Top story:
- UPenn: president, board chair both resign after president testifies on free speech with regard to antisemitism;
- Israel steps up military action in Gaza.
- current concern: Rafah on Egyptian border; humanitarian crisis;
- Panama Canal: congestion due to falling water level; shipping to Asia delayed; shippers turn to Europe.
- Are we getting any information on how much humanitarian aid OPEC+ is providing non-Hamas Palestinians?
- 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:
- WTI drops as low as $67 before recovering to $71 at end of week
Top national non-energy story:
- Santa Claus rally; US equities: remarkable bull run; S&P sets new 52-week record; pretty much goes unnoticed
- consumer sentiment surges; folks upbeat on economy for 2024;
- US jobs: unemployment rate drops — unexpectedly; for U-1, stands at 1.3%;
- US senator Tuberville blinks; process to confirm senior military officers can move forward
- California budget deficit balloons
- Amazon - Nashville footprint continues to grow
Top national energy story:
- WTI drops as low as $67 before recovering to $71 at end of week
Focus on fracking:
- halo effect in MRO’s Bailey oil field play, as strong as ever;
Top North Dakota non-energy story:
Top North Dakota energy story:
- DAPL EIS comment deadline December 13, 2023
Bakken Economy:
- holding; active rigs running about 40 which is at high end for the year
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