Locator: 48520PETROHUNT.
Monday, September 2, 2024
Clearing Out The Inbox -- September 2, 2024
Locator: 48519ARCHIVES.
Stories I'll be interested in this week, or stories that simply caught my eye over the weekend.
The usual disclaimer applies and I can't guarantee the links all work; often for any number of reasons, links are wrong and/or are broken.
The Fed:
- the Fed may have reduced inflation even more than it intended; we've talked about this before. Link here.
- Morgan Stanley saying the same thing, link here.
US gasoline prices:
- EIA says, adjusted for inflation, US gasoline prices are about $1.70 lower today vs twelve years ago!!! Link here.Thank you Harold Hamm and Joe Biden.
Intel (INTC):
- the plan to save the company; comments are very, very helpful. Link here.
- the plan, Reuters; exclusive. Link here.
- over at twitter, link here.
- crash and burn! Badly designed chips or are they defective? Link here.
- Intel says nothing to see here? LOL. Link here.
Portfoil Parrot: investing; twitter; new. Link here.
Nvidia (NVDA):
AI:
- Apple, Johnny Evans. Link here.
- Open AI user count soars as Apple and Nvidia want to invest. Link here.
- Facebook's (META) Llama models are approaching 350 million downloads to date. Link here. IIRC, Mark Zuckerberg is the number 1 buyer of Nvidia's GPUs. Needs to be fact-checked.
- Amazon turns to Anthropic's AI for Alexa revamp. Link here.
- Barron's -- Apple, Nvidia may join Microsfot in funding Open AI, link here.
MSFT: its "recall uninstall option is just a bug. LOL. Link here.
Germany can't compete:
Lucid:
- 2025: expensive. Link here.
Dollar General: consumers are "strapped," feeling the pain. Link here. But they can afford $100,000 EVs.
HEVs:
- the fake EVs. Simply ICE with a bit of a kick. Nothing more, nothing less. Link here.
- sales. EIA. Link here.
ERCOT: Texas -- huge natural gas demand. LOL. Predicted.
Beth:
- the GPU as a service market: will grow more than 10x by 2032.
- the damn DRAM and MU: the DRAM market surged nearly 25% q/q, in 2Q24.
BRK: sells more BofA; has now cut state by nearly 15%. Link here.
NBC: with the Summer Olympics, "hit it out of the bullpark." Link here.
Investing: stock market returns after rate cuts; link here.
Caitlin Clark: WNBA Rookie of the Year; link here.
Taylor Swift: concert tickets, start at $2,220. Can go as high as $100,000. Link here.
World Heritage Sites: Frank Lloyd Wright, six across the US, including Taliesen E and Taliesen W. Link here.
Dinosaurs:
- a new species? NY Times. Link here. Why it's important? Montana.
- for Sophia: Gorgonopsia. Link here. Gorgons.
Debunked science: from The WSJ. And folks think Trump was wrong with regard to Covid. LOL.
Tax law: companies are reaping millions. Link here. Congress put the wrong date in the tax law and haven't been able to fix it for several years, but to a dysfunctional Congress.
Parody: link here.
Three college football games over the weekend:
- Colorado vs NDSU
- Notre Dame vs Texas A&M
- USC over LSU!!!
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Katie Ledecky In Williston, North Dakota
Book tour. Signing. At the old Williston library. The line stretched for quite some distance out the front door. That library: one of my favorite spots when growing up in Williston. When I first saw it, I was amazed. I never knew there was anything like a public library and all those books.
The other woman in the picture is my sister, Karla.
#3 among the Carl and Ruth Oksol siblings.
It's hard to believe, but our middle granddaughter will be starting her freshman year at the same university Katie Ledecky attends: Stanford University. School for Olivia starts in less than two weeks.
Initial Production For Wells Coming Off Confidential List This Next Week -- September 2, 2024
Locator: 48518WELLS.
