TGIF -- October 11, 2024

Locator: 48555B.

DFW: $9 billion project to "transform" DFW -- "reconstruction" of Terminal C alone -- $3 billion. I would consider Terminal C the "flagship" terminal for American Airlines at DFW. Five terminals with a sixth terminal (Terminal F) now under construction. Link here.

Groceries, link here.

Pre-market:

• banks higher; some much higher;
• Tesla: dropping
• Nvidia: up slightly; Goldan Sachs raises price point
• Broadcome: flat to slightly negative

Tesla and Elon Musk: underwhelms.  Shares down 6% in pre-market trading.

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Back to the Bakken

WTI: $75.11.

Sunday, October 13, 2024: 26 for the month; 26 for the quarter, 540 for the year
None.

Saturday, October 12, 2024: 26 for the month; 26 for the quarter, 540 for the year
40260, conf, Enerplus, MC-Kudrna 144-95-15-22-3H,
39211, conf, BR, Boxer 4C MBH-ULW,

Friday, October 11, 2024: 24 for the month; 24 for the quarter, 538 for the year
40259, conf, Enerplus, MC-Kudrna 144-95-15-22-4H
40258, conf, Enerplus, MC-Kudrna 144-95-15-22-5H,

RBN Energy: difficulties in bringing new units online at Vogtle could help future nuclear projects.

There is a lot of talk about the best way to meet the expected increases in U.S. power demand, driven by manufacturing growth and the rapid development of large-scale data centers, which has sparked renewed interest in nuclear power. The most recent reactors to come online were Units 3 and 4 at Georgia’s Vogtle nuclear power station, but they came in well over budget and far behind schedule. Still, the startup of those units is a significant milestone as they are the first new reactors to come online in the U.S. since 2016. In today’s RBN blog, we’ll discuss the lessons learned from the Vogtle project and what they might mean for future nuclear development.