Wednesday, October 15, 2025

With The Government Shut Down, The President Has A Lot Of Time To Pursue His Agenda -- October 15, 2025

Locator49405WHITEHOUSE.  

It will be interesting to see how long the president is willing to let the government remain shut down. 

My hunch: the government will start passing one bill at a time -- there are twelve appropriations bills. They can pass them one at a time. They can start with the Department of War. Then Energy. Then Interior. If Schumer is not careful, "they" may run out of money before they get to HHS. 

Link here

DOD: my hunch -- the president is very, very happy with the way Pete Hegseth is running things. Those journalists that gave up their Pentagon credentials are most likely re-thinking their actions. My hunch: Pete Hegseth won't easily / quickly re-instate them.

This is simply amazing. From the linked article. Compare this with Michelle Obama growing a garden, Laura Bush decorating the White House Christmas tree. 

More than three dozen organizations and individuals, including companies with business before the federal government, attended a dinner with President Trump on Wednesday evening after opening their checkbooks to support the new $250 million ballroom under construction at the White House. [I wonder what JPow thinks of this. LOL.]

Companies that sent representatives to the East Room event included Lockheed Martin, Microsoft, Meta Platforms, Alphabet’s Google, Amazon.com and Palantir Technologies, according to the White House. The guest list also featured wealthy individuals and families, such as oil billionaire Harold Hamm, Blackstone Chief Executive Steve Schwarzman and Cameron and Tyler Winklevoss.

“Chief executives throughout history have contributed to making the White House special, and nothing of this magnitude has been done,” Trump said at the beginning of the event. He noted renovations and building projects done by past presidents, including James Monroe’s South Portico and Theodore Roosevelt’s West Wing.

The dinner was billed to “Establish the Magnificent White House Ballroom,” according to a copy of the invitation reviewed by The Wall Street Journal. The invitation, which was written in Trump’s trademark gold lettering, listed the president as the event’s host.

Trump views the new ballroom as an important part of his presidential legacy. Since taking office, he has already redecorated parts of the White House complex, including the Rose Garden, Oval Office, Palm Room and Colonnade. Trump installed two large flagpoles at the north and south entrances of the White House, and regularly inspects his construction projects.

The former developer said thinking about real estate is “relaxing” for him. At one point during the dinner, the president drew open the yellow curtains in the East Room to show his guests progress on the ballroom outside.

A list of expected attendees, provided by the White House, includes:

  • Altria Group Inc.
  • Amazon.com Inc.
  • Apple Inc.
  • Booz Allen Hamilton Holding Corp.
  • Caterpillar Inc.
  • Coinbase Global
  • Comcast Corp.
  • Hard Rock International
  • Google
  • HP Inc.
  • Lockheed Martin Corp.
  • Meta Platforms Inc.
  • Micron Technology Inc.
  • Microsoft Corp.
  • NextEra Energy Inc.
  • Palantir Technologies Inc.
  • Ripple
  • Reynolds American Inc.
  • T-Mobile US Inc.
  • Tether
  • Union Pacific Railroad
  • J. Pepe and Emilia Fanjul
  • Adelson Family Foundation
  • Stefan E. Brodie
  • Betty Wold Johnson Foundation
  • Charles and Marissa Cascarilla
  • Edward and Shari Glazer
  • Harold Hamm
  • Benjamin Leon, Jr.
  • The Lutnick Family
  • The Laura & Isaac Perlmutter Foundation
  • Stephen A. Schwarzman
  • Konstantin Sokolov
  • Kelly Loeffler and Jeff Sprecher
  • Paolo Tiramani
  • Cameron Winklevoss
  • Tyler Winklevoss

 I don't see on the list:

  • Tesla
  • Nvidia
  • AMD
  • Intel

But Apple on the list is incredible.  

Wow, Wow, Wow -- They're Reading The Blog -- Within The Past Couple Of Days Mentioned On The Blog That Large Data Centers Would Be "Off The Grid" -- October 15, 2025

Locator49404LDC.  

This was an incredibly long article. What little I read of it: really, really well done. My hunch: Jim Cramer is spending a lot of time on the article. Will probably ask ChatGPT to summarize it for his notes for tomorrow. Doug Burgum is no doubt sending a copy of this article to every member in US Congress -- they don't have a lot to do while the government is shut down. 

Front page story on tomorrow's WSJ, link here As usual, the comments are most entertaining: one quickly gets the idea who the Luddites are. LOL. Example:


 In Texas, our monthly utility bill has hardly moved.

This might get your attention. Spend some time on this graphic. Quick: accessible, dispatchable, plentiful, energy Nebraska, Nevada, Iowa, Illinois, Virginia, New Jersey? LOL.

This should help: 


Note California in the graphic above!

California and Texas: the tale of two states. Texas positioned themselves well; California dithered away a legacy. 