The wells:
- 40515, conf, CLR, Hartman 12-28H, Chimney Butte, npd,
- 40325, conf, Petro-Hunt, Zabolotny 144-98-9C-4-3H, Little Knife, npd,
- 40148, conf, KODA Resources, Amber 1402-3BH, Fertile Valley,
Date | Oil Runs | MCF Sold |
---|---|---|
7-2024 | 19562 | 6972 |
6-2024 | 21283 | 5821 |
5-2024 | 22451 | 11992 |
4-2024 | 23314 | 10561 |
- 40514, conf, CLR, Hartman 11-28H, Chimney Butte, npd,
- 40326, conf, Petro-Hunt, State 144-98-16B-21-1H, Little Knife, npd,
- 40203, conf, Petro-Hunt, Zabolotny 144-98-9C-4-2H, Little Knife, npd,
- 40327, conf, Petro-Hunt, State 144-98-16B-21-2H, Little Knife, npd,
- ` 37578, conf, BR, Mathistad 2B MTFH, Croff, npd,
- 40481, conf, CLR, Roadrunner 7-15H, Murphy Creek, npd,
- 40328, conf, Petro-Hunt, State 144-98-16A-21-3H, Little Knife, npd,
- 40149, conf, KODA Resources, Amber 1435-2BH, Fertile Valley,
Date | Oil Runs | MCF Sold |
---|---|---|
7-2024 | 21551 | 7489 |
6-2024 | 23052 | 6148 |
5-2024 | 19561 | 10137 |
4-2024 | 26372 | 12189 |
3-2024 | 675 | 0 |
- 40147, conf, KODA Resources, Amber 1402-3BH, Fertile Valley,
Date | Oil Runs | MCF Sold |
---|---|---|
7-2024 | 19334 | 6653 |
6-2024 | 22086 | 6724 |
5-2024 | 22643 | 13804 |
4-2024 | 20668 | 9693 |
- 40480, conf, CLR, Roadrunner 6-15H, Murphy Creek, npd,
- 39543, conf, Grayson Mill Knight 35-26F 7TFH, Banks,
Date | Oil Runs | MCF Sold |
---|---|---|
6-2024 | 18756 | 67768 |
5-2024 | 30871 | 98122 |
4-2024 | 54468 | 130579 |
3-2024 | 16774 | 6271 |
- 39542, conf, Grayson Mill, Knight 35-26F 6H, Banks,
Date | Oil Runs | MCF Sold |
---|---|---|
6-2024 | 31601 | 100458 |
5-2024 | 42103 | 122326 |
4-2024 | 63439 | 164432 |
- 39256, conf, Hess, SC-4WX-LW-153-98-3130H-1, Banks,
Date | Oil Runs | MCF Sold |
---|---|---|
6-2024 | 530 | 584 |
5-2024 | 22096 | 45369 |
4-2024 | 31036 | 63878 |
3-2024 | 53762 | 61432 |
- 37579, conf, BR, Croff 2B MTFH, Croff, npd,
- 40479, conf, CLR, Roadrunner 5-15H, Murphy Creek, npd,
- 40457, conf, Slawson, Nightmaker 6-17-8TFH, Big Bend, npd,
- 37580, conf, BR, Mathistad 2A MTFH, Croff, npd,
- 40458, conf, Slawson, Nightmaker 7-17-8TFH, Big Bend, npd,
- 40417, conf, Oasis, Fossum 5301 43-35 3B, Indian Hill, npd,
- 40490, conf, CLR, Roadrunner 4-15HSL, Murphy Creek, npd,
- 40478, conf, CLR, Clover 6-10H, Murphy Creek, npd,
- 40459, conf, Slawson, SnakeEyes 7-30-29TFH, Big Bend, npd,
- 37581, conf, BR, Croff 2A MBH, Croff, npd,
- 40477, conf, CLR, Clover 5-10H, Murphy Creek, npd,
- 40460, conf, Slawson, SnakeEyes 6-20-29H, Big Bend, npd,