Sunday, March 22, 2026

US States Winning And Losing The AI "War" -- March 22, 2026

Locator: 50298LDCS. 

Link here. 

Apparently this is a "sponsored" article, but it's a must-read. Most interesting: Ohio. 

"In response, new growth is shifting to places where power is cheaper, faster to secure, and easier to expand." --- TEXAS.

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The US And The GCC -- Finally! March 22, 2026

Locator: 50297EPICFURY. 

Link here. 

We're "here" because:

  • the GCC didn't do anything since 1979;
  • every US president since 1979 simply kicked the can down the road and paid the Iranians to keep the peace.
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US Electricty By State -- Resource Mix -- Coal Vs Natural Gas -- March 22, 2026

Locator: 50296ELECTRICITY. 

Link here. 

Hold this map about 24" in front of your eyes and look at the full graphic, looking for black and looking for orange. 


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AI -- Jargon And Personalties -- March 22, 2026

Locator: 50295AI. 

Clearing off the desktop:

Hinton: link here. The teacher.

Sutskever: link here. The student.

Yann Lecun, Ross Bodnyk, and a whole lot more: link here. 

Symbolic vs neural: link here. 

The "Vinge Singularity" -- a must-read. Link here. 

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Amazon's Trainium Chip -- Anthropic, OpenAi, And Apple -- March 22, 2026

Locator: 50294TRAINIUM. 

Chips are followed here. 

Trainium -- AWS. 

Link to techcruch. 

Again, things are moving very quickly. Wow!

Yes, "everyone" might say this is all about competition among the various semiconductors.

It may be. To some extent.

In fact, LDCs are going to be scrambling for chips from wherever they find them. But as chips become more available, buyers will select based on personal need or based on their particular business model.

Has it come down to this? Nvidia, AMD, and AWS? I don't know. Let's ask a chatbot. From chatbot: 

*********************************
The Answer From ChatGPT 

The answer: no!

It's even more interesting that that.

The AI chip market is splitting into two tiers:

  • global-scale platforms; and,
  • serious challengers with asymmetric advantages. 

So, is it now AWS vs Nvidia vs AMD?

Nvidia

  • still the center of gravity
  • CUDA ecosystem = massive moat
  • dominates training (still)
  • deep ties across all clouds
  • even with Trainium, Nvidia is the devault global standard.

AWS

  • the most dangerous new entrant
  • vertical integration (chips + cloud + customers)
  • now anchored by 
  • OpenAI workloads
  • Anthropic alignment
  • AWS isn't just competing in chips, it's redefining the stack.

AMD

  • the "second source" at scale 
  • it has a big OpenAI commitment (multi-GW)
  • strong hyperscaler relationships
  • open ecosystem vs CUDA lock-in
  • the only credible horizontal challenger to Nvidia

But here's what I was missing (and it's crucial):

  • there are two more players at this level that cannot be left out.

Google (TPUs)

  • quietly one of the most powerful players
  • TPUs already at one million-chip scale deployments
  • deep integration with Anthropic
  • fully vertically integrated stack
  • chip --> software --> model --> cloud
  • Google may be the most complete AI stack in existence.

MSFT (custom silicon + Azure)

  • less visible but critical
  • custom AI chips (Maia, Cobalt)
  • still deeply tied to Nvidia
  • massive Azure footprint
  • MSFT's strength: control of enterprise + distribution layer

SO, the real "Big 5":

  • Nvidia
  • AWS
  • Google
  • AMD
  • MSFT

Then, there's the second tier -- don't ignore these

  • emerging challengers
  • Cerebras Systems (wafer-scale chips)
  • Groq (ultra-fast inference)
  • Tenstorrent
  • these are: "if the paradigm shifts, they win" players.

The real shift -- this is the key insight --

the industry is moving from --

  • OLD WORLD --
    • chips = independent market
    • Nvidia sells to everyone
  • NEW WORLD --
    • chips are strategic weapons inside platforms

What make Trainium different?

