Friday, October 13, 2023

Week 41: October 9, 2023 -- October 15, 2023

Locator: 45771B.

Top, top story:

  • Biden to visit Israel?
  • a 2nd carrier group headed to the Mideasrr
  • Israel: ready to start ground invasion of northern end of the Gaza Strip
    • reports that Hamas leader that orchestrated latest crisis is dead

Top North Dakota energy story:

  • North Dakota selected as one of seven sites by the Biden administration for a national hydrogen hub;

Top story:

  • US House with no speaker
  • US Senate won't confirm US military leaders; GOP leadership at its finest

Top international non-story story:

  • Russian-Ukraine war continues; drags on and on and on
    • Russia most recently invaded February 22, 2022
    • the war actually goes back to 2014
  • new world order in the Mideast
    • Saudi Arabia talking with Iran; cuts off talks with Israel

Top international non-story story:

Top international energy story:

  • New York refuses rate increases, refuses more money for offshore wind

Top national non-energy story:

  • GDPNow comes in at 5.2% for 3Q23 estimate;
  • mortgage rate trending toward 8%;
  • the rout in bonds -- the story won't go away
    • bankers setting new records borrowing funds from the Fed's "emergency" window
    • my wife has her own version of an "emergency window" -- her IRA
  • UAW strike in its fourth week
    • race to see who can idle the most workers the fastest: management (layoffs); union (strike)
  • first-world problem: Americans increasingly divided over self-checkout -- LOL
    • but the bigger story is being missed

Top national energy story:

  • North Dakota selected as one of seven sites by the Biden administration for a national hydrogen hub;

Focus on frackingmost recent edition.

Top North Dakota non-energy story:


Top North Dakota energy story:

  • North Dakota selected as one of seven sites by the Biden administration for a national hydrogen hub;

Geoff Simon's quick connects:

Bakken economy:

  • holding in there -- active rigs running about 37;

Commentary:

********************************
Eclipse


October 14, 2023



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