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Ford ought to stop producing multiple vehicle types and reintroduce

the 1972 Pinto with zero upgrades from the 1972 model year. Keep the same components used in 1972, carburetor, distributor cap, am/fm radio, manual windows, no air conditioning, no intermittent windshield wipers, no cruise control, no power steering and manual transmission only. Only offer the Pinto in one color too, like yellow. Then Ford should mass produce them and watch them fly out the door.


Michigan Dairy Cooperative Reopens Remus Facility

MMPA opened its Remus plant. Leprino Foods previously operated this site. Leprino ceased operations there in May 2025. MMPA will produce cottage cheese with Good Culture. More than 500,000 pounds of milk will be processed daily.

Remus, Michigan

https://bigrapidsdailynews.com/breaking-news/921294


Lucid Motors Announces 705 Job Cuts in Arizona

Lucid Motors announced 705 positions eliminated in Arizona. The majority of these cuts affect its Casa Grande factory. This represents an 18% cut to its overall US staff. The company will remove a second production shift. The cuts aim to match output with market demand.

Casa Grande, Arizona

https://eletric-vehicles.com/lucid/lucid-says-705-workers-affected-at-arizona-plant-in-layoff-breakdown/


Daikin Seeks 400 New Production Workers

Daikin Comfort Technologies North America is expanding its workforce. The company aims to fill approximately 400 production positions. These jobs are located at its Daikin Texas Technology Park in Waller. Employees will manufacture heating and air conditioning systems. This hiring push contrasts with recent layoffs by other Texas employers.

https://coveringkaty.com/news/waller/daikin-seeks-to-fill-400-manufacturing-jobs-at-waller-campus/


General Motors May Cease Oshawa Silverado 1500 Assembly

General Motors reportedly plans to end light-duty Chevrolet Silverado 1500 production. This would occur at its Oshawa, Ontario assembly plant by late 2026. The plant would then only produce heavy-duty Silverado variants. This shift would sharply reduce output and employment. GM Canada denies these reports, citing future investments.

Oshawa, Ontario

https://www.auto123.com/en/news/gm-production-silverado-1500-oshawa-in-doubt/73997/


General Motors Faces Production Risk From Axle Strike

General Motors produces profitable pickup trucks at its Flint Assembly Plant. This plant relies on daily axle deliveries for production. A strike at an American Axle facility threatens these critical shipments. Union workers initiated the strike on May 31. This disruption could significantly jeopardize General Motors' profits.

Detroit, Michigan

https://www.freep.com/story/money/cars/general-motors/2026/06/08/american-axle-strike-could-put-gm-heavy-truck-output-in-jeopardy/90375511007/


AML Folk

Hey AML personnel, why are we letting them step all over us? Threatening to fire us if we don’t meet production. Implementing AI that doesn’t work. At the end of the day (well probably year) we will be laid off for the AI we are ultimately training. Let’s stop doing so much. We can only do what we can do!!! Layoffs are inevitable, and you know that.


Not responding to emails or voice mail production leader

I complained to my production VP that I never get a response from SH on any email or voice message I've sent him, even though I get 1,2 and even t3 messages somedays from him asking for all sorts of information that still isn't in salesforce. he never responds to any commission adjustments either, that require his level approvals. My VP laughed and said SH doesn't respond to any VP emails either.


Guyana Production declined 10,000bopd Month on Month

Looking like the sacred cow Guyana is starting to Plateau hard.

904,000bopd in May. Still impressive and above design capacity production but, some challenges are imminent.

Lisa will shortly be sub 100,000 bopd and expecting average Aug production to be south of 866,000 bopd.
At this point forecasting a -200 bopd drop every single day…
This will raise alarms in the God Pod where additional water injection will be coupled to the system. The 4 FPSOs reached Peak in May…now it’s a daily drop until the next FPSO added.


Danone North America Closes Bridgeton Plant, Cuts 114 Jobs

Danone North America will close its Bridgeton plant. This closure eliminates 114 jobs at the facility. The plant produces Silk and So Delicious dairy-free drinks. Production will transfer to three other plants. Danone cited unsatisfactory performance in its plant-based business.

Bridgeton, New Jersey

https://www.nj.com/business/2026/05/nj-losing-204-jobs-as-dairy-free-milk-plant-and-doubletree-announce-layoffs.html


Daily Wire Cuts Staff, Shifts Production Focus

The Daily Wire has initiated staff layoffs. A company spokesperson confirmed the organizational restructuring. Cuts primarily affected the Nashville production office. The company will focus resources on new entertainment projects. This follows previous staff reductions in March 2025.

