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Saturday, July 13, 2024

Foreign Exchange Reserves -- Saudi Arabia -- Russia -- July 13, 2024

Locator: 48126SAUDI.

Link here

Link here.

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Summertime 

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The Movie Page 

Double Indemnity.

Link here.

Apple Camera -- July 13, 2024

Locator: 48125APPLE.

One of two reasons I will be upgrading to the new iPhone. 

Link here.

The EV Narrative Continues -- July 13, 2024

Locator: 48123EVS.

Rumors need to be fact-checked:

  • Park Place Porsche Dallas offering Taycan EVs for $35K off.
  • Report: Porsche winding down Taycan EV production.

Other Headlines:


 

Week 28: July 8, 2024 -- July 14, 2024

Locator: 48056TOPSTORIES.

Top story:

  • unsuccessful assassination attempt on Donald Trump;

Biden:

  • says he's staying in the race
  • campaign caught in a lie -- says he hadn't been seen by his physician since February;
    • in fact, seen by his physician following "the debate"
    • in addition, now logs show expert in Parkinson's Disease visited WH nine times.

Top international non-energy story:

  • Ukraine War -- Dutch and Danish F-16s to arrive by this summer

Top international energy story:

  • milestone reached: global oil demand -- 100 million bopd -- no headlines; one story found;

Top national non-energy story

  • Fed rate cuts: JPow's most dovish signal to date
  • Equity markets -- NYSE, NASDAQ, S&P 500 hit records
    • finally signs of market broadening; not just tech
  • Power out in Houston --a full week after low-intensity hurricane Beryl hits Texas
  • Astronauts still "stuck" on the ISS while NASA / Boeing try to sort things out.
    • it's almost as if "everyone" has forgotten about them; even headline stories are getting stale
    • most recent: NASA says astronauts wont' return by end of July; no new date proposed
    • rescue rocket: we haven't been given window of opportunity

Top national energy story:

  • WTI stuck below $83
  • Gasoline demand finally trending toward new records.
  • MISO warning: will be short of energy; overwhelming demand and EPA regulations making things worse;

Focus on fracking: current link here. Generally updated late Sunday night.

Top North Dakota non-energy story: 

  • Former governor in the running to be Trump's VP; interestingly, some would argue best of the three.
  • guaranteed spot in the administration; Secretary DOE if not VP

Top North Dakota energy story:

  • Devon to buy Grayson Mill's assets in North Dakota
  • MDU Heskett 4 plant ready to go online; 88-megawatt simple cycle combustion turbine; near Mandan (of course).

Geoff Simon's quick connectslink here.