Two Late Night Items -- Focus On Fracking Weekly Update Posted; Southern Wall Updated -- The El Paso Edition-- September 27, 2020

Focus on fracking, link here. The lede: distillate demand rose 40% to a six-month high, after flirting with a 26-year low last week.

From the report:

The natural gas storage report from the EIA for the week ending September 18th indicated that the quantity of natural gas held in underground storage in the US increased by 66 billion cubic feet to 3,680 billion cubic feet by the end of the week, which left our gas supplies 504 billion cubic feet, or 15.9% greater than the 3,176 billion cubic feet that were in storage on September 18th of last year, and 407 billion cubic feet, or 12.4% above the five-year average of 3,273 billion cubic feet of natural gas that have been in storage as of the 18th of September in recent years. 

The 66 billion cubic feet that were added to US natural gas storage this week was somewhat lower than the forecast of a 77 billion cubic foot increase from an S&P Global Platts'' survey of analysts, and it was also much lower than the 97 billion cubic feet addition of natural gas to storage during the corresponding week of 2019, and well below the average of 80 billion cubic feet of natural gas that has been added to natural gas storage during the same week over the past 5 years. See graph here.

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Southern Wall Update: The Laredo Edition

Link here. It's a television report so the update is a bit disjointed:

Congress appropriated 69 miles of border wall to be built in the Laredo sector. To date, 31 miles of border wall have been awarded to government contractors, but in the coming weeks the remainder of the 38 miles will be awarded to contractors so the border wall construction can begin. 

Although the City of Laredo passed a resolution against a border wall and were sued by the federal government for access to survey land back in June, they ultimately agreed to allow the federal government to go in and survey land along the city property.

The case was dismissed in early September. On Thursday, surveyors were seen working on behalf of the federal government.

Costco's -- Surges Are Fleeting -- September 27, 2020

There were so many great stories this past week. My favorite might have been the one on the US saving(s) rate.

But this one, mentioned in passing is another story, also huge. Due to the pandemic, Costco reported: less food spoilage; Costco cashing in, The WSJ;

After stockpiling early in the coronavirus pandemic, Americans continue to turn to Costco Wholesale Corp. to buy bulk quantities of groceries and cleaning supplies. 

They have also been loading carts with home furnishing. 

“As people are spending less on travel and dining out they seem to have redirected some of that spending,” said Costco financial chief Richard Galanti on a conference call Thursday. 

The warehouse retailer reported a 14.1% jump in comparable sales for the quarter ended August 30, 2020, excluding gas and currency effects. 

On that basis, Costco’s growth was nearly twice as high as the spring quarter when it was struggling with out-of-stock items and placed limits on shoppers. 

“We expected fresh food,” paper goods and other items already selling well early in the pandemic to continue selling, Mr. Galanti said, “but we were a little surprised in the strength in some of these nonfood, discretionary categories,” such as homegoods and furniture. Food is selling so fast that profit got a boost from the lack of loss due to spoilage, he said. In-stock levels have stabilized, but some items are still hard to come by in some areas, including disposable gloves and sanitizing wipes, said Mr. Galanti. 

Halloween-related sales are weaker, with a “small reduction in the amount of costumes,” he said. Some people are booking travel through the company again, but mostly for far in the future, Mr. Galanti said. 

Much more at the link.

PSAs -- September 27, 2020

First things first: Kurt Busch wins at Las Vegas. Came in to this race in twelfth position; changes everything -- for himself, and a lot of other drivers. Las Vegas is his home town. Surprise winner tonight. With a win, an automatic advance to round of eight. But still two more races in round of twelve: Talladega next week, then Charlotte.

Schitt's Creek:

Compare: 30 Rock / Tina Fey -- 16 Emmys over its lifetime; the most in any one year, I believe was five in 2008.

Stream for free:

• download the Pop app on Apple, Android (five seconds if you can remember your password)
• click on season / episode (five seconds)
• free
• priceless

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Tools

If you are lucky enough to have Harbor Freight within driving range, consider yourself very, very fortunate. 

After Sears disappeared, Harbor Freight set the bar higher. 

Sear's marketing line: "good, better, best."

Same with Harbor Freight.

Need a special tool for one weekend, for one job? Buy the tool at Harbor Freight. Return it Monday; no questions asked.

Which suggests to me: opportunities for Harbor Freight to tweak their business model.

Best price on masks I've seen, which gives me an idea on the rest of the prices in the store.

The Last "Sturgis Rally" Update -- September 27, 2020

This will be the last "Sturgis Rally" post. It's been well over a month now since the rally; time to move on. It was a low-impact hurricane that quickly degraded into a tropical storm and the press forgot all about it.

For now, one last "Sturgis Rally" follow-up.

*********************************
The Sturgis Rally Update

Link here.

Sturgis Rally: August 7 - August 16, 2020.

At link above, set "search" for "yesterday."

Number of cases means absolutely nothing.

Number of deaths associated with Covid-19 "means more" but numbers are incredibly questionable. Criteria for diagnosis varies across jurisdiction.

But be that as it may, new deaths in last 24 hours (these numbers were updated, again, after 6:00 p.m.) Low numbers are probably a function of Sunday reporting a Saturday.

