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2028
NFL football: sliced and diced by streaming network. Link here.
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2027
***********************
2026
Blue hydrogen: tea leaves suggest "blue hydrogen" projects are dead in North Dakota.
- December 3, 2024: the day the music died.
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2025
- taxes
- tariffs
- deportations
**********************************
2024
AI: posted July 4, 2024. NVDA is the proxy for the AI revolution.
- NVDA; began its unprecedented move, January5, 2024
- 2021: stock surged 120% over one year
US equity markets: posted July 4, 2024.
AAPL, MSFT, NVDA, AMZN: posted July 4, 2024.
US energy dominance: posted July 4, 2024.
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2020
Corona virus: much bigger than mainstream media can imagine - May 12, 2020
The Next Big Thing
The global energy crisis, posted October 13, 2021.
Energy And The Western Hemisphere
- The implosion begins
- Venezuela - Tick, Tick, Tick
- Mexico could go the way of Venezuela
- Saudi Arabia on the ropes
- Saudi Arabia peak oil.
Plastic plant, North Dakota.
Gas-to-liquids plants, Trenton, North Dakota.
The continued irrelevancy of the EU.
Making America great again.
- Shale oil
- Off-shore oil (Gulf of Mexico)
- Natural gas
- LNG and LNG export terminals.
- Diluent.
- Pipelines.
- Ethane and ethane exports.
Electoral College changes.
The southern surge.
Energy And The Western Hemisphere
Energy and The Mideast
US Energy Revolution
The continued irrelevancy of the EU.
Making America great again.
- Shale oil.
- Off-shore oil.
- Natural gas.
- LNG and LNG export terminals.
- Diluent.
- Pipelines.
- Ethane and ethane exports.
- the southern border
- the Mideast
- North Korea
The Next Big Thing
North American Energy Revolution
US Energy Revolution
- The 2nd Bakken Boom will be built on sand, August 5, 2016
- Petrochemical demand, July 27, 2016
- US recoverable reserves are now greater than either Russia or Saudi Arabia, July, 2016
- Slump in oil price, October, 2014 - December, 2014
- US crude oil demand grew at fastest pace in the world, 2013; outstripped China for the first time since 1999 (that's during a poor US economy -- which also suggests poor Chinese economy)
- The propane shortage, the Midwest, winter, 2013 - 2014; propane shortage resolved by end of 2014; a glut in 2015 that will continue
- Crude-by-rail
- Pipelines
- Soaring US gasoline, diesel exports
- Soaring US oil exports
- California energy
- LNG exports
- LPG exports
The National Grid. How EVs will impact US economy. Start here.
US energy centers of gravity (coming)
- West Texas (the Permian)
- East Texas (the Eagle Ford)
- Western North Dakota (the Bakken)
- Marcus Hook Industrial Complex: Utica/Marcellus
- Louisiana: LNG export -- for now, this link; better link later, perhaps)
Comprehending the size of the Bakken: start here.
EOR-CO2: start here.
Europe At A Tipping Point
The global power shift: Russia-China hegemony
Russia
- Rebuilding the empire: Armenia
- Losing dominance in Europe
- Putin: Re-Establishing The "Old" Soviet Union
- The Ukraine
Other alliances:
Western Canadian Oil (this link will be changed at a later date)
The Saudi - OPEC myth
Japan's Energy Crunch
China: why China is buying North American shale oil and natural gas assets
China: "Belt and Road" initiative
Water
Disconnected rambling: the activist environmentalists
North Dakota economy: Silver Shovel Award, 2013
Renewables and A Dose of Reality
Brick and mortar is dead
Batteries -- Storage
Global warming.
- Global warming leads to permanent cooling.
- Global warming scam: will be the big story of 2017 - 2018.
- a growing nuclear North Korean threat
- Mideast On The Brink -- added December 1, 2015 with emphasis on Syria; on January 2, 2016, changed to "Mideast on the Brink" with execution of prominent Shiite cleric by Saudi Arabia
- Ukraine on the Brink -- added August 21, 2016.
- The New Persian Empire
Trump 1.0: The Trump Years
The first year: 81 major achievements; 11 Obama items repealed
Investment in the US
Campaign Promises, Non-Energy
ObamaCare
The Doomsday Chronicles
EPA
The EpiPen Story
Link here.
January 5, 2015: you can google it, but I believe Obama has worse polling numbers than Richard Nixon. Whatever. It was a most bizarre moment yesterday (or was it today?) when President Obama "cried" or at least "shed tears" while announcing executive action he planned to take to tight gun sales. He had just come back from vacation so he should have been well rested. He is in his last year, and can easily "run out the clock." I don't see any reason why he would be this "emotional" at this time. Executive action on gun control is hardly an "emotional" issue. It was either theatrical or something deeper is going on that no one has sorted out yet. I doubt the latter but "theatrical" (as in "crying") doesn't seem to be in his toolkit. If this is a "one-off" we should know over the next two months. His performance ("crying") does not fit DSM IV 301.81.
October 7, 2014: This really doesn't fit this page. The "big stories" are for the most part non-political and have to with energy. However, the Panetta story is hard to ignore. The reason I am posting this is for the time-stamp. I'm not going to re-write all my thoughts, but this note to a reader will give folks an idea what I'm thinking about:
Panetta is a pretty solid Democrat; he's been around. I don't care for him, but he's held some important jobs after being tapped by Obama. For a solid Democrat who served under Obama, for him to say these things publicly, one wonders what folks are saying privately. There's a very, very good chance, no one, absolutely no one is going to help Obama's candidates in this election. Not only is Obama looking more and more detached (one wonders if the pressure is getting to him just as pressure got to Nixon), anyone considering supporting Obama's candidates run the risk of Hillary's (and Bill's) everlasting wrath.
I don't think it's a stretch to compare the weekly video beheadings with the Iranian crisis under Carter. The common theme: the president was seen as WEAK, unable to do anything about the beheadings or the Iranian hostages.
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