New Permits In Past Six Weeks By Operator -- March 24, 2015

Disclaimer: this is from my database. There are likely to be typographical and factual errors. If this information is important to you, go to the source. 

New permits by operator since February 1, 2015, through today:

Armstrong: 1
BR: 25
BTA: 8
CLR: 9
Corinthian: 8
Crescent Point: 3
Denbury: 1
Emerald: 3
Enduro: 2
Enerplus: 4
EOG: 18
Hess: 16
Halcon: 9
Liberty Resources: 5
Missouri River Resources: 2
MRO: 11
Newfield: 11
Noah Energy: 2
North Plains: 1
Oasis:10
OXY USA: 1
Petro-Hunt: 1
QEP: 12
Sedalia: 1
Sinclair: 2
Slawson: 12
SM Energy: 8
Statoil: 15
Whiting: 68
WPX: 14
XTO: 52

Maybe I'm in the minority, but I think there are a lot of story lines in this list.

XTO:

• last permit, and it was a single permit that day: March 16, 2015
• prior to that, three permits on March 12, 2015
• a single permit, March 11, 2015
• a single permit, March 9, 2015
• deep pockets (financially)

Whiting:

• most Whiting permits are for pad drilling, 4 - 6 wells per pad
• 14 consecutive permits between March 4 and March 6, inclusive, 2015

QEP:

• all pad drilling

WPX:

• pad drilling

 CLR:

• last permit, a singleton, March 12, 2015
• last permit, prior to that, a singleton, February 6, 2015
• six permits, pad drilling, Alkali Creek, February 4, 2015

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I developed the list to try to undertand WLL's decision to issue 35 million shares and to issue $1.75 billion more in debt.