Wells Coming Off Confidential List Thursday; Miscellaneous Links; ATT/Apple Setting Sales Records; Oasis With Two Nice Wells; Fidelity With a Nice Well

Bakken Operations

Active wells: 181 (intra-boom low is 180; hit earlier this week)

Wells coming off confidential list, Thursday:
20030, 1,283, Fidelity, Amundson 23-14H, Stanley, t10/12; cum 19K 10/12;
22044, del, Zavanna, George 19-30 1H, Stockyard Creek, a great well; 21K first full month;
22349, 1,587, Oasis, Ricky Federal 5602 43-35H, Bonetrail, t6/12; cum 34K 10/12;
22350, 1,193, Oasis, Bobby 5602 43-35H, Squires, t7/12; cum 25K 10/12;
22646, drl, BEXP, Jerome Anderson 10-15 4H, Alger,
22935, drl, CLR, Salem 3-6H, Dollar Joe,

Other links

RBN Energy: after the flood.

A veritable flood of more than 3 MMb/d of new crude production from the US and Canada will come into the Houston region by 2015 via long awaited new pipeline infrastructure. The most immediate impact will be to back out light sweet crudes from the Gulf Coast region – as early as 2013. Today we assess how the changes will affect light sweet crude pricing. 

Fossil fuel will supply 80% of energy for US in 2040 -- US DOE report via CarpeDiem.com. Less than 11 percent will be provided by taxpayer-dependent energy sources (wind, solar).

ATT smart phone sales setting a new record, MacRumors.com:

The wireless carrier is selling smartphones at a record pace -- 6.4 million already in the first two months of the quarter, according to Ralph de la Vega, CEO of AT&T's mobility arm. De la Vega, speaking at an investor conference today, said he now expects to sell 26 million smartphones this year, 1 million more than previously expected. 

Given that the iPhone typically represents 70-80% of AT&T's smartphones, the carrier's record numbers for the quarter so far bode well for Apple. Apple will likely also see a boost from its rapid rollout of the iPhone 5, which is already offered in nearly 50 countries and will be available in more than 50 additional countries by the end of the month.

Apple is clearly expecting a blockbuster quarter, having issued guidance for a record $52 billion in revenue on the strength of not only the iPhone 5 but also the new iPad mini and the just-updated full-size iPad, as well as recent updates to most of the company's Mac and iPod lines. [standard disclaimer: this site is not an investment site; do not make any investment decisions based on what you read here]

Meanwhile: the last of the four major US telecoms has just announced it will now offer the iPhone. T-Mobile USA says it will begin selling the iPhone in 2013. 

For investors only: update on Halcon as an investment, SeekingAlpha.com [standard disclaimer: this site is not an investment site; do not make any investment decisions based on what you read here]

For investors only: update on American Eagle Energy as an investment, SeekingAlpha.com [standard disclaimer: this site is not an investment site; do not make any investment decisions based on what you read here]. For newbies who do not recognize American Eagle, click here and scroll down for American Eagle Energy.