Locator: 46726TOPSTORIES.
Top, top story
- US economy on fire;
- the US stock market continues to hit new highs;
- huge job numbers for January;
- JPow takes cut off table any time soon; higher for longer
- no one openly talking about a rate increase, but some are thinking
Top story:
- US air assets hit 85 targets in Iraq, Syria in retaliation for drone attack last week that left three Americans dead
- regional air assets along with B-1s from continental US
- initial strike analysis: meh; we've seen better.
- regional "wars" everywhere: Gaza, Red Sea, Indian Ocean, Ukraine
- all are in somewhat of a "steady state" situation
- although Mideast heating up
Top international non-energy story:
- GM's quarterly call tells us all we need to know about EVs
Top international energy story:
- TMX (Trans Mountain Pipeline) still facing challenges
- on line by March, 2024?
- Canadian sale to indigenous groups stalled -- per Bloomberg
- US leads universe in crude oil production
- US: 13 million bopd
- KSA: 9 million bopd
- Russia: 9 million bopd
Top national non-energy story:
- southern surge immigrants "voting" with their feet
- fleeing Texas, Florida; headed for sanctuary cities
- notably NYC, Chicago
Top national energy story:
- WTI drops below $72
Focus on fracking: link here.
Top North Dakota non-energy story:
Top North Dakota energy story:
Geoff Simon's quick connects: link here.
Bakken economy:
Commentary:
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