Nashville, TN

https://barrettmedia.com/2026/05/01/daily-wire-layoffs/


Kentucky Cooperage Plans 110 Job Reductions

Kentucky Cooperage announced 110 permanent job reductions. These layoffs will occur at its Lebanon, Kentucky barrel plant. The cuts impact production, maintenance, and logistics positions. The company plans to consolidate operations to a single shift. This decision aligns with current market demand in the bourbon sector.

Lebanon, Kentucky

https://www.kentucky.com/news/business/article311857288.html


Campbell's Ends Cape Cod Chip Production in Hyannis

Campbell's Co. announced the closure of its Cape Cod chip plant. The facility is located in Hyannis, Massachusetts. Production at this plant will cease in April. Forty-nine employees will be affected by layoffs. The company plans to transfer production to other locations for efficiency.

https://www.aol.com/articles/popular-chip-brand-exits-coastal-224019762.htm


Ford ought to tell prospective buyers that Ford is going to end all vehicle production and focus making money

on repairing all Fords vehicle recalls. That will keep Ford busy with endless business for years. That's where the real money is. Ford can also jack up the cost of repair parts by 125% to quickly increase profits. Say a much sought after Ford repair part currently costs 25 bucks. Well Ford could easily jack that repair part up to $56.25 and since its in deamnd people are going to pay it.


Iron Range steel jobs are at risk as Cleveland-Cliffs reduces output.

Cleveland-Cliffs is expected to lay off an additional 45 workers at its Hibbing Taconite steel facility on February 1, further reducing production at a mine that has been partially idled since March of last year.

https://www.redlakenationnews.com/story/2026/01/12/business/more-iron-range-steelworker-layoffs-looming-as-cleveland-cliffs-cuts-production/137487.html


Foundry has potentially landed a guppy.

We won't know if the guppy will lay eggs and populate the tank until 2027.

There is a chance the guppy will bring in its bigger brother, the whale.

Even if it works out, let's see if the higher US production costs scare away the whale.

Don't sc--w it up!

Or is this just a political donation?

https://www.tomshardware.com/tech-industry/semiconductors/intel-moves-closer-to-building-apples-entry-level-m-series-chips-on-18a


Glendale Plant

  • Ford to Lay Off 1,600 Workers at Glendale Plant

Ford is conducting layoffs. 1,600 workers will be affected. These layoffs are at the company's Glendale battery plant. The plant is shifting to power storage production. The company has rehiring plans by 2027. (Glendale, Kentucky_

https://www.whas11.com/video/news/local/ford-glendale-plant-conversion-layoffs/417-7f819881-7733-4a5e-921b-efe7e3442616


CVX Production growth: Plans to grow production by 2–3% annually through 2030.

Is this attainable given top line decline rates are 9%

MW is promising something like 12% production increases per year to account for production declines and well failures.

Is this doable or will more companies need to be purchased?
Possibly a Permian Pure Play, and a multinational large independent


UK North Sea E&P facing tipping point. APA options

What is the predicted outcome for Apache in the North Sea? They are looking at a 4 billion dollar Abandonment responsibility. How will JC handle this unprecedented challenge? Production declining like he-l and maintenance on basic life support. Who or How is this paid?


Ford asks for a correction on an article, and get this 🤣

Ford Gets a Correction to Our F-150 Lightning Story
Douglas A. McIntyre
Mon, October 27, 2025

Ford Motor Co. (NYSE: F) asked for a correction to our “Ford to End Production of Failed F-150 Lightning.”

Here is their correction:

F-150 Lightning is the best-selling electric pickup truck in the U.S. – despite new competition from CyberTruck, Chevy, GMC, Hummer and Rivian – and delivered record sales in Q3. Right now, we’re focused on producing F-150 ICE and Hybrid as we recover from the fire at Novelis. We have good inventories of the F-150 Lightning and will bring Rouge Electric Vehicle Center (REVC) back up at the right time, but don’t have an exact date at this time.

Here is our response:

Ford’s comment about the Lightning is a claim that it is good to be a 5 feet, 3 inches tall person in a room of people who are 5 feet tall.

For a start, the production information comes from The New York Times: “The company also said it has stopped making an electric version of its popular F-150 pickup.” That is in the headline about Ford’s earnings. In the body of their story: “Because of the fire and slowing sales of electric vehicles, the company has stopped making the F-150 Lightning electric pickup.”

