Sunday, June 8, 2025

Actually, The Fourth Industrial Revolution Runs On Natural Gas -- June 8, 2025

Locator: 48721SIR.

Actually the fourth industrial revolution runs on natural gas .... and for META? Runs on nuclear energy.

Link here. 

Posted by at
Labels: , ,

ChatGPT Traffic Has Overtaken Wikipedia -- Evan -- June 8, 2025

Locator: 48720CHAT.

Link here.

Interestingly enough, AI had problems providing a graphic of "wikipedia" hits on a historic basis. At wiki, this was the best I could do:

After exponential growth between 2001 and 2002, growth slowed significantly and continues to slow.

I find the following complementary and I rely on all three for different reasons:

  • ChatGPT (metonym for AI queries)
  • Google search (classic search)
  • Wikipedia

Social media: I find "x" invaluable for "up-to-date" information from folks I trust and in areas of interest but do not consider "x" a search engine, per se.

Posted by at

A Neset Wildcat -- Vision 1 -- June 8, 2025

Locator: 48719NESET.

This is nowhere near the "Sleeping Giant."

CCS?

Coming off confidential list this next week, but no early production data:

The map:

Posted by at

Wells Coming Off Confidential List This Next Week -- June 8, 2025

Locator: 48713WELLS.

The wells:

  • 41287, conf, CLR, Peterson 9-29H, East Fork, npd,
  • 41285, conf, CLR, Chloe 66-20H, East Fork, npd,
  • 40603, conf, Enerplus Resources, Danielle 145-97-12-1-8H, Little Knife,
DateOil RunsMCF Sold
4-20251598719638
3-20252032422991
2-20252010822118
  • 40604, conf, Enerplus, Danielle 145-97-12-1-7H, Little Knife,
DateOil RunsMCF Sold
4-20251543418111
3-20251764419759
2-20251329714701
  • 40555, conf, Enerplus, Danielle 145-97-12-1-6H, Little Knife,
DateOil RunsMCF Sold
4-20251233514404
3-20251444515050
2-20251385215518
  • 40347, conf, Neset Consulting Service, Vision 1, wildcat, NWSW 7-145-83.
  • 41177, conf, CLR, Kenneth 4-17H1, West Capa, npd,
  • 41120, conf, Oasis, Sawtooth Federal 5202 24-20 6B, Glass Bluff, npd,
  • 39979, conf, Zavanna, Collie 13-25 1H, Stony Creek,
DateOil RunsMCF Sold
4-2025182800
3-20252079819262
2-20252414423304
1-20252360117760
12-20242019515477
  • 41119, conf, Oasis, Sawtooth 5202 24-20 5B, Glass Bluff, npd,
  • 41011, conf, Oasis, Sawtooth 5202 24-20 4B, Glass Bluff, npd,
  • 40606, conf, Enerplus, Danielle 145-97-12-1-4H, Little Knife,
DateOil RunsMCF Sold
4-20251374014299
3-202532133466
2-20251345214192
  • 40605, conf, Enerplus, Danielle 145-97-12-1-5H, Little Knife,
DateOil RunsMCF Sold
4-20251543518136
3-20251448616050
2-20251550416948
  • 41118, conf, Oasis, Sawtooth 5202 24-20 3B, Glass Bluff, npd,
  • 41178, conf, CLR, Helen 5-8H, West Capa, npd,
  • 41179, conf, CLR, Kenneth 5-17H1, West Capa, npd,
  • 41117, conf, Oasis, Sawtooth Federal 5202 24-20 2BX, Glass Bluff, npd,
  • 40685, conf, Hess, GO-Skjei MW TR-158-98-3526H-3, Rainbow,
DateOil RunsMCF Sold
4-20251604120575
3-20251800424022
2-20251336717331
1-20251419319602
12-20242761430133
  • 40608, conf, Enerplus, Danielle 145-97-12-1-2H-WLL, Little Knife,
DateOil RunsMCF Sold
4-20251083810551
3-20251047710868
2-20251549015591
  • 40607, conf, Enerplus, Danielle 145-97-12-1-3H, Little Knife,
DateOil RunsMCF Sold
4-20251298413413
3-202543714252
2-20251426111021
  • 40516, conf, BR, Keene 14-36 TFH, Little Knife, npd,
  • 40338, conf, Hess, GO-Skjei MW TR-158-98-3526H-2, Rainbow,
DateOil RunsMCF Sold
4-20251620422953
3-20251844224285
2-20251046712711
1-20251096514831
12-20242869665795
  • 41355, conf, Five States Operating, BC 2-21H, Bull Creek,
DateOil RunsMCF Sold
4-202525720
3-20252520
  • 41180, conf, CLR, Helen 6-8H1, West Capa, npd,
  • 40517, conf, BR, Keene 14-36 MBH-ULW, Little Knife, npd,
Posted by at

AI -- Shay -- June 8, 2025

Locator: 48718AI.

