Wednesday, November 19, 2025

Christmas Gift To Consider -- November 19, 2025

Locator: 49752ARCHIVES.

Tag: Faraday pouch penny pennies 

Link here to Amazon.

Link here to Amazon. 

****************************
What Americans Won't Tolerate

Victor Davis Hanson said this past week that the two things Americans won't tolerate: high gasoline prices and high coffee prices. 

If VDH expands his list, he will need to add anything that interrupts their supply of beer. 

No one talks about pennies. My hunch, once we "run out" of pennies which should occur by the middle of next year, the proverbial s**t will hit the fan. 

Hoarding.

My hunch: the lack of pennies will be a major (and maybe a decisive) source of discontent leading up to the midterms. Yeah, people take these things seriously. Billionaires wouldn't understand. 

Five years from now: the penny will cease to exist. I don't think that's going to be a pretty sight.

 

 

Posted by at

Saudi Rare Earth Venture Sends MP Materials Shares Higher -- Charles Kennedy -- November 19, 2025

Locator: 49751INV.

If you know it's by Charles Kennedy, it has to be important and it has to be good.

Link here. It's not just Saudi's new ventures, but all the new AI activity in the US. 


 

Posted by at

Five New Permits; Four Permits Renewed -- November 19, 2025

Locator: 49750B.

Observation: I wonder if anyone can imagine how inexpensive oil would be had the Keystone XL been completed.  

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

WTI: $59.47.

Active rigs: 28.

Five new permits,  #42493 - $42497, inclusive:

  • 42493, loc, Oasis, Hoff 5700 43-24 2BX, Dublin, SWSE 24-157-100; 715 FSL 2081 FEL;
  • 42494, loc, Oasis, Hoff 5700 43-24 3B, Dublin, SWSE 24-157-100; 682 FLS 2081 FEL;
  • 42495, loc, Oasis, Hoff 5700 43-24 4B, Dublin, SWSE 24-157-100; 649 FSL 2082 FEL;
  • 42496, loc, Oasis, Hoff 5700 43-24 5B, Dublin, SWSE 24-157-100; 616 FSL 2082 FEL;
  • 42497, loc, Oasis, Hoff 5700 43-24 6B, Dublin, SWSE 24-157-100; 583 FWL 2083 FEL.

Four permits renewed:

  • CLR, four Sodbuster permits, Epping oil field, Williams Couty; 
Posted by at

The Fourth Shale Revolution -- A New Proppant -- XOM Teases The Industry -- November 19, 2025

Locator: 49749B.

Updates

November 20, 2025: RBN Energy -- 

November 20, 2025: Zacks, link here.

November 20, 2025: link here.  

Original Post 

Link here. 

IA prompt:

XOM's new proppant is considered the fourth revolution in shale technology. If so, what were the first three revolutions?

Reply:

I would argue that there were other advances in shale technology that were just as important, and in come cases, perhaps, more important.

Other advances:

  • the ability to control the drilling to within inches of prognosis, thus limiting the risks of leaving the seam;
  • micro-array technology; North Dakota led in this technology;
  • technology required to drill two-mile, three-mile, and four-mile horizontals; remember, this all started with less than one-mile horizontals;
  • the technology in developing / discovering pipe that could withstand the incredible temperature changes, pressure changes, and, the ability to literally make 90-degree turns.

So, broadly, I would look at revolution in shale:

  • understanding the geology;
  • micro-arrays;
  • ability to drill horizontals longer than one-mile;
  • understanding the science of proppants;
  • success despite all the regulatory and environmental obstacles put in place to stop fracking 
  • there are move ... 

Take away one one fo those advances mentioned above, and it's very likely fracking would have been a failure. 

Posted by at

BRK-B On The Day Nvidia Blows Away Its Earnings For 3Q25 -- November 19, 2025

Locator: 49748BRK.

See this site also. 

Posted by at

Nvidia -- 3Q25

Locator: 49747NVDA.

WSJ: link here. 


One day:

Six months:


One year: 

Posted by at

Humain

Locator: 49746Humain.

Tag: Saudi Arabia Humain AMD Cisco 

Updates

November 19, 2025: link here. Not trivial.

Original Post  

Humain:



From ChatGPT, Humain: Saudi Arabia's state-backed AI powerhouse.

Mohammed bin Salman under the Public Investment Fund (PIF). As part of Saudi Arabia’s Vision 2030 initiative, HUMAIN aims to position the Kingdom as a global leader in AI by developing comprehensive AI infrastructure, including advanced data centers and Arabic-language AI models. The company has announced strategic partnerships with tech giants like NVIDIA, AMD, and AWS to build AI “factories of the future” and enhance the nation’s digital capabilities. 
Posted by at

BRK Was Down Again Today -- And Not By Just A Small Amount -- November 19, 2025

Locator: 49745BRK.

It broke well below $500 earlier today but has come back to trading at $500.

*************************
The Book Page

Art book.

Coffee table book.

Lego book. Link here.

Posted by at

Project Rainier -- Amazon -- November 19, 2025

Locator: 49744AWS.

See also a new AI project, Project Prometheus, a consortium of developers, including Jeff Bezos, a project completely separate from Amazon or AWS. 

Link here. 


Where is Project Rainier physically located?


 

Posted by at

Legacy Fund -- October, 2025 Deposits -- Posted November 20, 2025

Locator: 49743LEGACY.

My favorite Thanksgiving salad: link here. 

Cost for a 15-pound turkey, by state: link here. 

Now, back to the North Dakota State Legacy Fund. 

Link here. 

************************************
Flashback -- Television Access In Williston, North Dakota

Posted by at
Labels:

Target Retail -- November 19, 2025

Locator: 49742TARGET.

Link here. 





Posted by at

My Favorite Chart -- MMF Update -- Largest Jump In About Two Years — Posted Overnight, November 19, 2025

Locator: 49741MMF.

Tag: MMF MMFS money market funds 

Updates

Later, 10:34 a.m. CT: the URL has now refreshed / updated appropriately -- but it had to do with the browser cache on this machine. The fix: to refresh the site (and get the updated site), once on the site: Command+Shift+R. It has now updated. 

Original Post  

My favorite chart: link here. Largest jump in about two years. Interestingly, the update appears on my iPad but the update has not yet shown up on my MacBook Air, at that link. I'll post the new graph when it's updated on MacBook Air. Here is the screenshot from my iPad:


 Zooming in:

Posted by at

Foreign Exchange Reserves -- Russia, Saudi Arabia, China -- Updated November 19, 2025

Locator: 49740SAUDI. 

Locator: 49740CHINA. 

Locator: 49740RUSSIA.

Foreign exchange reserves: Russia, Saudi Arabia, China.

Russia, link here: posted November 19, 2025:

Saudi, link here: posted December 9, 2025 (Saudi alwasy the :


China, link here, posted November 19, 2025:

Posted by at

Wedesday -- November 19, 2025

Locator: 49739B.

Tag: US oil export 

Russian and Chinese reserve assets: updated data posted overnight. Link here.

My favorite chart was updated overnight. Link here. Interestingly, the update appears on my iPad but the update has not yet shown up on my MacBook Air, at that link.

Not trivial:

  • US field production, August, 2025: link here. 13.795 million bbls.

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

WTI: link here. Drops 3% overnight. Trading at $59.17.

New wells: link here.

RBN Energy: link here.

Posted by at
Labels: ,
Subscribe to: Comments (Atom)