Sunday, March 2, 2025

Somewhere, Something Is Being Lost In Translation -- March 2, 2025

Locator: 48446NVDA.

AI when asked: how many Blackwell GPUs will Nvidia ship in 2025:


 But then, we get this, link here:


Is there a possibility that "we're talking past each other with regard to Blackwell units" -- talking apples and oranges? Let's ask AI:


And then this, also from Beth, link here:

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Production For Wells Coming Off Confidential List This Next Week -- March 2, 2025

Locator: 48445WELLS.

The wells:

  • 40446, conf, Grayson Mill, Alfred South 20-22-5H, Elk,
DateOil RunsMCF Sold
12-20243521923853
11-20243381123672
10-2024325808725
9-2024254980
  • 39951, conf, Hess, EN-Wefald-156-24-2413H-4, Big Butte,
DateOil RunsMCF Sold
12-20241491122851
11-20242661032836
10-2024123605895
9-2024131971875
  • 40859, conf, BR, West Ranch 4D-MBH-ULW-B, Elidah, npd,
  • 40445, conf, Grayson Mill, Alfred South 20-22 4H, Elk,
DateOil RunsMCF Sold
12-20243723127607
11-20243039722064
10-2024303128623
9-2024207570
  • 41035, conf, BR, Phantom Ship 7C, Elidah, npd,
  • 26467, conf, Grayson Mill, Scott 150-99-13-24-4H, Siverston,
DateOil RunsMCF Sold
11-20241150
10-202493249331
  • 25271, conf, Grayson Mill, Holm 150-99-13-24-2H, Siverston,
DateOil RunsMCF Sold
11-20242030
10-20241830511929
  • 25270, conf, Grayson Mill, Holm 150-99-13-24-3H, Siverston,
DateOil RunsMCF Sold
11-20242250
10-20241910016103
  • 40472, conf, Hess, GO-John-156-98-0508H-5, Wheelock,
DateOil RunsMCF Sold
12-20242809543793
11-20242035626819
10-20243227071829
9-20243103060778
  • 26468, conf, Grayson Mill, Scott 150-99-13-24-5H, Siverston,
DateOil RunsMCF Sold
11-20241730
10-2024141121358
  • 40496, conf, Hess, GO-Olson-157-98-2536H-4, Oliver,
DateOil RunsMCF Sold
12-20241383719483
11-20241122314919
10-20241281427092
9-20241891621791
  • 40370, conf, Enerplus, LK-Quilliam 147-97-14-23-8H, Little Knife,
DateOil RunsMCF Sold
12-20242531640130
11-20242363642095
10-2024302111548
9-20244688575543
  • 40366, conf, Enerplus, LK-Erickson 147-97-11-2-5H-LL, Little Knife,
DateOil RunsMCF Sold
12-20242639344788
11-20242185941001
10-20243432176199
9-20242884049766
  • 40363, conf, Enerplus, LK-Quilliam 147-97-14-23-5H-LL, Little Knife,
DateOil RunsMCF Sold
12-20242405738367
11-20242314838769
10-20242876162329
9-20242829839416
  • 40204, conf, Hess, EN-Weyrauch A-LW-154-93-1719H-2, Robinson Lake,
DateOil RunsMCF Sold
12-20242592434519
11-20242163024693
10-20241319327423
9-20242866723852
  • 39945, conf, Hunt Oil, Halliday 146-93-10-2H-1, Bailey,
DateOil RunsMCF Sold
12-2024113084010
11-2024151039074
10-2024206729403
9-2024200616965
  • 39834, conf, Hess, EN-Meiers_154-93-1324H-9, Robinson Lake,
DateOil RunsMCF Sold
12-20241478617982
11-20241443614154
10-20241175810189
9-202473285868
  • 41017, conf, WGO Resources, Koon Harkins 1-35. Wildcat, npd,
  • 39978, conf, BR, Manchester 2E, Little Knife, npd,
  • 39944, conf, Koda Resources, Stout 2033-8BH, Fertile Valley,
DateOil RunsMCF Sold
12-2024177204883
11-2024220966835
10-2024184397315
9-20242611689
  • 41036, conf, BR, Phantom Ship 7B, Eliday, npd,
  • 39977, conf, BR, Manchester 2D, Little Knife, npd,
  • 39943, conf, Koda Resources, Stout 2033-7BH, Fertile Valley,
ateOil RunsMCF Sold
12-2024207556115
11-2024242597779
10-2024195277822
  • 40355, conf, Grayson Mill, Alfred South 20-22 3H, Elk,
DateOil RunsMCF Sold
12-20243607025539
11-20243435124513
10-2024239866861
9-2024354590
  • 39833, conf, Hess, EN-Meiers-154-93-1324H-8, Robinson Lake,
DateOil RunsMCF Sold
12-20241228115217
11-20241244012186
10-202468665689
9-202479441854
  • 39832, conf, Hess, EN-Meiers-154-93-1324H-6, Robinson Lake,
DateOil RunsMCF Sold
12-20241580619860
11-20241575817922
10-202494308302
9-20241605514114
  • 30433, conf, BR, Manchester 2C, Little Knife, npd,
  • 40566, conf, BR, Burned Edge 2A-ULW, Charlson, npd,
  • 40498, conf, Hess, EN-Weyrach A-LW-154-93-1720H-1, Robinson Lake,
DateOil RunsMCF Sold
12-20242295328848
11-20242300429963
10-20243134434197
9-20244927234789
  • 39976, conf, BR, Manchester 2B, Little Knife, npd,
  • 39954, conf, Hess, EN-Wefald-156-94-2413H-5, Big Butte,
DateOil RunsMCF Sold
12-20242208631606
11-20242087127242
10-20242493432262
9-2024334053784
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Wells Coming Off Confidential List This Next Week -- March 2, 2025

