Friday, February 27, 2026

Hegseth's Military Education Ban -- February 27, 2026

Locator: 50090ROTC.

It appears Hegseth is targeting senior military officers (general officers and those senior officers -- mostly colonels / O-5 / O-6 -- attending graduate level / advanced studies on their way to becoming general officers).

I know exactly what Hegseth is demanding: he wants war fighters to be trained in war fighting, not diplomacy and statecraft. The war department is not the state department.

I had first-hand experience in exactly what Hegseth is concerned with. To some extent, he can be accused of "throwing out the baby with the bathwater," but he wants warfighters to be trained in warfighting, not diplomacy. 

Until I know the details, I can't comment any more than what I've already said on this new directive. It was already known that he was going to do this; the surprise is how quickly he made his decision. 

Big Question To Explore -- Why Did Qualcom Not Surge Today With News Of Dell's Earnings? February 27, 2026

Locator: 50089QCOM.

For later. 

Nvidia To Unveil New Processor -- Feeling The Pressure -- February 27, 2026

Locator: 50088NVIDIA.

Updates

February 28, 2026: link here

Original Post 

Link here

This makes absolutely no sense to me. What am I missing? Let's see what the article has to say. Wow, wow, wow! Look with whom Nvidia will partner.  The same chatbot that the US government is turning to, to replace Anthropic. Holy mackerel!! Jensen Huang is feeling the pressure.

From the linked article:

Nvidia plans to unveil a new processor specially tailored to help OpenAI and other customers build faster, more efficient tools, a major shake-up to its business that is poised to reset the AI race.

The company is designing a new system for “inference” computing, a form of processing that allows AI models to respond to queries, according to people familiar with the plans. The new platform, set to be revealed at Nvidia’s GTC developer conference in San Jose next month, will incorporate a chip designed by the startup Groq.

For me, Jensen Huang has inadequately "explained" Cuda to me. 

No name has been released for this new chip, this new project. 

Artemis -- Moon Landing Pushed Back At Least Until 2028 -- February 27, 2026

Locator: 50087ARTEMIS.

Link here

Remember, this is the first step to getting to Mars.

************************************
Wow! One Launch / Year

Five New Permits; Sixteen Permits Renewed -- February 27, 2026

Locator: 50086B.

Pullback: this headline, without question, is a bit of hyperbole. Link here. December, a winter month, if I recall correctly, is not exactly a great time to be fracking in the Bakken, where it can be as cold as, or colder than, the Arctic. Regardless, December, 2025, production in the Bakken dropped from 1.168 million bopd in November to 1.092 million bopd in December (76,000 bbls of oil per day). But then Ms Geiger changes her tone: 

The broader picture isn’t nearly as dramatic as some framing implies. Production remains elevated by any historical standard, still hovering around record territory above 13.6 million bpd. December’s average daily production is still nearly 200,000 bpd above December 2024’s average, and above every month except the previous five. What December shows is moderation, particularly in the Bakken and parts of PADD 2.

WTI: $67.02.

Active rigs: 26.

Five new permits, #42736 - #4274, inclusive:

  • Operator: Oasis
  • Field: Enget Lake (Mountrail County)
  • Comments:
    • Oasis has permits for five Dunlin 5892 wells, NWSW 33-158-92, 
      • to be sited 2413 / 2414 FSL and 583 / 715 FWL.

The permits for the five new Dunlin 5892 wells

  • 31-33 2B: four sections, 2560-acre spacing unit:
    • 35 / 36-158-93; and,
    • 31 / 32 -158-92
  • 31-33 3B: same four sections
  • 31-33 4B: same four sections
  • 31-33 5B: same four sections
  • 31-33 6BX: six sections, 3840-acre spacing unit -- 
    • 35 / 36 - 158-93;
    • 31 / 32 -158-92;
    • 1 / 2 - 157-93; and,
    • 5 / 6-157-92.  

Sixteen permits renewed:

  • Valkyrie Operating (2): two Aaberg permits, West Ambrose, Divide County;
  • BR (9), nine Badlands permits, Haystack Butte, McKenzie County;
  • Hess (5):
    • two EN-MOMM permits, Big Butte, Mountrail County; and,
    • three EN-RC permits, Big Butte, Mountrail County.

Alison's Quick Connects -- February 27, 2026

Locator: 50085B.

