Why Not -- Just Getting Started -- June 26, 2022

Texas relocation tracker: link here. 

Apples to oranges: Smithsonian mansplaining.  

Inflation: "oil dive" won't help. Link at Rigzone. 

Cadillac to save the earth from CO2 emissions:

• link here
• mainstream, mass-production Celestiq EV to be priced at $300,000.99. 
• floor mats extra
• seriously: if you had $300,000 to spend on a new car would it be a GM or a Porsche. Asking for a friend.

Chesapeake:

• link here
• becoming most compelling investment opportunity
• consider the source

Irony:

• Congressional extension of a tax incentive for carbon capture = huge, huge revenue stream for oil companies
• particularly: Denbury, California Resources, OXY
• long-time followers of Warren Buffett know two things about Warren
• he follows politics closely
• he has a lot of clout with politicians
• who recently stocked up on more OXY; three guesses and first two don't count
• link here;

BRK-B: time to buy? 

• link here.

Takeover targets, Barron's, 2022:

• APA, NOG, Magnolia Oil & Gas -- among twelve names

Sempra: to add four microgrids with energy storage to aid reliability.

• link here;
• will add 39 MW of storage capacity at four company substations