Locator: 46122B.
Personal investing, today --
- bought WMT
- bought BA
- bought NOG -- initial
- sold nothing
Disclaimer:
this is not an investment site. Do not make any investment, financial,
job, career, travel, or relationship decisions based on what you read
here or think you may have read here.
All my posts are done quickly:
there will be content and typographical errors. If anything on any of
my posts is important to you, go to the source. If/when I find
typographical / content errors, I will correct them.
"High water mark" for EVs: link here. Love him or hate him, he's provocative, insightful, quick, masterful with the memes -- FANG, Magnificent Seven -- and, now, "High Water Mark" for EVs. Right, wrong, indifferent, he will start the conversation.
Gasoline prices continue to fall.
Gaza: I understand the pressure to agree to a cease-fire to release the hostages but for the life of me, I don't see the endgame for either. Is Hamas leadership hoping to sneak some of their members out with the hostages? Strange.
Portland school strike: turns out it really was all about the money -- money for teachers' salaries -- had nothing to do with "better" environment for students. Combine this wish a year lost during the Covid lockdown and now this, it's not been a good couple of years for Portland's students.
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Back to the Bakken
WTI: $77.64.
Wednesday, November 22, 2023: 128 for the month; 128 for the quarter, 698 for the year
39775, conf, CLR, North Tarentaise Federal 5-18H2,
39080, conf, Hess, RS-State D-155-92-0203H-9,
39776, conf, CLR, North Tarentaise Federal 5-18H2,
RBN Energy: Williams' Transco Corridor expansions give Appalachian gas producers a way out. Archived.
Appalachian natural gas producers got good news earlier this month: Williams announced it was moving forward with the Southeast Supply Enhancement project, a large-scale expansion of southbound capacity out of the Northeast on its Transco Pipeline system. Not only that, but it super-sized the project to 1.4 Bcf/d of capacity — nearly double the 800 MMcf/d it had offered in an open season held this summer. The project is one of several brownfield expansions planned to provide additional supply access in Transco’s premium Zone 5 market area, which runs through Virginia and North Carolina — and the first large-scale takeaway expansion to be announced in the area since the long-delayed Mountain Valley Pipeline (MVP) was cleared for completion following years of regulatory and legal hurdles. In today’s RBN blog, we provide the latest on the Transco Corridor expansions.
When it comes to midstream development in the Northeast, Appalachian gas producers have learned by now not to hold their breath. The region is notorious for its staunch environmental opposition to hydrocarbon infrastructure projects and its propensity for sending gas pipeline projects to the trash pile. However, against all odds, midstream development in the region has thawed in recent months, in large part spurred by the unlikely advancement of MVP (dashed blue-and-black line in Figure 1), the long-embattled project to move up to 2 Bcf/d from the Appalachia gas supply basin to the Transco Corridor.
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