• Iowa: 3
• Minnesota: 4
• Nebraska: 1
  
• North Dakota: 4
• Montana: 1
  
• South Dakota: 0 -- wow, so much for the Sturgis Rally story
  
• Wyoming: 0 -- several days in a row with zero new deaths;

Deaths per million population, and (ranking among 50 states and DC):

• Iowa: 416 (23) -- ranking unchanged
  
• Minnesota: 365 (28)  -- ranking unchanged
• North Dakota: 298 (34) -- ranking unchanged
• Nebraska: 242 (40) -- up one (bad)
  
• South Dakota: 237(39) -- dropped one, from 40 (good)
  
• Montana: 160 (44) -- ranking unchanged
• Wyoming: 86 (50) -- ranking unchanged -- only Alaska is lower with 71 deaths / one million

*********************************
Channeling Calvin And Hobbes

Sophia reading a bedtime story to Corky:

Update On The New Saudi Refinery On The Red Sea -- September 27, 2020

Re-posting:

All that talk about the end of oil. Sorry. Not sorry. Saudi Aramco ships first cargo from Jizan refinery; headed to Singapore. Link here. 

Breaking down that article:

Name of refinery:

• Jizan, also spelled Jazan

Location of refinery:

• in the far south of Saudi Arabia on the Red Sea
• about 35 miles from the Yemeni border

Capacity and timeline of refinery:

• construction completed in 2020; operations ramp up in 2020
• operations will start with 200,000 bpd before ramping up to 400,000 bopd
• refinery about one year behind planned date of completion; full operations

Currently:

• first shipment on its way
• UACC Eagle: 475,000 bbls of gasoil
• destination: Singapore

How rebels feel about this refinery:

• several missile attacks by Iran-backed Houthi rebels in Yemen
• Saudi says they have intercepted each attempted strike

Transit of tankers from this refinery:

• through the narrow strait of Bab el-Mandeb
• 18 miles wide at its narrowest point
• connects the Red Sea to the Gulf of Aden and the Arabian Sea
• limits tanker traffic to two 2-mile-wide channels for inbound and outbound shipments

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Sunday Afternoon Movie

The Great Gatsby.

I finally understand re-makes. I would like to see a re-make of The Great Gatsby. 

From the most recent issue of The New York Review of Books: "The Oracle of Our Unease," an essay by Sarah Churchwell, October 8, 2020. 

So, I'll watch the 2013 re-make of "The Great Gatsby," starring Leonardo DiCaprio, et al. Like Sunset Boulevard, the movie begins with the voice-over.

**************************************
Just Waitin'
Just Waitin', John Prine, cover, Hank Williams

It Won't Be Wages That Drive Next Round Of Inflation -- September 27, 2020

Updates

Later, 2:53 p.m. CDT:  It really is interesting the amount of money that slips through one's fingers. 

I haven't been to Starbucks since the "lock down" that began sometime back in March, 2020. Although there were exceptions, my weekly schedule was $3.00/day for Starbucks coffee, Monday through Friday, and it was not uncommon to add in one or two additional sessions over the weekend. So, on average, let's say $4 / day over 300 days = $1200. Or $100 / month. On top of that my wife and I would enjoy one sushi dinner each week, almost religiously, setting us back a meager $50/meal for two. Fifty weeks x $50 = $2,500. Barnes and Noble every Saturday, maybe Sunday, probably $20/weekend at Barnes and Noble, 50 x $20 = $1000. Which reminds me, I won't be renewing our Barnes and Noble card ($25) and we won't be renewing our Ft Worth fine arts museum membership, $75. Gasoline is down to about $20/month. No typo. 

Later, 2:45 p.m. CDT: it's amazing  how much free time one has on the weekend when there is no sports to watch. The college football airings are a joke. 

The NFL is not much better. Speaking of which, NASCAR today? Hard to say, but apparently from Las Vegas, starting about 6:15 p.m. CDT. I will miss the start. I will be over at Sophia's house.

Generally speaking, of those "required" to wear a mask along the sidelines, most are wearing their masks below their noses.

Original Post

Blog post suggested by a reader. A huge "thank you."

Link here.

Before the pandemic, total savings deposits had risen significantly under the Trump administration, from around $8 trillion to $10 trillion (a 25% increase). But think about this: during the pandemic, Americans actually increased the total amount in savings by another 20 percent. The "buzz" in the mainstream media was that a lot of Americans were pulling money from savings to stay "afloat." There's no question that's accurate, but the "big picture" suggests something else.

So, were Americans simply moving money from the stock market to savings accounts. Just prior to the pandemic and even during the pandemic, the three major US equity indices hit all-time highs. During a recession. 

Back of the envelope: ($12 trillion - $8 trillion) / 350 million = $12,000 per US citizen.

This is what is wrong with that "thought." In fact, one can estimate 50% of Americans (pick whatever number you want) don't have any savings at all.

Therefore, disposable income that could hit the retail market might be:

• ($12 trillion / $8 trillion) / 150 million = $27,000 / per resident with the wherewithal to spend.

For an average family of two, that equals close to $60,000 per family. 

Now, add this bit of trivia: the baby boomers are now aged between 54 - 76 years of age. Retirees can begin withdrawing funds from their retirement accounts at age 59, and must start taking distributions no later than age 72. You can do the math. 

Japan has long been considered the queen of savings:

By the way, where will a lot of folks "put their" RMDs? Yup, right back into the stock market. 

Disclaimer: this is not an investment site.  Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. 

***************************

Notes From All Over, Part 2 -- September 27, 2020

All that talk about the end of oil. Sorry. Not sorry. Saudi Aramco ships first cargo from Jizan refinery; headed to Singapore. Link here.

Shift: Russia leads China's August crude imports, Saudi slips. Link here. 

Iran: in deep doo-doo. Eyes new lockdown measures as Covid-19 cases rise. Link here. Desperate for a Biden administration. 

China's natural gas: latest threat. Link here to Irina Slav.

A drive to cut electricity prices for end-users has prompted Beijing to reduce gas-fired power plant tariffs, which has threatened the survival of many of them, Wood Mackenzie reports, adding to already substantial pressure on the industry from the ongoing trade war with the United States.