  • it's not just a chip -- it's a business model shift
  • bundled with AWS
  • priced to undercut Nvidia
  • locked to Amazon ecosystem

Think: Tranium = "private-label AI compute."

AI chips are no longer a semiconductor market -- they're the foundation of competing digital nations:

  • Nvidia: think Switzerland (neutral supplier)
  • AWS / Google / MSFT: empires
  • AMD - balancing force (would this be South Korea, China)?

********************************
What About Apple?

AI prompt: 

Except for mentioning Apple at the very, very beginning, Apple was not mentioned again. In the long reply above, one could also divide the chip market into two tiers (personal  -- EDGE -- use) vs cloud.  Apple has its own EDGE and Cloud and has its own Silicon design -- where is Apple using Trainium? In its iCloud?

I asked the question, got the reply. If readers are interested they can ask the same question on the chatbot they prefer. 

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Oasis -- Lost Hills, CA -- Tesla's Huge Supercharger Station -- Buc-ee's On Steroids -- March 22, 2026

Locator: 50293MUSK.  
Locator: 50293EVS.  

This is a most interesting development.

  • the distance from San Francisco, and then the distance to Los Angeles
  • is easily reached in all EVs -- incredible, brilliant
  • on top of that, it exactly matches the Bullet Train distance and route
  • once folks get used to this EV Supercharging station, they will see no need to switch to the Bullet Train.
  • Brilliant.
  • Audacious.

Tesla: Supercharger station -- link here. 

  • Oasis
  • Lost Hills, California;
  • 11 MW -- solar
  • 10 Megapacks  -- 39 MWh
  • 168 stalls
  • self-contained energy system 



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Initial Production Data For Wells Comig Off Confidential List This Next Week -- March 22, 2026

Locator: 50292WELLS.  

The wells:

  • 41446, conf, Whiting, Violet Olson 5596 13-5 4B, Dollar Joe, 
DateOil RunsMCF Sold
1-20263958371410
12-20253707960149
11-20253570363241
10-20253622959106
  • 41445, conf, Whiting, Violet Olson 5596 13-5 3B, Dollar Joe, 
DateOil RunsMCF Sold
1-20261983137963
12-20252473540781
11-20252460446366
10-20252733947025
  • 41444, conf, Whiting, Violet Olson 5596 13-5 2B, Dollar Joe, 
DateOil RunsMCF Sold
1-20262440845430
12-20253853763601
11-20253496563511
10-20253570959275

  • 42217, conf, CLR, Louisville FIU 5-7H, Last Chance, npd,
  • 41447, conf, Whiting, Violet Olson 5596 13-5 5BX, Dollar Joe, 
DateOil RunsMCF Sold
1-20262615656300
12-20252708846280
11-20253110757010
10-20253149354776
9-20250585
  • 42216, conf, CLR, Louisville FIU 4-7H, Last Chance, npd, 
  • 42052, conf, Petro-Hunt, Tinjum 159-91-31C-19-1H, Kittleson Slough, npd, 
  • 41477, conf, Hunt Oil, State C156-90-3-36H-5, Ross, 
DateOil RunsMCF Sold
1-2026184726151
12-2025191174150
11-2025190953166
10-2025141754906
9-20251209374
  • 41476, conf, Hunt Oil, State C 156-90-3-36H-4, Ross,  
DateOil RunsMCF Sold
1-2026168525984
12-2025180264184
11-2025184233308
10-2025138995284
9-20251103375
  • 42245, conf, CLR, Addyson 7-23H, Brooklyn, npd, 
  • 42215, conf, CLR, Louisville FIU 3-7H, Last Chance, npd, 
  • 42189, conf, BR, Abercrombie 8-8-12 MBH, Elidah, npd, 
  • 42053, conf, Petro-Hunt, Tinjum 159-91-31D-19-2H, Kittleson Slough, npd;
  • 41503, conf, Hess, RS-Sorenson-155-92-0105H-1, Stanley, 
DateOil RunsMCF Sold
1-20261793913301
12-20251792912037
11-20251714112499
10-20253174022812
9-202519411670
  • 20595, conf, Devon Energy, Wahus Federal 152-97-13-24-1H, Westberg, 
DateOil RunsMCF Sold
1-20261139975845
12-20251505192354
11-20251887973879
10-20253128093586
9-20259191876