Quick connects:

Armstrong, others call for Congress to streamline energy permitting -- North Dakota Monitor
Oil production dips in December; price up but flat output expected in '26 -- Bismarck Tribune
ND landowners, state at odds over legal fees in pore space lawsuit -- Bismarck Tribune
North Dakota operators likely to keep crude output steady this year, regulator says -- Reuters
"Crack the Code 2.0" Phase One to receive $157M in federal, state, and private funding -- John Hoeven
Federal court hears arguments on North Dakota data center that raised MDU bills -- Bismarck Tribune
North Dakota's renewable energy share is on the rise as nearly 40% of state's generation -- KX News
Minnkota has begun implementing its first formal Wildfire Mitigation Plan -- Minnkota news release
Judge says he will order Greenpeace to pay $345 million in DAPL pipeline protest case -- Associated Press
EPA representatives tour Basin Electric's coal-fired Dry Fork Station in Wyoming -- Gillette News Record
Oliver County to consider data center ordinance as company eyes rural ND for project -- Bismarck Tribune
Port: Anger over data centers and power lines leads to altercation at GOP District 28 meeting -- Fargo Forum
North Dakota National Guard's 142nd Engineer Battalion returns from southern border deployment -- KVRR
North Dakota Democrats are attracting more challengers for legislative seats -- North Dakota Monitor
North Dakota congressional delegation announces guests for 2026 State of the Union -- Bismarck Tribune
North Dakota Attorney General Drew Wrigley will run for reelection this year -- Dickinson Press
Plain Talk: 'The reasonable right needs to stay involved and keep their foot on the gas' -- InForum
Two more cases of measles have been confirmed in North Dakota, bringing the year's total to 19 -- KFGO
BNI Energy president Mike Heger joins crowded District 33 race in Mandan area -- Bismarck Tribune
District 7 candidates bypass endorsement process, use signatures to get on ballot -- Bismarck Tribune
District 5 legislator Jay Fisher will seek his district's seat in North Dakota Senate in 2026 -- Minot Daily News
Medora leaders discuss grand opening of the Theodore Roosevelt Presidential Library -- Dickinson Press
$81.1M approved to advance next two years of Minot's Mouse River Flood Protection project -- KX News
Patten: 2027 session will be an 'all hands on deck' battle for western counties -- McKenzie County Farmer
Native American Bank announces long-term loan supporting MHA's Midi Enterprises -- Minot Daily News
McKenzie Health named a 'Top 100 Critical Access' hospital nationwide -- McKenzie County Farmer
Main Street Square redevelopment project aims to boost retail, tourism in Watford City -- KX News
Weight restrictions implemented amid soft roads from Watford City to ND southern border -- KFYR-TV
Mercer County Planning and Zoning amend ordinance book to include data center references -- The Beacon
Hebron and Finley-Sharon school districts celebrate national recognition for academic growth -- NDDPI
NDUS announces 1.9% increase in enrollment from spring of 2025 to spring 2026 -- KX News
New federal food guidelines take a bite out of North Dakota public schools -- Dickinson Press
'It's going to go from hard to harder,' Grand Forks assoc. superintendent says of cuts -- Grand Forks Herald
Dickinson State student Eniola Soetan's advocacy making a difference at local & federal level -- KX News
Hazen Education Association opens applications for 2026 "Future Educator's Scholarship" -- Hazen Star
Students learning to handle skid steers, heavy equipment through Bakken Area Skills Center -- KFYR-TV
Williston High School girls learn about first responders, training through firefighting class -- KFYR-TV
EERC Chief Research Officer Kalk named as semifinalist in BSC presidential search -- Dickinson Press
When asked whether they'd want to be teachers, students responded 'why would I?' -- North Dakota Monitor
Trump loosens restrictions on toxic pollution, including mercury and lead, from coal plants -- The Hill
The truth about coal and mercury, plant emissions are miniscule compared to natural sources -- Forbes
4 years into war, Russia's energy revenues drop while country's oil exports increased in volume -- Reuters
Argentina shale oil resource could be 'another Permian,' US producer Continental says -- Reuters
300 actions Trump and Republicans took to unleash America's energy potential -- American Energy Alliance
Saudi Arabia increasing oil output as part of contingency plan in the event the US attacks Iran -- Oil Price
Coal power may be unloved by some, but it's a critical component of our energy mix -- RealClearEnergy
New cross-border U.S. pipeline proposal could revive idle Keystone XL assets: analysts -- Financial Post
Supreme Court takes up climate case testing state and local lawsuits against oil companies -- Stateline
David Blackmon: Chris Wright and DOE are delivering lightning-fast progress In Venezuela -- Daily Caller
Stephen Moore: Was climate the biggest financial scandal in history? -- Committee to Unleash Prosperity
NY Times cries "end of science" after Trump EPA scraps Obama-era endangerment finding -- Newsbusters
We've already spent trillions on climate change, the time is now to shut off the spigot -- Issues and Insights
Repeal of the CO2 endangerment finding has exposed the huge cost of climate overreach -- CO2 Coalition

Something Tells Me This Does Not End Well For Claude -- Anthropic -- February 27, 2026

Locator: 50084CROCK.