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Haven't These Been Around, For Like, Three Decades

Rory Satran: new nominee for the 2021 Geico Rock Award. Thong bikinis. Rory needs to get out more -- maybe visit southern California.

The story Rory discovered: sales of skimpy, Brazilizn-stye swimsuit bottoms soared unexpectedly this year as women socially distanced in backyards and beaches. 

Link here.  No screenshots. This is a family blog. LOL. 

************************************
Late Night Television Tonight

Miranda.  

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What I Miss Most On TCM: Commercials.

Out Of Touch -- Revisited -- September 27, 2020

Out of touch: this was one of my favorite posts all last week. Joanna Stern thinks multimillionaires and billionaires won't spring for the new top-of-the-line Apple Watch ($399) because it's $170 more than a refurbished Apple Watch series. I put that in perspective with a screen shot of ladies heels and men's BLM tennis shoes with their prices. Now we get even more.

• college football, Alabama vs Auburn: seats will cost upwards of $1,000 (posted; in fact it will be worse);
• AirPods Pro even better than last year: $249

****************************************

Sunday Morning Television

Don't Make Waves, introducing Sharon Tate. Based on the book, Muscle Beach, Ira Wallach, 1959.  Already many, many scenes that bring back great memories of my halcyon days in southern California. 

Wow, the Coen Brothers, in The Big Lebowski, stole a scene directly from Don't Make Waves. Amazing. Almost identical.

**************************************

Notes From All Over, Part 1 -- Devon Energy And WPX To Merge-- September 27, 2020

First things first: Devon Energy and WPX to merge. Link here. Devon to buy WPX.

• all stock deal
• combined: a market value of $6 billion
• currently:
• Devon Energy: $3.4 billion
• WPX: $2.5 billion

Tectonic changes: I see that this post of September 25, 2020, is now trending among the top ten posts at the sidebar on the right. 

As an optimist, I could also argue that this is more evidence that we are seeing tectonic changes in the way America uses energy, that in fact, instead of suggesting a faltering economy, the metrics suggest simply a tectonic change in the way Americans learn, work, and vacation, and less about the economy.

Tectonic changes: President Obama may have been simply premature when he made that famous statement that "these jobs aren't coming back," referring to the fossil fuel energy industry. Interestingly enough that statement is now more correct than ever. 

The weekly jobless reports showing little change week after week suggests this may be true for a lot of jobs. No industry is especially immune. All companies are taking this opportunity (or are being forced to take this opportunity) to re-evaluate their strategic plans, hiring practices; corporate headquarters.

McKinsey & Company has published several studies:

• reimagining the $9 trillion tourism economy;
• the travel industry turned upside down;
• five Covid-19aftershocks reshaping mobility's future;
• make it better, not just safe; the opportunity to reinvent travel;
• a new approach in tracking travel demand;
• for corporate travel, a long recovery ahead:
• hospitality and Covid-19: how long until "no vacancy" for US hotels?
• ready for check-in? Lessons from the German travel recovery;
  

Or you can read Yahoo!Finance reports on same subjects. LOL.

Running out of toes and fingers:

• Volkswagen Trucking invests in self-driving developer TuSimple, link here;
• Huawei set to become major competition in EVs; "Anything Tesla can do, we can do better"; link here; by the way, I think this is the Achilles heel for Tesla.

Two Kraken Wells In Oliver Oil Field Come Off Confidential List This Next Week-- September 27, 2020

The wells:

• 36978, conf,  Kraken, Hobart LW 34-27 1H, API: 33-105-05326, Oliver, fracked 2/14/2020 - 2/27/2020; 10.2 million gallons of water; 84.9% water by mass; production:
  

Date	Oil Runs	MCF Sold
7-2020	31262	42839
6-2020	26984	30079
5-2020	28820	32337
4-2020	34385	19083

• 36977, conf, Kraken, Black Federal 33-28 7H, API: 33-105-05325, Oliver, fracked 2/14/20 - 2/27/2020; 10.8 million gallons of water; 85.2% water by mass; production:
  

Date	Oil Runs	MCF Sold
7-2020	30514	40682
6-2020	28810	33074
5-2020	28033	32614
4-2020	33795	18742

*********************************
The Kraken Black Federal / Hobart Wells

Initial Production For Wells Coming Off Confidential List This Next Week -- September 27, 2020

The wells:

• 36670, conf,  Hess, TI-Ives-157-94-0601H-8, Tioga,

Date	Oil Runs	MCF Sold
7-2020	12868	15725
6-2020	7712	8846
5-2020	10625	8295
4-2020	22755	14734

• 36264, conf, WPX, Rubia 24-13HY, Mandaree,
  

Date	Oil Runs	MCF Sold
7-2020	17266	55230
6-2020	18645	22810
5-2020	3	0
4-2020	399	11
3-2020	20837	8964
2-2020	29898	19690

• 36978, conf,  Kraken, Hobart LW 34-27 1H, Oliver,
  

Date	Oil Runs	MCF Sold
7-2020	31262	42839
6-2020	26984	30079
5-2020	28820	32337
4-2020	34385	19083

• 36948, conf,  Whiting, Arndt 11-24-2H, Sanish, 
• 34916, conf, Whiting, Wold Federal 44-1-4H, Sand Creek,
  

Date	Oil Runs	MCF Sold
7-2020	18086	57420
6-2020	18556	59759
5-2020	26461	76419
4-2020	12447	30346

• 37078, conf,  Whiting, Oddie 44-7HU, Sanish, 
• 36977, conf, Kraken, Black Federal 33-28 7H, Oliver,
  

