Week 1 - 2: January 2, 2022 -- January 15, 2022

Top, top story of the week:

• NDIC website / IT back to normal!

Top story of the week:

• NDSU claims yet another national championship.
  
• Biden is still president.
• US sets Covid records; "everyone" has it" -- CNBC -- January 7, 2022 
• Mexico to phase out all crude oil exports by 2023;
• Most amazing graph of the day: AAPL share buybacks.
• SCOTUS split decisions on mandates.
  

Top international non-energy story:

• Daimler Truck Group spinoff closes; ticker symbol as of January 6, 2022.
• Saudi Arabia's foreign exchange reserves updated;

Top international energy story:

• Mexico to phase out all crude oil exports by 2023;
• OPEC announces continuation of its "inshallah" energy policy.
  
• European energy crisis
• Reversal of US Capline Pipeline helps Canada set export records. 
• Gasoline demand way down. 
• Is OPEC running out of spare capacity?
  

Top national non-energy story:

• US Supreme Court takes emergency case to consider ending mandates.
  
• President admits he blew it when he "nixed" program to increase test kits.
• Will delay State of the Union address to March, 2022; latest of any SOTU address.
• Ten-year Treasury surges through 1.5%; trending toward 1.8%.
• FDA significantly expands Pfizer vaccine emergency use authorization;
• Tesla to delay introduction of its CyberTruck.
• US releases an unusually large amount of vaccine last week.
  

Top national energy story:

• $80 oil. $84 oil.
  
• New England energy crisis with impact of first winter storm; here; here; and, here.
  
• NYC spot prices spiked to $1,280 / MWh;
• Glut of crude oil in 2022, 2023?
  

Top North Dakota non-energy story:

Top North Dakota energy story:

• Lime Rock Resources acquires Abraxas' Bakken assets;
  
• Federal judge rules against state: no more federal lease sales;
• Crude oil production up 4.4% month/month.
  

Geoff Simon's top energy stories:

• Quick connects.

Operators:

• Harold Hamm interview, FT.
• Permian's Pioneer goes naked.
• Hess victory lap.
• COP variable dividend.
  

Operations:

• Oasis finds another sweet spot.
• Huge amount of activity southeast of Williston.
  

Wells:

• What the Bakken is all about: #22507, an Iron Oil Antelope well.
  
• MRO's Everett Fisher USA with huge jump in production;
• MRO's incredible Medicine Crow pad;
• Halo effect? BL-Frisinger?
• Oasis Cliff well with 15x jump in production.
• Nabor B05 drilling the Milton Flemmer 1.
• Ten DUCs reported as completed.
• Whiting P Wood: off line for 2 1/2 years, appears to be back on line.
• A Whiting "AB" well is back on line. 
• A CLR Whitman well, from a jack to a king.
• Daughter well with huge jump in production.
• An old Slawson well goes over 500K bbls crude oil cumulative.
  

Fracking:

Pipelines:

• Chart of the day.

Natural gas:

• Bumper year of natural gas commitments.

Bakken economy:

• One year anniversary: WPX and DVN merger.
• Corporate presentations.

Commentary:

• The myth of spare capacity;
• OPEC losing its relevancy -- from the perspective of an old-timer.
• The issue of "spare capacity" will be a theme in 2022. And, here.
• US energy dominance. And, here.
• EVs.
• A flood of new vehicles will hit US market this summer.
• Proof that morons are making energy policy.
• The fourth industrial revolution. 
• Can one be too exuberant?
• Child tax credit could pivot to gasoline vouchers by Memorial Day.
• Fracking's effect on Ohio's economy.
  

Miscellaneous;

• US government releases huge amount of vaccine.
• BRK shares buybacks.
• Most amazing graph of the day: AAPL share buybacks.