I've not found anyone better than Shay for AI.

Link here.


Jim Cramer might have a more balanced perspective but most of his stuff is now locked up behind paywalls and his "investing club."
Posted by at

Amazon To Boost Supply Of Nvidia's Blades -- June 8, 2025

Locator: 48717AI.

Two different roads:

  • Germany: autos. Specifically, EVs.
  • US: AI

Amazon and Nvidia, link here.

Movies: this really is amazing. If the 1960s changed music forever, the the 1970s changed Hollywood. Link here. And in the 2020s, AI will change movie-making forever.

Posted by at

Germany, EVs, And Jobs -- June 8, 2025

Locator: 48716GERMANY.

China played Germany perfectly. China was doing the same thing to the US. China would have also succeeded in the US had Biden been re-elected.

Interactive graph: Germany saved the planet, an interactive graphic. Link here.


Merkel, link here:


Job-shock! Germany! Link here.

Posted by at
Labels: , , ,

And With Trump-Musk Spat, It Could Get Worse --June 8, 2025

Locator: 48715EVS.

Link here.

Posted by at

CSCO -- The Market Never Ceases To Amaze Me -- June 8, 2025

Locator: 48714CISCO.

Years ago I held CSCO. Over the years I became disappointed in CSCO.

Some years ago, I forget when, I finally sold CSCO.

Late last week Evan posted this:

This was from March 3, 2025. A Cisco update by an analyst. I assume the link will break sooner or later.

Posted by at

Initial Production For Wells Comig Off Confidential List This Next Week -- June 8, 2025

Locator: 48713WELLS.

The wells:

  • 41287, conf, CLR, Peterson 9-29H, East Fork, npd,
  • 41285, conf, CLR, Chloe 66-20H, East Fork, npd,
  • 40603, conf, Enerplus Resources, Danielle 145-97-12-1-8H, Little Knife,
DateOil RunsMCF Sold
4-20251598719638
3-20252032422991
2-20252010822118
  • 40604, conf, Enerplus, Danielle 145-97-12-1-7H, Little Knife,
DateOil RunsMCF Sold
4-20251543418111
3-20251764419759
2-20251329714701
  • 40555, conf, Enerplus, Danielle 145-97-12-1-6H, Little Knife,
DateOil RunsMCF Sold
4-20251233514404
3-20251444515050
2-20251385215518
  • 40347, conf, Neset Consulting Service, Vision 1, wildcat, NWSW 7-145-83.
  • 41177, conf, CLR, Kenneth 4-17H1, West Capa, npd,
  • 41120, conf, Oasis, Sawtooth Federal 5202 24-20 6B, Glass Bluff, npd,
  • 39979, conf, Zavanna, Collie 13-25 1H, Stony Creek,
DateOil RunsMCF Sold
4-2025182800
3-20252079819262
2-20252414423304
1-20252360117760
12-20242019515477
  • 41119, conf, Oasis, Sawtooth 5202 24-20 5B, Glass Bluff, npd,
  • 41011, conf, Oasis, Sawtooth 5202 24-20 4B, Glass Bluff, npd,
  • 40606, conf, Enerplus, Danielle 145-97-12-1-4H, Little Knife,
DateOil RunsMCF Sold
4-20251374014299
3-202532133466
2-20251345214192
  • 40605, conf, Enerplus, Danielle 145-97-12-1-5H, Little Knife,
DateOil RunsMCF Sold
4-20251543518136
3-20251448616050
2-20251550416948
  • 41118, conf, Oasis, Sawtooth 5202 24-20 3B, Glass Bluff, npd,
  • 41178, conf, CLR, Helen 5-8H, West Capa, npd,
  • 41179, conf, CLR, Kenneth 5-17H1, West Capa, npd,
  • 41117, conf, Oasis, Sawtooth Federal 5202 24-20 2BX, Glass Bluff, npd,
  • 40685, conf, Hess, GO-Skjei MW TR-158-98-3526H-3, Rainbow,
DateOil RunsMCF Sold
4-20251604120575
3-20251800424022
2-20251336717331
1-20251419319602
12-20242761430133
  • 40608, conf, Enerplus, Danielle 145-97-12-1-2H-WLL, Little Knife,
DateOil RunsMCF Sold
4-20251083810551
3-20251047710868
2-20251549015591
  • 40607, conf, Enerplus, Danielle 145-97-12-1-3H, Little Knife,
DateOil RunsMCF Sold
4-20251298413413
3-202543714252
2-20251426111021
  • 40516, conf, BR, Keene 14-36 TFH, Little Knife, npd,
  • 40338, conf, Hess, GO-Skjei MW TR-158-98-3526H-2, Rainbow,
DateOil RunsMCF Sold
4-20251620422953
3-20251844224285
2-20251046712711
1-20251096514831
12-20242869665795
  • 41355, conf, Five States Operating, BC 2-21H, Bull Creek,
DateOil RunsMCF Sold
4-202525720
3-20252520
  • 41180, conf, CLR, Helen 6-8H1, West Capa, npd,
  • 40517, conf, BR, Keene 14-36 MBH-ULW, Little Knife, npd,

