Friday, September 26, 2025

Remember $150 / Gallon Algae-Based Aviation Fuel? September 26, 2025

Locator: 49252USAF.

Remember this? Link here

The guys who approved $150/gallon aviation fuel made with algae, are now complaining that having the military's general officers and flag officers meet in Washington, DC, is "expensive." LOL.  Link here. It gets tedious.

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The Book Page

This next month or so, my main "recreational" reading will be Silent Spring Revolution by Douglas Brinkley, c. 2022.  I haven't taken many notes on the book yet, and probably won't, but what notes I do take will be posted here.

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The Bat Cave

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A Musical Interlude

A change is gonna come, Sam Cooke.

Link here


I was surprised that this song was written by Sam Cooke himself. I always thought he was a singer, not a writer. 

From wiki.

A Change Is Gonna Come is a song by American singer-songwriter Sam Cooke. It initially appeared on Cooke's album Ain't That Good News, released mid-February 1964 by RCA Victor; a slightly edited version of the recording was released as a single on December 22, 1964. 
Produced by Hugo & Luigi and arranged and conducted by René Hall, the song was the B-side to Shake
The song was inspired by various events in Cooke's life, most prominently when he and his entourage were turned away from a whites-only motel in Shreveport, Louisiana. Cooke felt compelled to write a song that spoke to his struggle and of those around him, and that pertained to the Civil Rights Movement and African Americans. 
Though only a modest hit for Cooke in comparison with his previous singles, A Change Is Gonna Come is widely considered one of Cooke's greatest and most influential compositions and has been voted among the greatest songs ever recorded by various publications.  
In 2007, the song was selected for preservation in the Library of Congress by the National Recording Registry, having been deemed "culturally, historically, or aesthetically significant."

In 2021, Rolling Stone magazine placed it at number 3 on its list of the "500 Greatest Songs of All Time",  and in 2025, the magazine placed it at number 1 on its list of "The 100 Best Protest Songs of All Time."

Shot and killed, age 33, south Los Angeles, at a motel on 91st and South Figueroa Street. Years later, my first address in Los Angeles was an apartment off York Avenue and North Figueroa Street, specifically Newland Street.  

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Reminiscing

My first apartment in Los Angeles, 1973, at York and North Figueroa:

Six months earlier I had just had my interview at the USC School of Medicine and was now beginning my trek home. This would have been sometime in October, 1972. I had four dollars in my pocket and was hitchhiking back to Augustana College, Sioux Falls, South Dakota. I left on a Friday afternoon about 5:00 p.m. and arrived back at college (Sioux Falls, SD) early on the following Sunday, two days later. 

In the map below, it shows the route I took walking from USC School of Medicine to stand at the ramp on I-10. 

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The Television Page

It looks like I may have found a new series to watch -- Clarkson's Farm on Amazon Prime. A documentary of the joys of farming in an over-regulated country, England.  The series ran for four years. Wiki: Clarkson's Farm - Wikipedia. Discovered in Claremont Review of Books, page 5, Summer, 2025, link here.

It begins: 

Millions of viewers around the world know Jeremy Clarkson as one of the hosts (“presenters,” they call them in the U.K.) of two amusing and amazing car shows, Top Gear (2002–2015) and The Grand Tour (2016–2024), the first produced with the BBC, the second with Amazon. I don’t watch car shows, even if they are funny and clever. I first saw Clarkson after he had become a farmer—at Diddly Squat Farm in the Cotswolds, as recorded on his show Clarkson’s Farm, currently the most humane and delightful unscripted hour on television. 

The show, half comedy, half documentary, has appeared for four seasons on Amazon Prime and is Clarkson’s love letter to Britain’s farmers. The 65-year-old admires them for pursuing a laborious, unsung, unprofitable vocation threatened by local busybodies and national do-gooders alike. That’s why he calls himself a “libertarian.” As he told the Telegraph in a recent interview, “I believe in getting rid of all the legislation. There should only be one law in the country, which is ‘Don’t be a twit.’” The show tracks his long-running feud with the West Oxfordshire council, which prohibited him from setting up a restaurant on the farm, as well as his struggles against “Whitehall gobbledegook” when deciding which crops he could plant and “the government’s Pub Police” as he tried to buy one of the myriad closed pubs in the neighborhood and reopen it. 

As usual with libertarians, there are deeper layers under the wish to be left alone. Clarkson admires not merely farmers’ sense of independence but also what they do, and long to do, with that freedom.

