Tuesday, July 21, 2026

The Midnight Hour -- Tuesday/Wednesday -- July 21 / 22, 2026

Locator: 51220MISC.

WTI -- Midnight ET: $85.23. 

Highly recommend: Jesse Watters news on YouTube to get the daily news. 

Continental Resources in the Barnett
: See also this link; The box below came from Hart Energy.

Also, over at Linked In, Hart Energy --

US oil production, full story at this link.  

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My Birthday Present 

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The Movie Tonight

MASH.

Link here

SK Hynix -- BMOC -- Now Interested In Intel's Massive Semiconductor campus In Ohio? July 21, 2026

Locator: 51219TECH.

Tag: Intel INTC SK HYNIX 

Link here

Later:

End_Of_Day Report -- July 21, 2026

Locator: 51218B.

Okay: from the US Air Force, five hour ago -- link here: at the link this is a video -- 

US Oil Supply, link here: wow -- look at that -- overall crude oil expected to decrease by 1.5 million bbls w/w, and yet it increased by 2.603 million bbls. SPR did continue to increase, albeit not by much.

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Back to the  Bakken

WTI: $84.34.

Active rigs: 23.

Three new permits, #43135 - #43137, inclusive:

  • Operator: Phoenix Operating,
  • Field: Alkabo, Divide County;
  • Comments: Phoenix Operating has permits for three Iceman wells, SESW 28-162-102, 
    • to be sited 356 FSL and 2364 / 2424 FWL.

Three producing wells (DUCs) reported as completed:

  • 42204, 330, Silver Hill, Texas E 158-92-8-20-3MBHX..
  • 42206, 237, Silver Hill, Minnesota W 158-92-4-28-1MBHX.
  • 43379, 276, Silver Hill, Nebraska E 158-92-5-29-20MBHX. 

Permian Gas -- A Nice Problem To Have? An Update -- July 21, 2026

Locator: 51217PERMIAN.

Link here

Even in Texas, the companies can't build pipelines fast enough. 

US natural gas exports: US LNG exports

On A Day That It Took Real Work To Lose Money, BRK-B Did It — Resting On Laurels -- July 21, 2026

Locator: 51216BRKB.

The market:

BRK-B today:

What makes this even worse is the fact that AAPL remains the largest holding in this portfolio and AAPL had a very good day.