Wednesday, October 30, 2024

Wednesday -- Hump Day -- October 30, 2024

Locator: 48677B.

Stories to watch today:

  • Eli Lilly
  • UBS  
    • smashes 3Q24 expectations with $1.4 billion in profit
    • EPS: 43 cents/share
    • revenue of $19.31 billion
    • revenue net of interest expense was $12.33 billion topping forecasts
  • Volkswagen
    • 60% fall in profits; sales in China slump: The Guardian.
    • profit falls 42%: CNBC.
    • company faces battle in talk of closing three plants in Germany;
  • Apple's Mac Mini
  • EV air taxis
  • as always, the Mag-7 
    • Ken Fisher and the Mag-7
    • Corning and ATT: $1 billion fiber deal
      • ticker GLW: up 5% yesterday; one-year: 84%
      • aggressive growth plan
      • two largest fiber factories in the world are in North Carolina; also lowest cost; and both are owned by Corning; tariffs can only help them; tariffs won't hurt them
      • physics: fiber beats satellite
      • Corning fiber competitors
    • rule of 40
      • AppEconomy
    • MSFT earnings
  • ONEOK
  • Ford CEO and his favorite car
  • SBUX; HQ in Seattle, the boss lives in San Diego; has ordered his folks to be "in the office" three days a week; 
  • SNAP: up $10 / share in pre-market trading
  • REDDIT soaring in pre-market trading; up over 20%
  • PR PA PP
  • this week's econ numbers
    • GDP with a 3-handle; and some (not all) analysts see growth stronger than the number 
    • ADP report and wage data
  • 10-year Treasury: 4.220% 

Jargon:

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Back to the Bakken

WTI: $67.81.

Thursday, October 31, 2024: 60 for the month; 60 for the quarter, 574 for the year

  • None.
Wednesday, October 30, 2024: 60 for the month; 60 for the quarter, 574 for the year
  • 40217, conf, Enerplus, Olson 146-97-3-10-7H,
  • 40209, conf, Grayson Mill, Hovland 26-35 6H,

One well of interest:

  • 40209, conf, Grayson Mill, Hovland 26-35 6H, South Tobacco Garden:
DateOil RunsMCF Sold
8-20242472441893
7-20243298454086
6-20241526719398

RBN Energy: access to uninterrupted power just one factor in siting data centers.

The prospect of a massive buildout of data centers across the U.S. has utilities preparing for a surge in power demand. And while access to an uninterrupted power supply is a critical factor for companies deciding where to build a data center, it’s not the only variable — power prices and proximity to customers also play a major role. In today’s RBN blog, we’ll look at where data centers are deployed across the U.S., the major factors that determine where a facility gets built, and how the sudden expansion is playing out in the major U.S. technology hubs. 

As we wrote in Storm Front, a data center is a facility housing many networked computers that work together to process, store and share data. Most major tech companies — such as Amazon, Google and Meta — rely heavily upon data centers as a central component in delivering online services. Most relevant to our discussion today, data centers are energy-intensive, consuming anywhere from 10 to 50 times the energy per floor space of a typical commercial office building, with electrical demand at larger facilities ranging from 100 to 300 megawatts (MW), or enough to power tens of thousands of homes.

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