Taco Tuesday -- March 25, 2025

Locator: 48366B.

Texas: I'm waiting for some huge announcements on new prisons in Texas. 

Samsung Electronics: 63-year-old co-CEO has died. Links everywhere. 

Robotaxis: keep getting better and better. 

Google's Waymo targets 2026 as launch date in Washington, DC. Waymo uses Jaguar I-PACE. It also uses the Chrysler Pacific hybrid for testing. This is very old news but according to AI, Waymo has ordered 20,000 I-PACE vehicles at a cost of more than $1 billion ($50,000 apiece vs $65,000 list price for people like me). 

Apple: being reported by Evan and others -- I hate the all-caps but not enough time to change it -- LOL:

ANTITRUST REGULATORS ARE SET TO CLOSE INVESTIGATION INTO APPLE'S $AAPL BROWSER OPTIONS ON IPHONES AFTER COMPANY MADE CHANGES TO COMPLY WITH LANDMARK EU RULES - Bloomberg

AAPL: I haven't looked at the ticker in two months but now, with this news, I will: unchanged in pre-market trading at the moment. 

Apple: Apple joins the AI data center race with a $1 billion order for Nvidia GB300 NVL72 systems -- tapping Dell and SMCI as key partners. Being reported by Shay. 

Also being reported by Shay: Nvidia next-gen Rubin GPU will adopt TSM SolC tech -- alongside AMD and Apple -- as TSMC prepares for 2nm (2-nm) mass production in late 2025. [And this is why I love to blog: this has been foreshadowed on the blog for quite some time.]

NVDA: see my disclaimer but for the record ...  

Tesla: Tim Walz (Minnesota). Well, what can I say? LOL. All of a sudden he admits a mistake talking TSLA down. His state's pension system is heavily invested in TSLA. Wow. What a doofus. Unless his state's money managers are also shorting TSLA. 

Legacy fund: data has been updated for March, 2025. Link here. Won't open on Firefox; will open on other browsers.

Signal Group Chat leak now has a dedicated wiki entry.

Signal software: wiki entry here. It begs the question: why? From the link:

In November 2011, Whisper Systems announced that it had been acquired by Twitter. 

Probably just coincidental. LOL. To the best of my knowledge, I'm the only blogger that has a free site with no password required that has posted that note which was, again, taken from wiki.

F-47: wiki entry.

*****************************
Back to the Bakken

WTI: $69.46.

New wells:

• Wednesday, March 26, 2025: 71 for the month, 186 for the quarter, 186 for the year,
• 41089, conf, Neset Consulting Service, Roughrider 1, 
• 40841, conf, Formentera, LAR1 26-2 161-94 BMB, 
• 40839, conf, Formentera, LAR1 26-2 161-94 ATF, 
• 40406, conf, Phoenix Operating, Nate 27-340-3 5H,
• 39735, conf, CLR, Lielan 3-15H, 
• Tuesday, March 25, 2025: 66 for the month, 181 for the quarter, 181 for the year,
• 41091, conf, Ragnar Exploration, Halley 1-36H, 
• 41021, conf, CLR, Bud FIU 7-30H, 
• 40483, conf, Silver Hill Energy Operating, Tucson W 158-94-26-35-2MBH, 
• 40475, conf, Hess, GO-John-LW-156-98-0507H-1,
• 40404, conf, Phoenix Operating, Nate 27-34-3 4H
• 40329, conf, Phoenix Operating, Nate 27-34-3 3H

RBN Energy: proposed US fee on Chinese ships would drive up costs, upend global energy logistics.

Huge fees may be coming to ships built in China each time they arrive at a U.S. port. During a hearing in Washington on Monday, the Office of the U.S. Trade Representative (USTR) heard comments on its January 2025 study that laid out China’s strategy to achieve dominance in the global maritime, logistics, and shipbuilding sectors — a strategy that has worked spectacularly. Since 1999, China’s share of the global shipbuilding market has soared from 5% to 50%. The USTR argues that China’s growing control over the maritime sector poses serious economic and national security risks to the U.S., making immediate action necessary. 

Proposed measures include imposing port fees from $1 million to $1.5 million per port entry. If implemented, the fees would substantially increase costs for exports and imports using Chinese ships. That could have incredibly disruptive impacts on most oceangoing transport, and energy products are no exception — unless they get an exception! In today’s RBN blog, we explore the background of the USTR’s China port-fee proposal and what it could mean for global energy logistics.