Tuesday, November 11, 2025

Tuesday -- November 11, 2025 -- US Veterans Day

Locator: 49390B.

Proppants, XOM, to significantly increase production in the Permian, link here


COP on track for $7 billion cash flow by 2029, link here. That's the headline from Hart Energy. Here's a more complete analysis from Yahoo!Finance, link here.

Thought experiment on inflation, housing: let's assume the entire GDP was driven by the housing sector. 
Suppose the inflation rate was running 8% due to increasing cost of building houses. The Fed's answer to fighting inflation -- raise rates. So, now, it's even more expensive to build homes. Now, what might happen if the Fed pivoted 180 degrees and suggesting maybe building more houses would slow the pace of the increase in housing prices. And to do that? Lower interest rates. Just a thought experiment.  
Thought experiment on inflation, AI instructure: let's assume the entire GDP was driven by the cost of AI infrastructure. See thought experiment on inflation, housing, above.

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Back to the Bakken 

WTI: $59.95.

New wells reporting: link here.

RBN Energy: link here.