Sunday, July 29, 2018

Wells Coming Off The Confidential List This Next Week -- July 29, 2019

For newbies:
  • one has to go back a long way to find this many wells coming off confidential list in one week
  • this will be seen more and more often -- 6 to 9 wells coming off confidential list on one day -- due to pad drilling
  • look at the number of operators; more than usual
  • generally wells with no production data suggest DUCs but not always; but I do expect to see (excepting the Kraken Operating wells), 50% to 75% of wells coming off the confidential list going to DUC status
  • there are a couple of Charlson wells; they may be DUCs but when they start producing, they should be huge wells
  • the WPX wells and the Enerplus wells will be nice wells; could initially be DUCs
  • through November, 2018, we should see similar weekly lists 

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