Monday, December 16, 2024

Large Data Centers -- North Dakota -- December 16, 2024

Locator: 44469LDC.

Link here.


Requirements: uninterruptible power; affordable electricity costs; cooling.

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Cramer's First Hour, Part 1 -- Manic Monday -- December 16, 2024

Locator: 44468CRAMER.

Cramer's first hour: a mix of facts, factoids, opinions from various sources -- often not cited -- while listening to Cramer's first hour on CNBC. 

Walmart:


WMT:

Dow: losing streak, seven days. Longest losing streak in many years, but all major US equity indices are in the green, pre-market. 

Personal investing: Sophia -- in no particular order -- MU, AAPL, TSM, NVDA, SGHD, SGHB, SGHG, LNG, GLW, EPD but new positions, all equal weight.

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Disclaimer
Brief Reminder 

  • I am inappropriately exuberant about the US economy and the US market.
  • I am also inappropriately exuberant about all things Apple. 
  • See disclaimer. This is not an investment site. 
  • Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.
  • If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 
  • Reminder: I am inappropriately exuberant about the US economy and the US market.
  • I am also inappropriately exuberant about all things Apple. 
  • And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution.
  • Longer version here. 
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History Doesn't Repeat, But It Often Rhymes -- December 16, 2024

Locator: 44467INVESTING.

Softbank CEO: to make a pilgrimage to Mar-a-Lago. Will commit to $100 billion in US investment. Link here. Trump 2.0 is tracked here.

CNBC: segment this morning -- Trump 2.0; CEOs meeting with Trump; the Trump-Musk relationship. The next four years are going to be incredible for media and media advertising. The economy? This could be 1929 all over again -- Trump presidency, assuming he doesn't leave office prematurely and assuming I have my dates correct -- both huge assumptions -- 2025 - 2028 and will usher in 2029. 

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Manic Monday -- December 16, 2024

Locator: 44466B.

News: federal government to deploy "drone detection system" (DDS) over New York.

Now, isn't this interesting? What is one of the most serious military hardware national security issues right now? Drones. What do we need? A DDS. What would have happened had Biden announced this two years ago? No way would "they" let the Feds do that. So, how to expedite rolling out DDS? Get folks and state governments panic, demand that something be done. And, here we go. 

Palantir: by the way, name a company that is well-positioned to collect and mine all that data generated by a DDS. Name a company whose share price has just received an upgrade this morning? 

US equity: futures suggest a "green" open.  

Softbank CEO: to make a pilgrimage to Mar-a-Lago. Will commit to $100 billion in US investment. Link here. Trump 2.0 is tracked here.

SEC, Chairperson of the SEC Commission: Gary Gensler. Later: agrees to resign on January 20, 2024. Hangs on to the very last minute. Trump's nominee: Paul Atkins. Forbes. Also here.Wiki simply states he is married with three sons. In fact, his wife and one of his wife's two brothers are the only two grandchildren of one of the richest men in the US. Absolutely fascinating. They are each estimated to have a net worth greater than $1 billion. Trump is playing 3D chess.

Despite his career in the public eye, Atkins’ link to one of the wealthiest families in the Midwest has not been previously reported. His wife Sarah Humphreys Atkins, whom he married in 1990, is the only granddaughter of Tamko Building Products founder E.L. Craig. An entrepreneur who had started and sold several ventures including a boxing gym and frozen custard shop, Craig started the roofing business in 1944 at the age of 69 in an old streetcar barn in Joplin, Missouri. [Only granddaughter, but one of three grandchildren.]

CNBC: segment this morning -- Trump 2.0; CEOs meeting with Trump; the Trump-Musk relationship. The next four years are going to be incredible for media and media advertising. The economy? This could be 1929 all over again -- Trump presidency, assuming he doesn't leave office prematurely and assuming I have my dates correct -- both huge assumptions -- 2025 - 2028 and will usher in 2029.

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Back to the Bakken

WTI: $70.48.

Today's well of interest:

37585, conf, Enerplus, Yttrium 147-93-16A-21H, coming off confidential list. on Enerplus' "Heavy Metal Pad #1":

DateOil RunsMCF Sold
10-20242450215307
9-20241793712116
8-20242592421238
7-20243418110006
6-2024209389579

Tuesday, December 17, 2024: 26 for the month; 129 for the quarter, 656 for the year

  • None.

Monday, December 16, 2024: 26 for the month; 129 for the quarter, 656 for the year

  • 40038, conf, Hess, BL-Hersel-156-95-0910H-1,
  • 38489, conf, Petro-Hunt, State 153-95-17B-16-3H,
  • 37585, conf, Enerplus, Yttrium 147-93-16A-21H,
  • 35512, conf, Enerplus, FB Clinton 148-94-29B-32-10B,

Sunday, December 15, 2024: 22 for the month; 125 for the quarter, 654 for the year

  • None.
Saturday, December 14, 2024: 22 for the month; 125 for the quarter, 654 for the year
  • None.

RBN Energy: US LNG at a standstill waiting out construction, regulatory, legal delays. Archived here.

U.S. LNG was poised for a year of massive growth in 2024, with new terminals and expansions set to cause feedgas to rise and commercial success in the years following Russia’s 2022 invasion of Ukraine set to spur further LNG project development.

Instead, construction delays have pushed projects back and feedgas in the past three months has averaged about 500 MMcf/d less than the same period last year. Meanwhile, the Biden administration’s pause on non-free trade (FTA) export licenses, lengthy delays to the Federal Energy Regulatory Commission (FERC) authorization process and the resulting legal challenges to both have brought project development to a near-standstill. In today’s RBN blog, we look at current U.S. LNG feedgas demand and how construction delays have shifted expectations for the next few years. 

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EVs, Coal, And LNG -- Monday, December 16, 2024

Locator: 44465COAL.

EVs: Trump to roll back regulations across the board that favor EVs. Stories everywhere this morning.

LNG: a history of sorts from the blog.

  • Calcasieu, #7
  • Plaquemines, #8

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China Coal

Coal, China -- hits all-time high for coal production, 2024 -- stories everywhere.

Coal, from Monday, February 27, 2023:

Coal:

  • energy transition is dead; we just don't know it yet -- Peter Zeihan;
  • China: link here.
    • the numbers are staggering
    • thumbing their nose at Kyoto, Paris, Biden, Kerry

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