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As we go into Thursday:
- what's not being talked about -- the homeless in Dallas (DFW area) this weekend; that needs to be top priority; most of these folks are likely to be unaware what is about to hit
- busses to indoor sports stadiums would be my first option
- with light rail transit, most folks could get out to the airport
- Cuba: regime change by late summer, collateral damage; Marco Rubio will run that country also
- Minneapolis has a serious problem, and it's not going to get better any time soon
- folks who think they don't have a dog in that fight, will start to see dollar costs spread across their neighborhoods
- with AI, the gap between the "haves" and the "have-nots" will widen exponentially
- Trump remains a formidable negotiator
- Dallas: we ain’t seen nothin’ yet
- Iran: what’s going on? It’s eerily quiet.
- the American military might is more than unprecedented --
- think about this: 150 military a/c flying into one of the most protected regions in the world
- accomplish an extraction of two individuals
- almost no collateral damage; only casualties appear to be enemy combatants
- not one US military a/c lost; not one US casualty;
- although on a much, much smaller scale, the deception / secrecy of timing of operation rivaled that of D-Day -- despite a gazillion people who would have leaked the timing if they could have
- we no longer talk about American air superiority -- the tag phrase since the Vietnam War; we now talk about American air dominance
- and it's not just one branch; it's the unprecedented coordination of at least four uniformed military branches -- and we don't even know what the intel community provided.
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Back to the Bakken
WTI: $60.25.
New wells reporting:
- Friday, January 23, 2026: 37 for the month, 37 for the quarter, 37 for the year,
- 40078, conf, Devon, Cuda 15-27F 4H,
- 39802, conf, BR, Carlsbad 4B,
- 36616, conf, BR, Sandie 2C-MBH,
- Thursday, January 22, 2026: 34 for the month, 34 for the quarter, 34 for the year,
- None.
RBN Energy: Europe likely to remain a key outlet for US LNG as exports accelerate. Link here. Archived.
Buoyed by record-level feedgas demand and several planned export terminals reaching important development milestones, 2025 was a banner year for U.S. LNG. But while the U.S. has cemented its role as the world’s leading LNG exporter, a position it will likely retain for decades to come, the industry’s rapid growth has given rise to suggestions that it might become a victim of its own success. In today’s RBN blog, we’ll examine these near-term challenges and discuss where demand could increase in the long term to accommodate the additional LNG cargoes expected to hit the global market over the next several years.
In Float On, the first blog in our short series on LNG market conditions, we looked at why some observers have suggested that a massive wave of new LNG supply, emanating primarily from the U.S. and Qatar, could result in economics bad enough to precipitate a pullback in U.S. LNG exports. But we also explained why the fears of oversupply and U.S. cargo cancellations may be exaggerated, with the “great wave” some expect more likely to resemble a gradually rising tide. U.S. LNG export capacity, which now stands at about 15 Bcf/d, is expected to top 30 Bcf/d by the early 2030s, as shown in Figure 1 below.