Ford always stuns us when it talks about being first in the segment. The company took the brand of the top-selling vehicle in the past five decades and launched an electric version. Then it congratulated itself for selling only 85 of these a day through the first three quarters of this year. Thus, Ford took one of the greatest brands in auto history and turned it into a multibillion-dollar debacle.

Executive Chair Bill Ford told the Detroit News that the Lightning was the most important product of his career. He added, “Anytime you have a radical change to your most successful product, you really are betting the company.” I have not heard him say Ford lost that bet.

The company increased the price of the Lightning three times in 2022. Some of that was apparently because it did not anticipate “significant material cost increases.” One of the largest car companies in the world should have foreseen such a significant change.

Ford said it planned to build 150,000 Lightnings in 2022. And it said it would ramp to an electric vehicle (EV) production rate of 600,000 in 2023. Ford has only sold 69,000 EVs through the first three quarters of 2025. It will be lucky to sell 90,000 for the entire year.

Astonishingly, Ford is proud of being in first place in the electric pickup segment with nine-month sales of 23,034 Lightnings through the third quarter, up a staggering 1%. That’s a record to be proud of.


ExxonMobil edges Occidental in US lithium race

Oil producers go to battle over mineral rights in Arkansas’ Smackover formation

Jamie Smyth in El Dorado, Arkansas

Published
Apr 23 2025

ExxonMobil has defeated an attempt by rival Occidental Petroleum to contest its production rights on one of the largest lithium deposits in the US, as oil companies fight for a foothold in the critical minerals business.

The regulatory battle in Arkansas between two of the largest US oil companies comes as the Trump administration rushes to boost domestic extraction and processing of critical minerals to break American industry’s reliance on Chinese supplies.

Lithium, a crucial ingredient in high-powered batteries used in the electric vehicle and defence industries, is a priority for Washington as Chinese companies process almost two-thirds of the world’s lithium supplies.

Exxon, Equinor and Occidental are among companies racing to develop lithium extraction and processing facilities in the Smackover, a geological formation stretching across Arkansas, Texas, Louisiana, Mississippi, Alabama and Florida.          

A US Geological Survey study published in October estimated there was between 5mn and 19mn tonnes of lithium reserves in underwater brines in the south-west Arkansas portion of the Smackover. If commercially recoverable, this would meet the projected 2030 global demand for lithium in car batteries nine times over, it said.

Saltwerx and other producers in the Smackover intend to use direct lithium extraction technology, a process in which lithium is pulled out of brine while leaving other dissolved compounds behind.

There are still questions over whether the technology can be a commercial success when compared to hard rock lithium mining and evaporation ponds, a low-cost technique used in Latin America.

This week Saltwerx, an Exxon subsidiary, was granted the right to establish a 56,000-acre lithium production unit by regulators over the objections of Occidental, which argued it owned minerals rights in the area and had plans to produce lithium.

An Exxon spokesperson said the decision could help unlock the domestic lithium industry, support jobs and strengthen American energy security.

“Attempts to delay progress could jeopardise economic growth for Arkansas and undermine US efforts to reduce dependence on foreign critical minerals,” she said.

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https://www.ft.com/content/7b229e31-692a-4342-8973-3147f6063a99

Saltwerx intends to begin producing lithium in 2028. It forecasts that it can generate $27mn in annual profit from producing 165,000 barrels of lithium brine per day, according to a regulatory filing.      

An Occidental spokesman said the company routinely participated in hearings with state regulators to develop operating agreements that ensured the responsible and fair development of resources for all interest owners.

The commission also approved an application by SWA Lithium, a joint venture between Standard Lithium and Equinor, to establish a rival production unit in south-west Arkansas. Last week the Trump administration selected it as one of 10 critical minerals projects that it would prioritise.

https://www.ft.com/content/7b229e31-692a-4342-8973-3147f6063a99


What will COP look like 2026? Will production and safety improve?

Predict and manifest Conoco’s reality for 2026 and beyond!
Will the company continue record production rates?
Will increases in incidents occur due to less people and more responsibilities?
What assets will be divested?
Will CEO buy better tailored suits?


18A yield

18A - Current 35%, visible path to plan of record 60-65% by end of Q4'25. No large problems gating path to POR.

Going above 65% is unknown

14A is a derivative of 18A and has a better curve (yielding better than 18A at the same time in the development process from start)

At POR yields, good enough to break even for small die size products. Large products like DC CPU or GPU will require yields to be >85% to be feasible, preferably above 95%. However that probably will take a few more quarters to achieve.