  • 42246, conf, CLR, Charleston 8-22HSL, Brooklyn, npd, 
  • 42054, conf, Petro-Hunt, Tinjum 159-91-31D-19-2H, Kittleson Slough, npd, 
  • 41501, conf, Hess, RS-Sorenson-155-92-0105H-3, Stanley, 
DateOil RunsMCF Sold
1-20261822614777
12-20251954912879
11-20251681411071
10-20253388725666
9-202528961329
  • 41368, conf, Hunt Oil, State C 156-90-4-36H-2, Ross, 
DateOil RunsMCF Sold
1-2026184107259
12-2025207615134
11-2025212663979
10-2025176126279
9-202547751727
  • 42247, conf, CLR, Richmond 6-26H, Brooklyn, npd,
  • 42240, conf, CLR, Charleston 7-15H, Brooklyn, npd,
  • 42188, conf, BR, Abercrombie 7-8-12UTFH, Elidah, npd, 
  • 41460, conf, Hunt Oil, State A 156-90-9-16H-5, Ross, 
DateOil RunsMCF Sold
1-2026232299905
12-2025262876560
11-2025250394677
10-2025195147113
9-202539341330
  • 41193, conf, Devon Energy, Eide 6-7 8H, Tobacco Garden, 
DateOil RunsMCF Sold
1-20262437061780
12-20253510659590
11-20253280844477
10-20255208882521
9-20252483834467
  • 42241, conf, CLR, Addyson 6-14H, Brooklyn, npd,
  • 41367, conf, Hunt Oil, State C 156-90-4-36H-2, Ross, 
DateOil RunsMCF Sold
1-2026203388091
12-2025242076289
11-2025231054434
10-2025190137033
9-202543911513
  • 41366, conf, Hunt Oil, State A 156-90-9-16H-4, Ross, 
DateOil RunsMCF Sold
1-2026230619421
12-2025282627090
11-2025278945252
10-2025192907654
9-202570432913
  • 20716, conf, Devon Energy, Marvin 27-34 1H, Camp, 
DateOil RunsMCF Sold
1-202666594004
12-202584128774
11-202526702334
10-202561654034
  • 42248, conf, CLR, Olympia 6-27HSL, Brooklyn, npd, 
  • 42097, conf, BR, RollaKellog 61-ULW, Elidah, npd, 
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New Wells Reporting For 2Q26

Locator: 49752WELLS. 

Wednesday, April 8, 2026: 20 for the month, 20 for the quarter, 177 for the year,
42311, conf, Phoenix Operating, Terry Nelson 34-27-22 4HR, 
42176, conf, BR, Omlid 2-8-7 MBH,
42071, conf, Phoenix Operating, Terry Nelson 34-27-22 5H-LL, 
42069, conf, Phoenix Operating, Terry Nelson 34-27-22 3H, 
42068, conf, Phoenix Operating, Terry Nelson 34-27-22 2H, 
42067, conf, Phoenix Operating, Terry Nelson 34-27-22 1H, 
41931, conf, Formentera Operations, Wildcat Hollow 16-33-PGN S618HF,

Tuesday, April 7, 2026: 13 for the month, 13 for the quarter, 170 for the year,
41985, conf, Formentera Operations, Wildcat Hollow 16-16-PGN N115DW, 

Monday, April 6, 2026: 12 for the month, 12 for the quarter, 169 for the year,
42371, conf, Kraken, Charity 3-10-15 5H, 
41926, conf, Oasis, Anderson 5402 12-18 3BJ,
41925, conf, Oasis, Anderson 5402 12-18 2BJ,

Sunday, April 5, 2026: 9 for the month, 9 for the quarter, 166 for the year,
42175, conf,  BR, Omid 1-8-7-TFH, 
41502, conf, Hess, RS-Sorenson-155-92-0105H-2, 

Saturday, April 4, 2026: 7 for the month, 7 for the quarter, 164 for the year,
None.

