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Friday, February 3, 2023

Jobs Report: Say What? February 3, 2023

Jobs: link here -- 

Stunning: their word, not mine -- 


Too good to be true: their words, not mine -- 

JPow: say what?  After historic miss yesterday, today --

The market doesn't care: Dow just turned green. A lot can happen between now (rate increase yesterday) and March (next opportunity for another rate increase. At 4.5% now, another 25 bp is a rounding error.

AAPL: say what?

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Back to the Bakken

Active rigs: 45.

Peter Zeihan: Russia update.

WTI: $77.15.

Natural gas: $2.370.

Sunday, February 5, 2023:
39120, conf, Crescent Point, CPEUSC Szarka 5-36-25-159N-100W-MBH-LL,

Saturday, February 4, 2023:
39072, conf, Crescent Point, CPEUSC Samples 3-35-26-158N-100W-MBH,
39033, conf, CLR, Rhonda 12-28HSL1,
38167, conf, Hess, BB-Budahn A-150-95-0506H-9,

Friday, February 3, 2023:
39073, conf, Crescent Point, CPEUSC Samples 2-35-26-159N-100W-MBH,
38582, conf, Whiting, Connor TTT 11-26-1H,

RBN Energy: "electrofuels" could play a role in decarbonizing transportation.

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