Locator: 47141AAPL.
The three? In the order they were presented:
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Boring Is Good
From Goldman Sachs:
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Seeking Alpha
TSM.
I may have to re-read Joseph Conrad's Heart Of Darkness.
I wonder if folks seriously following the Israelis going back into Rafah might gain something from the movie, or better yet, some analyses.
The three main characters: Kilgore, Willard, and Kurtz.
I had forgotten that Kilgore was a lieutenant colonel.
These YouTube analyses raise more questions.
It would be interesting to know more about Kilgore's history. He's more interesting than Kurtz. How many tours has he served in Vietnam? Was he a sociopath from the very beginning, or did multiple tours make him who he is?
A reminder:
It is the extraordinary saga of Coppola and his crew and actors-who included Marlon Brando, Robert Duvall, Harvey Keitel, Martin Sheen, Dennis Hopper, and Harrison Ford -- battling hurricanes in the jungles of the Philippines, the calamity of a lead actor's heart attack, and crises both psychological and financial . . . in the end giving rise to a modern film classic.
Harrison Ford:
Spark Notes: Apocalypse Now, link here.
Locator: 47138OLEBULLY.
Disclaimer: in a long note like this there will be typographical and content errors. If this information is important to you, go to the source.
The wells coming off confidential list this next week (May 12, 2024).
Other BR Ole wells: both TFH wells targeted the Middle Three Forks (B2) formation
Locator: 47137GEOPOLITICS.
This is a big deal. A lot of folks have been looking forward to this for quite some time.
But even "worse": what does this say about Canada, Mexico, Latin America, South America? Wow.
What in the world are we trading with Germany and vice versa? LNG going to Germany; and German cars and trucks coming to America?
For now, we can look at this, albeit a bit dated.
And this, definitely, was not on my bingo card today.
From the linked article:
Russian President Vladimir Putin on Sunday replaced his defense minister Sergei Shoigu, a longtime ally, nominating an economist to replace him in the most substantial shake-up to the military’s command structure since the February 2022 invasion of Ukraine.
In a decree published Sunday, Putin nominated Andrei Belousov, a former deputy prime minister who specializes in economics to replace Shoigu, who in turn was named as the new secretary of the Security Council, a post until now held by Nikolai Patrushev.
The elevation of an economist to lead Russia’s defense ministry signals the extent to which the war has become central to Russia’s economic paradigm. The Russian parliament was expected to approve of Putin’s appointments this week.
Shoigu, who has served as defense minister since 2012, has faced increasing scrutiny since Moscow launched its war on Ukraine, most recently last month when one of his stalwart allies Timur Ivanov, a deputy defense minister responsible for construction projects was arrested on bribery charges for allegedly receiving payoffs in the course of processing defense contracts, according to the country’s Investigative Committee.
Critics inside the Russian military have also blamed Shoigu, who has never been a professional soldier but holds the rank of general of the army, for failing to prepare the Russian Armed Forces for the war in Ukraine. His initial strategy to quickly topple the Ukrainian government and take Kyiv with minimal losses failed. While Russia’s defense ministry has only provided a public accounting of the number of its soldiers killed in Ukraine and put that tally at 5,937, the U.S. estimates that more than 300,000 Russian troops have been wounded or killed.
Last year, Shoigu was a key target of an aborted coup led by paramilitary Wagner group leader Yevgeny Prigozhin, who demanded the defense minister’s removal.
Locator: 47133ETSC. This is not transitory. See the WSJ article on Georgia. This is a transition measured in decades.
Re-posting. Link here. I missed something the first time I posted this. Posting again for the archives.
Georgia and fossil fuel necessary to power data centers. Link here.
Link here. A most interesting graphic:
ATLANTA—Bill Thomson needs power fast. The problem is that many of the other businesspeople racing into Georgia do too.
Thomson heads marketing and product management at DC Blox, which in recent years built a string of data centers in midsize cities across the fast-growing Southeast. The company more recently set its sights on Atlanta—the would-be capital of the region—joining a slew of tech and industrial firms piling into the state.Vying for a piece of one of America’s hottest markets, those businesses tend to have two things in common. One is that they represent a U.S. economy increasingly driven by advanced manufacturing, cloud computing and artificial intelligence. The other is that they promise to hoover up huge amounts of electricity.
That combination means Georgia’s success in luring this development comes with a side effect: Power is a big source of tension. The clean-energy goals of companies and governments are running up against the need for projects to break ground fast. So far, climate advocates fear the imperatives of growth mean more fossil fuels.
Georgia’s main utility, Georgia Power, has boosted its demand projections sixteen-fold and is pushing ahead on a hotly contested plan to burn more natural gas. Critics warn it will yield higher bills and unnecessary carbon emissions for decades. Some companies are scrambling to secure bespoke renewable-energy deals to power their development.
One major source of disruption is data centers. The facilities are ballooning in size as people spend more of their waking hours online and companies digitize everything from factory processes to fast-food drive-throughs. All that computing requires power—and for firms like DC Blox to lock it in as quickly as possible.
Locator: 47132POLITICS.
Link here: can't have it both ways. What a hypocrite. Hypocrisy: fastest way to lose support, lose credibility.
Link here. Fluff piece on Pelosi. Not worth reading. However, the social media comments are typical memes. The comments, memes, and shallow thinking have truly driven me to jump ship. Sorry. Not sorry.
North Dakota topped its record-setting 2022 population estimate growing to 783,926 residents, 5014 more than the last count, according to the latest report by the U.S. Census Bureau.
The forecast covers July 2022 to July 2023. The report disclosed that North Dakota had 9,649 births in 2023, an estimated 200 less than last year, with 6,945 deaths for a natural change of 2,704 residents.
