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.
Again, all my posts are done quickly. There will be typographical and content errors in all my posts. If any of my posts are important to you, go to the source.
"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,
Tuesday, November 21, 2023: 126 for the month; 126 for the quarter, 696 for the year
39776,
conf, CLR, North Tarentaise Federal 5-18
H2,
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.
