Sunday, July 27, 2025

Samsung + Tesla + Texas = Huge — July 27, 2025

Locator: 48698CHIPS.
Locator: 48698SAMSUNG.
Locator: 48698APPLE.
Locator: 48698TESLA.

Updates

Samsung and General Motors: link here. General Motors, Samsung, and SDI will build a $3+ billion EV battery cell plant in Indian which is scheduled to begin operations next year, 2026.

Samsung: said to be sparking economic boom in South Carolina with Samsung's $500-million investment in new washing machine plant in Newberry, SC, creating over 1,600 jobs. Link here. Others say there is no story here: saying that if the story is true, in fact, the commitment from Samsung was made during the Biden administration.

Original Post 

Link here.

Confirmed.

Link here. 

I wish I knew enough and was articulate enough to write about this.

But look at this: "terms" won't be disclosed until 2033. Say what?

Samsung Electronics has entered into a $16.5 billion contract for supplying semiconductors, a regulatory filing showed Monday. Samsung shares were up more than 2% in early trading.

The South Korean memory chipmaker, which did not name the counterparty, mentioned in its filing that the effective start date of the contract was July 26, 2024 and its end date was December 31, 2033.

It did not immediately respond to a request for comment on the contract.

The company said in its filing that details of the disclosure, including the name of the counterparty would not be disclosed until the end of 2033, citing a request from the contract counterparty “to protect trade secrets,” according to a Google translation of the filing in Korean.

The first question I would ask: "Why, 2033?"

I think part of the answer is obvious, but I don't need the push back so won't say more.

Having said that: multiple sources on x say the buyer is Tesla.

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Clearing Off The Desktop -- July 27, 2025 -- IN PROGRESS

Locator: 48697ARCHIVES.

A musical interlude: dead at age 84, July 22, 2025

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Monet

Link here to The Wall Street Journal. When you scroll through the article and the photos, think back to Yuval Noah Harari. Yes, YNH resides rent-free in my brain. LOL.

While stationed in Germany for eight years or more (I kind of forget exactly how long it was), we went to Paris so many times, our two children once asked if there were any cities in France, other than Paris. After awhile, they also got tired of going to Paris "every weekend." LOL.

On one of those trips we visited Monet's gardens at Giverny. Wow, what a highlight of our overseas tour -- fourteen consecutive years overseas -- Germany, England, Italy, Turkey and side trips to Russia, Israel, Morocco, etc.

The military is not for everyone. But for me, it was a great fit. I can't imagine having done anything else. I doubt if I would have had the same feeling had I stayed stateside all 30 years of my career, but fourteen years overseas was absolutely wonderful.

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Roth (IRA) -- Early Withdrawal -- The WSJ

Link here. 

I posted a comment to TWSJ on this article.

The article had a negative or schadenfreude tone to it. 

I completely disagreed. It was a "good-news" article on so many levels. 

Maybe I'll come back to this later.

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The Book Page

Back to Laura Ingalls Wilder. Wow, what a treat. 

See my blog May 17, 2025.

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New AI Chips To Address The Energy Issue

Link here.

From the link:

“I can’t wrap my head around it,” says Andrew Wee, who has been a Silicon Valley data-center and hardware guy for 30 years.
The “it” that has him so befuddled—irate, even—is the projected power demands of future AI supercomputers, the ones that are supposed to power humanity’s great leap forward.
Wee held senior roles at Apple and Meta, and is now head of hardware for cloud provider Cloudflare. He believes the current growth in energy required for AI—which the World Economic Forum estimates will be 50% a year through 2030—is unsustainable.
“We need to find technical solutions, policy solutions and other solutions that solve this collectively,” he says. To that end, Wee’s team at Cloudflare is testing a radical new kind of microchip, from a startup founded in 2023, called Positron, which has just announced a fresh round of $51.6 million in investment.
These chips have the potential to be much more energy efficient than ones from industry leader Nvidia at the all-important task of inference, which is the process by which AI responses are generated from user prompts. While Nvidia chips will continue to be used to train AI for the foreseeable future, more efficient inference could collectively save companies tens of billions of dollars, and a commensurate amount of energy.

Inference? At the blog, already:

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The President's Second Act

President Trump set some severe deadlines -- getting his trade / tariff deals done before the first of August, 2025.

President Trump has been in office for six months.

Trade / tariff deals: mission accomplished.

Borders: secured in the first 100 days.

Big, beautiful bill -- temporary tax cuts now made permanent. 

The big question: what will be Trump's next act?

Obama: lots of talk, lots of speeches; not many accomplishments.

Biden: amazing how little he actually showed up for work. and when he did, how confused he looked. And how little he accomplished.

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Bonus: The Book Page

Suddenly Something Clicked: The Languages of Film Editing and Sound Design, Walter Murch, c. March, 2025.

Arrived today, Sunday, July 27, 2025. Reviewed in TWSJ in this weekend's edition.

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Today's Featured Personality

Julie Felix.  

What were you doing in 1962?