President Trump has ordered that all government agencies end any association with Anthropic.

Key paragraph from The New York Times:

For Anthropic, a firm that prioritizes both national security and technological safety, the political stakes are high. Supporters cheered Mr. Amodei’s assertion that his company would not bend or allow its model to be used for mass surveillance of Americans or to command pilotless drones

That would be a dealbreaker for me, also, if accurate, that part, "to command pilotless drones." 

If accurate, it makes me wonder how Anthropic was given the contract in the first place. Drones seem to be pretty basic.

For now, Elon Musk's Grok will "replace" Anthropic. 

The Pentagon is ready to move forward with Grok, produced by Elon Musk’s xAI, on its classified system. But Grok is considered by current and former government officials to be an inferior product. And switching A.I. software would take time and almost certainly cause disruption. 

Anthropic is not a publicly traded company. 

The Apple Pencil -- Which Apple Pencil -- Which iPad -- February 27, 2026.

Locator: 50083APPLEPENCIL.

Tag: Apple 

Link here. An excellent interactive primer. 

Are We At D-4? February 27, 2026

Locator: 50082D-4.

WTI: spikes Friday, February 27, 2026. WTI jumps almost 3%; up almost $2 / barrel; trending toward $68 earlier; no trading at $67. 

The Samsung S26 -- Some Feel Its Camera Has "Crossed The Line" -- Friday, February 27, 2026

Locator: 50081S26.


Where "low-light" or "no-light" prevents a "conventional camera" to take a "conventional photo," the S26 camera will take the picture and then fill in those things that the human eye or the camera would not see, thus producing a photo with "stuff" printed in the photo that "do not exist" in the "conventional" sense. Wow, talk about developing photographic evidence from a crime scene.

Edge Vs Cloud -- CNBC Talking Head Talked About It Yesterday -- The Tide Is Shifting -- February 27, 2026

Locator: 50080EDGE.

Posting this for date-time-stamp bragging rights. 

Have talked about it in the past. 

Yesterday on CNBC, a "talking head" mentioned that consumers were starting to talk about keeping AI close to home and not in the cloud. Are you seeing the same thing: a pivot from the cloud to "edge"? 

Apple: its AI strategy from the very beginning -- "edge."

Market cap: $4 trillion

Dell, market cap: $100 billion 

Apple uses SoC -- such as M4, M5. Does Dell use SoC -- what CPU, GPU, TPU, NPU does Dell use in its most popular desktop / laptop? 

A little bit of everything. LOL.

With The Wall Street Journal's headline story on Dell's earnings, how did Qualcom do?

 The overall market is down this week.

Ticker: QCOM

The Links -- And We're Not Talking Golf -- February 27, 2026

Locator: 50079LINKS.

Links:

EVs:  

  • Lucid:

Dell: link here.


 

LNG:

link here;

link here.

Nvidia:

link here;

link here

Apple: MacBook Air -- M5 -- Coming -- February 27, 2026

Locator: 50078APPLE.

Link here

Apple is tracked here.  

Some consider the M4 MacBook Air to be the best MacBook Air ever. Now, the bar has been raised -- an M5 MacBook Air to be released / announced soon, and MSRP to remain unchanged; at Amazon it will sell at a discount. Whoo-hoo. 

I just bought the M4 MacBook Air for my wife last autumn. I have a much older MacBook Air and would love the M5 but the M4 does everything I need it to do.  

*******************************
System-on-a-Chip (SOC) 
Consumer Retail
Edge
On Device 

M6:

  • update for new phones
  • TSMC 2nm process; significant advances; 
  • SoC: highly sophisticated, close stacking of CPU-GPU-memory components. 
    • memory: Samsung, SK Hynix, and/or Micron 

M5:

  • apparently Vision Pro now has the M5 chip -- September, 2025
  • rumored to be available 4Q25 for iPad Pro (iPad Pro M5) -- October, 2025
    • Amazon's overall pick, January, 2026
    • 11-inch iPad Pro M5 list price: $999; available at Amazon for $899 
  • for the MacBook Pro M5 delivery has been delayed from October, 2025, to early 1H26 (October, 2025)
    • January, 2026, 14.2-inch: list price, $1,999; available at Amazon for $1,749 
  • MacBook Air M5, not yet released, January, 2026; likely to be released 2Q26; 

M4:

M3

Dow Industrials Down Over 800 Points -- Biggest Laggard AMEX -- Think BRK-B -- February 27, 2025

Locator: 50077INVESTING.