North Dakota also saw 2,298 people from other countries settle in the state.Since 2010, North Dakota has been among the nation’s fastest-growing states, estimated to have grown by more than 16% since 2010. Only six states – Idaho, Utah, Texas, Florida, Nevada and Colorado – are estimated to have grown by a higher percentage since 2010.
US congressional apportionment, link here.
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Happy Mother's Day
All agree: mimosas with freshly squeezed orange juice way better than "Simply Juice."
Locator: 47130WELLS.
The wells:
Locator: 47129WELLS.
The wells:
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 3-2024 | 14372 | 30053 |
| 2-2024 | 14810 | 30799 |
| 1-2024 | 16462 | 22333 |
| 12-2023 | 25462 | 44943 |
| 11-2023 | 13081 | 20758 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 3-2024 | 14360 | 28532 |
| 2-2024 | 8705 | 15968 |
| 1-2024 | 18934 | 29232 |
| 12-2023 | 26059 | 66233 |
| 11-2023 | 11606 | 16296 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 3-2024 | 28698 | 75486 |
| 2-2024 | 24225 | 53358 |
| 1-2024 | 34058 | 69085 |
| 12-2023 | 34921 | 66925 |
| 11-2023 | 9405 | 16520 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 3-2024 | 24672 | 73248 |
| 2-2024 | 29667 | 69708 |
| 1-2024 | 34548 | 69686 |
| 12-2023 | 34358 | 62870 |
| 11-2023 | 8565 | 14979 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 3-2024 | 10452 | 42062 |
| 2-2024 | 11698 | 30104 |
| 1-2024 | 19868 | 41583 |
| 12-2023 | 24418 | 31330 |
| 11-2023 | 9559 | 8304 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 3-2024 | 33350 | 70808 |
| 2-2024 | 36851 | 74403 |
| 1-2024 | 34769 | 66528 |
| 12-2023 | 37213 | 64852 |
| 11-2023 | 14137 | 21998 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 3-2024 | 11882 | 44342 |
| 2-2024 | 15975 | 39813 |
| 1-2024 | 18958 | 27853 |
| 12-2023 | 26175 | 33499 |
| 11-2023 | 12795 | 12433 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 3-2024 | 9651 | 26844 |
| 2-2024 | 7329 | 15862 |
| 1-2024 | 18774 | 66399 |
| 12-2023 | 35917 | 63357 |
| 11-2023 | 24166 | 24535 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 3-2024 | 12771 | 37792 |
| 2-2024 | 14261 | 30486 |
| 1-2024 | 19083 | 34595 |
| 12-2023 | 36650 | 49720 |
| 11-2023 | 21344 | 21284 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 3-2024 | 30839 | 70539 |
| 2-2024 | 35325 | 76788 |
| 1-2024 | 35176 | 72391 |
| 12-2023 | 35140 | 69298 |
| 11-2023 | 17235 | 31749 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 3-2024 | 33730 | 72847 |
| 2-2024 | 35112 | 72231 |
| 1-2024 | 34752 | 67735 |
| 12-2023 | 34867 | 64176 |
| 11-2023 | 14091 | 26202 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 3-2024 | 14924 | 10877 |
| 2-2024 | 573 | 0 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 3-2024 | 14596 | 18554 |
| 2-2024 | 16293 | 19537 |
| 1-2024 | 17375 | 21440 |
| 12-2023 | 21446 | 24843 |
| 11-2023 | 15450 | 20235 |
Locator: 47128WELLS.
Wednesday, May 22, 2024: 34 for the month; 98 for the quarter, 297 for the year
39656, conf, Hess, GO-Bergstrom-156-98-2734H-4,
38141, conf, BR, Ole 7-1-29TFH,
Tuesday, May 21, 2024: 32 for the month; 96 for the quarter, 295 for the year
40183, conf, CLR, Sloan 4-8H,
39657, conf, Hess, GO-Bergstrom-156-98-2734H-5,
39404, conf, Whiting, Olson 31-31-2H,
39403, conf, Whiting, Olson 31-31H,
38142, conf, BR, Ole 9-1-29MBH,
Monday, May 20, 2024: 27 for the month; 91 for the quarter, 290 for the year
38143, conf, BR, Ole 8-1-29TFH,
Sunday, May 19, 2024: 26 for the month; 90 for the quarter, 289 for the year
38144, conf, BR, Ole 9-1-29MBH,
Saturday, May 18, 2024: 25 for the month; 89 for the quarter, 288 for the year
39878, conf, Liberty Resources, Overdorf W 158-96-1-12-2MBH,
Friday, May 17, 2024: 24 for the month; 88 for the quarter, 287 for the year
40235, conf, Empire North Dakota, Chinook 32-5 1H,
39405, conf, Whiting, Olson 31-31-3H,
38145, conf, BR, Olebully 8-1-29TFH-ULW,
Thursday, May 16, 2024: 21 for the month; 85 for the quarter, 284 for the year
39877, conf, Liberty Resources, Overdorf W 158-06-1-12-1MBH,
Wednesday, May 15, 2024: 20 for the month; 84 for the quarter, 283 for the year
None.
Tuesday, May 14, 2024: 20 for the month; 84 for the quarter, 283 for the year
None.
Monday, May 13, 2024: 20 for the month; 84 for the quarter, 283 for the year
39880, conf, Liberty Resources Management, Temple W 159-96-36-25-2MBH
39879, conf, Liberty Resources Management, Temple W 159-96-36-25-1MBH,
Sunday, May 12, 2024: 18 for the month; 82 for the quarter, 281 for the year
39407, conf, Whiting, Olson 31-31HU,
39406, conf, Whiting, Olson 31-31-4H,
38737, conf, Petro-Hunt, Hartman 144-97-5A-8-3H,
