The Million Dollar Way (The Bakken Oil Blog): Links To Be Archived -- November 26, 2022

Sunday, November 27, 2022

Links To Be Archived -- November 26, 2022

Any day without a Pete Delkus interruption is a great day. Wow, he is irritating.

College football: so many showcase games today --

Michigan shocks Ohio;
but the biggest upset of the day? Oregon State beats Oregon
USC vs Notre Dame: if you didn’t catch this game … well what can I say. One for the highlight reels Monday morning … watching the Heisman winner!

Boom times, CAT, link here:

Book review, Quentin Tarantino's new book:

The [London] Guardian, link here.
The New Yorker: link here.

Cleopatra, The WSJ, link here.

Bloomsbury, Virginia Woolf, The WSJ, link here.

the blog;
The New Yorker; link here.

Tech, most valuable tech companies, link here.

TSMC, Morningstar, link here.

Most valuable sports teams:

reason for posting -- rumors that Apple might buy Manchester United.
soccer, link here;
soccer, link here;
NFL, link here;

Math, link here.

Trump, Huawei, Peter Zeihan, link here.

Archaeology, link here.

Brains, evo-dev, link here.

mRNA, link here.

Satellites, global warming, link here:

Since NASA’s Terra satellite launched in 1999, it has seen a world utterly transformed.

Surface temperatures have risen half a degree.

Sea levels have climbed 80 millimeters higher. [80 millimeters = 8 centimeters = 3.15 inches]

Plants have expanded across an area as big as the Amazon rainforest.

Through it all, Terra and two other satellites—Aqua, launched in 2002, and Aura, in 2004—served as the foremost sentinels of a changing planet, running far past their expected 6-year missions.

Chest colds, triple whammy, link here:

Sempra vs COP: Fitzsimmons, link here:

Sempra Energy recently announced very strong Q3 results and raised its FY22 guidance as well.
The company also inked two big HOA off-take agreements with Williams and Conoco Phillips related to its proposed Gulf Coast LNG projects (FID expect in Q1 FY23).
That being the case, it would appear that LNG may become the primary growth catalyst from Sempra's regulated electric utility operations in California & Texas.
That said, given the Biden administration's recent Infrastructure and Clean-Energy Acts, the outlook for Sempra's utility operations is quite rosy as well.

Bakken, schools enrollment surge, from Geoff Simon:

Some North Dakota school districts saw modest enrollment increases this fall, but nothing like the surge in student numbers in the school districts in McKenzie County.

Alexander Public School saw its enrollment jump 19 percent this fall, from 257 students last fall to 306 in the 2022-23 school year. The McKenzie County district in Watford City also saw a big increase, from 1,778 last fall to 2,003 this year, a 12.6 percent increase. The smallest school district in the county - Yellowstone No. 14 (East Fairview) - also jumped from 68 students last year to 92 this fall.

Overall, enrollment in the state's public school districts increased about 1.3 percent this year to 115,385, up roughly 1,500 students from one year ago. Enrollment figures in other western ND districts generally reflect the state's modest growth:

Beulah 753 (up 16)
Dickinson 3,875 (up 82)
Hazen 560 (down 7)
Killdeer 601 (up 31)
Minot 7,561 (down 44)
South Heart 388 (up 2)
Stanley 753 (up 10)
Tioga 516 (up 41)
Williston Basin No.7 5,292 (up 153)

A big surge in enrollment can put a lot of stress on school administrators to cope with the higher numbers.

"The impact of the student growth has been primarily in staffing as we have adequate facilities to accommodate the numbers," said McKenzie County Superintendent Steve Holen. "However, our elementary schools are both in the 80-to-90 percent capacity range at this point."

Holen said districts are still addressing learning loss issues related to the COVID-19 pandemic and use of distance learning, a task made more difficult by the district's struggle to fill teaching positions.

"We would take another four or five elementary teachers today as we had to reassign other staff to teaching positions (interventionists, coaches, etc.) due to the inability to hire additional classroom teachers," Holen said. "Class sizes are at higher than optimal levels at the elementary schools and they are also creating some challenges with the core subjects at the middle school and high school."

He said the situation puts a lot of stress on teachers, especially with students of varying academic levels, and also creates a challenge in the recruitment of new teaching staff for next year which has already begun. Despite the challenges, Holen said healthy enrollment numbers are "a very positive situation."

Click here to see a spreadsheet with North Dakota K-12 enrollment figures from the past 14 years.

The movies:

Violent Night, link here.
Glass Onion: A Knives Out movie, link here.

Politics, Alaska, link here to The WSJ.

spin it any way youu want but Trump is "out" in Alaska

Revolution, LNG, link here:

China, covid, link here:

Refinery utilization, link here:

Who's lying?

EIA: from November 23, 2022 --

Weekly Petroleum Report:
US crude oil inventories are only five percent below the five-year average; the average -- only five percent lower; should we be worried? Some would have us believe that we should.