Sunday, September 21, 2025

Thoughts, Questions -- September 21, 2025

Locator: 49179ARCHIVES.

September 22, 2025. Rambling:

  • I've never seen so much news; it's impossible to keep up; every day I wake up eager to see what's new;
  • this is the most transformative president in my adult lifetime -- perhaps since Ronald Reagan

September 21, 2025. Rambling: 

  • the year the music died: at least for the next four years, EVs are dead; 
    • anything else is "spring hopes eternal"
    • the final straw: Buffett gets out! 
  • I would never bet against Jensen Huang, but for investors, with regard to Intel, there are so many other bets just as good; 
    • if one has to think that much about an investment in this economy, it's time to pass;
  • I'm inappropriately exuberant about Apple, but what Apple Silicon is doing is simply amazing
    • ditto: Tim Cook's American Manufacturing Company
  • no one mentions it, but the biggest moat right now: trillion-dollar-market caps
  • why does everyone seem to be fighting the Fed? 
  • where is Vanderbilt ranked this week? Finally, it breaks through #20; now ranked #18 after beating Georgia State (unranked, not to be confused with #5 Georgia), 70 - 21; 

From September 19, 2025:

Data points this past week that really caught my attention: 

  • the strong performance of US equity markets in August / September, considering these two months are historically tough months for mom-and-pop retail investors; 
  • Apple's global laptop sales in the 2Q25; 
  • the staggering production in the Permian relative to the rest of the nation; 
  • what appears to be an incredible Apple iPhone 17 launch; 
  • the continued misreading of the Intel story; 
  • the strength of the AI/fourth/sixth industrial revolution; 
  •  the Fed is cutting despite a strong market; 
  • despite all the trash talk from the White House, JPow is looking pretty good; 
  • most important: he is independent of the White House and he's very, very trustworthy and credible.

PEG -- September 21, 2025

Locator: 49178PEG.

Link here


Apple's M4 Chip -- September 21, 2025

Locator: 49177APPLE.

Yes, it's evolutionary. But it's hard not to call it revolutionary. If I understand it correctly this is what Nvidia is trying to do with CUDA and now with Intel's x86 which won't be ready until 2027 or 2028.

Apple Silicon wiki here

Apple M4
: Apple's top laptop chip:

NASCAR Fireworks -- Ty Gibbs DF In New Hampshire; Spun Out By Teammate Denny Hamlin -- Hamlin Had Had Enough -- Stage 2 --September 21, 2025

Locator: 49176NASCAR.

Coach Gibbs and grandson Ty Gibbs.

It will be interesting to see who's left standing. My hunch: Grandfather won't tolerate anyone who can't control his temper -- especially when his grandson is in the crosshairs! 

Ratings next week? To infinity and beyond.

The good news: Grandfathers take a lot of stuff in stride. They've seen a lot. I should know. LOL.  

Link here


 

During the NASCAR Cup race at New Hampshire Motor Speedway, things unravelled between Joe Gibbs Racing teammates in a huge blowup.

While Christopher Bell and Denny Hamlin (who are both in the playoffs) were trying to fight their way forward, teammate Ty Gibbs stood in their way.

After a spirited battle, Gibbs actually made contact with Bell and radioed to the team that he "won't take anymore crap from my teammate."

Hamlin was directly behind them, and he seemed shocked by what was happening. "Does Ty know we are going for a championship. What the f***?"

The battle wasn't over, as Hamlin then had a shot at the driver of the No. 54 Toyota. He was extremely aggressive and pushed him up the track, but Gibbs refused to back down. Moments later, he had enough and spun Gibbs into the outside wall.

Hamlin did not hold back his feelings on the radio. "Are they afraid to talk to him? That's what I feel like. They're just scared of him."

Gibbs' reaction to the entire incident was simple: "Game on." He later returned to the track following repairs, but nearly crashed again as he hit the wall at the exit of Turn 2. He later faced questions outside of the infield care center, but he decided not to engage and only talked about looking forward to next week.


Winner? 

Blaney’s No. 12 Team Penske Ford led 116 of the race’s 301 laps including the final 39 laps ... Blaney’s victory cashes the popular 2023 series champion’s ticket into the Round of 8 in pursuit of his second NASCAR Cup Series title. Important both Sunday and likely further in the playoffs as the season’s three-race winner can expect fierce competition from his Penske teammate, three-time and reigning series champ Joey Logano as the playoffs intensify.