US Supreme Court Sides With President Trump: Allows President To Withhold Foreign Aid -- September 26, 2025

Locator: 49251POLITICS.

Again, the court makes a one-time ruling; says it's specific for this case only; says this ruling will provide no precedence. 

The story is everywhere. One link here

Five New Permits -- September 26, 2025

Locator: 49250B.

WTI: $65.72.

Active rigs: 33. 

Five new permits, #42348 - #42353, inclusive:

  • 42349, conf, Petro-Hunt, John Williams 143-97-5B-8-1HA, Crooked Creek, SWSW 32-144-97, 365 FSL 430 FL, npd,
  • 42350, conf, KODA Resources, Amber 2203-1BH, Fertile Valley. NENW 22-160-103, 600 FNL 2448 FWL, npd, 
  • 42351, conf, KODA Resources, Amber 2203-2BH, Fertile Valley, NENW 22-160-103, 600 FNL 2483 FWL, npd,
  • 42352, conf, KODA Resources, Amber 2203-3BH, Fertile Valley, NENW 22-160-103, 600 FL 2518 FWL, npd, 
  • 42353, conf, KODA Resources, Amber 2203-4BH, Fertile Valley, NENW 22-160-103, 600 FNL 2553 FWL, npd, 

Ten BR permits canceled:

  • Lincoln Hill (5), #32935, #32936, #32939 - #32941, inclusive, Dunn County;
  • Three Rivers (5), #36825 - #36829, inclusive; McKenzie County;

Alison Ritter's Quick Connects -- September 26, 2025

Locator: 49249QUICKCONNECTS.

Nucleon Energy recommended for advanced nuclear research in North Dakota -- KX News
Micro data centers are coming to North Dakota's oil patch. What are they? -- Dickinson Press
North Dakota leads opposition to MISO's $22 billion power line expansion -- KX News
Wrigley considers action over South Dakota eminent domain law -- North Dakota Monitor
Gas growth less of a problem for North Dakota oil industry with data center demands -- Bismarck Tribune
Data center operations in North Dakota save nearly $41 million through state tax exemptions -- InForum
North Dakota Land Board to up infrastructure investment; puts $100M to data centers -- Bismarck Tribune
North Dakota lawmakers move forward with study on term limits despite cost questions -- Dickinson Press
Lawmakers advance bill that outlines addressing vetoes after a legislative session -- North Dakota Monitor
Legislators serving on tax reform and relief committee back to work talking future tax relief -- KX News
North Dakota income tax revenue to drop over $100M because of Big Beautiful Bill -- Bismarck Tribune
North Dakota lawmakers eye special session for federal rural health funding -- North Dakota Monitor
Ray commissioners move forward on day care repairs; city accepts renovation bids -- The Journal
Eleven North Dakota rural grocery stores to receive $1 million in sustainability grants -- KX News
City of Williston approves balances 2026 budget; commissioners examine salary increase -- Williston Herald
US Department of Education awards nearly $1.4 million to three North Dakota colleges -- Kevin Cramer
BOCC grants $5M to Bakken Skills Center to establish permanent endowment -- McKenzie County Farmer
Cellphone ban means less drama, more focus for some North Dakota students -- North Dakota Monitor
Ray school board approves budget of $7.8 million for year, discusses bus needs -- The Journal
Armstrong: State wants to 'hit the ground running' after Baesler's federal confirmation -- Dickinson Press
Fall enrollment up nearly 4% at North Dakota's eleven public colleges and universities -- KFGO
Board approves Brent Sanford as new 'commissioner' of North Dakota University System -- Dickinson Press
Baesler praises adult educators for playing crucial role in workforce development -- Bowman County Pioneer
North Dakota textbooks are being updated this school year to teach Native American history -- KX News
Twelve Belfield High School students fundraising for March trip to Washington DC -- Dickinson Press
ND Department of Transportation wins education award for Vision Zero Schools campaign -- KX News
US House passes bill looking to make it easier to permit cross-border energy infrastructure -- KFYR - TV
California terminal project ruling could open coal export markets for Wyoming -- Cowboy State Daily
Trump calls climate change policy 'greatest con-job ever perpetrated', faults it for West's decline -- NY Post
Energy groups praise Trump moves to embrace nuclear as New York climate event convenes -- The Hill
American Petroleum Institute estimates US crude inventories fell by 3.821M barrels in last week -- Oil Price
China, world's largest carbon polluting nation, announces new climate goal to cut emissions -- The Hill
US Dept of Energy intends to cancel $13 billion in funds pledged by Biden for green energy -- Reuters
Energy Secretary Chris Wright orders new study to bolster oil and gas development -- E&E News
Most coal-fired power plants will delay retirement to feed AI boom, energy secretary says -- Reuters
Trump admin moves to stop more taxpayer cash from going down "green new scam" drain -- Daily Caller
Media launches partisan attack on DOE scientists, hypes fake climate consensus -- American Thinker
National academies claim CO2 impact is "beyond scientific dispute," experts say otherwise -- CFACT

Natural Gas Turbines --- Surging Costs -- September 26, 2025

Locator: 49248ENERGY.