Yesterday: BRK-B surged -- was a chart of the day. 

That was yesterday. Today, after AMEX opened down 7%; down over $20 / share, BRK-B will be lucky to close in the green today. 


NDIC Hearing Dockets -- March, 2026 -- Huge Number Of Continued Cases Announced Today -- February 27, 2026

Locator: 50076DOCKETS.

Link here.

All continued cases. Huge number of Continental Resources cases.  Largest number of continued cases I've seen in any release of supplement dockets as far as I can remember. 

MP Materials -- To Build $1.25 Billion Complex Down The Road From Us -- Near Alliance Airport -- 120 Acres -- North Of Ft Worth -- Everyday I Wake Up Thankful I Retired In Texas -- February 27, 2026

Locator: 50075INVESTING.

Tag: Alliance Airport 

Another huge story for Ft Worth: we've talked many, many times about Alliance Airport, just north of Ft Worth. 

Now this: link here.

From the linked article:
MP Materials Corp. announced it has selected a 120-acre site in Northlake for its 10X campus, a planned large-scale earth magnet manufacturing campus in the Alliance area of Fort Worth.

Located less than 10 miles from another MP Materials’ Independence facility in Fort Worth, the 10X facility is expected to contribute to the company’s total production capacity of approximately 10,000 metric tons of neodymium-iron-boron, or NdFeB, rare earth magnets per year once it is operational, according to a news release. 
“This Texas-sized investment by MP Materials in Northlake will create more than 1,500 corporate, manufacturing and engineering jobs and dramatically expand domestic manufacturing of rare earth magnets to reduce reliance on foreign supply chains. 
This expansion in North Texas reflects the strength of our skilled and growing workforce and our advanced manufacturing expertise. Working together with innovative industry partners, Texas will accelerate America’s leadership for decades to come.” 
The release states the groundbreaking will happen soon and equipment and engineering procurement are underway, set to commence in 2028.

*****************************
Texas

Everyday I wake up thankful I retired in Texas.

Link here

I'm sure if they had their way, they would be thrilled to go back to the whip and buggy days. 

******************************
Alliance Airport

Re-posting. From November 13, 2022

********************************
DFW: Not The Only Airport In The Metro Area

Love Field: SWA. Downtown Dallas. Passenger.

But this is "a" best-kept secret: Fort Worth Alliance Airport. Link here.

Right now, the "population" center of the DFW metroplex is north of Dallas: Plano, McKinney, Frisco -- some of the fastest growing cities in the US and some of the "richest" cities in the US, home of many, many Fortune 500 companies.

Texas DOT projects/predicts and is planning for the DFW metroplex "population center will move west and by 2050, that center will be north of Ft Worth, right over Westlake, Roanoke, Rhoame. And the airport located there? Fort Worth Alliance Airport .... the country’s first industrial airport, which began Hillwood’s flagship 27,000-acre AllianceTexas development.

DFW: 17,000 acres.

[The master-planned project] was named AllianceTexas because it was a true public-private partnership. Froom Ross Perot, Jr, and the linked article: 

Some 35 years ago, if you looked at a map of Dallas-Fort Worth, the last big piece in North Texas to be built out was the region northwest of DFW Airport. Like other developers, we started out buying land in North Dallas and up and down the Tollway. It was the classic Dallas play. Well, the land prices got too expensive. So, we moved over to north Fort Worth where the land was cheap. That’s where we started investing.
We had one piece of land—about 2,500 acres—and the FAA came to us and said they want to build another airport in North Texas. It was part of the DFW Master Plan, and they built four new airports in the region. We were the second of the four.
We were young. [AllianceTexas co-founder] Mike Berry and I were 26 or 27 years old at the time. What’s great about being young is that you don’t know what you don’t know. All of the established developers at the time told us it would take decades to build an airport.
So, in 1986 the idea was brought to us. We broke ground in the summer of 1988, and we were open by the fall of 1989.
We ended up developing a new generation of airport, called an industrial airport. At the time, the designation didn’t exist with the FAA. So, I went to see the Speaker of the House at the time, Jim Wright (D-Texas). He told me, ‘Don’t worry, Ross, we’ll have a new category in a couple of weeks.’ He wrote it into the budget. And that’s how it got done.