Posted by at

Wells Coming Off Confidential List This Next Week -- June 8, 2025

Locator: 48713WELLS.

The wells:

Wednesday, June 18, 2025: 47 for the month, 200 for the quarter, 414 for the year,
41287, conf, CLR, Peterson 9-29H,

Tuesday, June 17, 202: 46 for the month, 199 for the quarter, 413 for the year,
None.

Monday, June 16, 2025: 46 for the month, 199 for the quarter, 413 for the year,
41285, conf, CLR, Chloe 66-20H,

Sunday, June 15, 2025: 45 for the month, 198 for the quarter, 412 for the year,
40603, conf, Enerplus Resources, Danielle 145-97-12-1-8H,

Saturday, June 14, 2025: 44 for the month, 197 for the quarter, 411 for the year,
None.

Friday, June 13, 2025: 44 for the month, 197 for the quarter, 411 for the year,
40604, conf, Enerplus, Danielle 145-97-12-1-7H,
40555, conf, Enerplus, Danielle 145-97-12-1-6H,
40347, conf, Neset Consulting Service, Vision 1,

Thursday, June 12, 2025: 41 for the month, 194 for the quarter, 408 for the year,
41177, conf, CLR, Kenneth 4-17H1,
41120, conf, Oasis, Sawtooth Federal 5202 24-20 6B,
39979, conf, Zavanna, Collie 13-25 1H,

Wednesday, June 11, 2025: 38 for the month, 191 for the quarter, 405 for the year,
41119, conf, Oasis, Sawtooth 5202 24-20 5B,
41011, conf, Oasis, Sawtooth 5202 24-20 4B,
40606, conf, Enerplus, Danielle 145-97-12-1-4H,
40605, conf, Enerplus, Danielle 145-97-12-1-5H,

Tuesday, June 10, 2025: 34 for the month, 187 for the quarter, 401 for the year,
41118, conf, Oasis, Sawtooth 5202 24-20 3B,
41178, conf, CLR, Helen 5-8H,

Monday, June 9, 2025: 32 for the month, 185 for the quarter, 399 for the year,
41179, conf, CLR, Kenneth 5-17H1,
41117, conf, Oasis, Sawtooth Federal 5202 24-20 2BX,
40685, conf, Hess, GO-Skjei MW TR-158-98-3526H-3,
40608, conf, Enerplus, Danielle 145-97-12-1-2H-WLL,
40607, conf, Enerplus, Danielle 145-97-12-1-3H,
40516, conf, BR, Keene 14-36 TFH,
40338, conf, Hess, GO-Skjei MW TR-158-98-3526H-2,

Sunday, June 8, 2025: 25 for the month, 178 for the quarter, 392 for the year,
41355, conf, Five States Operating, BC 2-21H,

Saturday, June 7, 2025: 24 for the month, 177 for the quarter, 391 for the year,
41180, conf, CLR, Helen 6-8H1,
40517, conf, BR, Keene 14-36 MBH-ULW,

Posted by at
Subscribe to: Comments (Atom)