JGR’s veteran driver Denny Hamlin, who ran top-10 most of the day, and was involved in an incident with his teammate Ty Gibbs mid-race, dropped from the championship lead coming into New Hampshire to now fifth place in the points with a 12th-place run. 
The season’s five-race winner had no comment, however, about the contact with Gibbs that put the young third-year driver into the wall and out of the race while they both raced among the top-10. 
Blaney’s victory — the 16th of his career — automatically moves him into the next round of the playoffs. Byron is now second in the standings, 47 points above the cutoff line. Larson is 41 points up and Bell is 29 points to the good.

Why I Love To Blog -- That Ariya Story Update? I First Posted About The Ariya In 2022 Along With Buggigieg -- September 21, 2025

Locator: 49175EVS.

This just shows how long it takes for EV manufacturers to ramp up and how a new administration can completely disrupt plans. And then when Trump is out of office, it's very possible, EVs will be back in vogue.  

From July 23, 2022, link here:

 
AndThe WSJ  -- "The Upside-Down Logic of Electric SUVs."  

From the other day, September 20, 2025, link here

Re-Posting -- Nvidia CUDA -- September 21, 2025

Locator: 49174CUDA.

Locator: 49168CUDA.

Updates

September 22, 2025:

A reminder. What was the deal all about? 

The chip giants announced Thursday, September 18, 2025, that Nvidia would invest $5 billion in Intel at a share price of $23.28. 

A part of the deal, the two companies will partner on a range of products across the data center and PCs. 

They will connect architectures through Nvidia NVLink, Nvidia's high-speed interconnect for CPU and GPU processors, combining Nvidia's strength in AI and accelerated computing with Intel's CPUs and x86 architecture. 

Additionally, Intel is planning to build custom x86 CPUs that Nvidia will put into AI infrastructure platforms in data centers. In PCs, Intel plans to build x86 system-on-chips to integrate with Nvidia RTX GPU chiplets, going into a wide range of PCs. 

The partnership does not include Intel's foundry division.

Original Post 

September 21, 2025: a-ha! Beth explains it! Link here.

************************
Updated: September 21, 2025
 

I don't understand the specifics at all, but maybe someday I will. 

This is where this blog all began: link here

This is where I track Nvidia's CUDA. I haven't updated that page in a long, long time. 

Link here


Oasis Como / Bitterroot Wells In Arnegard Oil Field

Locator: 10010COMO.

The wells:

  • 40889, conf, Oasis, Como 5000 21-30 2B, Arnegard, t5/25; cum 110K 7/25;
  • 40890, conf, Oasis, Como 5000 21-30 3B, Arnegard, t5/25; cum 94K 7/25;
  • 40879, conf, Oasis, Bitterroot 5000 21-30 2B, Arnegard, t5/25; cum 108K 7/25;
  • 40880, conf, Oasis, Bitterroot 5000 21-30 3B, Arnegard, t5/25; cum 100K 7/25;
  • 40788, conf, Oasis, Bitterroot 5000 21-30 4B, Arnegard, t5/25; cum 80K 7/25;
  • 40881, conf, Oasis, Bitterroot 5000 21-30 5B, Arnegard, t5/25; cum 100K 7/25;

Early production:

  • 40889:
DateOil RunsMCF Sold
7-20252186025719
6-20252468424923
5-20252487427448
4-20252512625534
3-202550445217
  • 40890:
DateOil RunsMCF Sold
7-20252310726172
6-20252184322797
5-20252460926430
4-20252762028232
3-202548795102
  • 40879: 
DateOil RunsMCF Sold
7-20252770631626
6-20252440526702
5-20252696030837
4-20253076833468
3-202525932892
  • 40880:
DateOil RunsMCF Sold
7-20252647432500
6-20252415727461
5-20252758632144
4-20252225024142
  • 40788:
DateOil RunsMCF Sold
7-20252246325838
6-20251664619179
5-20252220025987
4-20251734218330
  • 40881:
DateOil RunsMCF Sold
7-20252657830610
6-20253092032252
5-20252785331698
4-202577718101

The maps


 



 


The XTO HBU Shoshoni Federal Wells, Hofflund Oil Field

Locator: 10100SHOSHONI.