By the way: in the very same area -- GE locomotives for Burlington Northern (now, part of Warren Buffett's empire) --

GE Transportation is a division of Wabtec.
It was known as GE Rail and owned by General Electric until sold to Wabtec on February 25, 2019.
The organization manufactures equipment for the railroad, marine, mining, drilling and energy generation industries.
The company was founded in 1907. It is headquartered in Pittsburgh, Pennsylvania, while its main manufacturing facility is located in Erie, Pennsylvania.
Locomotives are assembled at the Erie plant, while engine manufacturing takes place in Grove City, Pennsylvania.
In May 2011, the company announced plans to build a second locomotive factory in Fort Worth, Texas, which opened in January 2013.

I'm sort of expecting Wabtec to move to Texas some day.  

*****************************
First, It Was DQ -- Now, Buc-ee's

 

Charts Of The Day -- XYZ, Dell -- Friday, February 27, 2026

Locator: 50074INVESTING.

OpenAI: raises $110 billion -- $730 billion valuation:

  • Amazon ($50 billion), SoftBank ($30 billion), and Nvidia ($50 billion) -- is anyone paying attention

Cramer's first ten minutes:

  • Cramer gets it;
  • Faber and Q -- don't.  


 

BRK-B -- Friday, February 27, 2026

Locator: 50074BRKB.

TGIF -- February 27, 2026

Locator: 50073B.

PPI: oh-oh! 

GLW: on huge days of losses for the Dow, GLW is almost $3.00 / share 

 US-Iran

  • second a/c carrier, the USS Gerald R Ford is now off-coast Israel;
  • countries advising foreign citizens to leave Iran now if they can; 
    • Canada advising its citizens to "get out now if you can";
  • Iran "moving slightly" in talks; just more stalling;

Anthropic: will call Hegseth's bluff. The Pentagon willing to "lose" Anthropic.  

OpenAI: raises $110 billion $730 billion valuation:

  • Amazon ($50 billion), SoftBank ($30 billion), and Nvidia ($50 billion) -- is anyone paying attention

Iran: VP JD Vance telegraphing next step in US-Iran negotiations?

Headlines

HeadlineAP headline distorts story -- "Trump administration is detaining and questioning refugees already admitted to the US."

Ellison wins again: Netflix walks away from Warner Brothers Discovery 

Hunter Hess: don't forget this loser. Link here.

Links:

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

WTI: $65.67.

New wells reporting

  • Saturday, February 28, 2026: 72 for the month, 125 for the quarter, 125 for the year,
    • 41933, conf, Phoenix Operating, Willer 28-33-6H-LL, 
    • 41932, conf, Phoenix Operating, Willer 28-33 5H, 
    • 41930, conf, Phoenix Operating, Willer 28-33 4H, 
    • 41847, conf, BR, Rolla 6F, 
    • 41785, conf, Enerplus, MHA Heeler 4994 12-23 3BU, 
    • 41784, conf, Enerplus, MHA Mastiff 4994 12-23 2BU, 
    • 41783, conf, Enerplus, MHA Collie 4994 12-23 1BU, 
    • 41621, conf, BR, Sivertson 6C, 
    • 41581, conf, XTO, HBU Marmon Federal 24X-13B, 
    • 41580, conf, XTO, HBU Marmon Federal 24X-13F, 
    • 41579, conf, XTO, HBU Marmon 24X-13C, 
    • 41578, conf, XTO, HBU Marmon 24X-13H,
    • 41577, conf, XTO, HBU Marmon 24X-13D, 
    • 41372, conf, Hess, EN-Hanson A-LW-155-94-0618H-1, 
    • 41369, conf, Hess, EN-Hanson A-155-94-0607H-6,
  • Friday, February 27, 2026: 57 for the month, 110 for the quarter, 110 for the year,
    • None.

RBN Energy: changes at Houston, Corpus Christi show how US crude exports are evolving. Link here. Archived.

Houston and Corpus Christi dominate U.S. crude oil exports, but the balance between the two hot spots is shifting, with Houston growing and closing in on Corpus Christi as export flows and terminal connectivity change. In Houston, Enterprise Products Partners could be set to extend its regional lead, and in Corpus Christi, Gibson Energy’s South Texas Gateway is fighting for the top spot after adding a connection to the Cactus II pipeline — critical for bringing more crude to the terminal. In today’s RBN blog, we’ll look at the shifts in crude flows and terminal activity in Houston, Corpus Christi and key overseas markets and how they have changed U.S. crude oil exports.