Friday, April 3, 2026: 7 for the month, 7 for the quarter, 164 for the year,
42219, conf, CLR, Louisville Federal 7-7HSL,
41683, conf, Hunt Oil, State A 156-90-9-16H-2,
41424, conf, Hunt Oil, State A 156-90-9-16H-3;

Thursday, April 2, 2026: 4 for the month, 4 for the quarter, 161 for the year,  
42218, conf, CLR, Louisville Federal 6-7H, 

Wednesday, April 1, 2026: 3 for the month, 3 for the quarter, 160 for the year,
41446, conf, Whiting, Violet Olson 5596 13-5 4B, 
41445, conf, Whiting, Violet Olson 5596 13-5 3B,
41444, conf, Whiting, Violet Olson 5596 13-5 2B, 


Data for 1Q26: 1Q26 

Data for 4Q25: 4Q25
Data for 3Q25: 3Q25
Data for 2Q25: 2Q25
Data for 1Q25: 1Q25

Data for 4Q24: 4Q24
Data for 3Q24: 3Q24
Data for 2Q24: 2Q24
Data for 1Q24: 1Q24

Data for 4Q23: 4Q23
Data for 3Q23: 3Q23
Data for 2Q23: 2Q23
Data for 1Q23: 1Q23
Data for 4Q22: 4Q22
Data for 3Q22: 3Q22
Data for 2Q22: 2Q22
Data for 1Q22: 1Q22

Data for 4Q21: 4Q21
Data for 3Q21: 3Q21
Data for 2Q21: 2Q21
Data for 1Q21:  1Q21

Data for 4Q20: 4Q20
Data for 3Q20: 3Q20
Data for 2Q20: 2Q20
Data for 1Q20: 1Q20

Data for 4Q19: 4Q19
Data for 3Q19:  3Q19
Data for 2Q19: 2Q19
Data for 1Q19: 1Q19
Data for 4Q18: 4Q18
Data for 3Q18: 3Q18
Data for 2Q18: 2Q18
Data for 1Q18: 1Q18
Data for 4Q17: 4Q17
Data for 3Q17: 3Q17
Data for 4Q16: 4Q16
Data for 3Q16: 3Q16
Data for 2Q16: 2Q16
Data for 1Q16: 1Q16
Data for 4Q15: 4Q15
Data for 3Q15: 3Q15
Data for 2Q15: 2Q15
Data for 1Q15: 1Q15
Data for 4Q14: 4Q14
Data for 3Q14: 3Q14
Data for 2Q14: 2Q14
Data for 1Q14: 1Q14
Data for 4Q13: 4Q13
Data for 3Q13: 3Q13
Data for 2Q13: 2Q13
Data for 1Q13: 1Q13
Data for 4Q12: 4Q12
Data for 3Q12: 3Q12
Data for 2Q12: 2Q12
  Data for 1Q12: 1Q12   
Data for 4Q11: 4Q11 
Data for 3Q11: 3Q11 
Data for 2Q11: 2Q11 
 Data for 1Q11: 1Q11  
 Data for 2H10: 2H10 
Through 1H10: 1H10

 



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Wells Coming Off Confidential List This Next Week -- March 22, 2026

Locator: 50291WELLS.  

Wednesday, April 1, 2026: 3 for the month, 3 for the quarter, 160 for the year,
41446, conf, Whiting, Violet Olson 5596 13-5 4B, 
41445, conf, Whiting, Violet Olson 5596 13-5 3B,
41444, conf, Whiting, Violet Olson 5596 13-5 2B, 

Tuesday, March 31, 2026: 53 for the month, 157 for the quarter, 157 for the year,
None.

