April 2026

  1. https://www.youtube.com/watch?v=k4tExRcocj4 ~10 minutes US defense missile stockpile is depleting rapidly. It can take 3 years to replenish. Only 847 interceptor…

  2. looks like Vaca Muerta will overshoot the target of 1MBOPD earlier than 2030, and now targeting 1~1.5MBOPD by 2030. https://oilprice.com/Energy/Energy-General/Argentinas-Oil-Production-Soars-as-Vaca-Muerta-Breaks-New-Records.html…

  3. Interesting information from Novi on tight oil and shale gas at post linked below https://novilabs.com/blog/can-100000-wells-reveal-what-single-basin-analysis-misses-the-hidden-biases-undermining-unconventional-production-models/