Date	Oil Runs	MCF Sold
7-2020	30514	40682
6-2020	28810	33074
5-2020	28033	32614
4-2020	33795	18742

• 34660, conf,  Whiting, Wold Federal 44-1-1H, Sand Creek,
  

Date	Oil Runs	lMCF Sold
7-2020	17192	46821
6-2020	22497	63164
5-2020	28721	71420
4-2020	11241	31220
3-2020	0	783

• 34659, conf, Whiting, Wold Federal l44-1TFHU, Sand Creek,
  

Date	Oil Runs	MCF Sold
4-2020	15622	36595
3-2020	0	148

• 34661, conf, Whiting, Wold Federal 44-1-1TFH, Sand Creek,
  

Date	Oil Runs	MCF Sold
7-2020	12789	35151
6-2020	21158	58616
5-2020	34171	64405
4-2020	13813	38988
3-2020	0	325

• 36671, conf,  Hess, TI-Ives-157-94-0601H-9, Tioga,
  

Date	Oil Runs	MCF Sold
7-2020	23002	30369
6-2020	14577	12149
5-2020	19439	23745
4-2020	30700	45643
3-2020	3395	4456

• 34662, conf, Whiting, Wold Federal 44-1-2H, Sand Creek,
  

Date	Oil Runs	MCF Sold
7-2020	18620	57574
6-2020	24300	71309
5-2020	24227	65097
4-2020	11225	20024
3-2020	0	466

• 36949, conf, Whiting, Arndt 11-24XH, Sanish, 
• 37016, conf, Hess, TI-Blestrud-158-94-3130H-1, Tioga,
  

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	7-2020	0	0	16	0	0	0	0
BAKKEN	6-2020	2	76	60	592	362	360	2
BAKKEN	5-2020	0	0	148	0	0	0	0
BAKKEN	4-2020	21	19684	19595	31675	27461	27088	373
BAKKEN	3-2020	6	4449	4390	10104	9373	9123	250

• 36313, conf, BR, State Dodge 1B MBH, Dimmick Lake, 
• 34663, conf, Whiting, Wold Federal 44-1-2TFH, Sand Creek,
  

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	7-2020	21	17741	17758	16348	49031	48596	435
BAKKEN	6-2020	30	29230	29225	24262	59447	59261	186
BAKKEN	5-2020	31	27630	27804	28588	80346	80109	237
BAKKEN	4-2020	7	10732	10667	8349	33270	32307	809
BAKKEN	3-2020	1	292	0	0	904	904	0

New Wells Reporting 4Q20

Thursday, December 31, 2020: 43 for the month; 99 for the quarter, 764 for the year

• None. There was no June 31, 2020.

Wednesday, December 30, 2020: 43 for the month; 99 for the quarter, 764 for the year

• 36251, loc/NC, Slawson, Osprey Federal 2-26-29H, Big Bend, no production data,

Tuesday, December 29, 2020: 42 for the month; 98 for the quarter, 763 for the year

• 36681, drl/A, Hess, BL-Iverson C-155-96-2314H-10, Beaver Lodge, first production, 6/20; t--; cum 105K 10/20; huge well;
  
• 36252, loc/NC, Slawson, Osprey Federal 2-26-29H, Big Bend, no production data,

Monday, December 28, 2020: 40 for the month; 96 for the quarter, 761 for the year

• 36253, loc/NC, Slawson, Osprey Federal 4-26-29TFH, Big Bend, no production data,

Sunday, December 27, 2020: 39 for the month; 95 for the quarter, 760 for the year

• None.

Saturday, December 26, 2020: 39 for the month; 95 for the quarter, 760 for the year

• None.

Monday, December 28 2020: 39 for the month; 95 for the quarter, 760 for the year

• 36253, loc/NC, Slawson, Osprey Federal 4-26-29TFH, Big Bend, no production data,
  

Sunday, December 27, 2020: 38 for the month; 94 for the quarter, 759 for the year

• None.

Saturday, December 26, 2020: 38 for the month; 94 for the quarter, 759 for the year

• None.

Friday, December 25, 2020: 38 for the month; 94 for the quarter, 759 for the year

• 36682, drl/NC,  Hess, BL-Iverson C-155-96-2314H-9, 33-105-05252, Beaver Lodge, first production, 6/20; t--; cum 64K 10/20; fracked 5/15/20 - 5/21/20; 8.2 million gallons of water; 86.2% water by mass;
  
• 36531, drl/A, Hess, EN-Sorenson B-LW-155-94-3527H-2, 33-061-04499, Alkali Creek, first production, 6/20; t--; cum 81K 10/20; fracked 3/2/20- 3/11/20; 6.5 million gallons of water; 84.1% water by mass;

Thursday, December 24, 2020: 36 for the month; 92 for the quarter, 757 for the year

• None. How did they know six months ago this would be Christmas Eve? LOL.
  

