Monday, July 28, 2025

Oil Stocks Higher After EU-US Trade Deal -- Manic Monday -- July 28, 2025

Locator: 48699B.

Cramer drops the f-bomb. Almost walks off-stage. Co-hosts cooled him down. The f-bomb has been dropped on live television may times. This should be a non-story, but it was pretty amazing. Cramer was upset with folks suggesting the US economy was not doing well -- which, by the way, is the mantra of his own party.

EU-US trade deal: what folks are missing -- we avoided a trade war with Europe

Television: essay on "Bear" --  NY Times. Both the television show and David French's opinion getting rave reviews as "Bear" enters its fourth season. I spotted this one -- the TV show -- early on and watched the first season, but never returned to the show.

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Back to the Bakken

WTI: $66.46. Oil up 2% after EU-US trade deal; US LNG stocks surge o EU energy deal.

  • an outlier? Javier Media? Link here. Or appropriately bullish?

New wells:

  • Tuesday, July 29, 2025: 41 for the month, 41 for the quarter, 471 for the year,
    • 41526, conf, CLR, Syverson 7-12HSL,
  • Monday, July 28, 2025: 40 for the month, 40 for the quarter, 470 for the year,
    • 40682, conf, Oasis, Ongstad 5795 13-15 5B,
    • 40681, conf, Oasis, Ongstad 5795 13-15 4B,
  • Sunday, July 27, 2025: 38 for the month, 38 for the quarter, 468 for the year,
    • 41347, conf, CLR, Syverson 6-12H,
    • 40680, conf, Oasis, Ongstad 5795 13-15 2B,
    • 40580, conf, Oasis, Ongstad 5795 13-15 3B,
  • Saturday, July 26, 2025: 35 for the month, 35 for the quarter, 465 for the year,
    • 41133, conf, Petro-Hunt, Klevmoen Trust 153-95-20A-32-1HS,

RBN Energy: the theme for RBN's 2025 School of Energy: you ain't seen nothin' yet!

It's an integrated energy market that stretches across the North American continent, from Texas and Florida to the mountains of British Columbia and Canada’s industrial heartland in Ontario/Quebec — a cross-border network so deeply connected, it functions as one massive, interdependent system for oil, natural gas and NGLs. That system is undergoing major shifts and challenges, driven not only by changing supply/demand dynamics and evolving infrastructure within the market itself, but also by powerful external forces, including regulatory policies and political pressures. That’s why we couldn’t think of a better time — or a better place — to host RBN’s 19th School of Energy than in Calgary next month. In today’s RBN blog — a blatant advertorial — we’ll highlight how our upcoming conference will dig into how the interconnected energy landscape is changing and why understanding those shifts is more critical than ever. You Ain’t Seen Nothin’ Yet!