Wednesday, June 8, 2022

Moderna's Covid-19 Vaccine Produces Stronger Immune Response Than Current Vaccine -- June 8, 2022

Link to WSJ.

**************************
How Did EVs Do Today?

Link to SeekingAlpha

EV maker Phoenix Motor stock tumbles 39% following $16 million IPO.

EV maker Phoenix Motor (PEV) stock tumbled 39% following its downsized $15.8M initial public offering on Wednesday.

Shares of PEV, which is a spinout of SPI Energy (SPI), opened at $6.50 per share after being priced at $7.50. The stock recently changed hands at $4.60, down 39%.

PEV is a maker of EV drive trains, chargers and light-to-medium duty EVs. It operates two brands: Phoenix Motorcars for medium duty EVs, EV forklifts and chargers, and EdisonFuture, which is focused on developing lighter duty EVs.

Others:

  • GM: down 1.8% today;
  • F: down 1.5% today;
  • TSLA: up 1.3% today;
  • RIDE: up 3% today; trading at $1.90;
  • NKLA: up 9% today; trading at $7.02;
  • ELMS: down 2.3% today; trading at 58 cents;
  • GOEV: up almost 6% today; trading at $3.39

Energy Themes For 2022 -- Where We Stand Tonight -- June 8, 2022

With regard to energy right now, there are three main themes:

  • energy transition is dead;
  • global oil supplies vs refining:
    • currently not the long pole in the tent;
    • long pole in the tent: refining capacity
  • OPEC has no spare capacity.

Themes for 2022 are tracked here.

At that post, the "2022 Energy theme":

  • Energy security:
  • looks like winter of 21 - 22 was final straw for Europe / UK: need energy security
  • Oil:
  • LNG:

Devon -- Wrapping Up Loose Ends -- June 8, 2022

Devon, as a new operator in the Bakken, is now tracked here.

I don't know if folks remember, but:

The NDIC Did Not Post A Daily Activity Report Today -- June 8, 2022

That's fine. The Devon story makes up for that omission.

