Liam Denning (Bloomberg columnist) made a related point in a recent column. These deals are a tacit acknowledgement we're going to be short of electricity for growth. Time to start building new generation.

www.bloomberg.com/opinion/arti...

I'm beginning to think you have too much time on your hands, but I'm here for it.

* old oil well, not oil oil well

I tweeted too soon. Story of my life. Keep an eye on this space. Of course, fewer rigs drilling for O&G means more to drill for geothermal, no?

There was some blood on the floor, no doubt.

So far, rig count hasn't budget, per Enverus. A lot can change in a week, but so far rigs are still turning to the right.