First things first, in The WSJ -- "Boz Angeles."
- real estate is booming in Bozeman, MT
Katie Ledecky: The Washington Post.
Hard seltzer: no one drinks it any more; it's always sold out. To paraphrase Yogi Berra. Link here. Bottom line: SAM blew it. Previously posted.
Vaccines: Big Pharma raising prices on vaccines. Link here.
In it, to win it. We'll see. Apparently Simone Biles will return to compete in the balance beam. If I have this right, she has self-eliminated in all but one event due to mental health issues, age 24, at the Tokyo 202One Olympics. For the archives.
New Mexico: breaks oil production record. Previously posted.
Tell me again, lithium batteries are the answer. A giant Tesla battery pack burst into flames during testing, and it took 150 firefights four days to put the fire out. Link here.
EVs, California: one in five EV owners switch back to ICEs. Charging is a hassle. Previously posted. Link here.
Oil pad in the Bakken: a google search reveals no new information. Last report: the first had been burning for six days; three wells burning; a fourth well shut down; no injuries; fire "contained" to pad.
European gas market: European gas spikes again. Now exceeds $15/mBtu. Link here.
Market: companies reporting this week -- https://www.foxbusiness.com/markets/july-jobs-adp-employment-victorias-secret-cvs-health-earnings-top-week-ahead. Include:
- WMB, FANG,
- COP, GM,
- ROKU, UBER
Raised dividends last week: eleven companies including Wells Fargo and Hershey. Link here.
COP: whisper numbers --
- whisper number: $1.24
- consensus: $1.15
COP earnings, what to expect:
- ConocoPhillips is scheduled to announce Q2 earnings results on Tuesday, August 3rd, before market open.
- The consensus EPS Estimate is $1.13 vs -$0.92 in Q220 and the consensus Revenue Estimate is $10.44B vs $4.02B in Q220.
- Analysts expect capital expenditure of $1.36B.
- Over the last 2 years, COP has beaten EPS estimates 50% of the time and has beaten revenue estimates 38% of the time.
- Over the last 3 months, EPS estimates have seen 15 upward revisions and 2 downward. Revenue estimates have seen 5 upward revisions and 0 downward.
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