TGIF -- August 10, 2023

Locator: 45416B.

China: deflation. Biggest story of the week, global economy.

Natural gas: this isn't the only reason prices are rising --

STR: well this is nice. I remember buying shares in STR for the dividend awhile back. I have no idea how many shares I own. Don't care. For the grandchildren, but this was a nice little note to see:

Cummins: this was nice to see. I am accumulating CMI as fast as I can. Cummins is in my infrastructure bucket / EV bucket. This is all about hydrogen and another company that has my interest. I would talk about it, but this is not an investment site.

 ***************************

Back to the Bakken

WTI: $83.23

Sunday, August 13, 2023: 23 for the month; 225 for the quarter, 480 for the year
39571, conf, Challenger Point Energy, Jacobsen 11-6, 
39491, conf, Kraken, Ricky-Lee LE 18-7-6- 11H, 
38905, conf, Enerplus, MC-Kudrna 144-95-10-3-4HH,

Saturday, August 12, 2023: 20 for the month; 222 for the quarter, 477 for the yea
39492, conf, Kraken, Anseth LW 20-29-32-12H, 
39454, conf, CLR, Edward 2-23HSL1, 

Friday, August 11, 2023: 18 for the month; 220 for the quarter, 475 for the year
39567, conf, CLR, Edward 3-23H, 

RBN Energy: hydrogen's colors hog the spotlight, but tax credit puts focus on carbon intensity. Archived.

Clean hydrogen’s supporters often tout its growth potential, boosted in no small way by the billions of dollars in federal subsidies that will soon go toward supporting the buildout of an extensive series of regional hubs across the U.S. Clean hydrogen has its share of detractors, too, who question how much of a fixture it can become in the U.S. energy mix and wonder about its reliance on all those federal subsidies. But there’s one thing just about everyone seems to agree on — nobody likes the seemingly ubiquitous hydrogen color scheme, with arguments that it is too simplistic, has become too politicized, and puts the industry’s focus on the wrong things. In today’s RBN blog, we look at the limitations of the hydrogen color scheme, the risks of relying on it too extensively, and how the new tax credit for clean hydrogen puts the focus on carbon intensity (CI) instead.