I was on my way to middle school, or as we called it in Williston, ND, at the time, "Central School."

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This Should Be Bullish For The Market -- July 27, 2025

Locator: 48696TARIFFS.

Ten biggest winners.

US farmers are also huge winners with the trade deals with the EU and Japan.

The US and the EU reach a trade deal.

On April 7, 2025, my thoughts on how the Trump 2025 tariff / trade talks play out. I would have to say, I called it just about right. LOL. 

That was a very long blob but it ended with:

  • Who gets left holding the bag: China or the EU?

It turns out that EU was the last major country / region to make a deal. China and US had reached a deal earlier. 

Whoo-hoo!

I don't recall anyone else calling the trade talks as early as April 7th!

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The Energy Story: US-EU Trade Deal

Apparently the 30-second elevator speech will be this:

President Donald Trump announced a sweeping trade agreement with the European Union (EU) on Sunday, setting a baseline 15 percent tariff on European imports — including automobiles — while keeping existing 50 percent duties on steel and aluminum in place. As part of the deal, the EU committed to purchasing $750 billion in U.S. energy products.

$750 billion trends toward $1 trillion.

Timing is everything.

The deal will help the EU pivot away from Russian natural gas.

Details to follow.

In a sidebar to a reader following the energy news being reported regarding the US-EU deal:

Yes, everyone talked about "tariffs."  In fact, Trump had a bigger vision -- the entire "trade balance" which was so much bigger than simply tariffs. I spoke to that several times.

CNBC folks concentrated on "tariffs."  That was a big piece of it, especially on countries with which trading balances were not a big deal, but where regulations, outright hostility, huge trading imbalances, the tariffs were just a small part of the overall trading picture.

Much more important, especially long term, is bringing jobs back to the US (a lot of domestic and foreign auto manufacturers are expanding in the US) and shipping huge amounts of natural gas to foreign countries. If the EU is locking in a huge amount of natural gas from the US, it means that there could be a relative shortage for this natural gas for other countries or they will pay higher prices.

I would argue that the Trump administration has "won" a lot, especially for the American worker. And, Trump was smart not to let this drag on, getting this settled in the first six months of his presidency.

All things being equal, this should be incredibly bullish for American stock market tomorrow.

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Production Data For Wells Coming Off Confidential List This Next Week -- Sunday, July 27, 2025

Locator: 48695B.

The wells:

  • 41463, conf, Kraken, Boxcar 4-9-16 3H, Boxcar Butte, npd,
  • 34291, conf, BR, State Dodge 3B TFH, Dimmick Lake, npd,
  • 41462, conf, Kraken, Boxcar 4-9-16 2H, Boxcar Butte, npd,
  • 41268, conf, CLR, Michael State 3-16H1, Grinnell, npd,
  • 40773, conf, Hess, BL-JE Ulven-155-96-0322H-2, Beaver Lodge,
DateOil RunsMCF Sold
5-20253613668988
4-20253497157146
3-20252450041920
2-20253068321892
  • 41267 , conf, CLR, Michael State 2-16H, Grinnell, npd,
  • 40772, conf, Hess, BL-JE Ulven-155-96-0322H-1, Beaver Lodge,
DateOil RunsMCF Sold
5-20252841354250
4-20251943635862
3-20253096555532
2-20253630782378
  • 34292, conf, BR, State Dodge 3A MBH, Dimmick Lake, npd,
  • 41165, conf, Phoenix Operating, Pladson 4-9 3H, Kittleson Slough,
DateOil RunsMCF Sold
5-20251909812026
4-2025205720
3-2025217070
2-2025166410
  • 41164, conf, Phoenix Operating, Pladson 33-28-21 3H, Kittleson Slough,
DateOil RunsMCF Sold
5-20251927614486
4-2025201310
3-2025152970
2-2025121070
  • 41163, conf, Phoenix Operating, Pladson 33-28-21 2TFH, Kittleson Slough,
DateOil RunsMCF Sold
5-20251843615357
4-2025161770
3-2025161560
2-202591750
  • 41162, conf, Phoenix Operating, Pladson 33-28-21 1H, Kittleson Slough,
DateOil RunsMCF Sold
5-20252359217829
4-2025225190
3-2025221820
2-2025183250
  • 41161, conf, Phoenix Operating, Pladson 4-9 2H, Kittleson Slough,
DateOil RunsMCF Sold
5-20251760714917
4-2025182650
3-2025178680
2-2025137660
  • 40541, conf, Hunt Oil, Clearwater 157-90-24-25H 2, Clear Water,
DateOil RunsMCF Sold
5-2025145158206
4-2025175638497
3-2025219668239
2-2025172325356
1-20250180
  • 40182, conf, Hunt Oil, Clearwater 157-90-23-26H 5, Clear Water,
DateOil RunsMCF Sold
5-2025151569457
4-2025172258522
3-2025237669537
2-2025226677005
1-20250219
  • 40180, conf, Hunt Oil, Clearwater 157-90-23-36H 3, Clear Water,
DateOil RunsMCF Sold
5-202591425149
4-2025123016051
3-2025156246164
2-2025146764300
1-20250200
  • 41348, conf, CLR, Carlton 2-7H, East Fork, npd,
  • 41115, conf, Murfin Drilling, Steffan 1-24H, Snow,
DateOil RunsMCF Sold
5-202539632496
4-202566181678
3-202559811238
2-202512121677
1-20254360
  • 41114, conf, Murfin Drilling, Steffan 1-25H, Snow,
DateOil RunsMCF Sold
5-202561603880
4-202565332004
3-202565091198
2-202510125689
1-20254030
  • 41105, conf, Murfin Drilling, Steffan 1-30H, Willmen,
DateOil RunsMCF Sold
5-202550493181
4-20253295985
3-20254352913
2-20257777458
1-20253870
  • 41526, conf, CLR, Syverson 7-12HSL, East Fork, npd,
  • 40682, conf, Oasis, Ongstad 5795 13-15 5B, Tioga,
DateOil RunsMCF Sold
5-20251996520907
4-20252354429544
3-20252259526529
2-20251518318359
1-2025102134
  • 40681, conf, Oasis, Ongstad 5795 13-15 4B, Tioga,
DateOil RunsMCF Sold
5-20252294624896
4-20252216329712
3-20252370228420
2-20251557518254
1-2025819982
  • 41347, conf, CLR, Syverson 6-12H, East Fork, npd,
  • 40680, conf, Oasis, Ongstad 5795 13-15 2B, Tioga,
DateOil RunsMCF Sold
5-20251555618007
4-20252150232542
3-20252115330399
2-20251579520055
1-202511841503
  • 40580, conf, Oasis, Ongstad 5795 13-15 3B,Tioga,
DateOil RunsMCF Sold
5-20251884720264
4-20252184930799
3-20252197928455
2-20251461516759
1-202520112661
  • 41133, conf, Petro-Hunt, Klevmoen Trust 153-95-20A-32-1HS, Charlson, npd,

