Huge Thanks To A Friend -- Nothing To Do With The Blog -- January 28, 2025

Locator: 48426VENISON.

Easiest way to send photos to a family and friends and to the individual who shot the deer, and then gave us a lot of venison (steaks, sausage, venison-burger). But other than that, nothing for the blog. Simply for the family and friend archives.

Photos below should be self-explanatory.

Two venison steaks; two different dry rubs.

And then served.

It was very, very close, but we preferred the pork and lamb rub, Grapevine, TX.

 

 

 

StarLink Links To Apple iPhones -- T-Mobile + SpaceX -- January 28, 2025

Locator: 48425AAPL.

For folks following the fires in southern California .... well if you know, you know.

Full disclosure: I have an iPhone and T-Mobile with a plan that will never raise rates.

Link here.

Apparently they've been working on this for quite some time and they've been able to keep it a secret all this time? 

We'll know more, perhaps, tomorrow.

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Magnificent 7 CAPEX 2025

Link here.

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IPOs

Link here.

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Venture Global

Link here. 

MRO Reports Two DUCS Completed -- January 28, 2025

Locator: 48424B.

NOG: ups dividend 12% y/y. Link here.

WTI: $73.77.

Active rigs: 33.

Five new permits, #41556 - #41560, inclusive:

• Operator: White Rock (3); CLR (2)
• Fields: Sheep Butte (McKenzie); Grinnell (Williams)
• Comments:
• all permits below: 1280-acre spacing
• White Rock has permits for three Leslie wells, SENE 13-148-103, to be sited 2211 / 2121 FNL and 378 FEL;
• CLR has permits for two Kanyer wells, NWNW 14-154-97, to be sited 345 / 377 FNL and 460 FWL.

Permit reinstatement:

• 24892, XTO, Prairie Federal 31X-30C, Haystack Butte, McKenzie County.

Two producing wells (DUCs) reported as completed:

• 40744, 1,966, MRO, Rappley 31-26H, Dunn County;
• 40745, 1,489, MRO, Eder 41-26H, Dunn County;

NOG Ups Dividend 12% Y/Y -- Starbucks Earnings Are Posted -- January 28, 2025

Locator: 48423NOG.

NOG, press release:

Link here.

Global Oil Production -- January 28, 2025

Locator: 48422OILPRODUCTION.

From visualizingenergy.org, today. This chart is from Boston University.

AI:

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A Shortage As Soon As 2012
DOD: Joint Operating Command
October 27, 2011

The US Department of Defense’s Joint Operating Command said in its biennial report that a world oil supply shortfall would pose a serious challenge to military preparedness, he said in an e-mail to OGJ. “They have said that as soon as 2012, total world oil production will begin to decline, and that there could be a 10 million bbl/day shortage by 2015,” he indicated. 

This was back when DOD was paying $126 / gallon for algae-produced aviation fuel. 

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Flashback from our own DOE, March 7, 2020, link here:

This is so incredibly cool. I first posted the note in the screenshot below on October 27, 2011, and then posted it again, with a tag to follow-up in December, 2020. It's a bit early, but with WTI dropping below $50/bbl, I thought this was as good a time as ever to post it again.

Link here. The tag, follow-up in December, 2020, will remain.

"... as soon as 2012, total world oil production [would] begin to decline, and .... there could be a 10-million-bbl/day shortage by 2015."