From Alison Ritter's newsletter: original source here.

Surging natural gas turbine costs are not only increasing the price of gas-powered electricity but also making wind and solar energy more expensive, according to a new analysis by Isaac Orr and Mitch Rolling, self-styled "Energy Bad Boys" on Substack known for their blunt takes on energy policy.

The duo’s report highlights how the cost of building new combined cycle (CC) natural gas plants has nearly tripled, with capital costs rising from $824-$875 per kilowatt (kW) to $2.2-$2.5 million per megawatt, per Utility Dive. This spike drives the levelized cost of electricity for CC plants to $49.22 per megawatt-hour (MWh) at the high end, a 70% jump from $29.01 at lower capital costs. Combustion turbine plants face similar increases, with 2025 costs projected at $728-$1,544 per kW, up from $562 in 2023, according to the U.S. Energy Information Administration.

Rising natural gas prices, expected to hit $4.90 per million British thermal units (MMBtu) by 2026, further inflate costs. These increases ripple into wind and solar systems, which rely on gas for backup generation when renewables falter. The authors’ model, building on their “Baseload Solar Beatdown” study, shows a 50% solar-plus-storage portfolio is 15% costlier with higher gas prices.

“Wind and solar advocates cheer rising gas costs, but they’re missing the bigger picture: their systems need gas backup, and pricier gas means pricier renewables,” Orr said. “Pushing for net-zero mandates without reliable dispatchable power is a recipe for unaffordable electricity.”

The report argues that keeping existing coal and nuclear plants online is more cost-effective than building new gas, wind, or solar infrastructure. Existing coal plants average $37.45 per MWh, and nuclear plants $28.38, often cheaper than new gas at elevated costs.

Des Moines Schools Superintendent Is Detained By ICE; Fled Law Enforcement; Had Loaded Handgun In Possession When Apprehended; Loaded Handgun On School Property; Had Deportation Order Issued In 2024 -- September 26, 2025

Locator: 49247ICE.

Reported by The New York Times

Link here



Face-Off: Lindsey Halligan Vs James Comey -- September 26, 2025

Locator: 49246LAW.

Before everyone gets excited, read Lindsey Halligan's resume. It's as good as I've seen appointed by a Democratic president: that bar lowered with the appointment of Ketanji Brown Jackson to the US Supreme Court, and that appointment had far reaching impact.

Let's start with the fact that Judge Jackson's appointment is a lifelong appointment. Judge Halligan's appointment is an interim appointment. US Supreme Court rulings are not appealable. Judge Halligan's rulings are reviewable and appealable.

Because my wife was with me, we were listening to NPR on way back from Ft Worth today. They were discussing the indictment of James Comey. It was amazing to hear the bias in the reporting. My wife and I have learned not to discuss politics. She would have accepted the NRP viewpoint hook, line, and sinker. I was appalled this was considered national, public, radio. 

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Texas Measles Outbreak Update

The Texas Department of State Health Services (DSHS) stopped providing regular updates for the 2025 West Texas measles outbreak after declaring it officially over on August 18, 2025. 

Key details about the end of the outbreak: 

  • Official declaration: The outbreak was declared over after 42 days passed with no new cases being reported in the affected counties. 
  • Public health officials use 42 days—twice the maximum incubation period—as the standard for ending a measles outbreak. 
  • Final count: Before DSHS stopped its updates, the outbreak had resulted in 762 confirmed cases, 99 hospitalizations, and the deaths of two children.

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The Random Photo Page

I have no idea what this means, but ..... 

"T" for Texas?

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A Musical Interlude

Link here

The Eisen Hour -- September 26, 2025

Locator: 49245EISEN.

After Cramer speaks:


Personal spending: up 0.6%. 

U.S. personal spending increased by 0.6% in August 2025, a stronger-than-expected rise that continued a streak of solid consumer activity despite economic uncertainties, according to U.S. Bureau of Economic Analysis data released today. 
This 0.6% monthly increase in spending follows a 0.5% rise in July, and occurred as the Federal Reserve continues to watch inflation closely. 

