Locator: 44532B.
Netflix: getting, getting very positive reviews this morning for the two football games yesterday.
- the average 30-second Super Bowl commercial costs $7 million to air
- Netflix paid $150 million for two highly anticipated NFL games on Christmas Day
- the math works out to 10 commercials per game to break even
- Netflix treated one of the two games as a Super Bowl game; Beyonce Show at half-time was not to be missed -- I missed it
- waiting to see the new subscriber growth; the analysts' comments
Apple: holy mackerel! On a down day at the open -- AAPL up $1.09 at the open, now up 0.5% today, trading at $259.39. $264.63 is the $4 trillion mark. Today on CNBC:
Apple: link here. The M4 was revolutionary and is only starting to shop up in Apple productions. Now, already, we're talking about the M5.
The M5 family of chips will be manufactured on TSMC’s N3P node, the next
step up from the N3E on the M4. Kuo says the new node “entered the
prototype phase a few months ago,” but it’s the first time we’re getting
three generations of chips in a row that use the 3nm node.
The M5 Pro, Max, and Ultra, specifically, will use “server-grade” 2.5D
packaging, with the explicit purpose of improving production yields and
thermal performance. This will allow the CPU and GPU to use separate
designs, which is a major change from previous generations that use a
conventional system on chip. Kuo also mentions that these high-end M5
chips will be “better suited” for AI inferencing.
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Back to the Bakken
WTI: $70.68.
Friday, December 27, 2024: 48 for the month; 151 for the quarter, 679 for the year
Thursday, December 26, 2024: 48 for the month; 151 for the quarter, 679 for the year
- 40354, conf, Koda Resources, Amber 1301-1BH,
- 40002, conf, Hess, GO-Hoyt-LE-157-97-2833H-1
- 33974, conf, Enerplus, Silver 147-93-09D-04H,
Wednesday, December 25, 2024: 45 for the month; 148 for the quarter, 676 for the year
- 40335, conf, Grayson Mill, Sponheim 31-34F 2H,
- 40334, conf, Grayson Mill, Sponheim 31-34F 1H,
- 40333, conf, Grayson Mill, Hopes 30-27F-3H,
- 40332, conf, Grayson Mill, Hopes 30-27F 2H
- 40331, conf, Grayson Mill, Hopes 30-27F 1H,
- 40198, conf, Grayson Mill, Hopes 30-27F 4H,
- 38491, conf, Petro-Hunt, State 153-95-17B-16-1H,
- 37666, conf, BR, Nordeng 1A MBH,
RBN Energy: how cown manure is helping to fuel heavy-duty fleets across North America.
A primary objective of the federal Renewable Fuel Standard (RFS), when
it was expanded back in 2007, was to stimulate by 2022 the production of
at least 16 billion gallons/year of gasoline and diesel made from
cellulosic biomass in conversion plants resembling small refineries.
After getting lots of headlines in the early days of renewable fuels,
that vision faded into the background and attention shifted to the use
of ethanol in gasoline and the production of diesel from soybean oil,
but cellulosic biofuels — non-food crops and waste biomass like animal
manure, corn cobs, corn stalks, straw and wood chips — are back in the
spotlight thanks to a regulatory quirk.
In today’s RBN blog, the first
in a series, we review the unusual history of the D3 Renewable
Identification Number (RIN), the subsidy designed to stimulate
cellulosic biofuel production, and the recent impact on heavy-duty
trucking.