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

Locator: 48694B.

The wells:

Wedesday, August 6, 2025: 13 for the month, 61 for the quarter, 491 for the year,
41463, conf, Kraken, Boxcar 4-9-16 3H,
34291, conf, BR, State Dodge 3B TFH,

Tuesday, August 5, 2025: 11 for the month, 59 for the quarter, 489 for the year,
41462, conf, Kraken, Boxcar 4-9-16 2H,
41268, conf, CLR, Michael State 3-16H1,
40773, conf, Hess, BL-JE Ulven-155-96-0322H-2,

Monday, August 4, 2025: 8 for the month, 56 for the quarter, 486 for the year,
41267 , conf, CLR, Michael State 2-16H,

Sunday, August 3, 2025: 7 for the month, 55 for the quarter, 485 for the year,
40722, conf, Hess, BL-JE Ulven-155-96-0322H-1,

Saturday, August 2, 2025: 6 for the month, 54 for the quarter, 484 for the year,
34292, conf, BR, State Dodge 3A MBH,

Friday, August 1, 2025: 5 for the month, 53 for the quarter, 483 for the year,
41165, conf, Phoenix Operating, Pladson 4-9 3H,
41164, conf, Phoenix Operating, Pladson 33-28-21 3H,
41163, conf, Phoenix Operating, Pladson 33-28-21 2TFH,
41162, conf, Phoenix Operating, Pladson 33-28-21 1H,
41161, conf, Phoenix Operating, Pladson 4-9 2H,

Thursday, July 31, 2025: 48 for the month, 48 for the quarter, 478 for the year, 
40541, conf, Hunt Oil, Clearwater 157-90-24-25H 2,
40182, conf, Hunt Oil, Clearwater 157-90-23-26H 5,
40180, conf, Hunt Oil, Clearwater 157-90-23-36H 3,

Wednesday, July 30, 2025: 45 for the month, 45 for the quarter, 475 for the year,
41348, conf, CLR, Carlton 2-7H,
41115, conf, Murfin Drilling, Steffan 1-24H,
41114, conf, Murfin Drilling, Steffan 1-25H,
41105, conf, Murfin Drilling, Steffan 1-30H,

Tuesday, July 29, 2025: 41 for the month, 41 for the quarter, 471 for the year,
41526, conf, CLR, Syverson 7-12HSL,

Monday, July 28, 2025: 40 for the month, 40 for the quarter, 470 for the year,
40682, conf, Oasis, Ongstad 5795 13-15 5B,
40681, conf, Oasis, Ongstad 5795 13-15 4B,

Sunday, July 27, 2025: 38 for the month, 38 for the quarter, 468 for the year,
41347, conf, CLR, Syverson 6-12H,
40680, conf, Oasis, Ongstad 5795 13-15 2B,
40580, conf, Oasis, Ongstad 5795 13-15 3B,

Saturday, July 26, 2025: 35 for the month, 35 for the quarter, 465 for the year,
41133, conf, Petro-Hunt, Klevmoen Trust 153-95-20A-32-1HS,

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