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":

• Refining, posted May 27, 2022. Occasionally tracked here.
  

• Diesel: a top story in 2022.
  

• Energy security:
  

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

• Oil:
  

• US: energy dominance.
  
• Spare capacity.
• US crude oil supply.
• Free cash flow.
• Replacing Russian oil. 
• windfall profits tax, added June 2, 2022 -- Biden administration looking at Congressional action.
  

• LNG:
  

• US export terminals.

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:

• May 15, 2022: Devon -- world's fastest growing oil and gas company.
  

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