Tuesday -- Final Comments -- June 18, 2024

Locator: 47833B.

Statesman: this is currently the "top story" over at Drudge right now.

I'll discuss it later. It's a very interesting story.

TSM: could "Taiwan's power shortage" story be a huge opportunity for the US? 

Another record: S&P notches 31st record close this year.

AAPL: to the moon! JPM raises target. To $245, up from $225. Maintains overweight rating.

NFLX: to infinity and beyond. Up almost $10 today; up almost 60% in the past year (the original post):

• vs the GOAT:

US tech: another story that's very interesting is this one -- Atlanta, Georgia, as a US "tech" center.

*************************************
Back to the Bakken

WTI: $81.57.

Active rigs: 39.

Five new permits, #40842 - #40846, inclusive:

• Operators: CLR (4); Grayson Mill (3; XTO
• Fields: Little Knife (Dunn County); Haystack butte (Dunn); Hofflund (Williams)
• Comments:
• CLR has permits for four Taney wells, NENW 26-145-97, 
• to be sited 525 FNL and between 1995 FWL and 2283 FWL;
• Grayson Mill has permits for three Bice wells, lot 3, section 18-148-97, 
• to be sited 325 FWL with locations, 2110 FSL; 2080 FSL; and, 2050 FSL: and,
• XTO has a permit for an HBU Marmon Federal well, SESW 13-154-95, 
• to be sited 697 FSL and 2002 FWL;

I'm not sure I've seen this before: Grayson Mill has seventeen permits approved for confidential status. 

• names: Moberg, Knight, Beaux, and Hovland.

I'm not sure I've see this before: thirteen permits canceled by one operator, XTO: 

• HBU Marmon Federal permits in Williams County. but they do have a new Marmon Federal permit (seen above) suggesting they're "revising" their locations and/or the bottom hole locations.