Wednesday, December 23, 2020: 36 for the month; 92 for the quarter, 757 for the year

• 37213, drl/A, Hess, TI-Nelson-LE-157-94-3031H-1, Pleasant Valley, t--; cum 91K 10/20; fracked 4/18/20 - 4/29/20; 11 million gallons of water; 89.7% water by mass;

Tuesday, December 22, 2020: 35 for the month; 91 for the quarter, 756 for the year

• 36383, drl/A, Hess, EN-Enger-LE-156-94-1423H-1, Big Butte, t--; cum 140K 10/20; fracked 5/12/20- 5/22/20; 7.6 million gallons of water. 85.9% water by mass;

Monday, December 21, 2020: 34 for the month; 90 for the quarter, 755 for the year

• 37322, loc/A, WPX, Topaz 24HUL, Mandaree, t--; cum 24K over 14 days;
• 37321, loc/A, WPX, Topaz 24HA, Mandaree, t--; cum 24K over 12 days;
• 36683, loc/A, Hess, BL-Iverson C-155-96-2314H-8, Beaver Lodge, Beaver Lodge, t--;  first production 6/20; cum 103K 10/20;

Sunday, December 20, 2020: 31 for the month; 87 for the quarter, 752 for the year

• 37320, loc/A, WPX, Topaz 24-13HZ, Mandaree, t--; first production, 10/10; cum 28K over 12 days;
• 30818, loc/NC, BR, Cleetwood 31-27MBH-A, Elidah, no production data,

Saturday, December 19, 2020: 29 for the month; 85 for the quarter, 750 for the year

• 37319, loc/A, WPX, Topaz 24-13HB, Mandaree, t--; first production 10/20; cum 24K over 8 days;
• 30817, loc/NC, BR, Phantom Ship 3C UTFH, Elidah, no production data,

Friday, December 18, 2020: 27 for the month; 83 for the quarter, 748 for the year

• 37318, loc/A, WPX, Topaz 24-13HT, Mandaree, t--; cum 25K over ten days;
  
• 37212, drl/A,  Hess, TI-Nelson-157-94-3031H-5, Tioga, t--; cum 94K 10/20;
  
• 31003, loc/NC, BR, Cleetwood 31-27TFH-A, Elidah, no production data,

Thursday, December 17, 2020: 24 for the month; 80 for the quarter, 745 for the year

• 37317, drl/A,  WPX, Topaz 24-13HF, Mandaree, t--; cum 26K in 13 days extrapolates to 60,000 bbls over 30 days; Topaz wells are tracked here;
  
• 36684, drl/A, Hess, BL-Iverson C-155-96-2314H-7, Tioga, t--; cum 86K 10/20;

Wednesday, December 16, 2020: 22 for the month; 78 for the quarter, 743 for the year

• None.

Tuesday, December 15, 2020: 22 for the month; 78 for the quarter, 743 for the year

• None.

Monday, December 14, 2020: 22 for the month; 78 for the quarter, 743 for the year

• 35730, drl/A, Oasis, A. Johnson 5397 42-33 7T, Banks, t--; cum 65K 10/20; a 24K month;
• 35729,, drl/A, Oasis, A. Johnson 5397 42-33 7B, Banks, t--; cum 147K 10/20; a 51K month;
• 35618, drl/A, Oasis, A. Johnson 5397 43-33 8T, Banks, t--; cum 96K 10/20; a 28K month;
• 35614, drl/A, Oasis, A. Johnson 5397 43-33 10B, Banks, t--; cum 88K 10/20; a 28K month;

Sunday, December 13, 2020: 18 for the month; 74 for the quarter, 739 for the year

• 36685, drl/A, Hess, BL-Iverson C-155-96-2314H-6, Beaver Lodge, t--; cum 138K 10/20; a 33K month;
• 35617, drl/A, Oasis, A. Johnson 5397 43-33 9B, Banks, t--; cum 111K 10/20; a 33K month;

Saturday, December 12, 2020: 16 for the month; 72 for the quarter, 737 for the year

• 35591, SI/A, Oasis, Bobby 5502 42-11 4B, Squires, t--; cum 61K 10/20; a 17K month;
• 35590, SI/A, Oasis, Bobby 5502 42-11 5B, Squires, t--; cum 48K 10/20; an 18K month;

Friday, December 11, 2020: 14 for the month; 70 for the quarter, 735 for the year

• 35593, SI/A, Oasis, Bobby 5502 42-11 2BX, Squires, t--; cum 51K 9/20; frackedd 2/15/20 - 2/23/20; 11.6 million gallons of water; 95.1% water by mass;
• 35592, SI/A, Oasis, Bobby 5502 42-11 3B, Squires, t--; cum 47K 9/20; fracked 2/7/20 - 2/15/20 and a second time, 2/15/20 - 2/23/20; 8.5 million gallons of water; 93.6% water by mass; 8.5 million gallons of water; 93.6% water by mass;
  

Thursday, December 10, 2020: 12 for the month; 68 for the quarter, 733 for the year

• 36534, drl/A, Hess, EN-Sorenson B-155-94-3526H-10, Alkali Creek, t--; cum 101K 10/20;

Wednesday, December 9, 2020: 11 for the month; 67 for the quarter, 732 for the year

• None.

Tuesday, December 8, 2020: 11 for the month; 67 for the quarter, 732 for the year

• None.

Monday, December 7: 11 for the month; 67 for the quarter, 732 for the year

• None.

Sunday, December 6: 11 for the month; 67 for the quarter, 732 for the year

• 37463, loc/NC, Petro-Hunt, USA 153-95-13C-12-2H, Phelps Bay,
  

Saturday, December 5: 10 for the month; 66 for the quarter, 731 for the year

• 37462, loc/NC, Petro-Hunt, USA 153-95-13C-12-1H, Phelps Bay,
• 37425, loc/NC, Slawson, Orca Federal 5-23-26TFH, Big Bend,
• 36533, drl/A, Hess, EN-Sorenson B-155-94-3526H-11, Alkali Creek, t--; cum 45K 10/20;

Friday, December 4: 7 for the month; 63 for the quarter, 728 for the year

• 37536, loc/NC, CLR, Kennedy 16-31HSL1, Dimmick Lake,
  
• 37424, loc/NC, Slawson, Orca Federal 3-23-26H, Big Bend,
  
• 36971, drl/A, Hess, TI-Nelson-157-94-3031H-3, Tioga, t--; cum 96K 9/20; fracked 4/6/20 - 4/17/20; 10.9 million gallons of water; 89% water by mass;
  
• 32427, loc/NC, BR, Phantom Ship 3B MBH, Elidah,

Thursday, December 3: 3 for the month; 59 for the quarter, 724 for the year

• 37535, loc/NC, CLR, Kennedy 15-31HSL, Dimmick Lake,
  
• 37423, loc/NC, Slawson, Tempest Federal 2-14H, Big Bend,

Wednesday, December 2: 1 for the month; 57 for the quarter, 722 for the year

• None.

