Saturday, December 19, 2020

Week 51: December 13, 2020 -- December 19, 2020

Top story of the week:

Photo of the week:

Top international non-energy story:

Top international energy story:

Top national non-energy story:

Top national energy story:

Top North Dakota non-energy story:

Top North Dakota energy story:

Geoff Simon's top North Dakota stories:

  • Biden plans could cost North Dakota nearly a billion dollars by 2024;
  • Biden's pick for Interior Secretary was at Standing Rock with DAPL protesters -- anyone think DAPL will not be shut down?
  • North Dakota taxable sales and purchases drop nearly 20% in 3Q20;
  • New England, California at high risk for energy disruptions if winter turns "sour";

Operators:

Operations:

Fracking:

Halo effect:

Are You Kidding Me? -- December 19, 2020

Did this really happen last night? I did not catch it. I was completely unaware there was even a college football game on a Friday night. So, is there a Rose Bowl Parade this year?

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Pretty Much Says It All

Notes From All over -- Mid-Morning Edition -- December 19, 2020

First things first: if you have clear skies during the early evenings for the next few nights, be sure to step outside, look to the southwest, with an outstretched hand, about two hand-widths above the horizon, look for a bright "star." It will be Jupiter. It will be so bright it will almost "blot" out Saturn which will be at the 11:00 o'clock position to Jupiter. On December 21st, the two planets will "be on top of each other" -- you will see a single "star." By 9:00 p.m. (possibly earlier, depending upon where you live), the "star" will be below the horizon. We had trouble making out Saturn two nights ago due to the brightness of Jupiter. We couldn't see anything last night due to clouds. 

ZeroHedge: it will be interesting to see if ZeroHedge links / reports this story after all the stories that site posted regarding Sweden, stories that changed the discussion. Swedish officials admit they "blew it." Even the King of Sweden says the country's Covid-10 strategy has failed. Link here. 

Holy mackerel! For the first time ever in the pandemic, on a per capita basis, Sweden just surpassed the United States in number of cases. Link here.

Road to New England: man-made natural gas disaster for New England. Link here.

Boston is importing liquefied natural gas from Russia, while the U.S. is #1 in natural gas production in the world with arguably the lowest price natural gas in the world. New York Governor Andrew Cuomo has banned hydraulic fracking and new interstate natural gas pipelines in his state, forcing the Northeast (NE) states to look elsewhere for natural gas…across the Atlantic Ocean in the Russian Arctic.
Grids: ISO New England.     ISONY. On a Saturday during the pandemic, following a huge storm, winter storm Gail, almost everything shut down.

  • ISO-NE:
    • price surge to $105; currently running at $70
    • fuel mix
      • natural gas maxed out
      • renewables at one of the lowest levels I've seen: 6%
      • hydro: 6%
      • oil: 5%
      • coal: 3%; maxed out
  • ISO-NY:
    • Long Island: $78
    • fuel mix:
      • dual fuel: 23%
      • natural gas: 23%
      • nuclear: 29%
      • hydro: 22%
      • wind: 0.6%

Chinese flu watch, Johns Hopkins data:

  • "brown" map starting to get a bit darker (bad news for economy)
  • top five: California moves to #2
    • Tennessee (#1), Arizona (#3), Rhode Island (#4); and Indiana (#5)
  • Herd immunity:
    • North Dakota at 11.8%; curve;
    • South Dakota at 10.6%
    • US average: 5.4%
    • Texas: 5.4%
    • California: 4.6%
  • So, what happened? 

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The Book Page
On Tax Assessments


Interesting essay, "Why History Goes in Circles" by Eric Ormsby in this weekend's edition of The Wall Street Journal.

It begins:
Ibn Khaldun pops up in the most unexpected places. This late medieval Tunisian-born thinker (1332-1406) has been celebrated by historians, economists, sociologists and ethnographers, not to mention scholars of Islamic thought, often rather vaguely and without any precise understanding of the nature of his ideas.
He has been called “the father of sociology” or the first “philosopher of history,” among other honorifics. In 1935 the popular English historian Arnold Toynbee, the author of “A Study of History” in 12 volumes, waxed rhapsodical over Ibn Khaldun’s accomplishments, claiming that his “Muqaddimah” (“Introduction” in Arabic) was “undoubtedly the greatest work of its kind that has ever been created by any mind in any time or place.” It doesn’t detract from Ibn Khaldun’s genuine originality to note that this claim is the sheerest hyperbole. Yet it had the happy effect of putting Ibn Khaldun back on the intellectual map, and it contains an element of truth: His speculations on history were unprecedented, his theories both novel and persuasive.
As Robert Irwin notes in his excellent “Ibn Khaldun: An Intellectual Biography” (Princeton, 243 pages, $29.95), his subject’s influence has also been pervasive, if often subterranean.
To take one surprising example: On Oct. 1, 1981, President Ronald Reagan alluded to him in a press conference when he invoked “a principle that goes back at least, I know, as far as the 14th century, when a Muslim philosopher named Ibn Khaldun said, ‘In the beginning of the dynasty, great tax revenues were gained from small assessments. At the end of the dynasty, small tax revenues were gained from large assessments.”
(The president added—O forlorn hope!—“And we’re trying to get down to the small assessments and the great revenues.”) As Mr. Irwin shows, Ibn Khaldun’s cyclical notion of history also underlies classic works of science fiction, such as Isaac Asimov’s “Foundation” trilogy and Frank Herbert’s “Dune.” No other Muslim author, let alone one writing in high-flown classical Arabic, has had comparable influence on thinkers and scholars in both the Islamic world and the West.
Prince Salman is not mentioned in the essay -- you know, the one that has imposed huge tax assessments on his kingdom.

Shutdown -- December 19, 2020

 The Schumer Shutdown.

"People die in government shutdowns -- I don't know which way I'll vote." -- Diane Feinstein. During one of the worse US flu epidemics in modern history the US Senate looks to shut down the government. What am I missing?

Link here. 

Friday Night. Time For Midnight Fugue. December 18, 2020

We'll start here:


And then we have, "Tina and the Tourettes":

More cowbell. Be sure to read the comments at this one (you may have to link to YouTube to see the comments):

 Social distancing before it was a "thing":

 Viola Smith, the drummer, died this year (2020) at the age of 107. This performance in 1939:


A couple more and then I'm going to call it a night. But this one needs to be followed by Phil Spector's wall of sound:

Headphones on:


From the Cher fan club -- The 1990s saw Cher's fourth musical comeback, this time as an EDM legend. When she beat out Britney Spears for Billboard's #1 single of 1999 with "Believe", it was hard to realize that was the same Cher who once knocked out The Beatles off the top of the charts with her first hit song back in 1965. Do you believe in the power of CHER?: