Monday, November 17, 2025

Manic Monday -- November 17, 2025

Locator: 49723B.

NG to power AI: last week, we wouldn't have enough energy to power AI; this week, a glut of natural gas by 2026. Link here. The feedstock for NGL is NG, of course. 2026? Two months from now. What am I missing?

More natural gas: COP hits new "giant" discovery in Australia's Otway Basin. Link here.

California to import jet fuel from India: California lacks capacity to refine jet fuel to meet states needs. Link here.  

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Back to the Bakken

WTI: $60.24. Link here

New wells reporting: link here

RBN Energy: link here