The CPC is occasionally updated here.
Let's see how many story lines come to mind.
Since when have the Russians been worried about the environment? LOL.
Tuesday, July 5, 2022
Driftwood -- July 5, 2022
Tellurian Driftwood LNG has been mentioned on the blog several times. This might be one of the more comprehensive posts regarding Driftwood LNG.
But this is the post. Link here.
Reminder:
Qatar:
- capacity to reach 126 million tonnes yearly by 2027
- current capacity: 77 million tonnes, 2022
- delta: 126 - 77 = 49 million tonnes
- Driftwood: 27.6 million tonnes per annum
Tea leaves: US energy is going to blow away the rest of the world over the nest two decades. With or without renewable energy.
WTI Plunges; Drops Below $100; No New Permits; Eight Permits Renewed; Four Permits Canceled -- July 5, 2022
New omicron subvariant, Covid-19: BA.5. Links everywhere; here's one.
Is Boris history? Both on the same day:
- his Treasury secretary resigned;
- his Secretary of State for Health and Social Care resigned
Windfall profits: Russia to hit Gazprom with $20 billion windfall tax.
- Putin's War is getting expensive.
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Back to the Bakken
NDIC GIS map still not up. Down for more than a year now.
WTI: $99.50.
Active rigs: 43 or thereabouts.
No new permits.
Eight permits reenewed:
- Enerplus: eight Fort Berthold permits in Dunn County; Fort Berthold 148-94-...lot 4 section 19-148-94.
Four permits canceled:
- EOG: four Burke permits in Mountrail County.
WW-III -- Russia Ready To Mobilize -- Is Anyone Paying Attention? -- July 5, 2022
I was going to write this earlier today and then forgot.
"We" are clearly at the beginning stages of WWiii -- or WW III -- or World War III.
I can provide several data points, but this is really all I need.
Peter Zeihan, top geopolitical strategist, has it exactly right.
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