Thursday -- October 24, 2024

Locator: 48648B.

Boeing: I honestly don't know what to think of the machinists rejecting the strike. Cramer says the outgoing CEO got a huge pay increase last year. Cramer says the machinists are really, really angry and the new CEO seems complacent about this issue.

Boeing -- fact-checking:

Boeing: the machinists' sticking point -- they want a pension. The company says no way. We'll see.

McDonald's: pre-market, it appears the bleeding may have stopped.

Tesla: up almost $30 in pre-market trading; up nearly 13% on surprise earnings beat. The big storage: services -- battery storage.

WTI: moves higher; on track for 3% weekly gain.

Drinking game bingo: I've moved "Fed's next move" to the center, the free space. Wow, it get tedious. Speaking of which, the 10-year Treasury bill pre-market? 4.194%, down 0.048. CNBC's segment right now: "what's the Fed's next move; did the Fed get it wrong?" It gets tedious.

Jarndyce and Jarndyce: the EU Court of Justice, Europe's top court, ruled in favor of Intel, ending a nearly two-decade-long fight between Intel and EU regulators who had said Intel had tried to thwart a rival.

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Back to the Bakken

North Dakota highway construction: work on east Bismarck I-94 project ending for season; construction to continue next two years.

WTI: $71.39.

Friday, October 25, 2024: 49 for the month; 49 for the quarter, 563 for the year
40596, conf, CLR, Doe 5-23H,
40213, conf, Enerplus, Olson 146-97-3-10-3H,

Thursday, October 24, 2024: 47 for the month; 47 for the quarter, 561 for the year
40595, conf, CLR, Doe 4-23H,
40590, conf, Oasis, Truax State Federal 5398 43-9 2B,
40220, conf, Silver Hill Energy Operating, NM 158-92-1-19-2MBH,
38205, conf, Petroshale, Bear chase North 3MBH,

RBN Energy: to meet power-demand surge, data centers increasingly turning to nuclear power.

The growing number of energy-intensive data centers coming online across the U.S. is spurring utilities to ramp up plans to add new sources of power generation but also complicating efforts to decarbonize. One of the hottest topics in energy today is how plans to restart shuttered nuclear plants and build new small modular reactors (SMRs) could help accomplish both goals. In today’s RBN blog, we’ll look at why data centers and nuclear power seem like a natural fit, examine which shuttered plants might be brought back to life, and outline plans by a pair of U.S. economic titans to bring new advanced reactors online.