The Market, Energy, And Political Page, Part 2, T+46 -- September 28, 2018 -- WTI Over $73

The market, opening. Wow, after being down 150 points in pre-market trading, the Dow (irrelevant) has turned positive. WTI, flat at the opening, in now up almost a dollar, over 1.23%, and now over $73.

The oils:

• CVX: up slightly;
• COP: up a percent;
  RDS-B: back to almost flat; this is the "big"one;
• NOG: up 2.3%
• OAS: up 2.8% -- hits another intra-day 52-week high
• EOG: up almost 1%
• DNR: up almost a percent

Others:

• EW: up 1.4%
• Shire: flat
• WMT: flat, down slightly
• PLUG: up 1.6%
• UNP: down 0.3%
• SRE: recovering nicely, now up 1.2%

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Back to the Bakken

Activity updated:

• The Hess EN-Jeffrey wells have been updated; the graphic has not changed in two years.
• The CLR Antelope wells have been updated; recent fracking activity; neighboring wells with jump in production; mineral owners with "Christmas in July"
• The CLR Florida / Alpha wells in Camp oil field have been updated; no evidence of recent fracking activity, but some huge older wells with significant jumps in production