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Net migration, link here:
TSMC:
Nvidia, you're up:
Lithium: Elon Musk has brought the largest lithium refinery in the US online. Wow. How does one man accomplish so much. What has Chuck Schumer accomplished in 20 years? By the way, Elon Musk's engineers are working 24/7 to overcome the Iranians jamming of Starlink.
Oil: this won't last forever, but for now, what a welcome relief. WTI is trading at $60.55 and companies like CVX are doing quite well in the market. BRK-B continues to fall, down half a percent today, while CVX continues to climb, up 2% today. And, of course, CVX pays a nice dividend; BRK-B has never paid a dividend.
Peak oil? I don't think so. LOL. President Trump is to strategic thinking that Elon Musk is to manufacturing.
Silver: whoo-hoo! Surging to new highs.
One day, this is insane:
One year:
Vs BRK-B, the goat:
****************************
Back to the Bakken
WTI: $60.55. It had been above $61 earlier today.
Active rigs:
Five new permits, #42645 - #42649, inclusive, reminder, at one time MDU owned Cottonwood oil field (in fact, I think MDU discovered that oil field, through its Fidelity subsidiary; sold it in 2016):
- The permits: Oasis has permits for five Grove / Grove Federal wells in NWSW 33-158-92; to be sited 2133 / 2134 FSL and 677 / 809 FWL.
- 42645, loc, Oasis, Grove Federal 5892 31-33 2B, Cottonwood,
- 42646, loc, Oasis, Grove Federal 5892 31-33 3B, Cottonwood,
- 42647, loc, Oasis, Grove 5892 31-33 4B, Cottonwood,
- 42648, loc, Oasis, Grove 5892 31-33 5B, Cottonwood,
- 42649, loc, Oasis, Grove 5892 31-33 6BX, Cottonwood,
- Field: Cottonwood (Williams County)
- Comments: see above.
Permits renewed: pending.