Tuesday, December 1: 1 for the month; 57 for the quarter, 722 for the year

• 29469, drl/A, Hess, TI-Beauty Valley-158-95-1423H-3, Tioga, t--; cum 95K 9/20

Monday, November 30: 32 for the month; 56 for the quarter, 721 for the year

• None.
  

Sunday, November 29: 32 for the month; 56 for the quarter, 721 for the year

• 36970, drl/A, Hess, TI-Nelson-157-94-3031H-2, Tioga, t--; cum 93K 10/20;

Saturday, November 28: 31 for the month; 55 for the quarter, 720 for the year

• None.

Friday, November 27: 31 for the month; 55 for the quarter, 720 for the year

• 36596, drl/A, Hess, TI-Beauty Valley-158-95-1423H-4, Tioga, t--; cum 94K 9/20;

Thursday, November 26: 30 for the month; 54 for the quarter, 719 for the year

• 37355, loc/loc, XTO, Satter 24X-35FXG-N, Siverston,
• 37354, loc/loc, XTO, Satter 24X-35FXG-S, Siverston,
• 37507, loc/NC, CLR, Kennedy 13-31H, Dimmick Lake,

Wednesday, November 25: 27 for the month; 51 for the quarter, 716 for the year

• 36535, drl/A, Hess, EN-Sorenson B-155-94-1526H-9, Alkali Creek, t--; cum 38K 9/20;

Tuesday, November 24: 26 for the month; 50 for the quarter, 715 for the year

• 32426, loc/NCW, BR, Cleetwood 21-27MBH-A, Elidah (NCW = not completed; waiver)

Monday, November 23, 2020: 25 for the month; 49 for the quarter, 714 for the year

• 37211, drl/A, Hess, TI-Nelson-157-94-3031H-1, Tioga, t--; cum 86K 9/20;

Sunday, November 22, 2020: 24 for the month; 48 for the quarter, 713 for the year

• 36460, drl/A, Hess, EN-Ruland-156-94-3328H-2, Manitou, t--; cum 66K 9/20;

Saturday, November 21, 2020: 23 for the month; 47 for the quarter, 712 for the year

• None.

Friday, November 20, 2020: 23 for the month; 47 for the quarter, 712 for the year

• 35711, drl/A, Whiting, Renbarger 24-34-1H, Grinnell, t--; cum 38K 34 days;

Thursday, November 19, 2020: 23 for the month; 47 for the quarter, 712 for the year

• None. 

Wednesday, November 18, 2020: 23 for the month; 47 for the quarter, 712 for the year

• 36462, drl/A, Hess, EN-Ruland-156-94-3328H-5, Manitou, t--; cum 65K 9/20;

Tuesday, November 17 2020: 22 for the month; 46 for the quarter, 711 for the year

• 36532, drl/A, Hess, EN-Sorenson B-LW-155-94-3526H-1, Alkali Creek, t--; cum 139K in 3.5 months; huge; initial production extrapolates to 74K over 30 days;
  
• 36510, drl/A, Hess, SC-5WX-152-99-0310H-6, Banks, t--; cum 91K over 3.5 months; a 33K month;

Monday, November 16, 2020: 20 for the month; 44 for the quarter, 709 for the year

• None.

Sunday, November 15, 2020: 20 for the month; 44 for the quarter, 709 for the year

• None.

Saturday, November 14, 2020: 20 for the month; 44 for the quarter, 709 for the year

• 37380, loc/drl,  Minnkota Power Cooperative, Inc, J-LOC 1, Wildcat; wow, how long does it take to drill a CCS well?
• 36005, loc/NC, BR, Kermit 3-8-32UTFH, Pershing, Rink/Kermit wells are tracked here; no production data;

Friday, November 13, 2020: 18 for the month; 42 for the quarter, 707 for the year

• 36830, loc/NC, XTO, Muller 31X-12DXA, Alkali Creek, Muller/HBU Muller wells are tracked here; no production data,
  
• 36004, loc/NC, BR, Rink 4-1-5MBH, Pershing, Rink/Kermit wells are tracked here; no production data,

Thursday, November 12, 2020: 16 for the month; 40 for the quarter, 705 for the year

• 36831, loc/NC, XTO, HBU Muller 31X-12H, Alkali Creek, Muller/HBU Muller wells are tracked here; no production data,
  
• 36795, drl/A, Hess, EN-Ruland-156-94-3328H-6, Manitou, t--; cum 69K over 4 months;
  
• 36006, loc/NC, BR, Rink 4-1-5UTFH, Pershing, Rink/Kermit wells are tracked here; no production data

Wednesday, November 11, 2020: 13 for the month; 37 for the quarter, 702 for the year

• 36832, loc/NC, XTO, HBU Muller 31X-12D, Hofflund, Muller/HBU Muller wells are tracked here;
• 36511, loc/A, Hess, SC-5WX-LW-152-99-0310H-1, Banks, SC-5WX wells are tracked here; t--; cum 34K 9/20; a 22K month;
  
• 365091, loc/A, Hess, SC-5WX-152-99-0310H-5, Banks, SC-5WX wells are tracked here; t--; cum 118K 9/20; 118K over four months;
  