Gulf Coast crude oil exports can swing significantly from week to week, but the underlying trend is clear: Corpus Christi (dark-blue layer in Figure 1 below) has consistently loaded the largest volumes each week in recent years. Houston (aqua layer) has held steady in second place for some time but has been narrowing the gap. Houston’s crude exports have climbed steadily, increasing from 0.7 MMb/d in 2022 to 1.2 MMb/d in 2025, a gain of 71%, while Corpus Christi volumes rose from 1.9 MMb/d to 2.25 MMb/d over the same period, up 18%. The gap between the two ports has continued to narrow in early 2026, with Houston averaging 1.3 MMb/d and Corpus Christi at 2.2 MMb/d the past several weeks. Total U.S. crude exports, including Beaumont (orange layer) and Louisiana (pink layer) are averaging 3.8 MMb/d so far in 2026, according to our Crude Voyager Report.

Electricity Rates By State -- EIA -- Have Just Posted -- December, 2026, Data -- February 27, 2026

Locator: 50072ELECTRICITY. 

Link here

Tag: electricity states.

October, 2025, data was posted here back on December 29, 2025.

New data is for November, 2025.

In a long note like this, there will be content and typographical errors.  

Average price of electricity by state, November, 2025, data.

There are five "sectors": residential, commercial, industrial, transportation, and all sources. I generally ignore the fourth column (transportation). 

For the larger energy-using states, the most important sector is the last column, "all sectors." 

For tech-heavy states, most important is the third column, industrial.

For individual Americans, I suppose, the most important column is the first column, residential.

So, let's break it down, least expensive in each sector:

  • residential:
    • North Dakota: 11.02 (down from 11.93, October, 2025)
    • Idaho: 11.87
    • Nebraska: 11.57. 
    • Missouri: 11.91 
    • Arkansas: 12.33 
    • South Dakota: 12.51 
    • Iowa: 12.60 
    • Louisiana: 12.56 
    • Montana: 12.77 
    • Nevada: 12.83
    • Wyoming: 12.83 
    • Utah: 12.99 
    • by the way, these are the only states below 13 cents / kWh.
  • commercial
    • North Dakota: 7.28 
    • Nevada: 8.95
    • Idaho: 8.90 
    • Nebraska: 8.28
    • Oklahoma: 8.60
    • by the way, these are the only states below 9 cents / kWh.
  • industrial (all states below 7 cents / kWh):  
    • New Mexico -- winner, winner, chicken dinner -- 5.13
    • Louisiana: 5.96
    • Oklahoma: 5.96
    • Iowa: 6.40
    • Idaho: 6.78
    • Arkansas: 6.43
    • Tennessee: 6.24
    • Georgia: 6.83 (up from 6.31 last year)
    • Texas: 6.67
    • Nevada: 6.81 (way down from 7.55 last year)
    • Montana: 6.34
    • South Carolina: 6.71 (down from 6.75 last year)
    • Kentucky: 6.98
    • Washington state: 6.92
  • Interestingly, North Dakota is not on that list -- 7.37
  • Now, taking all those sectors together, the "average":
    • North Dakota: 8.12
    • New Mexico: 8.69
    • Iowa: 8.94 
    • Oklahoma: 8.99 
    • these are the only states below 9 cents / kWh.

Comments

  • in a state with incredibly "stable" / predictable weather, renewable energy "works": Iowa
    • renewable energy does not work in Texas based on the way the state regulates the industry 
  • I tend to ignore New Mexico
  • Texas has relatively inexpensive electricity rates, but the industrial rate in Texas increased by 7% y/y

The state not listed above that interests me most: California:

  • residential: 34.71 cents US, 17.24 
    • throw out the outliers and the US average would be lower than 17.24; 
    • California: almost twice the US average
  • commercial: 26.92; again, California is almost twice the US average (13.63)
  • industrial: California's rate is a whopping 19.86 cents vs US average of 8.53  -- again, about double the national average
  • all sectors: California, 28.18 cents vs 13.73 cents; again, almost exactly twice the national average; but get this, California at 28.18 cents is almost in the same ballpark as Hawaii at 37.12 cents. throw out New England (25.15 cents; a real energy mess) and throw out the outliers, Hawaii and Alaska, and California compared to the rest of the nation is insane.