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: