Sunday, April 27, 2025

Dysprosium -- EVs -- April 27, 2025

Locator: 48529EVS.

Link here.

****************************
Dysprosium

So many things about which to worry.

A spinning magnet.

Posted by at

Updated Last Month -- April 27, 2025

Locator: 48528B..


Posted by at

Name The One Thing Phoenix Does Not Have And Why TSMC Chose Phoenix -- April 27, 2025

Locator: 48527B.

A reader sent me this a few minutes ago. Thank you very much.

There may be a bit of hyperbole in this observation but everyone has to agree it is / was an incredible story. 

It allows me to explore a question that continues to haunt me: why did TSMC choose Phoenix? 

The Phoenix Business Journal has an article with the headline, "why did TSMC choose Phoenix" but it's behind a paywall. I linked the article when it came out but most couldn't see it due to the paywall.

Knowing that most folks ultimately get around paywalls, I took another look.

AI provided an answer to that question, and it's a hoot. If you don't see the humor, you're not reading closely enough. Every time you ask google AI that very same question, you will get a slightly different answer but this was the first AI reply I got:


Yeah, it was the "gridded streets" that sold TSMC on Phoenix. LOL. 

But so much more made me laugh. Seriously, read the top three reasons AI provides why TSMC picked Phoenix, and all three answers would have led to northern California, Utah, Texas, or almost anywhere else, other than Phoenix.

The one that jumped out at me: Arizona State University. Among engineering schools, ASU doesn't even make the top 25, much less the top 15, or the top 10, or the top 5. So, TSMC came to Phoenix because that's where Arizona State University was located. Well, yeah, Phoenix also had gridded streets making it easier for students to get to classes without getting lost. Which means they could get to the new TSMC facility without getting lost.

Serious note: I don't have time to get into it but if you do down the TSMC - ASU rabbit hole, one has to agree that ASU was a huge reason why TSMC chose Phoenix. One could write paragraphs comparing engineering schools in the US but it comes down to this: ASU is among the top five engineering schools in the number of engineering degrees that the school awards.That's what TSMC needs: worker bees, not Nobel laureates. 

I smirked at the Taipei-Phoenix sister city "thing," but go down that rabbit hole and you will end up where I did: relationships mean a lot in business. And that history -- all the way back to Motorola and Intel, apparently.

There's one more thing that Arizona has -- actually it's something that Arizona does't have -- that is the real answer why TSMC picked Phoenix. There's a clue in the AI response but it's not obvious. I will provide that answer -- what Arizona does not have that clinched the decision.

Break, break.

So, TSMC chose Phoenix.

But why did TSMC even go that route in the first place, to think about moving its operations out of Taiwan to somewhere else.

There were so many reasons for TSMC to move operations -- at least some of their operations -- that the final decision was probably pre-ordained / pre-destined, as they say.

But was there a tipping point? Something that "made" TSMC finally decide. Let's put the "mainland-China-taking-over-Taiwan" argument aside for now.

Wow, I love the blog -- I did not find the answer anywhere -- except on/in the blog.

I track tech here and that's where it was found. Wow, wow, wow. And another wow. It was the number one (#1) advanced chip user in retail electronics. A multi-trillion-dollar company. Apple.

December 3, 2022: TSMC Plans to Make More Advanced Chips in US at Urging of Apple (Bloomberg). 

Taiwan Semiconductor Manufacturing Co. will offer advanced 4-nanometer chips when its new $12 billion plant in Arizona opens in 2024, an upgrade from its previous public statements, after US customers such as Apple Inc. pushed the company to do.

Okay, so that's were we are now. But there's more.

How in the world did Tim Cook decide back in 2022 to go this route? Sure, CHIPS Act had just been passed and Tim Cook was playing off China against India but no one thought the US could be chip manufacturing company again. Intel was imploding. 

No one, probably not even Trump, was thinking about 200% tariffs on Chinese electronics. When did the US ban high-end Nvidia chips to China? And here's the answer, October, 2022. Tim Cook saw it coming and knew what was at stake. Cook had to have seen this well before 2022 to get TSMC to make a $165-billion "bet-the-farm" decision. 

I was simply blown away when I read that Bloomberg headline again that TSMC made its decision to make more advanced chips in the US at the urging of Apple. 

Okay, finally back to that earlier question. Name the one thing that Arizona doesn't have that clinched the deal. 

A clue. The answer is "related" to the "weather." Not in the way you might think. But going to AI's answer why TSMC chose Phoenix was its "strategic location" (LOL): gridded streets and consistent weather. 

"Consistent" was the clue.

If you were to put $165 billion into one city in the US what would be your biggest concern about putting all your eggs into one basket near Stanford, US Berkeley, or San Jose?

Last hint: 1906.

Posted by at

Grayson Mill Sand Creek State Wells Coming Off Confidential This Next Week -- April 27, 2025

Locator: 48526B.

Pure serendipity -- posting this note on Friday and then seeing that these wells are in the news this weekend.

Locator: 48509B.

The wells:

  • 19089, PA/2,500, Grayson Mill, Sand Creek State 1-16H, Sand Creek, t1/12; cum 182K 3/16;
  • 27526, 1,004, Grayson Mill, Sand Creek State 153-96-16-12H, Sand Creek, t1/15; cum 213K 2/25;
  • 27527, 1,243, Grayson Mill, Sand Creek State 153-96-16-4H, Sand Creek, t1/15; cum 182K 2/25; off line but now just coming back on line;
  • 27528, 766, Grayson Mill, Sand Creek State 153-96-16-11H, Sand Creek, t1/15; cum 161K 2/26; off line but now just coming back on on line;
  • 25074, conf, Grayson Mill, Sand Creek State 153-96-16-3H, Sand Creek,
DateOil RunsMCF Sold
2-2025115067238
  • 25073, conf, Grayson Mill, Sand Creek State 153-96-16-10H, Sand Creek,
DateOil RunsMCF Sold
2-2025123957390
  • 25072, conf, Grayson Mill, Sand Creek State 153-96-16-2H, Sand Creek,
DateOil RunsMCF Sold
2-202583545958
Posted by at

CLR Drilling Its Michael State / HM Hove Wells -- April 27, 2025

Locator: 48525B.

From October23, 2024:

  • CLR has permits for three Michael State wells and three HM Hove wells, NENW 16-154-96; 
    • to be sited 305 FNL and between 1550 FWL and 1710 FWL; the Michael State wells run north to south; the HM Hove wells run south to north.


Well of interest:

  • 19257, 1,027, CLR, Michael State 31X-16, Grinnell, t4/11; cum 352K 1/25; off line; 
Posted by at

Initial Production Data For Wells Coming Off Confidential List This Next Week -- April 27, 2025

Locator: 48524B.

The wells:

  • 41261, conf, BR, Tilton Diamond Forest 2A-ULW-R, Lone Butte, npd,
  • 40714, conf, Silver Hill Energy, Tank E 156-98-1-12-5MBH, Wheelock,
DateOil RunsMCF Sold
2-2025237440
1-20253010342550
12-20243375638450
11-20242897929782
  • 40721, conf, Petro-Hunt, USA 153-95-5D-31-5H, Charlson, npd,
  • 40720, conf, Petro-Hunt, USA 153-95-5A-31-3H, Charlson, npd,
  • 40523, conf, Zavana, Collie 13-25-5H XE, Epping,
DateOil RunsMCF Sold
2-20252542828415
1-20253586429798
12-20242324817963
  • 39818, conf, Hess, RS-Nelson Farms-LE-156-91-1819-1, Ross,
DateOil RunsMCF Sold
2-2025155489121
1-20251625810221
12-20241936711248
11-20243082419172
  • 22663, conf, Enerplus, Morgan 149-93-29B-32H, Mandaree, npd,
  • 40492, conf, Oasis, Lee N 5201 21-5 3B, Camp,
DateOil RunsMCF Sold
2-20252205320168
1-20252678225113
12-20242574526007
11-20242795923660
  • 41146, conf, BR, Devils Backbone 5C, Westberg, npd,
  • 41065, conf, BR, Rilton 2C, Lone Butte, npd,
  • 40719, conf, Petro-Hunt, USA 153-95-5A-31-3H, Charlson, npd,
  • 40712, conf, Silver Hill Energy, Tank E 156-98-1-12-3MBH, Wheelock,

DateOil RunsMCF Sold
2-2025166800
1-20252857443665
12-20243361538658
11-20243082729453
  • 41066, conf, BR, Tilton 2D, Lone Butte, npd,
  • 40718, conf, Petro-Hunt, USA 153-95-5A-31-2H, Charlson, pd,
  • 39817, conf, Hess, RS-Flickertail-156-91-1720H-7, Ross,
DateOil RunsMCF Sold
2-20255788450
1-2025120566643
12-2024126486879
11-20243105417067
  • 41142, conf, CLR, Hayes 9-6HSL, Crazy Man Creek, npd,
  • 28767, conf, Grayson Mill, Sand Creek Federal 153-96-21-28-2H, Sand Creek,
DateOil RunsMCF Sold
2-20251007713661
1-2025168769009
12-202474720
  • 28766, conf, Grayson Mill, Sand Creek Federal 153-96-21-28-10H, Sand Creek,
DateOil RunsMCF Sold
2-2025100138791
1-2025219468450
12-202444440
  • 25072, conf, Grayson Mill, Sand Creek State 153-96-16-2H, Sand Creek,
DateOil RunsMCF Sold
2-202583545958
  • 40983, conf, BR, Tilton 2E, Lone Butte, npd,
  • 40484, conf, Silver Hill Energy Operating, Tucson W 158-94-26-35-3MBH, White Earth,
DateOil RunsMCF Sold
2-2025155999481
1-20251955922884
12-20241837216467
11-20242953018663
  • 28765, conf, Grayson Mill, Sand Creek Federal 153-9-21-28-3H, Sand Creek,
DateOil RunsMCF Sold
2-20251613418746
1-20252166312708
12-2024890
  • 41147, conf, BR, Watchman Peak 5C, Westberg, npd,
  • 41067, conf, BR, Tilton 3D, Lone Butte, npd,
  • 39816, conf, Hess, RS-Flickertail-156-91-1720H-6, Ross,
DateOil RunsMCF Sold
2-20251471910962
1-2025143478415
12-2024154478993
11-20242437620152
  • 39815, conf, Hess, RS-Flickertail-156-91-1720H-5, Ross,
DateOil RunsMCF Sold
2-2025159129964
1-2025138248587
12-2024146077825
11-20242225511986
  • 30265, conf, MRO, Whitney USA 14-9H, Wolf Bay, npd,
  • 30264, conf, MRO, Alvina USA 44-9H, Wolf Bay, npd,
  • 40669, conf, Grayson Mill, Scott 13-24 9HR, Siverston,
DateOil RunsMCF Sold
2-20254233281936
1-20253299150797
12-2024740
11-2024770315750
10-202438223996
  • 25074, conf, Grayson Mill, Sand Creek State 153-96-16-3H, Sand Creek,
DateOil RunsMCF Sold
2-2025115067238
  • 41068, conf, BR, Tilton 3E, Lone Butte, npd,
  • 40728, conf, Phoenix Operating, Axel Ferrari 25-36-15H, Burg,
DateOil RunsMCF Sold
2-2025133569760
1-20252324820890
12-20242089717868
11-2024195954998
10-20249110
  • 40727, conf, Phoenix Operating, Axel Ferrari 25-36-1 4H, Burg, 
DateOil RunsMCF Sold
2-20251664314720
1-20252589423028
12-20241727517570
11-2024221455576
10-20249550
  • 41148, conf, BR, Devils Backboe 5B, Westberg, npd,
  • 40726, conf, Phoenix Operating, Axel Ferrari 25-36-1 2H, Burg,
DateOil RunsMCF Sold
2-20251596412943
1-20251688615008
12-20241743114465
11-2024240386718
10-202420300
  • 40725, conf, Phoenix Operating, Axel Ferrari 25-36-1-1H-LL, Burg,
DateOil RunsMCF Sold
2-20252010014007
1-20251905317346
12-20241327212446
11-2024205855077
10-202423770
  • 40707, conf, Phoenix Operating, Axel Ferrari 25-36-1 3H, Burg,
DateOil RunsMCF Sold
2-20251935513337
1-20252110218810
12-20241948416918
11-2024219495770
10-202413330
  • 40491, conf, Oasis, Lee N 5201 21-5 2B, Camp, 
DateOil RunsMCF Sold
2-20252088418406
1-20252340321998
12-20242237415754
11-20242683414711
10-202417561502

