortage. Meanwhile, from last September, over at Market Realist, is Kraft Heinz an albatross for Warren Buffett?

Tesla: stuns with record 1Q21 deliveries.

LNG imports: from Rigzone, LNG imports up nearly 6%. What's this all about? Liquefied natural gas deliveries expanded the most in a year as Asia and Europe refilled inventories drained over the winter, and as pandemic-ravaged economies slowly begin to reopen.

Imports jumped 5.8% in March from a year earlier, the biggest increase since March 2020, ship-tracking data compiled by Bloomberg showed. Demand for the fuel used in heating and power generation had been steadily growing before Covid-19, as nations shift away from coal-fired power over climate concerns.

While European imports rebounded as dwindling stockpiles and strong spot prices attracted cargoes from U.S. export projects, Asian importers anchored the growth. Chinese shipments surged more than 30% in March amid an effort by the nation’s new pipeline operator to open terminals to gas distributors. Supplies to Bangladesh and Pakistan also rose on the back of spot buying.

LNG imports into western Europe in March reached the highest levels since record volumes delivered in December 2019. Supplies from the U.S. made up nearly 30% of shipments. Global exports of the fuel in March rose 4.2% from year-ago levels.

Output from the U.S. surged to a record high as projects ramped up production, while exports from Algeria, Oman and Egypt also expanded.

Soaring methane emissions: US shale oil is coming back. 

Does Trevor Milton know something we don't: sells $50 million of his own company's stock. File under Nikola. Behind a paywall at that link, but story can easily be found elsewhere, e.g., here at FreightWaves. 

North Dakota / Covid-19: no new coronavirus-related deaths for ten straight days, a stretch not seen since the onset of the pandemic. And North Dakota has no "mask mandate" and is open for business. Also, here, though this may be the same link.

Gasoline demand: if gasoline demand hits 9 million bbls/day, the US will have to refine nearly 16.5 million bopd to keep America running, especially starting April 15, 2021, when US has imported 800 - 900kd (sic). Not likely when EU runs low + EU has already exported their stocks. Gasoline is in the driver's seat (sic). Link here.

Neanderthal table talk: "Fewest Neanderthals have Covid Case since 10 full moon ago. Only 2,248 Neanderthals per day in past quarter moon. 26 days since Tribe chief say take paper off face. Scared caveman say wait 2 quarter moons, more Neanderthals going to get sick. But no happen. Scared caveman wrong again (sic).” Link here.