The wells:

  • 41052, conf, XTO, HBU Shoshoni Federal 11X-15D, Hofflund, npd, 
  • 41053, conf, XTO, HBU Shoshoni Federal 11X-15H, Hofflund, npd, 
  • 41054, conf, XTO, HBU Shoshoni Federal 11X-15A, Hofflund, npd, 
  • 41055, conf, XTO, HBU Shoshoni Federal 11X-15E, Hofflund, npd, 
  • 41056, conf, XTO, HBU Shoshoni Federal 11X-15B, Hofflund, npd, 
  • 41057, conf, XTO, HBU Shoshoni Federal 11X-15F, Hofflund, npd, 
  • 41058, conf, XTO, HBU Shoshoni Federal 11X-15G, Hofflund, npd, 

Well of interest:

  • 17298, 1,151, XTO, HBU Crowder 41X-21, Hofflund, NENE section 21-154-95; 201 FNL 698 FEL; off line 2020 - 2021; t1/09; cum 334K 7/25;

The maps

NDIC Website Update -- September 21, 2025

Locator: 49173NDIC.

The NDIC "Daily Activity Report" module seems to be back up and running, though it remains very, very slow on my mobile devices, but for the most part, has not "timed out."

Initial Production Data For Wells Coming Off Confidential List This Next Week -- September 21, 2025 -- pending

Locator: 49172WELLS.

The wells:

  • 41053, conf, XTO, HBU Shohoni Federal 11X-15H, Hofflund, npd, 
  • 41074, conf, Hess, GO-Foss Fam Trst-156-97-2314H-2, Dollar Joe, 
DateOil RunsMCF Sold
7-20251234430521
6-20251352127251
5-20251948336938
4-20252471542402
  • 41377, conf, CLR, Bismarck FIU 11-9HSL, Brooklyn, npd, 
  • 41055, conf, XTO, HBU Shoshoni Federal 11X-15E, Hofflund, npd, 
  • 41054, conf, XTO, HBU Shoshoni Federal 11X-15A, Hofflund, npd, 
  • 41056, conf, XTO, HBU Shoshoni Federal 11X-15B, Hofflund, npd, 
  • 40908, conf, CLR, Rath Federal 2-22H2, Sanish, npd, 
  • 41057, conf, XTO, HBU Shoshoni Federal 11X-15F, Hofflund, npd, 
  • 40907, conf, CLR, Rath Federal 1-22H, Sanish, npd, 
  • 41043, conf, Hess, EN-Dobrovolny-LE-155-93-28H-1, Alger, 
DateOil RunsMCF Sold
7-2025511011885
6-2025661817062
5-20251057413857
4-20251018312078
3-202514761267
  • 40973, conf, Hess, HA-Grimestad-152-95-3031H-11, Hawkeye, 
DateOil RunsMCF Sold
7-2025875434042
6-20251163635379
5-2025887522576
4-20251354229783
3-202514182519
  • 40906, conf, CLR, Corsican Federal 12-15HSL2, Sanish, npd, 
  • 40879, conf, Oasis, Bitterroot 5000 21-30 2B, Arnegard, 
DateOil RunsMCF Sold
7-20252770631626
6-20252440526702
5-20252696030837
4-20253076833468
3-202525932892
  • 40762, conf, XTO, HBU Shoshoni 11X-15C, Hofflund, npd, 
  • 41058, conf, XTO, HBU Shoshoni Federal 11X-15G, Hofflund, npd, 
  • 40979, conf, Hess, EN-Starla-152-93-0904H-2, Sorkness, 
DateOil RunsMCF Sold
7-20252035735984
6-20252134129678
5-20251155610163
4-20252087325436
3-202542116278
  • 41046, conf, Hess, EN-L Cvancara-LN-155-93-2726H-1, Alger, 
DateOil RunsMCF Sold
7-20251322021904
6-20251654622628
5-20251848223578
4-20251783621584
3-202547944036
  • 40978, conf, Hess, EN-Starla-157-93-0904H-1, Sorkness, 
DateOil RunsMCF Sold
7-20251869825910
6-20251842419436
5-202590708484
4-20252126129470
3-202557524463
  • 40905, conf, CLR, Corsican Federal 11-15H, Sanish, 
DateOil RunsMCF Sold
6-202523770
  • 40890, conf, Oasis, Como 5000 21-30 3B, Arnegard, 
DateOil RunsMCF Sold
7-20252310726172
6-20252184322797
5-20252460926430
4-20252762028232
3-202548795102
  • 40889, conf, Oasis, Como 5000 21-30 2B, Arnegard, 
DateOil RunsMCF Sold
7-20252186025719
6-20252468424923
5-20252487427448
4-20252512625534
3-202550445217
  • 41044, conf, Hess, EN-Cvancara-155-93-2215H-12, Alger, 
DateOil RunsMCF Sold
7-20251329614781
6-20251507917097
5-20251981322949
4-20251839422311
3-202583857769
  • 40904, conf, CLR, Corsican Federal 10-15H1, Sanish, npd, 
  • 40692, conf, Petro-Hunt, Wollan Creek 152-96-34D-27-3H, Clear Creek, npd, 
  • 41045, conf, Hess, EN-Cvancara-155-93-2215H-11, Alger, 
DateOil RunsMCF Sold
7-20251196910691
6-20251310912682
5-20251613516281
4-20251838118395
3-202581568130
  • 40690, conf, Petro-Hunt, Wollan Creek 152-96-34C-27-1H, Clear Creek, npd, 
  • 40942, conf, Oasis, Painted Rocks 5000 41-20 2BX, Arnegard, 
DateOil RunsMCF Sold
7-20251921823221
6-20252247626702
5-20251627514757
4-20252355126534
3-202577534441
  • 40941, conf, Oasis, Painted Rocks 5000 41-20 3B, Arnegard, 
DateOil RunsMCF Sold
7-20251885326105
6-20252067225660
5-20251597924147
4-20252422529430
3-2025760512028
  • 40903, conf, CLR, Corsican Federal 9-15H, Sanish, npd, 
  • 40704, conf, Oasis, Lake Trenton Federal 5302 21-31 2B, Eightmile, 
DateOil RunsMCF Sold
7-20252117714242
6-20251801913250
5-20251603010585
4-20252285515127
3-202574685396
  • 41213, conf, Slawson, Daredevil Federal 4-2-14H, Bully, npd, 