Posted by at

Wells Coming Off Confidential List This Next Week -- April 27, 2025

Locator: 48523B

The wells:

Wednesday, May 7, 2025: 22 for the month, 122 for the quarter, 314 for the year,
41261, conf, BR, Tilton Diamond Forest 2A-ULW-R,
40714, conf, Silver Hill Energy, Tank E 156-98-1-12-5MBH,

Tuesday, May 6, 2025: 20 for the month, 120 for the quarter, 312 for the year,
40721, conf, Petro-Hunt, USA 153-95-5D-31-5H,
40720, conf, Petro-Hunt, USA 153-95-5A-31-3H,
40523, conf, Zavana, Collie 13-25-5H XE,
39818, conf, Hess, RS-Nelson Farms-LE-156-91-1819-1,
22663, conf, Enerplus, Morgan 149-93-29B-32H,

Monday, May 5, 2025: 15 for the month, 115 for the quarter, 307 for the year,
40492, conf, Oasis, Lee N 5201 21-5 3B,

Sunday, May 4, 2025: 14 for the month, 114 for the quarter, 306 for the year,
41146, conf, BR, Devils Backbone 5C,
41065, conf, BR, Rilton 2C,
40719, conf, Petro-Hunt, USA 153-95-5A-31-3H,
40712, conf, Silver Hill Energy, Tank E 156-98-1-12-3MBH,

Saturday, May 3, 2025: 10 for the month, 110 for the quarter, 302 for the year,
41066, conf, BR, Tilton 2D,
40718, conf, Petro-Hunt, USA 153-95-5A-31-2H,
39817, conf, Hess, RS-Flickertail-156-91-1720H-7,

Friday, May 2, 2025: 7 for the month, 107 for the quarter, 299 for the year,
41142, conf, CLR, Hayes 9-6HSL,
28767, conf, Grayson Mill, Sand Creek Federal 153-96-21-28-2H,
28766, conf, Grayson Mill, Sand Creek Federal 153-96-21-28-10H,
25072, conf, Grayson Mill, Sand Creek State 153-96-16-2H,

Thursday, May 1, 2025: 3 for the month, 103 for the quarter, 295 for the year,
40983, conf, BR, Tilton 2E,
40484, conf, Silver Hill Energy Operating, Tucson W 158-94-26-35-3MBH,
28765, conf, Grayson Mill, Sand Creek Federal 153-9-21-28-3H,

Wednesday, April 30, 2025: 100 for the month, 100 for the quarter, 292 for the year,
41147, conf, BR, Watchman Peak 5C,
41067, conf, BR, Tilton 3D,
39816, conf, Hess, RS-Flickertail-156-91-1720H-6,
39815, conf, Hess, RS-Flickertail-156-91-1720H-5,
30265, conf, MRO, Whitney USA 14-9H,
30264, conf, MRO, Alvina USA 44-9H,

Tuesday, April 29, 2025: 94 for the month, 94 for the quarter, 301 for the year,
40669, conf, Grayson Mill, Scott 13-24 9HR,
25074, conf, Grayson Mill, Sand Creek State 153-96-16-3H,

Monday, April 28, 2025: 92 for the month, 92 for the quarter, 299 for the year,
41068, conf, BR, Tilton 3E,

Sunday, April 27, 2025: 91 for the month, 91 for the quarter, 298 for the year,
40728, conf, Phoenix Operating, Axel Ferrari 25-36-15H,
40727, conf, Phoenix Operating, Axel Ferrari 25-36-1 4H,

Saturday, April 26, 2025: 89 for the month, 89 for the quarter, 296 for the year,
41148, conf, BR, Devils Backboe 5B,
40726, conf, Phoenix Operating, Axel Ferrari 25-36-1 2H,
40725, conf, Phoenix Operating, Axel Ferrari 25-36-1-1H-LL,
40707, conf, Phoenix Operating, Axel Ferrari 25-36-1 3H,
40491, conf, Oasis, Lee N 5201 21-5 2B,
Posted by at
Subscribe to: Comments (Atom)