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Saturday, December 2, 2023

Week 48: November 27, 2023 -- December 3, 2023

Locator: 46218TOPSTORY.

Top, top story:

  • Israel-Gaza: truce ends; mostly blame on Hamas

Top North Dakota energy story:

  • contributed 37% of nation's increase in crude oil production, month/month; tops all other plays

Top story


Top international non-story story:

  • Russian-Ukraine war continues; drags on and on and on; has taken backseat to Israel-Gaza;
    • Russia most recently invaded February 22, 2022
    • the war actually goes back to 2014
    • most recent propaganda suggests Russia has the MOJO now, as US seems to step back

Top international energy story:

  • OPEC in disarray; commits to status quo; further cuts will be voluntary by individual members;

Top national non-energy story:

  • US equities: remarkable bull run; Dow sets new 52-week; pretty much goes unnoticed;
  • US Senate won't confirm US military leaders; GOP senator says DOD oversteps authority

Top national energy story:


Focus on frackingmost recent edition.

Top North Dakota non-energy story:


Top North Dakota energy story:


Geoff Simon's quick connects:

Bakken economy:

  • holding in there -- active rigs running about 36;

Commentary:

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