Locator: 46910B.
Tesla: perhaps the biggest story this year. Is the EV house of cards about to fall? The Tesla story is bigger than just Tesla. Its #1 competitor won't hit its stride for at least two years and will sell its cars at a loss when it does. US EV makers tend not to operate that way.
Hertz: post-mortem, Carl Q. Link here. Or direct to Bloomberg.
Futures: bull market moves again today? Pre-market:
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Back to the Bakken
WTI: $85.40.
Friday, April 5, 2024: 6 for the month; 6 for the quarter, 205 for the year
37571, conf, CLR, Cuskelly 6-7H,
Thursday, April 4, 2024: 4 for the month; 4 for the quarter, 203 for the year
36083, conf, Hess, BB-Federal A-LS-151-95-1615H-10,
RBN Energy: Uinta Basin waxy crude on a roll as gas takeaway constraints are dealt with.
The Uinta Basin in northeastern Utah, which may be the quirkiest production area in the Lower 48, is firing on all cylinders. Production of the basin’s unique waxy crude is at an all-time high, the natural gas takeaway constraints that had threatened to limit growth are being resolved, and demand for waxy crude is on the rise. In today’s RBN blog, we’ll provide an update on the Uinta, where the crude looks and feels like shoe polish and is trucked and railed — not piped — to market.
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