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Sunday, March 1, 2026

Epic Fury And The Bomber Issue -- March 1, 2026

Locator: 50099EPICFURY.

Updates 

Wow, wow, wow -- Google Gemini initially mis-reported this story. Asking Google Gemini again, Google Gemini updated its report. FIRST REPORT:


Updated report just 30 seconds later



It appears the UK prime minister changed its policy after receiving a request from countries in the Mideast, not changing its policies at the request of the US, but rather at the request of Muslim countries in the Mideast. Marco Rubio will probably sort this out at the appropriate time, but it certainly appears the UK "stepped into it." The UK, with a huge Muslim population, apparently value their friendship with the Mideast Muslims more than their friendship with the US. It gets tedious.

 Original Post

Epic Fury is being tracked here

The bomber issue. Link here.

March 1, 2026:

  • from a military point of view, the biggest US concern is adequate land-based bombers
    • so far only the B-2 has been involved
      • the British refusing US to use Diego Garcia is major detriment to US war-fighting capabilities -- Trump won't take this well -- our closest ally (?) (Britain) denying use of Diego Garcia;
      • we all know how this war will play out; no access to Diego Garcia will simply drag the war out but won't alter outcome 
    • could US base B-52s out of Israel; Saudi Arabia? 
    • this is not air superiority; this is air dominance -- huge difference; 
  • Israel says it has complete freedom of the airspace 

Link here.

****************************
B2 and the B-52

Epic Fury And The Market -- March 1, 2026

Locator: 50098MARKETDURINGWARTIME.

Epic Fury is being tracked here

Misreading Trump: link here

Cramer sees it, also, link here:


**************************
Market During Wartime
 
Life during wartime. Link here

Iran -- Strait Of Hormuz -- March 1, 2026

Locator: 50097IRANWTI.

Iran war. Oil. Link here

Or maybe $110, or maybe $200. Just picking numbers out of the air.

March 1, 2026, Sunday, end of day, WTI: $70. 

AMD's Helios Vs Nvidia's Vera Rubin; AMD's Venice Chips -- March 1, 2026

Locator: 50096CHIPS.

The new chips are starting to blur: GPUs vs CPUs. 

Tom's Hardware: link here

Chips are tracked here

Transistor count here. No update in quite some time. 

AMD's Helios vs Nvidia's Vera Rubin:

Helios vs Vera Rubin:


******************************
AMD Helios -- MI455X Accelerator


 
 ******************************
Nvidia -- Vera Rubin
NVL72 / NVL 144
 

***********************
Intel
Core Ultra Series 3 (formerly Panther Lake)
Clearwater Forest Server CPUs

Nvidia and AMD are making significant upgrades to their Helios and Vera Rubin GPU / CPU chips as of January, 2026. Has Intel made similar advances?


 ***************************
AMD's Venice Chips
 

 *******************************
AMD -- Epyc -- Codenamed Turin CPUs
 

Initial Production Data For Wells Coming Off Confidential List This Next Week -- March 1, 2026

Locator: 50095B.

The wells:

  • 42086, conf, Scout Energy, TNT 1, Eland, npd, 
  • 40632, conf, Hess, EN-Hanson A-155-94-0607H-5, Manitou, 
DateOil RunsMCF Sold
12-20251203821951
11-20251642830427
10-20251982731391
9-20252176123027