**************************
Mileage: 2012 Honda Civic

Date

Mileage

Gallons

Price/Gallon

Total Price

Miles Driven

MPG

Cost Per Mile

13 Feb 16

77,948

8.29

1.80

14.90




13 Feb 16

78,178

5.96

1.60

9.53

230

38.59

0.04

13 Feb 16

78,458

7.64

1.85

14.13

280

36.65

0.05

27 Feb 16

78,677

5.84

1.38

8.06

219

37.50

0.04

27 Feb 16

78,934

7.03

1.36

9.55

257

36.56

0.04

27 Feb 16

79,191

7.40

1.70

12.60

257

34.73

0.05

28 Mar 16

79,435

8.97

2.10

18.63

244

27.20

0.08

6 Apr 16

79,669

8.44

2.00

16.87

234

27.73

0.07

19 Apr 16

79,843

6.60

2.06

13.55

174

26.36

0.08

9 May 16

80,251

8.44

2.10

17.72

408

48.34

0.04

18 May 16

80,411

6.23

2.19

13.69

160

25.70

0.09

25 May 16

80,668

7.98

2.10

16.75

257

32.21

0.07

31 May 16

80,938

8.59

2.26

19.40

270

31.43

0.07

5 Jun 16

81,197

8.08

2.60

18.26

259

32.05

0.07

22 Jun 16

81,463

8.82

2.20

19.38

266

30.18

0.07

3 Jul 16

81,718

8.74

2.29

20.10

255

29.16

0.08

14 Jul 16

81,959

9.40

2.09

19.72

241

25.65

0.08

24 Jul 16

82,122

6.20

1.99

12.34

163

26.29

0.08

2 Sep 16

82,358

8.05

1.99

16.09

236

29.32

0.07

1 Sep 16

82,566

9.00

2.16

19.31

208

23.11

0.09

9 Sep 16

82,697

5.20

1.82

9.42

131

25.19

0.07

20 Sep 16

82,867

6.06

2.10

12.73

170

28.05

0.07

20 Sep 16

83,075

4.33

1.85

8.21

208

48.09

0.04

21 Sep 16

83,309

4.95

2.36

11.67

234

47.27

0.05

21 Sep 16

83,495

4.40

2.44

9.84

186

42.27

0.05

21 Sep 16

83,769

5.94

2.24

13.30

274

46.13

0.05

22 Sep 16

83,920

3.60

2.46

8.81

151

41.94

0.06

22 Sep 16

84,286

9.00

2.40

21.57

366

40.67

0.06

22 Sep 16

84,485

5.14

2.40

12.33

199

38.72

0.06

26 Sep 16

84,741

6.90

2.44

16.72

256

37.10

0.07

29 Sep 16

85,081

8.90

2.42

21.52

340

38.20

0.06

29 Sep 16

85,246

4.20

2.30

9.71

165

39.29

0.06

29 Sep 16

85,476

6.00

2.46

14.54

230

38.33

0.06

30 Sep 16

85,768

6.20

2.04

12.65

292

47.10

0.04

30 Sep 16

86,121

8.10

2.06

16.69

353

43.58

0.05

30 Sep 16

86,440

8.60

2.16

18.54

319

37.09

0.06

20 Oct 16

86,690

8.50

2.06

17.56

250

29.41

0.07

3 Nov 16

86,904

7.48

1.98

14.80

214

28.61

0.07

24 Nov 16

87,151

8.98

1.89

17.06

247

27.51

0.07

5 Dec 16

87,297

5.30

2.10

11.07

146

27.55

0.08

31 Dec 16

87,542

7.80

2.20

17.23

245

31.41

0.07

17 Jan 17

87,707

6.54

2.26

14.76

165

25.23

0.09

24 Jan 17

87,944

7.70

2.20

16.80

237

30.78

0.07

31 Jan 17

88,245

8.64

2.04

17.63

301

34.84

0.06

7 Feb 17

88,447

7.23

2.20

15.91

202

27.94

0.08

13 Feb 17

88,677

7.52

2.20

16.53

230

30.59

0.07

24 Feb 17

88,924

8.80

1.90

16.71

247

28.07

0.07

28 Feb 17

89,106

5.54

2.20

12.18

182

32.85

0.07

12 Mar 17

89,328

8.00

2.20

17.59

222

27.75

0.08

18 Mar 17

89,620

8.70

2.20

19.11

292

33.56

0.07

25 Mar 17

89,859

7.10

2.18

15.39

239

33.66

0.06

30 Mar 17

89,978

4.00

2.05

8.18

119

29.75

0.07

5 Apr 17

90,189

7.44

2.16

16.07

211

28.36

0.08

15 Apr 17

90,355

5.90

2.46

14.58

166

28.14

0.09

1 May 17

90,622

8.90

2.36

21.06

267

30.00

0.08

19 May 17

90,866

8.40

2.30

19.34

244

29.02

0.08

30 May 17

91,101

7.40

2.32

17.35

235

31.78

0.07

12 Jun 17

91,364

8.50

2.30

19.55

263

30.94

0.07

19 Jun 17

91,644

9.20

2.20

20.23

280

30.43

0.07

25 Jun 17

91,832

6.80

2.20

14.95

188

27.65

0.08

14 Jul 17

92,027

8.10

2.20

17.71

195

24.07

0.09

22 Jul 17

92,243

8.50

2.30

19.64

216

25.41

0.09

18 Aug 17

92,489

10.09

2.26

22.79

246

24.38

0.09

1 Sep 17

