Three Wells Coming Off Confidential List Today -- October 17, 2023

Locator: 45799B. 

What we will be talking about today:

• Gaza: the delay in the ground invasion is easily explained.
• US Marines: did anyone know?
• UAW: quietly, the UAW has already stepped back from that 40% demand.
• TSM: holy mackerel!Anyone paying attention?
• US consumer: retail sales come in so much stronger than anticipated.
• Banks: reporting huge earnings. Telegraphed by JMP's earnings a few days ago.
• Sports: Dallas Cowboys win last night; Texas Rangers go 2 - 0 in ALCS; best of seven.
• Rangers need to win two of the next five; 
• Houston, four of the next five; 
• to advance to the World Series, where the winner will likely face Philly
  

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Back to the Bakken

WTI: $87.16.

Wednesday, October 18, 2023: 41 for the month; 41 for the quarter, 611 for the year
39683, conf, Cresent Point Energy, CPEUSC Clermont 4-19-18-158N-100W MBH,
39330, conf, CLR, Arthur 8-12H,
39282, conf, Oasis, Harrier 5401 43-22 6B,

Tuesday, October 17, 2023: 38 for the month; 38 for the quarter, 608 for the year
39684, conf, Crescent Point Energy, CPEUSC Farthing 3-30-31-158N-100W-MBH,
39283, conf, Oasis, Kestrel 5401 43-22 5BX,
36780, conf, BR, George 1C TFH, 

RBN Energy: clean ammonia production planned at leading deepwater ammonia terminal.

It makes perfect sense, really. If you’re planning to build a large, low-carbon ammonia production facility that’s targeting the export market, why not site it alongside the Gulf Coast’s leading deepwater ammonia terminal? That helps to explain why INPEX Corp., LSB Industries, Air Liquide and Vopak Moda Houston — the last a joint venture of Royal Vopak and Moda Midstream that recently developed the ammonia terminal — are collaborating on the development of a planned 1.1 million ton per annum (1.1 MMtpa) clean ammonia production plant along the Houston Ship Channel. In today’s RBN blog, we discuss the proposed production facility, the markets its clean ammonia would serve, and the benefits of building the project at an existing terminal.

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Got Milk?

An excerpt from a book review in the latest issue of The New York Review of Books, October 19, 2023, p. 36. The book: Spoiled: The Myth of Milk as Superfood, Anne Mendelson, Columbia University Press, 396 pages, c. 2023.

The reviewer: Natalie Angier, a Pulitzer Prize-winning science columnist for The New York Times.

The excerpt: