Sixth Industrial Revolution -- Moving From Semiconductors To Autos -- April 15, 2025

Locator: 48481SIR.

These are the industries the US needs to bring back to the US:

• pharmaceuticals
• energy
• semiconductors
• auto manufacturing
• steel industry

Link here. 

Honda’s goal is to ensure 90% of U.S. sales are with vehicles produced domestically. 

The company is specifically looking at potentially moving production of its CR-V and Civic vehicles to the U.S. to support this goal, according to the report. Over the next couple of years, the carmaker is looking to increase U.S. production by 30% by adding more employees and shifts to its U.S. operations for its CR-V and Civic models, the report said.

Hyudai has also announced it will be investing $20 billion in the US.

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Didn't Age Well

Link here.

I've never seen someone who hates America so much. And has so little faith in the American economy. And to think she was once the Treasurer of the US.

Pronounced "H-twenty processors: H20, in this context, has nothing to do with water. LOL. 

Trump relaxes restrictions; will let Nvidia export to China high-end chips especially made for China but it resulted in a $5.5 billion charge to Nvidia.

 

Sixth Industrial Revolution -- April 16, 2025

Locator: 48480SIR.

The business, political and general interest media is letting us down: no one is reporting -- in total -- all the stories of all the corporations with announcements of huge investments in the US over the next ten years. We're hearing a lot of stories on technology, LCD, AI, etc., there's a whole lot more going on elsewhere and we're hearing very little of all that. 

These are the industries the US needs to bring back to the US:

• pharmaceuticals
• energy
• semiconductors
• auto manufacturing
• steel industry

Whatever happened to the Houthi security debacle less than a month ago? 

Most amazing political story: Trump's opposition wants terrorists returned to the United States now that they've been captured and returned to their home countries. I honestly don't get it. 

1Q25

Banks: link here. 

Question: for farmers, government aid (blank checks) or banks?

ASML, link here, SIR:

Border crossings, link here:

Tech, link here, $32 billion:

Tech, link here:

BofA, Merrill Lynch: profits flat but assets, clients increase. Link here.

Bank buybacks, link here:

Healthy eating, thank you RFK, Jr, link here:

a

Supercomputers -- Back In The News -- April 15, 2025

Locator: 48479ELCAPITAN.

Before we get started: wiki's list of "transistor count" has not been updated in a long time.

Supercomputers to be followed at a new page. Page added April 15, 2025.

Back on July 13, 2023, we started tracking supercomputers. Link here. At that time, "Frontier" was the world's largest supercomputer according to wiki.

Wiki has updated that list.

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Didn't Age Well

Link here.

I've never seen someone who hates America so much. And has so little faith in the American economy. And to think she was once the Treasurer of the US.

Nvidia: although it's still open to interpretation it sounds like one AI supercomputer will be built in Houston, and one will be built in Dallas. Nvidia says this will result in 100s of thousands of jobs. Wow. Link here.

More on supercomputers for the archives:

Original Page

Back on July 13, 2023, we started tracking supercomputers. Link here. At that time, "Frontier" was the world's largest supercomputer according to wiki.

Wiki has updated that list.

The full "top 10" list has three new entrants.

The first non-US supercomputer on the list is #6, a Japanese supercomputer.

I assume classified computers in the DOD and US intel community could be on the top list.  

Note the top three on the list above are associated with nuclear energy.

Apple 16e -- Huge Surprise -- Record On The Back Of Increasing Demand In Japan and India -- April 15, 2025

Locator: 48478APPLE.

This is a first for Apple. First time ever ... strong demand .... the 16e did it .... $25 / month -- less than one dollar a day.

• cell phone
• internet -- YouTube, FoxNews, Schwab
• text -- two factor authenticatio
• e-mail
• camera
• satellite conectivity
• wallet -- credit cards, airline boarding passes
• Facetime
• photo albums
• flashlight
• FindMe
• maps - directions
• Duolingo
• TikTok (?)
• Instagram
• all that and more for less than one dollar / day -- and some people still complain that Apple products are too expensive
  

This just blows me away --

It must have "killed" MSN to have to report this story. LOL. Link here.

Apple: surprise of the day -- link here.

 Reuters, link here.

April 14 (Reuters) - Apple took the top spot for global smartphone sales in the first quarter on the back of the iPhone 16e's launch and strong demand in countries such as Japan and India. Apple had 19% of the smartphone market, despite flat or declining sales in the U.S., Europe and China, followed by Samsung opens new tab with 18% of the market.

