Locator: 46423WEATHER.
Global warming? Keep it coming!
Saturday, December 30, 2023
Week 52: December 25, 2023 -- December 31, 2023
Locator: 46422TOPSTORIES.
Top, top story:
- no recession in 2023, predicted by "everyone."
- for investors: one of the best years ever.
Top story:
- regional "wars" everywhere: Gaza, Red Sea, Indian Ocean, Ukraine
Top international non-energy story:
- Gaza: Israel shows no sign of letting up
- Ukraine: not looking good for the home team
- OPEC+ no longer in control
- US producing at record levels
- Venezuela about to flood the global markets with oil
Top national non-energy story:
Top national energy story:
Focus on fracking: link here.
Top North Dakota non-energy story:
Top North Dakota energy story:
Geoff Simon's quick connects: link here.
Bakken economy:
- plugging along;
- the buzz? Risks of NG takeaway capacity in the New Year!
Friday, December 29, 2023
Kraken With Last Permit In 2023; SM Energy Raises Its Quarterly Dividend — December 29, 2023
Locator: 46420B.
SM Energy: increases its quarterly dividend from 15 cents to 18 cents.
**************************
Back to the Bakken
Active rigs: 33.
WTI; $71.65.
One new permit, #40416:
Operator: Kraken
Field: Hebron (Williams)
Comments:
Three permits renewed;
Enerplus: Scaup, Widgeon, and Pintail in McGregory Buttes (Dunn County)
Themes -- 2025
Locator: 46419THEMES.
AI: "refined" -- three different niches all closely inter-related
- crypto / data mining: don't follow on the blog to any significant degree
- supercomputers
- AI
******************************
AI: Posted January 17, 2025
AI: catch-all for sixth industrial revolution.
- Chips.
- Large data centers:
- copper
- natural gas
- mundane storage
- Space communications:
- SpaceX
- Blue Origin
- Loft Orbital
- E-commerce:
- Amazon
- Walmart
- US military-industrial complex:
- Department of Defense
- unmanned vehicles, drones
*************************
Updates Posted In 2025
Major Themes
American Economy: An Entrepreneurial Explosion
Added January 16, 2025 -- three calendar days before the inauguration. Added January 16, 2025.
Woke
DEI and ESG: both dead.
DEI is dead: the definitive article (added January 16, 2025). The blog.
Investing
Geopolitical
"Re-making" the Mideast
- losers: Iran, Syria, Hamas, Hezbollah, Russia (posted January 15, 2025)
- Syria's Assad falls (posted January 15, 2025)
- Russia could lose its only Mideast seaport
- Iran decapitated -- air defenses destroyed (posted January 15, 2025)
- Russia bogged down in Ukraine (posted January 15, 2025)
- Trump elected president; pretty much will fully support Israel (posted January 15, 2025)
Fourth Industrial Revolution --> Sixth Industrial Revolution
Technology:
- private / public space launches; satellite communication (posted January 15, 2025)
- AI --> large data centers and everything that derives from AI (posted January 15, 2025)
- energy requirements: natural gas, wind, solar
- CHIPS Act, 2022 -- updated two years later; posted January 15, 2025)
Energy
New President / Vice President
Trump 2.0 — tracked here.
Investing
BRK: under new leadership.
Geopolitical
Mideast: re-mapped after Israel's campaign against Hamas, Hezbollah, and Iran.
US THAAD troops in Israel: to help Israel defend itself again Iran; US-Israel-Arab dynamic changed.
Fourth Industrial Revolution --> Sixth Industrial Revolution
Sixth industrial revolution: link here.
Wiki, link here.
AI: the magnificent seven.
LCDs: incredible electricity demand.
Energy
EV shake-out.
Natural gas.
Immigration Policy
Southern Surge: tracked here.
The Gazification of Manhattan (Palestinian protestors pro-Israeli protestors, October 7, 2024).
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