Sunday, June 8, 2025

Actually, The Fourth Industrial Revolution Runs On Natural Gas -- June 8, 2025

Locator: 48721SIR.

Actually the fourth industrial revolution runs on natural gas .... and for META? Runs on nuclear energy.

Link here. 

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ChatGPT Traffic Has Overtaken Wikipedia -- Evan -- June 8, 2025

Locator: 48720CHAT.

Link here.

Interestingly enough, AI had problems providing a graphic of "wikipedia" hits on a historic basis. At wiki, this was the best I could do:

After exponential growth between 2001 and 2002, growth slowed significantly and continues to slow.

I find the following complementary and I rely on all three for different reasons:

  • ChatGPT (metonym for AI queries)
  • Google search (classic search)
  • Wikipedia

Social media: I find "x" invaluable for "up-to-date" information from folks I trust and in areas of interest but do not consider "x" a search engine, per se.

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A Neset Wildcat -- Vision 1 -- June 8, 2025

Locator: 48719NESET.

This is nowhere near the "Sleeping Giant."

CCS?

Coming off confidential list this next week, but no early production data:

The map:

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Wells Coming Off Confidential List This Next Week -- June 8, 2025

Locator: 48713WELLS.

The wells:

  • 41287, conf, CLR, Peterson 9-29H, East Fork, npd,
  • 41285, conf, CLR, Chloe 66-20H, East Fork, npd,
  • 40603, conf, Enerplus Resources, Danielle 145-97-12-1-8H, Little Knife,
DateOil RunsMCF Sold
4-20251598719638
3-20252032422991
2-20252010822118
  • 40604, conf, Enerplus, Danielle 145-97-12-1-7H, Little Knife,
DateOil RunsMCF Sold
4-20251543418111
3-20251764419759
2-20251329714701
  • 40555, conf, Enerplus, Danielle 145-97-12-1-6H, Little Knife,
DateOil RunsMCF Sold
4-20251233514404
3-20251444515050
2-20251385215518
  • 40347, conf, Neset Consulting Service, Vision 1, wildcat, NWSW 7-145-83.
  • 41177, conf, CLR, Kenneth 4-17H1, West Capa, npd,
  • 41120, conf, Oasis, Sawtooth Federal 5202 24-20 6B, Glass Bluff, npd,
  • 39979, conf, Zavanna, Collie 13-25 1H, Stony Creek,
DateOil RunsMCF Sold
4-2025182800
3-20252079819262
2-20252414423304
1-20252360117760
12-20242019515477
  • 41119, conf, Oasis, Sawtooth 5202 24-20 5B, Glass Bluff, npd,
  • 41011, conf, Oasis, Sawtooth 5202 24-20 4B, Glass Bluff, npd,
  • 40606, conf, Enerplus, Danielle 145-97-12-1-4H, Little Knife,
DateOil RunsMCF Sold
4-20251374014299
3-202532133466
2-20251345214192
  • 40605, conf, Enerplus, Danielle 145-97-12-1-5H, Little Knife,
DateOil RunsMCF Sold
4-20251543518136
3-20251448616050
2-20251550416948
  • 41118, conf, Oasis, Sawtooth 5202 24-20 3B, Glass Bluff, npd,
  • 41178, conf, CLR, Helen 5-8H, West Capa, npd,
  • 41179, conf, CLR, Kenneth 5-17H1, West Capa, npd,
  • 41117, conf, Oasis, Sawtooth Federal 5202 24-20 2BX, Glass Bluff, npd,
  • 40685, conf, Hess, GO-Skjei MW TR-158-98-3526H-3, Rainbow,
DateOil RunsMCF Sold
4-20251604120575
3-20251800424022
2-20251336717331
1-20251419319602
12-20242761430133
  • 40608, conf, Enerplus, Danielle 145-97-12-1-2H-WLL, Little Knife,
DateOil RunsMCF Sold
4-20251083810551
3-20251047710868
2-20251549015591
  • 40607, conf, Enerplus, Danielle 145-97-12-1-3H, Little Knife,
DateOil RunsMCF Sold
4-20251298413413
3-202543714252
2-20251426111021
  • 40516, conf, BR, Keene 14-36 TFH, Little Knife, npd,
  • 40338, conf, Hess, GO-Skjei MW TR-158-98-3526H-2, Rainbow,
DateOil RunsMCF Sold
4-20251620422953
3-20251844224285
2-20251046712711
1-20251096514831
12-20242869665795
  • 41355, conf, Five States Operating, BC 2-21H, Bull Creek,
DateOil RunsMCF Sold
4-202525720
3-20252520
  • 41180, conf, CLR, Helen 6-8H1, West Capa, npd,
  • 40517, conf, BR, Keene 14-36 MBH-ULW, Little Knife, npd,
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AI -- Shay -- June 8, 2025

Locator: 48718AI.

I've not found anyone better than Shay for AI.

Link here.


Jim Cramer might have a more balanced perspective but most of his stuff is now locked up behind paywalls and his "investing club."
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