Another Big Day For New Wells Reporting -- April 15, 2025

Locator: 48477B.

Apple: surprise of the day -- link here.

The Masters: amazing --

• link here; and,
• link here.

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Back to the Bakken

WTI: $61.29.

New wells:

• Wednesday, April 16, 2025: 63 for the month, 63 for the quarter, 270 for the year,
• 41170, conf, CLR, Helen 2-8HSL,
• 40977, conf, CLR, Entzel5-14H,
• 40740, conf, Kraken, Triangle South LE 11-1 11H,
• 40735, conf, Kraken, Steen 13-24 5H,
• 40700, conf, Hess, EN-Keisel-155-94-1918-10,
• 40666, conf, Grayson Mill, Scott 13-24 XW 1HR,
• Tuesday, April 15, 2025: 57 for the month, 57 for the quarter, 264 for the year,
• 41169, conf, CLR, Arley 7-18HSL,
• 40760, conf, Hunt Oil, Kandiyohi 159-90-6-18H-4,
• 40753, conf, CLR, Rutledge 4-11H,
• 40734, conf, Kraken Operating, Steen13-246H,
• 29268, conf, Grayson Mill, Helsingborg Federal 153-96-21-18-13HLW,
• 29115, conf, Grayson Mill, Helsingborg Federal 153-96-22-27-3H,
• 29114, conf, Grayson Mill, Helsingborg Federal 96-22-27-10H,
• 29113, conf, Grayson Mill, Helsingborg Federal 153-96-22-27-2H,

RBN Energy: what is driving PADD 5's increased reliance on imported crude? Archived.

The West Coast energy market, PADD 5, is undergoing a profound transformation.

Consumption of petroleum-based refined products is declining due to a host of factors including increased renewable diesel (RD) usage, slowing population growth, electric vehicle (EV) penetration and fuel efficiency improvements, just to name a few, but that’s only half the story.

Further upping the stakes, crude oil production in the region has declined faster than downstream consumption, so it has had to increasingly rely on imported barrels to support its dwindling refinery throughput. In today’s RBN blog, we look at how the West Coast’s supply of refined products and crude oil has evolved over time and why its reliance on imports has grown. 

In Part 1 of this series, we explained how the U.S. is divided into five Petroleum Administration for Defense Districts, or PADDs (see Figure 1 below). The East Coast’s population density makes it the largest consumer of refined products but, with no production to call its own, PADD 1 relies on imported crude oil to supply its shrinking refinery base. In Part 2, we put the spotlight on imports of Canadian crude oil and how critical they are to refineries in the Midwest and Great Plains. Most Canadian exports come through PADD 2 pipelines, and its 25 refineries (combined capacity of 4.3 MMb/d) are, in many cases, significant consumers of heavy and light crudes from the Great White North. In Part 3, we discussed the Gulf Coast — by far the biggest crude oil producing and refining market in the U.S. Its sheer size makes it critical in balancing crude oil and refined products markets, with its refineries being on average the most efficient in the world with ample export opportunities. Most recently, in Part 4, we addressed the importance of rising crude production from shale basins in and around the Rockies and how it has contributed to greater volumes being pushed toward the Cushing, OK, storage hub.

Figure 1. U.S. PADD Map. Source RBN 

Today we finish off our series by focusing on PADD 5, which stretches from the island-studded waters of the Puget Sound to the sun-speckled glitz of Southern California and the deserts of Nevada and Arizona, with Alaska and Hawaii thrown in for good measure. The petroleum markets of PADD 5 are just as diverse as its geography, with plenty of refined product consumption to go around, although its 2.6 MMb/d of demand makes it the second-lowest consuming region in the U.S., way ahead of PADD 4 but behind PADDs 1, 2 and 3.

The majority of the region’s population resides in California, which was once the nation’s largest oil-producing state following the discovery of oil in the San Joaquin Valley and Los Angeles in the late 1800s. Since the Shale Revolution unlocked the resource potential of other states, California has been left behind in terms of its significance as a producer, primarily due to a hostile regulatory environment that discourages investment, particularly in the petroleum sector. At the same time, crude oil production in Alaska has started to show its age, with output in the state experiencing a steady decline. This trend in Alaska may be about to reverse, as we noted recently in Take It On The Run, but PADD 5 will continue to lag behind all of the other oil-producing regions.