92,651

6.81

2.79

19.00

162

23.79

0.12

14 Sep 17

92,796

5.70

2.70

15.40

145

25.44

0.11

21 Sep 17

92,941

5.20

2.42

12.66

145

27.88

0.09

5 Oct 17

93,190

8.70

2.27

19.79

249

28.62

0.08

25 Oct 17

93,462

7.25

2.30

21.31

272

37.52

0.08

4 Nov 17

93,654

7.25

2.40

17.40

192

26.48

0.09

10 Nov 17

93,764

4.34

2.40

10.42

110

25.35

0.09

17 Nov 17

93,927

6.10

2.40

14.54

163

26.72

0.09

30 Nov 17

94,124

6.11

2.40

14.65

197

32.27

0.07

7 Dec 17

94,324

7.19

2.29

16.54

200

27.82

0.08

4 Jan 18

94,808

8.81

2.30

20.26

484

54.94

0.04

13 Jan 18

95,046

8.40

2.15

18.03

238

28.33

0.08

18 Jan 18

95,266

7.56

2.48

18.12

220

29.10

0.08

26 Jan 18

95,472

6.85

2.46

16.85

206

30.07

0.08

1 Feb 18

95,736

8.33

2.15

17.91

264

31.69

0.07

13 Feb 18

95,996

9.80

2.08

20.33

260

26.53

0.08

23 Feb 18

96,233

8.10

2.30

18.62

237

29.26

0.08

4 Mar 18

96,452

7.74

2.40

18.58

219

28.29

0.08

10 Mar 18

96,661

7.25

2.40

17.40

209

28.83

0.08

25 Mar 18

96,913

8.65

2.40

20.64

252

29.13

0.08

3 Apr 18

97,134

8.30

2.56

21.24

221

26.63

0.10

8 Apr 18

97,252

4.60

2.56

11.72

118

25.65

0.10

20 Apr 18

97,496

8.30

2.66

22.02

244

29.40

0.09

4 May 18

97,716

8.20

2.56

21.09

220

26.83

0.10

18 May 18

97,895

6.84

2.80

19.13

179

26.17

0.11

4 Jun 18

98,191

9.82

2.90

28.48

296

30.14

0.10

14 Jun 18

98,403

7.50

2.90

21.62

212

28.27

0.10

25 Jun 18

98,635

8.40

2.75

23.61

232

27.62

0.10

28 Jun 18

98,779

5.30

2.76

14.65

144

27.17

0.10

6 Jul 18

99,060

8.30

2.80

23.29

281

33.86

0.08

12 Jul 18

99,292

7.90

2.79

22.14

232

29.37

0.10

16 Jul 18

99,448

4.98

2.62

13.05

156

31.33

0.08

19 Jul 18

99,669

7.90

2.70

21.42

221

27.97

0.10

31 Jul 18

99,898

8.90

2.76

24.60

229

25.73

0.11

20 Aug 18

100,118

8.60

2.70

23.15

220

25.58

0.11

30 Aug 18

100,354

8.14

2.69

21.89

236

29.00

0.09

8 Sep 18

100,597

8.90

2.80

24.82

243

27.30

0.10

13 Sep 18

100,747

6.10

2.80

17.02

150

24.59

0.11

27 Sep 18

101,011

8.92

2.75

24.60

264

29.60

0.09

17 Oct 18

101,250

9.01

2.80

25.22

239

26.53

0.11

25 Oct 18

101,446

6.80

2.66

17.96

196

28.82

0.09

4 Nov 18

101,702

8.50

2.60

22.22

256

30.12

0.09

14 Nov 18

101,892

7.10

2.39

17.05

190

26.76

0.09

26 Nov 18

102,172

8.90

2.30

20.54

280

31.46

0.07

5 Dec 19

102,382

6.80

2.19

14.99

210

30.88

0.07

12 Dec 19

102,585

6.50

2.09

13.70

203

31.23

0.07

4 Jan 19

102,832

9.00

1.99

17.83

247

27.44

0.07

13 Jan 19

103,104

9.10

2.20

19.92

272

29.89

0.07

21 Jan 19

103,351

8.30

2.10

17.32

247

29.76

0.07

28 Jan 19

103,610

8.40

2.10

17.53

259

30.83

0.07

5 Feb 19

103,840

8.02

2.10

16.84

230

28.68

0.07

14 Feb 19

104,110

9.57

2.10

20.10

270

28.21

0.07

20 Feb 19

104,246

5.30

2.20

11.63

136

25.66

0.09

27 Feb 19

104,566

9.90

2.25

22.29

320

32.32

0.07

13 Mar 19

104,817

9.30

2.47

22.96

251

26.99

0.09

21 Mar 19

105,077

8.40

2.56

21.58

260

30.95

0.08

27 Mar 19

105,331

8.94

2.66

23.77

254

28.41

0.09

6 Apr 19

105,582

8.50

2.70

22.89

251

29.53

0.09

18 Apr 19

105,839

9.40

2.76

25.86

257

27.34

0.10

25 Apr 19

106,014

9.04

2.80

25.30

175

19.36

0.14

2 May 19

106,352

8.70

2.80

24.43

338

38.85

0.07

10 May 19

106,629

9.30

2.70

25.19

277

29.78

0.09

17 May 19

106,884

8.73

2.69

23.57

255

29.21

0.09

29 May 19

107,134

9.40

2.52

23.59

250

26.60

0.09

8 Jun 19

107,348

7.90

2.50

19.76

214

27.09

0.09

