Locator: 51621B.
Texas: Tropical Storm Edouard has made landfall -- about 9:30 p.m. CT (local time). Johnson Bayou, Louisiana, just miles from Texas.
Iran: CENTCOM completed its wave of attack following Iranian attacks on two very large oil tanker, and on US military in Jordan. Now it will be interesting if Iran "holds back," or if Iran wants to re-attack. Iran has never run up against an adversary like Trump / Hegseth. Later: it appears Iran has launched missiles on Bahrain.
Economic stresses are showing:
Dell: had an incredible quarter. If Dell had these results one would think Apple will do similarly well this next quarter.
Inference token volumes expected to grow 87x by 2030.
Palantir:
You can howl at the wind, but AI is here to stay.
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Back to the Bakken
WTI: after renewed kinetic action --
- 3:23 p.m. CT: WTI trading at $90.89; up $5.13; up 5.98%. Pulled back slightly at the close.
- CVX: at the close --
Active rigs: 36.
Seven new permits, #43273 - #43279, inclusive:
- Operator: XTO
- Field: Lost Bridge, Dunn County;
- Comments:
- XTO has permits for seven Hurt Federal permits, SWNE 25-148-97,
- to be sited 2296 / 2377 FNL and 1615 / 1798 FEL.
Five producing wells (DUCs) were reported as completed:
- BR (5): two Carlsbad and three Mazama permits, McKenzie County.
