Does It Get Any Better Than This? July 18, 2024

Locator: 48174B.

Drinking game: I turned on CNBC at 8:00 a.m. CDT -- within the first minute, David Faber said "hyperscalers." LOL.

Texas AI: everything's bigger in Texas. Including data centers. Link here.

Personal investing: does it get any better than this? It's almost predictable. 

RBN Energy: I'm really, really looking forward to RBN Energy's blog tomorrow. 

EIA petroleum drilling report:

• link here; has not been updated in quite some time
• is EIA no long updating dashboards?

Cramer, first hour:

• sounds very defensive this morning; no reason to be defensive; best hour every business day for investors;

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Back to the Bakken

WTI: $82.57.

Friday, July 19, 2024: 34 for the month; 34 for the quarter, 360 for the year
40257, conf, CLR, Chase 4-18H,

Thursday, July 18, 2024: 33 for the month; 33 for the quarter, 359 for the year
39893, conf, Hess, EN-Madisyn-LE-154-94-0705H-9,
39638, conf, Hess, TI-State-158-95-3635H-4,

RBN Energy: legal battles could hinder feedgas for new LNG terminals.

U.S. LNG export capacity is poised to grow tremendously over the next few years, mostly near the Texas/Louisiana border. The gas-focused Haynesville Shale in northwestern Louisiana and northeastern Texas is a prime source of additional supply for those new and expanded terminals. But plans for new north-to-south pipelines to deliver incremental gas out of the Haynesville have been clouded by legal challenges. In today’s RBN blog, we’ll discuss the reasons for the disputes, what’s been going on recently, and the potential fallout.