Thursday, April 17, 2025

Tech Updates -- April 17, 2025

Locator: 48496TECH.

Beth, TSMC guidance, link here

Beth, TSMC 1Q25 results, link here.

Shay, TSMC results, link here.

Shay, TSMC, bottleneck, link here.

AppEconomy, TSMC, graph, link here.

TSMC, Apple and 2-nm (2 nm, 2nm), link here:

AppEconomy, ASML, graph, link here.

Reuters, Intel flattens leadership structure, link here. CTO retiring; Intel names Sachin Katti the new AI chief:

Search, Intel, Falcon Shores, link here.

Intel cancels Falcon Shores, link here.


Falcon Shores --> Jaguar Shores. Wiki.

Rialto Bridge Intel officially announced the successor to Ponte Vecchio, GPU codenamed Rialto Bridge on May 31, 2022. On March 3, 2023 Intel announced the discontinuation of Rialto Bridge in favor of their tile-based flexible and scalable Falcon Shores XPU (CPU + GPU) set to arrive in 2025

That was then, now:

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The Architect's Page

Link here

Tag: Frank Lloyd Wright.

Apple TV+

Some of the houses featured:

  • the Harvey house;
  • the Foster Carling Residence;
  • Reiner-Burchill Residence (aka Silvertop);
  • mentioned: Fallingwater;
  • mentioned: Taliesin.

Renewable Energy, "Clean Project" On The Chopping Block -- April 17, 2025

Locator: 48495WIND.

Link here.

Meanwhile, it gets worse ... link here.

What's Wrong With This Chart? Chart Of The Day -- April 17, 2025

Locator: 48494RUSSIA.

Link here: Russia foreign exchange reserves.


Link here: Saudi's chart -- posted April 30, 2025 -- usually posts four to six weeks after Russia posts.


 

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The Book Page

I'm re-reading Eric H. Cline's 1177 BC: The Year Civilization Collapsed, c. 2021. It's an incredibly interesting and well-written book. I love it. But the author struggles to make the book relevant to current events no matter how hard he tries. He argues that it's not a question of "if" but "when" civilization collapses again.

It's truly amazing. He can't think of anything -- he gives possibilities like Covid-19 and ... 

But the only thing I can think that would end civilization as we know it -- short of a nuclear war -- is a global financial collapse, and I think that's very, very possible.

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Life Is Bittersweet -- So Many Memories

I'm watching Sophia and her soccer team practicing this evening, on a soccer field near Grapevine Lake, north Texas. Brings back many memories.

I've been participating in or watching six generations of youngsters playing sports over the past 70 years. Amazing. And everything seems just as if it were yesterday.

The first generation: watching Phil Jackson playing basketball in the 1960s at Williston High School, Williston, ND.

The second generation: my generation -- football, basketball, wrestling, baseball. And though I never saw her play, I think of her often, my first love who died too soon. And, the love of my life, my wife,who I also never saw play, but who talks about how much she loved playing first base, softball. It's fun to imagine watching her. I wish I had known her from first grade on.

Third generation: our two daughters, playing soccer and hockey in Europe when we were assigned to Germany, England, Turkey (US Air Force -- overseas for thirteen consecutive years and then a couple of years in Alabama).

Fourth generation: our two older granddaughters -- water polo and soccer. The younger of the two, as a captain of the team, led her soccer team to a state championship title in the huge state of Texas. Not a trivial accomplishment.

Fifth generation: now watching Sophia start her athletic career -- soccer, long distance running, and Brazilian jiu-jitsu. 

And, now the sixth generation: our five-year-old grandsons (twins) learning to rock climb. 

In the big scheme of things, measured over decades, our five grandchildren would represent but one generation, but as a grandparent, it's as if there are three generations (and for some grandparents, maybe even more).

And you watch them, and you wonder where they will end up. And the number of children involved; and, the number of coaches. It's truly amazing.

Eight New Permits; Foundation Energy Renews Nineteen Permits; WTI Climbs 3.5% To Finish The Week -- April 17, 2025

Locator: 48493B.

WTI: $64.68. Up 3.54%; up $2.21 / bbl.

Active rigs: 34.

Eight new permits, #41823 - #41830, inclusive:

  • Operators: XTO (7); CLR;
  • Fields: Grinell (Williams); Upland (Divide);
  • Comments:
    • CLR has a permit for a Kleist well, SESE 35-161-96, 
      • to be sited 613 FSL and 450 FEL;
    • XTO has permits for seven GBU Sophia wells, SEE 10-154-96, 
      • to be sited 455 FSL and 290 / 470 FEL.

Two SWD permits approved: #41822, and #31831.

Nineteen permits renewed (this suggests a lot of folks -- Foundation Energy -- got behind on their drilling). Permits in the following oil fields (county); family name:

  • Bicentennial (Golden Valley): Agate (3);
  • Beaver Creek (Golden Valley): Barkland (3); Audrey (2);
  • Roosevelt (Billings): Roosevelt Federal (6); Mosser Federal
  • Elkhorn Ranch (Billings): Mosser Federal;
  • Tree Top (Billings): Gracie State (3).

Rambling -- April 17, 2025

Locator: 48492ARCHIVES.

Trump: it is amazing how often and how easily the president talks to and with the press. 

This afternoon's press conference was another example. He says that over the past few weeks, seven trillion dollars ($7 trillion) in new US projects  has been promised by corporations, and from countries around the world. Trump mentions that US electricity demand will double, maybe triple. His administration will fast-track new power plants to generate the electricity that will be needed.