Locator: 48444WELLS.

Wednesday, March 12, 2025: 31 for the month, 147 for the quarter, 147 for the year, 
None.

Tuesday, March 11, 2025: 31 for the month, 147 for the quarter, 147 for the year, 
40446, conf, Grayson Mill, Alfred South 20-22-5H,
39951, conf, Hess, EN-Wefald-156-24-2413H-4,

Monday, March 10, 2025: 29 for the month, 145 for the quarter, 145 for the year,
40859, conf, BR, West Ranch 4D-MBH-ULW-B,
40445, conf, Grayson Mill, Alfred South 20-22 4H,
41035, conf, BR, Phantom Ship 7C,
26467, conf, Grayson Mill, Scott 150-99-13-24-4H,
25271, conf, Grayson Mill, Holm 150-99-13-24-2H,
25270, conf, Grayson Mill, Holm 150-99-13-24-3H,

Sunday, March 9, 2025: 23 for the month, 139 for the quarter, 139 for the year, 
40472, conf, Hess, GO-John-156-98-0508H-5,
26468, conf, Grayson Mill, Scott 150-99-13-24-5H,

Saturday, March 8, 2025: 21 for the month, 137 for the quarter, 137 for the year,
None.

Friday, March 7, 2025: 21 for the month, 137 for the quarter, 137 for the year, 
40496, conf, Hess, GO-Olson-157-98-2536H-4,
40370, conf, Enerplus, LK-Quilliam 147-97-14-23-8H,
40366, conf, Enerplus, LK-Erickson 147-97-11-2-5H-LL,
40363, conf, Enerplus, LK-Quilliam 147-97-14-23-5H-LL,

Thursday, March 6, 2025: 17 for the month, 133 for the quarter, 133 for the year,
40204, conf, Hess, EN-Weyrauch A-LW-154-93-1719H-2,
39945, conf, Hunt Oil, Halliday 146-93-10-2H-1,
39834, conf, Hess, EN-Meiers_154-93-1324H-9,

Wednesday, March 5, 2025: 14 for the month, 130 for the quarter, 130 for the year,
41017, conf, WGO Resources, Koon Harkins 1-35.
39978, conf, BR, Manchester 2E,
39944, conf, Koda Resources, Stout 2033-8BH,