• 36007, loc/NC, BR, Kermit 2-8-32MBH, Rink/Kermit wells are tracked here; Pershing, no production data,
  
• 32428, loc/NC, BR, Phantom Ship 3A UTFH, Elidah, no production data;

Tuesday, November 10, 2020: 8 for the month; 32 for the quarter, 697 for the year

• 36834, loc/NC, XTO, HBU Muller 31X-12C, Hofflund, Muller/HBU Muller wells are tracked here;
• 36833, loc/NC, XTO, HBU Muller 31X-12C, Hofflund, Muller/HBU Muller wells are tracked here;

Monday, November 9, 2020: 6 for the month; 30 for the quarter, 695 for the year

• 37508, loc/NC, CLR, Kennedy 14-31H2, Dimmick Lake, no production data;
• 37506, loc/NC, CLR, Kennedy 12-31H2, Dimmick Lake, no production data;

Sunday, November 8, 2020: 4 for the month; 28 for the quarter, 693 for the year

• None. 

Saturday, November 7, 2020: 4 for the month; 28 for the quarter, 693 for the year

• 36461, drl/A, Hess, EN-Ruland-156-94-3328H-3, 33-061-04484, Manitou, t--; cum 112K 9/20;

Friday, November 6, 2020: 3 for the month; 27 for the quarter, 692 for the year

• 36536, drl/A, Hess, EN-Sorenson_B-155-94-3526H-8, 33-061-04504, Alkali Creek, a huge well, fracked 3/13/20 - 3/26/20; 6.4 million gallons; 83.8% water by mass; first production, 5/20; t--; cum 201K 10/20;
  

Thursday, November 5, 2020: 2 for the month; 26 for the quarter, 691 for the year

• None.

Wednesday, November 4, 2020: 2 for the month; 26 for the quarter, 691 for the year

• None. 

Tuesday, November 3, 2020: 2 for the month; 26 for the quarter, 691 for the year

• 35809, loc/NC, Petro-Hunt, Sabrosky 144-97-7C-6-3H, Little Knife, no production data;

Monday, November 2, 2020: 1 for the month; 25 for the quarter, 690 for the year

• None.

Sunday, November 1, 2020: 1 for the month; 25 for the quarter, 690 for the year

• 35808, loc/NC, Petro-Hunt, Hagen 144-98-12D-1-3H, Little Knife, no production data,

Saturday, October 31, 2020: 24 for the month; 24 for the quarter, 689 for the year

• None. Spooky, huh?

Friday, October 30, 2020: 24 for the month; 24 for the quarter, 689 for the year
36796, drl/A, Hess, EN-Ruland-LE-156-94-3328H-1, Alkali Creek, big well;

Thursday, October 29, 2020: 23 for the month; 23 for the quarter, 688 for the year

• 36938, drl/A, Hess, EN-Sorenson B-155-94-3526H-7, Alkali Creek, big well; the Hess EN-Sorenson wells are tracked here; first production, 4/20; t--; cum 117K 10/20;
  

Wednesday, October 28, 2020: 22 for the month; 22 for the quarter, 687 for the year

• None.

Tuesday, October 27, 2020: 22 for the month; 22 for the quarter, 687 for the year

• 32425, loc/NC, BR, Cleetwood 21-27TFH-A, Elidah, no production data,

Monday, October 26, 2020: 21 for the month; 21 for the quarter, 686 for the year

• None

Sunday, October 25, 2020: 21 for the month; 21 for the quarter, 686 for the year

• 37426, loc/NC, Slawson, Orca Federal 2-23-26H, Big Bend, no production data,
• 37239, loc/NC, Slawson, Loon Federal 5 SLTFH, Big Bend, no production data,

Saturday, October 24, 2020: 19 for the month; 19 for the quarter, 684 for the year

• None.

Friday, October 23, 2020: 19 for the month; 19 for the quarter, 684 for the year

• 37427, loc/NC, Slawson, Orca Federal 4-23-26TFH, Big Bend, no production data;

Thursday, October 22, 2020: 18 for the month; 18 for the quarter, 683 for the year

• 35970, drl/NC, Enerplus, Isle Royal 148-95-02A-11H-TF-LL, Eagle Nest, first production, 4/20; t--; cum 137K 10/20; total drilling hours, 115 hours = 4.8 days. frack data not posted;

Wednesday, October 21, 2020: 17 for the month; 17 for the quarter, 682 for the year

• None

Tuesday, October 20, 2020: 17 for the month; 17 for the quarter, 682 for the year

• None

Monday, October 19, 2020: 17 for the month; 17 for the quarter, 682 for the year

• None

Sunday, October 18, 2020: 17 for the month; 17 for the quarter, 682 for the year

• None.

Saturday, October 17, 2020: 19 for the month; 19 for the quarter, 684 for the year

• 35969, conf, Enerplus, Yosemite 148-95-02A-11H,

Friday, October 16, 2020: 18 for the month; 18 for the quarter, 683 for the year

• None.

Thursday, October 15, 2020: 18 for the month; 18 for the quarter, 683 for the year

• None.

Wednesday, October 14, 2020: 18 for the month; 18 for the quarter, 683 for the year

• 36668, drl/A, Hess, TI-Ives-157-94-0601H-6, Tioga, t--; cum 53K 8/20;

Tuesday, October 13, 2020: 17 for the month; 17 for the quarter, 682 for the year

• None.

Monday, October 12, 2020: 17 for the month; 17 for the quarter, 682 for the year

• None.