  • 41601, conf, BR, Sivertson 6D, Elidah, npd,
  • 41373, conf, Hess, EN-Hanson A-LW-155-94-0618H-1, Manitou, 
DateOil RunsMCF Sold
12-20251145221596
11-20251689931636
10-20251830530839
9-20252721328931
  • 40847, conf, XTO, HBU Marmon Federal 24X-13E, Hofflund, npd, 
  • 41929, conf, Phoenix Operating, Willer 28-33 2H, Big Stone, 
DateOil RunsMCF Sold
12-20252504723904
11-20252489119278
10-2025194340
9-2025232430
  • 41928, conf, Phoenix Operating, Willer 28-33 1H-LL, Big Stone, 
DateOil RunsMCF Sold
12-20252431624161
11-20252460417007
10-2025207220
9-2025232570
  • 41857, conf, Phoenix Operating, Willer 28-33 3H, Big Stone, 
DateOil RunsMCF Sold
12-20252525423778
11-20252539919834
10-2025211990
9-2025236500
  • 41582, conf, XTO, HBU Marmon Federal 24X-13A, Hofflund, npd, 
  • 41933, conf, Phoenix Operating, Willer 28-33-6H-LL, Big Stone, 
DateOil RunsMCF Sold
12-20252539626548
11-20252938722867
10-2025223740
9-2025273760
  • 41932, conf, Phoenix Operating, Willer 28-33 5H, Big Stone, 
DateOil RunsMCF Sold
12-20251763521833
11-20252643220127
10-2025201090
9-2025262210
  • 41930, conf, Phoenix Operating, Willer 28-33 4H, Big Stone, 
DateOil RunsMCF Sold
12-20251921121294
11-20252405519016
10-2025202170
9-2025233790
  • 41847, conf, BR, Rolla 6F, Elidah, npd, 
  • 41785, conf, Enerplus, MHA Heeler 4994 12-23 3BU, Phaelens Butte, 
DateOil RunsMCF Sold
12-20252716334447
11-20252968826226
10-20254026738856
9-20252967822572
8-202551891732
  • 41784, conf, Enerplus, MHA Mastiff 4994 12-23 2TU, Phaelens Butte, 
DateOil RunsMCF Sold
12-20252060124211
11-20252239223301
10-20252224220852
9-20253223824544
8-20251452474
  • 41783, conf, Enerplus, MHA Collie 4994 12-23 1BU, Phaelens Butte, 
DateOil RunsMCF Sold
12-20252014721008
11-20253293444173
10-20253566533893
9-20254734239377
8-202576707690
  • 41621, conf, BR, Sivertson 6C, Elidah, npd, 
  • 41581, conf, XTO, HBU Marmon Federal 24X-13B, Hofflund, npd, 
  • 41580, conf, XTO, HBU Marmon Federal 24X-13F, Hofflund, npd, 
  • 41579, conf, XTO, HBU Marmon 24X-13C, Hofflund, npd, 
  • 41578, conf, XTO, HBU Marmon 24X-13H, Hofflund, npd, 
  • 41577, conf, XTO, HBU Marmon 24X-13D, Hofflund, npd, 
  • 41372, conf, Hess, EN-Hanson A-LW-155-94-0618H-1, Manitou, 
DateOil RunsMCF Sold
12-20252016456789
11-20252337455767
10-20252351541249
9-20253393252340
8-20250195
  • 41369, conf, Hess, EN-Hanson A-155-94-0607H-6, Manitou, 
DateOil RunsMCF Sold
12-20251432123661
11-20251784430402
10-20251663924880
9-20253140733062
8-20252139413

Wells Coming Off Confidential List This Next Week -- March 1, 2026

Locator: 50094B.

Wednesday, March 11, 2026: 10 for the month, 116 for the quarter, 116 for the year,
None.

Tuesday, March 10, 2026: 10 for the month, 116 for the quarter, 116 for the year,
42086, conf, Scout Energy, TNT 1,

Monday, March 9, 2026: 9 for the month, 115 for the quarter, 115 for the year,
None.

Sunday, March 8, 2026: 9 for the month, 115 for the quarter, 115 for the year,
None.

Saturday, March 7, 2026: 9 for the month, 115 for the quarter, 115 for the year,
41602, conf, BR, Sivertson 6E, 
40632, conf, Hess, EN-Hanson A-155-94-0607H-5, 

Friday, March 6, 2026: 7 for the month, 113 for the quarter, 113 for the year,
None.

Thursday, March 5, 2026: 7 for the month, 113 for the quarter, 113 for the year,
None.

Wednesday, March 4, 2026: 7 for the month, 113 for the quarter, 113 for the year,
41601, conf, BR, Sivertson 6D, 
41373, conf, Hess, EN-Hanson A-LW-155-94-0618H-1, 

Tuesday, March 3, 2026: 5 for the month, 111 for the quarter, 111 for the year,
None.

Monday, March 2, 2026: 5 for the month, 111 for the quarter, 111 for the year,
40847, conf, XTO, HBU Marmon Federal 24X-13E,

Sunday, March 1, 2026: 4 for the month, 129 for the quarter, 129 for the year,
41929, conf, Phoenix Operating, Willer 28-33 2H, 
41928, conf, Phoenix Operating, Willer 28-33 1H-LL,
41857, conf, Phoenix Operating, Willer 28-33 3H, 
41582, conf, XTO, HBU Marmon Federal 24X-13A, 

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 2TU, 
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,