Not mentioned: daily active users --

  • Blue Sky: 38 million and growth has slowed noticeably;
  • x: 250 million

Not mentioned:

Price of a premium beer and my favorite beer: at high-end retailer, $12 for 6-pack vs $10 at Total Wine. But get this: $18.49 for a 12-pack, or $9.25 per six pack. My ration: one beer each night; SNF, MNF, and TNF. 

Speaking of which, why did the Arizona Cardinals rush to score in the last couple of minutes giving the Seahawks time to score a 52-yard field goal as time ran out and win the game, rather than go for the tie at the end of regulation time. If you can't consistently make 52-year field goals in the NFL, you won't be an NFL placekicker. Wow.

Not mentioned: species of the day -- the sun bear. Wiki

Cramer's First Hour -- September 26, 2025

Locator: 49244CRAMER.

Starts off with Apple: phenomenal. Especially what he saw in Japan in past 24 hours, with launch of iPhone 17 "today" in Japan and the re-opening of Apple's iconic store in Ginza.  

Second story: Jensen Huang on OpenAI investment.  

Third story: Apple in Japan.  

Fourth story: Costco! Buy, buy, buy when P/E drops below 50 -- that's the best you can do. Right now about 50.1.  Wow, and they say AAPL is expensive at 39. But having said that, AAPL really is expensive based on historical numbers for AAPL. 

Fifth story: Boeing surges. FAA to ease restrictions on. Boeing a/c deliveries. This is why the Dow is surging today.

Not mentioned:


 From December 19, 2023:


MMF -- Inflows Increased By $31 Billion -- Because That's What "They" Do -- September 26, 2025

Locator: 49243MMF.

My favorite chart 

MMF: most recent data -- Americans added more cash to their MMFs. Link here. And the increase was not trivial: up $31 billion. Monthly data here.

Posted September 12, two weeks ago, link here:

This is what I think will happen if the Fed cuts 100 basis points before the end of 2025 and and all else remains unchanged (i.e., no major geo-political news issues or major economic changes affecting the mindset of investors):

  • who holds that $7 million in MMFs: upper income folks; investors; folks who are not living beyond their means; folks who have a positive cash flow and able to put money into savings/investing; 
  • for those folks who hold $7 million MMFs, how do they feel, emotionally? Overall they feel "relatively rich" or "very well off." They may not like the headline but when they do the math they will realize there is not a big difference between 3% and 4% when it comes to a Fed cut or a MMF;
    • 90% of Americans are financially illiterate and won't change their investment habits
  • what will these "very well-off folks" do based on how they feel? They will continue to put money into their savings / investing accounts even as they buy more stuff; 
  • why will they do that, put more money into savings/investing? because that's what they do! LOL. I didn't say they would necessarily put more more into savings/investing, I just say they will continue to add money to their savings / investment accounts because that's what they do.

More could be said but I doubt anyone reads past this line.

So, how did that age: most recent data -- Americans added more cash to their MMFs. Link here. And the increase was not trivial: up $31 billion.

Factoid Of The Day -- AI Spending Put In Context -- And We Still Can't Get Our Brains Around This Number -- September 26, 2025

Locator: 49242AI.

AI prompt:

AI spending in one year was more than what US spend on interstate highway system over 40 years.

AI reply:  

Yes, one-year spending on AI has exceeded the total, inflation-adjusted cost of building the U.S. Interstate Highway System over 40 years . This comparison is often cited to illustrate the massive scale and speed of investment in the artificial intelligence sector.

TGIF - September 26, 2025

Locator: 49241TGIF.

Story to watch today: Apple iPhone 17 launch in Japan. Link here. Re-opens iconic Ginza store to 1000's of excited customers. Link here. History of Apple iPhone sales: staggering. iPhone 40 W charging speed is "insane" (as in "good") for Apple. Link here.

CORE PCE: comes in line for August. PCE is the Fed's favored inflation metric. Mike Santoli is very, very sanguine about these numbers. Americans seem to be managing with 2.9% inflation. 

  • 2.9% m/m
  • 2.9% y/y
  • comes in under the "new" Fed target of 3% (wink, wink)

 Natural gas: US exports to Mexico surge; Mexico's NG production flat; link here.

TikTok: MGX to be biggest "owner." Previously MGX was not even mentioned. Previously posted on the blog. Market value estimated at $14 billion; seems to be on the low side. 

MSNBC: just what we need. Another late-night talk show covering politics. Jimmy Kimmel.