Wells Coming Off Confidential List This Next Week -- September 21, 2025

Locator: 49171WELLS.

The wells:

Wednesday, October 1, 2025: 2 for the month, 2 for the quarter, 584 for the year, 
41053, conf, XTO, HBU Shohoni Federal 11X-15H, 
41074, conf, Hess, GO-Foss Fam Trst-156-97-2314H-2, 

Tuesday, September 30, 2025: 59 for the month, 152 for the quarter, 582 for the year, 
41377, conf, CLR, Bismarck FIU 11-9HSL, 
41055, conf, XTO, HBU Shoshoni Federal 11X-15E, 
41054, conf, XTO, HBU Shoshoni Federal 11X-15A, 

Monday, September 29, 2025: 56 for the month, 149 for the quarter, 579 for the year, 
41056, conf, XTO, HBU Shoshoni Federal 11X-15B, 
40908, conf, CLR, Rath Federal 2-22H2, 

Sunday, September 28, 2025: 54 for the month, 147 for the quarter, 577 for the year, 
41057, conf, XTO, HBU Shoshoni Federal 11X-15F, 
40907, conf, CLR, Rath Federal 1-22H, 

Saturday, September 27, 2025: 52 for the month, 145 for the quarter, 575 for the year, 
41043, conf, Hess, EN-Dobrovolny-LE-155-93-28H-1, 
40973, conf, Hess, HA-Grimestad-152-95-3031H-11, 
40906, conf, CLR, Corsican Federal 12-15HSL2, 
40879, conf, Oasis, Bitterroot 5000 21-30 2B, 
40762, conf, XTO, HBU Shoshoni 11X-15C, 

Friday, September 26, 2025: 47 for the month, 140 for the quarter, 570 for the year, 
41058, conf, XTO, HBU Shoshoni Federal 11X-15G, 
40979, conf, Hess, EN-Starla-152-93-0904H-2, 