19 Jun 19

107,575

8.60

2.25

19.36

227

26.40

0.09

13 Jul 19

107,830

10.00

2.60

26.00

255

25.50

0.10

21 Jul 19

108,090

9.50

1.70

25.67

260

27.37

0.10

27 Jul 19

108,338

8.50

2.60

22.09

248

29.18

0.09

2 Aug 19

108,519

7.00

2.60

18.21

181

25.86

0.10

13 Aug 19

108,780

9.30

2.50

23.30

261

28.06

0.09

25 Aug 19

109,054

10.40

2.50

25.93

274

26.35

0.09

31 Aug 19

109,273

7.60

2.24

16.98

219

28.82

0.08

8 Sep 19

109,449

7.00

2.40

16.75

176

25.14

0.10

15 Sep 19

109,918

8.79

2.16

18.98

469

53.36

0.04

18 Sep 19

110,104

7.00

2.60

18.15

186

26.57

0.10

28 Sep 19

110,327

8.30

2.50

20.73

223

26.87

0.09

4 Oct 19

110,567

8.20

2.50

20.47

240

29.27

0.09

13 Oct 19

110,788

8.33

2.40

19.97

221

26.53

0.09

23 Oct 19

111,053

9.40

2.30

21.58

265

28.19

0.08

2 Nov 19

111,270

8.90

2.29

20.43

217

24.38

0.09

7 Nov 19

111,527

8.80

2.40

21.08

257

29.20

0.08

13 Nov 19

111,722

7.00

2.39

16.70

195

27.86

0.09

2 Dec 19

112,136

8.10

2.25

18.33

414

51.11

0.04

9 Dec 19

112,374

8.60

2.20

18.87

238

27.67

0.08

17 Dec 19

112,637

9.43

2.30

21.68

263

27.89

0.08

31 Dec 19

112,856

8.20

2.20

18.00

219

26.71

0.08

15 Jan 20

113,096

8.90

2.20

19.67

240

26.97

0.08

27 Jan 20

113,341

8.80

1.98

17.42

245

27.84

0.07

5 Feb 20

113,592

9.10

1.90

17.34

251

27.58

0.07

13 Feb 20

113,854

9.00

1.90

17.07

262

29.11

0.07

22 Feb 20

114,140

10.00

2.20

21.93

286

28.60

0.08

27 Feb 20

114,378

8.20

2.20

18.05

238

29.00

0.08

5 Mar 20

114,656

9.60

1.90

18.20

278

28.98

0.07

10 Mar 20

114,856

7.20

1.80

12.95

200

27.78

0.06

24 Mar 20

115,086

8.20

1.51

12.40

230

28.00

0.05

20 Apr 20

115,271

7.20

1.13

8.21

185

25.75

0.04

5 May 20

115,480

8.16

1.10

8.97

209

25.61

0.04

13 May 20

115,628

5.85

1.45

8.47

148

25.30

0.06

19 May 20

115,882

8.60

1.56

13.37

254

29.53

0.05

28 May 20

116,134

8.60

1.56

13.37

252

29.30

0.05

8 Jun 20

116,377

9.60

1.62

15.50

243

25.31

0.06

22 Jul 20

116,623

9.20

1.87

17.25

246

26.74

0.07

25 Aug 20

116,824

8.70

1.89

16.48

201

23.10

0.08

16 Sep 20

117,036

9.00

1.76

15.76

212

23.56

0.07

30 Sep 20

117,225

7.50

1.74

13.04

189

25.20

0.07

20 Oct 20

117,422

7.90

1.88

14.79

197

24.94

0.08

11 Nov 20

117,596

7.10

1.78

12.59

174

24.51

0.07

3 Dec 20

117,772

8.20

1.88

15.38

176

21.46

0.09

13 Jan 21

117,969

7.10

2.19

16.92

197

27.75

0.09

2 Feb 21

118,165

8.38

1.97

14.53

196

23.39

0.07

15 Feb 21

118,270

4.90

2.29

11.85

105

21.43

0.11

23 Feb 21

118,468

5.90

2.37

13.95

198

33.56

0.07

5 Mar 21

118,632

7.30

2.49

18.10

164

22.47

0.11

26 Mar 21

118,857

8.97

2.47

22.14

225

25.08

0.10

11 Apr 21

119,089

9.80

2.24

21.89

232

23.67

0.09

27 Apr 21

119,342

8.80

2.50

21.88

253

28.75

0.09

10 May 21

119,555

7.80

2.63

20.62

213

27.31

0.10

19 May 21

119,811

8.83

2.75

24.26

256

29.01

0.09

7 Jun 21

120,018

6.81

2.52

17.16

207

30.40

0.08

17 Jul 21

120,296

9.13

2.69

24.54

278

30.46

0.09

23 Sep 21

120,574

9.40

2.90

27.26

278

29.57

0.10

14 Oct 21

120,815

8.15

2.90

23.62

241

29.59

0.10

9 Nov 21

121,109

9.40

3.16

29.72

294

31.28

0.10

15 Nov 21

121,312

6.11

3.05

18.62

203

33.25

0.09

3 Dec 21

121,581

8.21

3.00

24.63

269

32.76

0.09

January 7, 2022

121,906

9.98

2.85

28.43

325

32.57

0.09

March 26, 2022

122,088

6.42

3.68

23.62

182

28.34

0.13

June 8, 2022

122,263

6.75

4.60

31.06

175

25.91

0.18