Front page story on tomorrow's WSJ, link here


From the linked article: 
In West Texas, natural-gas-fired power generation is under construction as part of the $500 billion Stargate project from OpenAI and Oracle. Gas turbines are in use at Colossus 1 and 2, the massive data centers Elon Musk’s xAI is building in Memphis, Tennessee. More than a dozen Equinix data centers across the country are using fuel cells for power.

With the push for AI dominance at warp speed, the “Bring Your Own Power” boom is a quick fix for the gridlock of trying to get on the grid. It’s driving an energy Wild West that is reshaping American power.

Most tech titans would be happy to trade their DIY sourcing for the ability to plug into the electric grid. But supply-chain snarls and permitting challenges are complicating everything, and the U.S. isn’t building transmission infrastructure or power plants fast enough to meet the sudden surge in demand for electricity.

America should be adding about 80 gigawatts of new power generation capacity a year to keep pace with AI as well as cloud computing, crypto, industrial demand and electrification trends, according to consulting and technology firm ICF. It’s currently building less than 65 gigawatts. That gap alone is enough electricity to power two Manhattans during the hottest parts of summer.

Data centers have long taken power for granted, said KR Sridhar, founder and chief executive of Bloom Energy, which provides fuel cells to companies that need on-site power, often in a hurry. “You build the data center. Well, you just plug it in.” 

Four of the five Stargate LDCs are sited in natural gas basins (three in the Permian; one in the Utica); the location of the fifth is yet to be announced. North Dakota would be perfect. LOL. Don't laugh too hard -- it's not beyond the pale -- Doug Burgum is from North Dakota. 

A Closer Look At The Ten Permits Reinstated Today -- A Well In The Area Is Trending Toward One Million Bbls Cumulative Crude Oil -- October 15, 2025

Locator49403B.  

Ten Spotted Hawk permits reinstated:

  • six Buffalo permits; one Luke Neset permit; one War Eagle permit; one Mufasa permit; one Rocky permit, all in McLean County.

The permits that were reinstated:

The maps:



 


Active and producing wells of interest in the maps above:

  • 19296, 2,388, Spotted Hawk Development, Golden 22-31H, Deep Water Creek Bay, t3/15; cum 988K 8/25; incredibly good well; halo effect in 10/20; see production profile below;
  • 18316, 1,197, Spotted Hawk Development, Simba 24-30H, Deep Water Creek Bay, t4/10; cum 404K 8/25; 
  • 29568, 99, Spotted Hawk Development, Wiley 24-30H, Deep Water Creek Bay, t10/19; cum 548K 8/25; still a good well;

