Putin's War:
- flagship sunk, early in war
- Putin's yacht confiscated in Italy
- now this: Ukraine destroys Putin's "parade boat"
Scroll down for more.
NDIC oil and gas website: remains off-line. Third day.
Oil:
- ESG: COP shareholders reject proposal for stricter emissions targets. Link here.
- WTI below $100; gasoline and diesel at record highs; refiners not complaining;
- US crude oil production: EIA forecast for record 12.8 million bopd,
- would surpass previous record of 12.3 million bopd (2019, the year before the pandemic)
- Reuters says an increase of 720,000 bopd.
European diesel: I don't follow this, but all products measured in "mb" -- so when I see a minus 11.47 mb for diesel compared to a plus 3.65 mb for crude oil, this gets my attention:
Spare capacity: blog theme; more evidence:
- Saudi, UAE: "use all energies amid capacity crunch"; link here.
Market:
- RIVN: reports later today. Update, May 10, 2022, 9:35 a.m. ET.
- DIS: reports later today
- XOM: investments paying off;
- , Barron's paywall
- could generate $50 billion free cash flow this year after CAPEX
- ample to cover $15 billion annual dividend and $15 billion share re-purchases
Dividend announcements:
- OVV: 25% increase; now 25 cents/share;
- CAH: was 49.1 cents; now 49.6 cents
Netflix: in this incredibly competitive market, I just don't see this working --
- ad-supported Netflix, "a more-affordable" subscription model
- link here for more.
911:
- first question "everyone" is asking, "Why wasn't this done ten years ago?"
- nice to see but the article did not give me a warm fuzzy
- ATT says wireless 911 calls can identify location within 50 meters (0.248548 furlongs)
- previously no better than 10 miles; say what?
- link here for more.
Putin pays respect to American heroes on "Victory Day." Can't make this up. Many examples at linked site. Here's one:
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