Clearing Out The In-Box From Items Arriving Overnight -- March 1, 2022

TGT: holy mackerel -- up 14%, pre-market; up $27  share; now trading at $227, up from $200.

Back to the future:

• Germany going full monty, back to fossil fuel, including coal, and nuclear energy;
• most interesting: pulling out the Trump suggestion from several years ago to build two new LNG terminals
• link to Tsvetana Paraskova

Texas winterization: paid off. All that twitter talk that Texas didn't get the message from severe winter of 2021 was all talk. Link here. Or direct to Hart Energy. 

Energy and new factories:

• Meta to build its newest data center in Idaho, attributing its decision to renewable energy (new construction);
• link here or direct to ArgusMedia;
• at 8 cents/kWh, Idaha has about the least expensive electricity in the US (average retail; commercial is less expensive, I assume)
• only states less expensive: Louisiana and Oklahoma
• INTC: to build new chip factory in Germany, which I don't understand at all: unions; high energy costs; regulations;

Lucid: slashed its production target by up to 40%; shares tumble;

• Lucid: 52-week high, $58; now trading at $26
• Rivian: 52-week high, $180; now trading at $64
• F: 52-week high, $26; now trading at $17
• TSLA: 52-week high, $1,244; now trading at $876