Full production profile --

  • #19296:
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN8-20253134413528377720741483467
BAKKEN7-20253136593579417721761487565
BAKKEN6-20253028522841323915341253161
BAKKEN5-20253131062945316116841439121
BAKKEN4-20253030313395318715691270179
BAKKEN3-20253131632448350216821394164
BAKKEN2-20252520522476193183865880
BAKKEN1-20252828992960291014341209113
BAKKEN12-20243135463504383319661496346
BAKKEN11-20243034953474380720631778165
BAKKEN10-20243135253409391820341764146
BAKKEN9-20243034843390405021911863208
BAKKEN8-20243136213900415820231653246
BAKKEN7-2024273153291935041570503959
BAKKEN6-20243035383422403719951355520
BAKKEN5-20243137983938430522121906182
BAKKEN4-20243036523962388120451754171
BAKKEN3-20243139633994413521601802234
BAKKEN2-20242941063960427219191456347
BAKKEN1-20242844144252435517421046584
BAKKEN12-202317194019952187108594176
BAKKEN11-20233037473480442021791897162
BAKKEN10-20233136873928447023142041149
BAKKEN9-20233035023425397322071950137
BAKKEN8-20233136983819425023902122144
BAKKEN7-20233137833893469620231743156
BAKKEN6-20233038013451456322601903237
BAKKEN5-20233138504074480023671883360
BAKKEN4-20233045064544525024361980336
BAKKEN3-20232737653719449621851882195
BAKKEN2-20232835543769432021601860188
BAKKEN1-20233145404061563527762425227
BAKKEN12-2022811611039139453345645
BAKKEN11-20223031563847453021671924123
BAKKEN10-20223135092808411620411780137
BAKKEN9-20223031443570399018571614123
BAKKEN8-20223131562933398917431496123
BAKKEN7-20223133183264445020171764129
BAKKEN6-202229298528083883115311494
BAKKEN5-202231323732974247106610660
BAKKEN4-2022252815307032879539530
BAKKEN3-202231339535114314133413340
BAKKEN2-202228325030504390176017600
BAKKEN1-2022313066296837031576153541
BAKKEN12-202131283730963063134813480
BAKKEN11-202130363938835096127512732
BAKKEN10-2021314219385656571243843400
BAKKEN9-202127439843716091165716570
BAKKEN8-202191430140221537937930
BAKKEN7-202119276828323704148114774
BAKKEN6-202127457248686317267726770
BAKKEN5-2021315400558976833357331641
BAKKEN4-2021274700454161472411232289
BAKKEN3-20212851565126672227382221517
BAKKEN2-202118375434374449167616760
BAKKEN1-202126459546686790251825180
BAKKEN12-2020316079623989083320328634
BAKKEN11-202030615262698783328032800
BAKKEN10-20203161145747891027202617103
BAKKEN9-20205860709149735019331
BAKKEN8-20200000000
BAKKEN7-20200000000
BAKKEN6-20200000000
BAKKEN5-20200000000
BAKKEN4-202014182217862410105001050
BAKKEN3-202027385240376241273202732
BAKKEN2-202029542755547085388803888
BAKKEN1-202027367834934300270602706
BAKKEN12-201931512054245585348403484
BAKKEN11-201928438744046069256402101
BAKKEN10-2019316557641412482334803348
BAKKEN9-201928565855078070490504905
BAKKEN8-2019317204703791775650565
BAKKEN7-2019316956781210668607506075
BAKKEN6-201917448540005891409404094
BAKKEN5-201927503150747950372903729
BAKKEN4-201930717972839726543105431
BAKKEN3-201925633159448499444504445
BAKKEN2-201928558859238126585605856
BAKKEN1-201929581759239970588205882
BAKKEN12-201831776073839702641506415
BAKKEN11-201827701368599423468404684
BAKKEN10-2018318362834410516612006120
BAKKEN9-20183080358096521410735010735
BAKKEN8-2018284164389810364612006120
BAKKEN7-2018266898707910104560505605
BAKKEN6-2018308904929112917689206892
BAKKEN5-201831109751097015604699406994
BAKKEN4-201810429538985803182501825
BAKKEN3-201823244224606663275002750
BAKKEN2-2018284462461610989630906309
BAKKEN1-2018309477960012671576305763
BAKKEN12-2017318185807011052569005690
BAKKEN11-20173092679473698212054012054
BAKKEN10-201731106551050113754818108181
BAKKEN9-2017309449935912482673906739
BAKKEN8-201731117661158414079912509125
BAKKEN7-201731116381154614762853608536
BAKKEN6-201730128361296816318837208372
BAKKEN5-201717652463919392337403374
BAKKEN4-201724132221356315457924509245
BAKKEN3-201731144081406316896950609506
BAKKEN2-201728148261517117197998409984
BAKKEN1-201730140841383817928762107621
BAKKEN12-201627114991168712009555705557
BAKKEN11-201629143541423618037832808328
BAKKEN10-201631160811596119279870408704
BAKKEN9-201630156081583423118822408224
BAKKEN8-201631165491643823912923609236
BAKKEN7-20163118848187142931210760010760
BAKKEN6-201630170571708528221926909269
BAKKEN5-201631170941706628779915709157
BAKKEN4-20163017503178270921909219
BAKKEN3-201631177231735228734927352584015
BAKKEN2-201628148671485926159797723975580
BAKKEN1-20163120745209053023310665010665
BAKKEN12-20153120714207683934613444013444
BAKKEN11-20153022063221753620416791016791
BAKKEN10-20153121345209653090116005016005
BAKKEN9-20152913440139512773810789010789
BAKKEN8-20153117326174721247435799035799
BAKKEN7-20153118538179622925013299013299
BAKKEN6-201530210772104929348146377612971
BAKKEN5-2015312706427167403071761015838129
BAKKEN4-20153029786298964622621505167763139
BAKKEN3-20153148193483486872839880218936048
BAKKEN2-20152329975295027034623000023000

 

Five New Permits; Ten Permits Canceled; Ten Permits Reinstated; One DUC Reported As Completed -- October 15, 2025

Locator49402B. 

Commemorative coin - Steve Jobs version, link here. Also, at MacRumors

 ************************
Back to the Bakken

WTI: $58.77.

Active rigs: 32.

Five new permits, #42403 - $42407, inclusive:

  • Operators: KODA Resources (4); EOG
  • Fields: Daneville (Divide County); Phaelens Butte (McKenzie County;
  • Comments:
    • EOG has a permit for a Mandaree welll, lot 4, section 7-149-94, 
      • to be sited 823 FSL and 1026 FWL;
    • KODA Resources has permits for four more Bock wells, SWSE 15-161-102, 
      • to be sited 509 FSL ad wrrw / 2547 FEL.

Ten KODA Resources permits canceled in Divide County!

  • nine Bock permits and one Hazy permit.

Ten Spotted Hawk permits reinstated:

  • six Buffalo permits; one Luke Neset permit; one War Eagle permit; one Mufasa permit; one Rocky permit, all in McLean County.

One producing well (a DUC) reported as completed:

  • 40635, 1,046, Hunt Oil, Oakland 154-89-32-5H-1, Mountrail County;