Apple: wants to triple phone production in India. Link here.
Russian oil: headed to Asia. That's fine. It's all become much clearer.
- Three suppliers:
- US
- OPEC (Saudi Arabia, Iraq for oil; Qatar for natural gas; Iran, the wild card, for tension)
- Russia (lack of technology; long term, a really huge problem)
- Consumers:
- Europe: the biggest new market, short term, five year
- Asia: Saudi's domain; won't cede that market to Russia; the US a non-player
- India: a fight between Saudi and Iraq for that market; currently Iraq #1; Saudi, #2.
- US: has been energy independent for quite some time; will stay that way "forever";
- Big winner: US.
Russian oil: the discussion -- is it 3 million bopd or 1 million bopd of Russian oil headed to China?
Housing: well, that seems transitory.
Transitory: no one ever did provide a definition, or the "length of time" that would be transitory or not.
Fuel efficiency: GM, Stellantis -- rank as worst; link here.
- fuel efficiency: down (bad)
- CO2 emissions: up (bad) -- for those folks concerned about such things; I'm not.
- I was surprised to see Hyundai Motor on this short list.
Road to New England: link here.
Net imports: the highest I've seen is 24%.
Back on September 19, 2022 -- only three months ago:
Now, today:
We'll have to come back to this.
- market open;
- huge rainstorm here in north Texas
- tornado alert: everyone to move into shelters -- alert, until 8:45 a.m. CT.
- schools: will shelter in placce
- tornado alarm siren is now blaring -- I haven't heard this siren in more than two years
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