Sunday, October 11, 2020: 17 for the month; 17 for the quarter, 682 for the year

• 35967, drl/NC, Enerplus, Everglades 148-95-02B-11H, Eagle Nest, first production, 4/20; t--; cum 124K 10/20; a 30K month; total drilling days, 14; planned lateral, 9,766' with 40 stages planned; fracked 3/9/20 - 3/21/20; 7.5 million gallons of water; 68% water by mass;
  

Saturday, October 10, 2020: 16 for the month; 16 for the quarter, 681 for the year

• 35966, drl/NC, Enerplus, Yellowstone 148-95-02B-11H, Eagle Nest, first production, 4/20; t--; cum 151K 10/20; a 29K month; 28,846 bbls over 12 days extrapolates to 72K over 30 days; total drilling days, 18; planned 9,766' lateral; with 40 stages;

Friday, October 9, 2020: 15 for the month; 15 for the quarter, 680 for the year

• 36976, drl/A, Kraken, Hobart 34-27 3H, Oliver, t--; cum 125K 8/20; five consecutive 24K+ months;
  
• 36975, drl/A, Kraken, Hobart 34-27 4H, Oliver, t--; cum 112K 8/20; a 28K month;
  
• 36974, drl/A, Kraken, Hobart 34-27 5H, Oliver, t--; cum 133K 8/20; five consecutive 24K+ months with one month over 30K;
  
• 36973, drl/A, Kraken, Hobart LE 35-26 1H, Oliver, t--; cum 133K 8/20; five consecutive 24K+ months with one month over 30K;

Thursday, October 8, 2020: 11 for the month; 11 for the quarter, 676 for the year

• 36979, drl/A,  Kraken, Hobart 34-27 2H, Oliver, t--; cum 188K 10/20; a 34K month; a nice well;
• 36669, drl/A,  Hess, TI-Ives-157-94-0601H-7, Tioga, t--; cum 100K 10/20;
  
• 34293, loc/NC, BR, State Double Dodge 1A TFH-ULW, Dimmick Lake, no production data,

Wednesday, October 7, 2020: 8 for the month; 8 for the quarter, 673 for the year

• None.

Tuesday, October 6, 2020: 8 for the month; 8 for the quarter, 673 for the year

• 36079, conf-->loc, Petro-Hunt, Hartman 144-97-5B-8-2H, Little Knife,

Monday, October 5, 2020: 7 for the month; 7 for the quarter, 672 for the year

• None.

Sunday, October 4, 2020: 7 for the month; 7 for the quarter, 672 for the year

• 36670, drl/A, Hess, TI-Ives-157-94-0601H-8, Tioga, first production, 4/20; t--; cum 88K 10/20;
  
• 36264, drl/A, WPX, Rubia 24-13HY, Mandaree, first production, 2/20; t--; cum 147K 10/20;
  

Saturday, October 3, 2020: 5 for the month; 5 for the quarter, 670 for the year

• 36978, drl/A, Kraken, Hobart LW 34-27 1H, Oliver, first production, 4/20; t--; cum 179K 10/20;
  
• 36948, drl/A, Whiting, Arndt 11-24-2H, Sanish, t--; cum 24K over 41 days;
  
• 34916, SI/A, Whiting, Wold Federal 44-1-4H, Sand Creek, t--; cum 142K 10/20;
  

Friday, October 2, 2020: 2 for the month; 2 for the quarter, 667 for the year

• 37078, drl/A, Whiting, Oddie 44-7HU, Sanish, fracked 2/21/20 - 2/26/20; 8.7 million gallons of water; 89.1% water by mass; this was a long section line horizontal that "intersected" the toes of a dozen wells or more; t--; cum 40K over 51 days;
  
• 36927, drl/A, Kraken, Black Federal 33-28 7H,33-053-09202, Antelope-Sanish, t--; cum 259K 7/20; a 68K well;

Thursday, October 1, 2020: 0 for the month; 0 for the quarter, 665 for the year

• None.

Six months ago, April, 2020, the Chinese flu pandemic panic begins to peak -- efforts to "flatten the curve" in full force. Everything comes to a halt, including new drilling in the Bakken.

 

**********************************
Data for 1Q21: 1Q21

Data for 4Q20: This Page

Data for 3Q20: 3Q20

Data for 2Q20: 2Q20

Data for 1Q20: 1Q20

Data for 4Q19: 4Q19

Data for 3Q19:  3Q19

Data for 2Q19: 2Q19

Data for 1Q19: 1Q19 Data for 4Q18: 4Q18 Data for 3Q18: 3Q18 Data for 2Q18: 2Q18 Data for 1Q18: 1Q18 Data for 4Q17: 4Q17 Data for 3Q17: 3Q17

Data for 2Q17: 2Q17

Data for 1Q17: 1Q17

Data for 4Q16: 4Q16
Data for 3Q16: 3Q16
Data for 2Q16: 2Q16

Data for 1Q16: 1Q16

Data for 4Q15: 4Q15

Data for 3Q15: 3Q15

Data for 2Q15: 2Q15

Data for 1Q15: 1Q15
Data for 4Q14: 4Q14

Data for 3Q14: 3Q14
Data for 2Q14: 2Q14

Data for 1Q14: 1Q14

Data for 4Q13: 4Q13

Data for 3Q13: 3Q13

Data for 2Q13: 2Q13

Data for 1Q13: 1Q13

Data for 4Q12: 4Q12

Data for 3Q12: 3Q12

Data for 2Q12: 2Q12

  Data for 1Q12: 1Q12   

Data for 4Q11: 4Q11 

Data for 3Q11: 3Q11 

Data for 2Q11: 2Q11 

 Data for 1Q11: 1Q11  

 Data for 2H10: 2H10 

Through 1H10: 1H10