Samoa: 77% support Trump. Executive order signed today:

Executive orders: President Trump has raised this art to a new level.

Most amazing: the president's $5-million Gold Card to fast track one's way to citizenship. Very, very similar to what other countries do.

The blog: lots of stuff in draft, ready to go up over the weekend, but not interested in much today, at least not at the moment. I'm enjoying the Bat Cave.



I'm really in a good mood for so many reasons. 

It's always great to start off with Victor Davis Hanson on YouTube. But if I can, if I don't forget, I start off with Morning Joe for five minutes early in the morning, and then mid-morning the first five to ten minutes of The View.

It's sort of like reading the comics first before getting to the front page. LOL.

One of my favorite daytime news shows: the White House briefing with Ms Leavitt. I had not noticed it until today: the members of the WH press corps look absolutely bored and appear to wish they were anyplace else. Especially now that many of them are not welcome to be there, and if the courts will not allow the president to decide who can attend, the White House press secretary can pick and choose from whom she wants to hear. LOL. A lot of those folks are simply keeping seats warm. They're not even taking notes. 

After yesterday's press conference, all of a sudden the Ebrago Garcia narrative becomes a lot more complicated, particularly with documented court rulings that he had been give many restraining orders after beating his wife. 

Unfortunately, to make their case, the White House and ICE had to release some important investigative information, information that should never have been released.

RFK, Jr: all I can say, for Trump, a useful idiot.

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The Military Page

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The Book Page

Assyria: The and Fall of the World's First Empire, Eckart Frahm, c. 2023.

Notes here.

Very much like the Roman Empire.

2000 BCE - 710 BCE. 

Evolved from a small city to a city-state to a kingdom.

The city (from which the name Assyria was derived) and the name of the god: Ashura.

"One damn king after another."

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The Military History Page

Sugar Loaf Hill.

Casualties, taking the island:

  • 12,000 dead. Dead.
  • Nearly 40,000 seriously injured.

Canadian Geese Migrating North -- Over North Texas -- April 17, 2025

Locator: 48491TEXAS.

Summer is here.

Canadian geese migrating north -- over Grapevine Lake, DFW, Texas. Video from our daughter, yesterday, April 16, 2025:

WTI Moving Up -- April 17, 2025

Locator: 48490B.

The US equity markets, all you need to know:

  • the markets have diverged: one market for new investors; one market for retirees
  • the AI story is an energy story
  • America will lead the sixth industrial revolution

Sixth industrial revolution (US):

  • one year ago, it was pretty much all about tech
  • one year later, for the US it's:
    • tech
    • autos
    • energy

"Economic" news today: really, really reassuring. Will get to it later.

  • US jobless claims
  • EU "Fed's" remarks
  • Russian foreign exchange reserves
  • TSMC
  • ASML

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Back to the Bakken

Hess GO-Seaton wells. Based on Kraken data, it appears that Hess has drilled their GO-Seaton wells to depth and have possibly fracked them.

WTI: $64.30. Up almost 3%; up $1.83.

New wells:

  • Friday, April 18, 2025: 73 for the month, 73 for the quarter, 280 for the year,
    • 41173, conf, CLR, Kenneth 3-17H,
    • 40975, conf, CLR, Rutledge 6-11HSL,
    • 40755, conf, Rockport Energy Solutions, Chandler 14-23 1H,
    • 40742, conf, Kraken Operating, Triangle South 12-1 9H,
    • 40678, conf, Grayson Mill, Scott 13-24F XE 1HR,
  • Thursday, April 17, 2025: 68 for the month, 68 for the quarter, 275 for the year,
    • 41172, conf, CLR, Helen 3-8H1,
    • 41171, conf, CLR, Kenneth 2-17H1,
    • 40959, conf, CLR, Rutledge 5-11H,
    • 40741, conf, Kraken Operating, Triangle South 12-1 10H,
    • 39037, conf, Grayson Mill, Orville 4-9 5H,

RBN Energy: upstream consolidation in western Canada quickens with Whitcap/Veren deal.

In an industry such as oil and gas that is beset with more uncertainty than usual of late due to geopolitical upsets, bubbling trade wars and a recent plunge in crude oil prices, being a larger company with the resources to survive the turbulent times — and thrive when the sailing is smoother — is more important than ever. For Western Canada’s energy sector, this has meant companies getting bigger through mergers. In today’s RBN blog, we discuss the planned combination of Whitecap Resources and Veren, one of the largest deals to emerge in the region in recent memory, as well as several other recent transactions that have been part of the consolidation wave. 

Western Canada’s oil and gas producers continue to be spellbound by the unconventional, gas-prone Montney formation that straddles the provinces of Alberta and British Columbia (BC) and the liquids-rich Duvernay shale formation that lies within Alberta. The Montney has proven itself to be one of the premier gas-producing formations in the world with huge proven reserves, low finding costs and significant production rates that have attracted interest from near and far and helped drive the development of multiple LNG export projects along Canada’s West Coast. As for the Duvernay, its liquids-rich nature is yielding rising volumes of both light crude oil and condensate/pentanes plus (referred to in the U.S. as field condensate and natural gasoline), with the latter highly prized for immediate demand in Alberta’s oil sands, where it is used as diluent that allows the heavy, viscous bitumen to be shipped in pipelines. It also doesn’t hurt that condensate prices in the Alberta market often trade at parity or a premium to WTI.