Monday, March 30, 2026: 53 for the month, 157 for the quarter, 157 for the year,
42217, conf, CLR, Louisville FIU 5-7H, 
41447, conf, Whiting, Violet Olson 5596 13-5 5BX, 

Sunday, March 29, 2026: 51 for the month, 155 for the quarter, 155 for the year,
42216, conf, CLR, Louisville FIU 4-7H, 
42052, conf, Petro-Hunt, Tinjum 159-91-31C-19-1H, 
41477, conf, Hunt Oil, State C156-90-3-36H-5, 
41476, conf, Hunt Oil, State C 156-90-3-36H-4, 

Saturday, March 28, 2026: 47 for the month, 151 for the quarter, 151 for the year,
42245, conf, CLR, Addyson 7-23H, 
42215, conf, CLR, Louisville FIU 3-7H, 
42189, conf, BR, Abercrombie 8-8-12 MBH, 
42053, conf, Petro-Hunt, Tinjum 159-91-31D-19-2H, 
41503, conf, Hess, RS-Sorenson-155-92-0105H-1, 
20595, conf, Devon Energy, Wahus Federal 152-97-13-24-1H, 

Friday, March 27 2026: 41 for the month, 145 for the quarter, 145 for the year,
42246, conf, CLR, Charleston 8-22HSL, 
42054, conf, Petro-Hunt, Tinjum 159-91-31D-19-2H, 
41501, conf, Hess, RS-Sorenson-155-92-0105H-3, 

Thursday, March 26, 2026: 38 for the month, 142 for the quarter, 142 for the year, 
41368, conf, Hunt Oil, State C 156-90-4-36H-2, 

Wednesday, March 25, 2026: 37 for the month, 141 for the quarter, 141 for the year,
42247, conf, CLR, Richmond 6-26H, 
42240, conf, CLR, Charleston 7-15H, 
42188, conf, BR, Abercrombie 7-8-12UTFH, 
41460, conf, Hunt Oil, State A 156-90-9-16H-5, 

Tuesday, March 24, 2026: 33 for the month, 137 for the quarter, 137 for the year,
41193, conf, Devon Energy, Eide 6-7 8H,

Monday, March 23, 2026: 32 for the month, 136 for the quarter, 136 for the year, 
42241, conf, CLR, Addyson 6-14H, 
41367, conf, Hunt Oil, State C 156-90-4-36H-2, 
41366, conf, Hunt Oil, State A 156-90-9-16H-4, 
20716, conf, Devon Energy, Marvin 27-34 1H,

Sunday, March 22, 2026: 28 for the month, 132 for the quarter, 132 for the year, 
None.

Saturday, March 21, 2026: 28 for the month, 132 for the quarter, 132 for the year, 
42248, conf, CLR, Olympia 6-27HSL, 
42097, conf, BR, RollaKellog 61-ULW


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Links To Help You Get To Sleep Tonight -- March 22, 2026.

Locator: 50290LNG. 

If you can't get to sleep on a Friday or a Saturday night, I highly recommend you go to the "links" at my "link page," linked below. For what I enjoy, these are incredibly good links. 

I could find something to post from each of the links below if I wanted, but there's a link that investors need to visit, especially those investors upset with their portfolios right now due to "the war." 

I'll post that link elsewhere. Link here.

Links.

Websites
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Iran Just Built America's LNG Future -- The Merchant's News -- March 22, 2026

Locator: 50289LNG. 

Link here. 

Or go directly to the story: link here. The link takes you to a very, very long blog. 

This is the lede:


Exporters to consider:


To extended family members: I hold shares in four of the five companies listed. Whoo-hoo! And I've held some of them for decades! Most (all?) of them pay dividends. 

Does BRK / Warren Buffett own shares in any of these five companies? No.

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