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Saturday, July 22, 2023

Week 29: July 17, 2023 -- July 22, 2023

Locator: 45179TOP.

Top story:

  • the DOW: a ten-day rally -- longest since 2017
  • Bidenomics: a "Goldilocks" economy?
  • soft landing; no recession; one more 25-bp hike?

Top international non-energy story:

  • Russian-Ukraine war continues but it seems "no one" knows.
    • Prigozhin -- not seen in several days;
    • a critical bridge hit (again)

Top international energy story:


Top national non-energy story:

  • GOP at risk

Top national energy story

  • US oil production averages over 12.5 million bopd for first four months of the year; latest data
    • never seen before in first four months of any year in US history
    • have to go back to 2019 - 2020 to see seven-month stretch, > 12.5 million bopd
  • US LNG production hitting new records
  • record heat, nationally
    • Texas grid holds: easily.
Focus on fracking: most recent edition.

Top North Dakota non-energy story:


Top North Dakota energy story:


Geoff Simon's top North Dakota energy stories:

Bakken economy:

Commentary:

Entertainment: Barbie; Oppenheimer.

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