Tuesday, March 4, 2025: 11 for the month, 127 for the quarter, 127 for the year,
41036, conf, BR, Phantom Ship 7B,
39977, conf, BR, Manchester 2D,

Monday, March 3, 2025: 9 for the month, 125 for the quarter, 125 for the year, 
39943, conf, Koda Resources, Stout 2033-7BH,

Sunday, March 2, 2025: 8 for the month, 124 for the quarter, 124 for the year,
40355, conf, Grayson Mill, Alfred South 20-22 3H,
39833, conf, Hess, EN-Meiers-154-93-1324H-8,
39832, conf, Hess, EN-Meiers-154-93-1324H-6,
30433, conf, BR, Manchester 2C,

Saturday, March 1, 2025: 4 for the month, 120 for the quarter, 120 for the year,
40566, conf, BR, Burned Edge 2A-ULW,
40498, conf, Hess, EN-Weyrach A-LW-154-93-1720H-1
39976, conf, BR, Manchester 2B,
39954, conf, Hess, EN-Wefald-156-94-2413H-5,
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Sunday -- March 2, 2025

Locator: 48443ARCHIVES.

Politics: the big kerfuffle today -- did Zelenskyy or did Zelenskyy not campaign for Kamala Harris in the most recent campaign. Link here to the French press.


Politics: in less than 24 hours, in less than one news cycle, President Trump:
  • has completely flipped his party's support for Ukraine;
  • has prompted the launch of NATO- (NATO without US);
  • has established an entire new world order:
    • US, Russia, Turkey :: Turkey, Ukraine, western Europe
  • has forced the opposition to argue for the war to last longer
  • has saved the American taxpayer $350 billion.

NATO: and now he's ready to cut the number of US troops in Europe by 20%. Trump, Hegseth, and JD Vance would be the guys to pull it off.

Equity markets, over time, link here:

Texas: US space center. We've always had NASA. Then SpaceX. Then Intuitive Machines. Now Firefly Aerospace.  Link here. One wonders if there might be better mining opportunities on the moon than in Ukraine?

NVDA: said it so much better than I could have said it. Link here.

INTC: delays Ohio chip plant ... to next decade. Was supposed to start production by 2026. Link here. And whatever happened to that supposed takeover? From two weeks ago.

Chip war: sparse, early notes. 

I don't know if the book is relevant any more -- things move way too quickly in this sector, but it certainly provides a nice review of perhaps why we are where we are. I don't know, but at the time, I was thrilled I read The Chip War. Again, not sure if it's even worth reading any more, things change so quickly. But a very, very easy read and really well organized. Link to WSJ article, December 30, 2024.

Energy: Burgum had the soundbite of the year with regard to energy -- the US is not in an energy transition" mode; the US is in an energy addition mode. Dan Tsubouchi has been beating this drum as long as I've been following him on x. Link here. Also from Dan, origin of oil by PADD. I think I just read somewhere Trump has moved the goal posts slightly:

  • China: no change; will add 10% to current levies;
  • Canada: no change. still 25%
  • Mexico: maybe shave 10 - 15% --> making initial tariffs 15% at the high end; 10% at the low end.

Speaking of Mexico: there are reports that Trump is sending an additional combat-experienced Army unit to the border -- 3,000 soldiers out of Colorado. Eager to know where they're being sent; mission. Comes on news of 30 top Mexican cartel leaders turned over to the US by the Mexican president. 

My hunch: the Zelenskyy meeting will have repercussions this next week. It's hard to believe that the White House staff didn't get marching orders from Trump / JD Vance as soon as that meeting was over. Zelenskyy better be praying that Trump settles down, and talks to some cooler heads. Trump may not like what he hears on Sunsday morning news programs.

For the archives, YouTube diplomacy:

Alibaba: for the archives. I have no interest. I may regret those four words thirty years from now.

Buffett:

  • link here, slashes his exposure to US stocks. That's the headline; hardly the reality.

Re-posting: Bank of New York. Might discuss this later. Memo to self -- dividends. Link to The WSJ. 


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