Monday, December 18, 2023

The Resurgence Of Shale -- December 18, 2023

Locator: 46338B.

Stories I'm following today:

  • resurgence of shale -- at least two big stories;
  • the Bakken: flashback; Jane's commentary;
  • southern surge and labor shortage;
  • investing:
    • Buffett and GM; parted ways earlier this year; GM is flat today.
    • GS raises price target on AMD: AMD has been getting a lot of press over the past few days; ticker down slightly today; mostly flat.
    • AVGO today: up 1.5%; up almost $17; now trading at $1.146.
    • ORCL today: another big day for Oracle; up 2.4%.
    • CAT vs UNP today: CAT down a bit, mostly flat; UNP up slightly; mostly flat.
    • BRK today: up 1% today; the bull market / Santa Claus rally rolls on.

Resurgence of shale.

From Bloomberg: whatever happened to Jane?


 
 

From twitter:

The Bakken Oil Journal:


 

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