Locator: 49014B.
AI: tokens and emojis. If I can figure out how to articulate what I'm thinking I'll talk about this later. It was an a-ha moment for me when talking to my tech-brilliant brother-in-law.
Jobs: link here. I was really wrong. I was convinced for the past year that there would be no rate cuts in calendar year 2025. Now, the question is how many and how much by the end of the year. Remember: We're now talking about JPow's legacy.
Donald Trump: link here. Does this guy ever sleep? 24/7. He must be having the time of his life.
Natural gas, link here:
Natural gas: see today's "early access" RBN Energy blog. Down below.
Wi-Fi Air: link here. Wow, Amazon's Project Kuiper and T-Mobile. There are different definitions / reasons for moats. In the "tech" world there are two moats: a) deep pockets; and, b) a CEO with a strategic vision.
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Back to the Bakken
WTI: $63.17.
New wells:
Friday, September 5, 2025: 8 for the month, 101 for the quarter, 541 for the year,
- 40503, conf, Hess, GO-Foss Fam TRST-156-97-2314H-4,
- 36719, conf, Enerplus, Fort Berthold 148-94-19C-18-6H,
- 36718, conf, Enerplus, Fort Berthold 148-94-19C-18-7H,
- Thursday, September 4, 2025: 5 for the month, 98 for the quarter, 538 for the year,
- 40652, conf, Oasis, Lake Trenton Federal 5302 21-31 3B,
RBN Energy: forecasting Texas / Louisiana data center demand for natural gas. Archived.
Which is true, A or B? (A) Data center demand to power AI applications is the most transformative force to hit energy markets in years, or (B) This is one of the most overhyped, inflated narratives ever. We hear a constant stream of announcements, promotions and proclamations from developers, tech giants, utilities and politicians, many predicting a revolutionary surge in electricity and gas demand that will change everything. At the same time, others warn of a speculative bubble destined to pop. As we discuss in today’s RBN blog, sorting out which side is closer to reality is one of the most important questions facing U.S. energy markets.
