Top story of the day: Saudi, Ukraine.
- geopolitics
- Covid, WSJ, DOE
- China, Russia, Saudi, US
- photo of the day.
- obviously "no one" read past the headline; LOL.
- P. T. Barnum comes to mind
Coal:
- energy transition is dead; we just don't know it yet -- Peter Zeihan;
- China: link here.
- the numbers are staggering
- thumbing their nose at Kyoto, Paris, Biden, Kerry
Credit card debt: the saga continues.
- lots of graphs (yes, we get it, enough with the graphs already): where's the analysis?
Ford, China: a disaster. Link to WSJ.
- there's a reason Ford doesn't publish a detailed breakdown of its China sales
- the market share for Ford’s largest joint venture in China, with Changan Automobile Co., shrank to 1% from 4% between 2016 and 2022, according to industry data and Changan-Ford’s company filings.
Investing:
Buffett:
- the knives are out.
- has BRK become a meme stock?
Energy: among top ten stories of the year.
- WTI subsumes Brent;
- this is a biggie
- eleven -- count 'em -- eleven US Gulf Coast terminals --> WTI to Brent
- Dated Brent: WTI, Brent, Forties, Oseberg, Ekofisk, Troll.
********************************
Back to the Bakken
Active rigs: 44.
Peter Zeihan newsletter.
WTI: $76.43 (green).
Natural gas: $2.597 (green, by 2%).
Monday, February 27, 2023: 84 for the month; 155 for the quarter, 155 for the year
39088, conf, CLR, Colette 5-18H,
39019, conf, Lime Rock, Yellowstone 12H,
38743, conf, Ovintiv, Sorenson Federal 153-96-9-4-11H,
38404, conf, Kraken, Sidney 32-29 2TFH,
36050, conf, Oasis, Foley Federal 5301 12-13 3B,
Sunday, February 26, 2023: 79 for the month; 150 for the quarter, 150 for the year
39087, conf, CLR, Colette 4-18H,
39018, conf, Lime Rock, Yellowstone 11H ,
38693, conf, Enerplus, Lob 149-92-31D-30H-LL,
38428, conf, Whiting, Nesheim 11-24HU,
38405, conf, Kraken, Sidney 32-29 3H,
38343, conf, Enerplus, Ace 149-92-31D-30H,
36048, conf, Oasis, Achilles 5301 12-13 3BX,
39017, conf, Lime Rock, Yellowstone 10H,
38742, conf, Ovintiv, Sorenson Federal 153-96-9-4-10H,
38406, conf, Kraken, Sidney 32-29 4TFH,
8029 (no typo), conf, Empire North Dakota, Romsos 1-21,
RBN Energy: the race to debottleneck US LNG feedgas route. Archived.
LNG exports will be the biggest driver of demand growth for the Lower 48 natural gas market over the next five years. After a year of oversupply in 2023, export capacity additions will help to balance the market and support gas prices in 2024 as the glut spills over into next year. Beyond 2024, higher export volumes will lead to tighter balances and price spikes. As supply struggles to keep up with new export capacity, the timing of pipeline expansions will be critical for balancing the market. The bulk of new LNG export projects are sited along a small stretch of the Texas-Louisiana coastline and more pipeline capacity will be needed to move incremental feedgas into this area and across the “last mile” to the facilities. In today’s RBN blog, we begin a series delving into the planned pipeline expansions lining up to serve LNG demand along the Gulf Coast.
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