Thursday, September 25, 2025: 45 for the month, 138 for the quarter, 568 for the year,  
41046, conf, Hess, EN-L Cvancara-LN-155-93-2726H-1, 
40978, conf, Hess, EN-Starla-157-93-0904H-1, 
40905, conf, CLR, Corsican Federal 11-15H, 
40890, conf, Oasis, Como 5000 21-30 3B, 
40889, conf, Oasis, Como 5000 21-30 2B, 

Wednesday, September 24, 2025: 40 for the month, 133 for the quarter, 563 for the year,
41044, conf, Hess, EN-Cvancara-155-93-2215H-12,
40904, conf, CLR, Corsican Federal 10-15H1,
40692, conf, Petro-Hunt, Wollan Creek 152-96-34D-27-3H,

Tuesday, September 23, 2025: 37 for the month, 130 for the quarter, 560 for the year, 41045, conf, Hess, EN-Cvancara-155-93-2215H-11,
40690, conf, Petro-Hunt, Wollan Creek 152-96-34C-27-1H,

Monday, September 22, 2025: 35 for the month, 128 for the quarter, 558 for the year,
40942, conf, Oasis, Painted Rocks 5000 41-20 2BX,
40941, conf, Oasis, Painted Rocks 5000 41-20 3B,
40903, conf, CLR, Corsican Federal 9-15H,

Sunday, September 21, 2025: 32 for the month, 125 for the quarter, 555 for the year, 40704, conf, Oasis, Lake Trenton Federal 5302 21-31 2B,

Saturday, September 20, 2025: 31 for the month, 124 for the quarter, 564 for the year,
41213, conf, Slawson, Daredevil Federal 4-2-14H,


New Wells Reporting For 4Q25 -- Full Calendar Year 2025 Now Complete

Locator: 49170WELLS.

The wells:

1 January 2026: spaceholder.

1Q26 Data Above

Data for 4Q25: 4Q25
Data for 3Q25: 3Q25
Data for 2Q25: 2Q25
Data for 1Q25: 1Q25

Data for 4Q24: 4Q24
Data for 3Q24: 3Q24
Data for 2Q24: 2Q24
Data for 1Q24: 1Q24

Data for 4Q23: 4Q23
Data for 3Q23: 3Q23
Data for 2Q23: 2Q23
Data for 1Q23: 1Q23

Data for 4Q22: 4Q22
Data for 3Q22: 3Q22
Data for 2Q22: 2Q22
Data for 1Q22: 1Q22

Data for 4Q21: 4Q21
Data for 3Q21: 3Q21
Data for 2Q21: 2Q21
Data for 1Q21:  1Q21

Data for 4Q20: 4Q20
Data for 3Q20: 3Q20
Data for 2Q20: 2Q20
Data for 1Q20: 1Q20

Data for 4Q19: 4Q19
Data for 3Q19:  3Q19
Data for 2Q19: 2Q19
Data for 1Q19: 1Q19
Data for 4Q18: 4Q18
Data for 3Q18: 3Q18
Data for 2Q18: 2Q18
Data for 1Q18: 1Q18
Data for 4Q17: 4Q17
Data for 3Q17: 3Q17
Data for 4Q16: 4Q16
Data for 3Q16: 3Q16
Data for 2Q16: 2Q16
Data for 1Q16: 1Q16
Data for 4Q15: 4Q15
Data for 3Q15: 3Q15
Data for 2Q15: 2Q15
Data for 1Q15: 1Q15
Data for 4Q14: 4Q14
Data for 3Q14: 3Q14
Data for 2Q14: 2Q14
Data for 1Q14: 1Q14
Data for 4Q13: 4Q13
Data for 3Q13: 3Q13
Data for 2Q13: 2Q13
Data for 1Q13: 1Q13
Data for 4Q12: 4Q12
Data for 3Q12: 3Q12
Data for 2Q12: 2Q12
  Data for 1Q12: 1Q12   
Data for 4Q11: 4Q11 
Data for 3Q11: 3Q11 
Data for 2Q11: 2Q11 
 Data for 1Q11: 1Q11  
 Data for 2H10: 2H10 
Through 1H10: 1H10