Sunday, December 29, 2019

Re-Frack Data For A CLR Mountain Gap Originally Completed Back In 2008 -- December 29, 2019

See this note for this well.

The well:
  • 17100, 240, CLR, Mountain Gap 31-10H, Rattlesnake Point, t6/08; cum 123K 5/18; cum 471K 10/19;
We now have the re-frack data: 57 stages; 13.93 million lbs; test 3/18:

Production data before/after the re-frack:

Production following original frack:

Notes From All Over, Part 1 -- December 29, 2019

The Kraken wells in Epping oil field have been completed/fracked and are now reporting production data.


This gets a bit deep into the tentacles of the Bakken, but it was sent to me by a reader. I had mentioned something with regard to the Carus wells in the Bakken and that led us down another rabbit warren of corridors, this one to the wonderful state of Illinois and back to Killdeer, ND. It also led me down to another mixing of metaphors. LOL.

Just when I thought that was about the end of that story, the reader sent me this note: Cricket magazine was founded by Marianne Carus back in 1973, and currently published by the Open Court Publishing Company of La Salle, Illinois, now part of the Carus Publishing Company of Peru, Illinois. 

The Apple Page

From The Dallas Morning News, December 29, 2019:
The iPad, the last major product from Apple cofounder Steve Jobs before he died i 2011, changed the definition of a computer, and today, it far outsells Apple's Mac laptops.
Its biggest fans are perhaps all under the age of 10, and the iPad and other tablets have become digital baby sitters. 

On December 23, 2019, I posted this:
Quick, fill in the blank: " ______________________ (the country) has the world's strongest manufacturing sector, based on indexes of manufacturing activity.  Link here -- WSJ, December 22, 2019. A free one-year subscription to "themilliondollarway" to the first three readers who get the answer correct without going to the link.

This country is reporting the highest manufacturing performance of all countries tracked by data firm IHS Markit. See chart at the link. This country is ranked #1, followed by Colombia, Brazil, Myanmar, and then the United States, #5. Rounding out the top ten: China, France, Canada, Philippines, and India. Germany is at the bottom of the list, #29 of 30, behind Russia at #28. Japan is #20. Quite an interesting list. Countries ranked #19 and above are expanding; those below are contracting (Japan, UK, Indonesia, Mexico, and most of western Europe). 
The answer: Greece! 
Geography Lesson

Main book for the next couple of weeks:
The Anarchy: The East India Company, Corporate Violence, and the Pillage of an Empire, William Dalrymple, c. 2019, Bloomsbury; printed and bound in the US (Virginia).
There is a reason I'm posting this, for the archives. From wiki.
Surat is a city in the Indian state of Gujarat. The population was 4.5 million in 2011. Its population is now 6.8 million in 2019.
It used to be a large seaport and is now the commercial and economic center in South Gujarat, which is famous for its diamonds and textile Industries and as a shopping centre for apparels and accessories.
It is the eighth largest city and ninth largest urban agglomeration in India. It is the administrative capital of the Surat district. The city is located 176 miles south of the state capital, Gandhinagar; 165 miles south of Ahmedabad; and 180 miles north of Mumbai. The city centre is located on the Tapti River, close to the Arabian Sea.
Surat will be the world's fastest growing city from 2019 to 2035, according to a study conducted by Economic Times.
The city registered an annualised GDP growth rate of 11.5% over the seven fiscal years between 2001 and 2008.
Surat was awarded "best city" by the Annual Survey of India's City-Systems in 2013.
Surat is selected as the first smart IT city in India which is being constituted by the Microsoft CityNext Initiative tied up with IT services majors Tata Consultancy Services and Wipro.
The city has 2.97 million internet users, about 65% of total population.
Surat was selected in 2015 for an IBM Smarter Cities Challenge grant.
Surat has been selected as one of twenty Indian cities to be developed as a smart city under PM Narendra Modi's flagship Smart Cities Mission.
Surat, famous for its diamond cutting and polishing is known as the Diamond City of India.
The Language Page

Telugu is USA's fastest growing language -- from wiki.

Advantaged Oil -- BHP -- December 29, 2019

From Upstream, November 12, 2019, behind a paywall:
BHP said in its latest petroleum briefing it believes deep-water oil and "advantaged gas" within close proximity of existing infrastructure "can offer competitive returns for decades to come."
This article from Reuters, November 10, 2019, not behind a paywall, has the same content as the Upstream article, and both posted at almost the same time.

Prior to finding "advantaged" and BHP, the only connection with "advantaged" was BP that I could find.

And interestingly, there was a connection between BHP and BP this past year.

New Wells Reporting 1Q20

Monday, March 2, 2020: 65 for the month; 172 for the quarter, 172 for the year:

Sunday, March 1, 2020: 65 for the month; 172 for the quarter, 172 for the year:
35251, conf, Oasis, Kellogg Federal 5297 44-19 13BX,

Saturday, February 29, 2020: 64 for the month; 171 for the quarter, 171 for the year:
32461, conf, Sinclair Oil, Crosby Creek 4-5H,

Friday, February 28, 2020: 63 for the month; 170 for the quarter, 170 for the year:
35252, conf, Oasis, Kellogg Federal 5297 44-19 12T,

Thursday, February 27, 2020: 62 for the month; 169 for the quarter, 169 for the year:
  • 36793, drl, Sinclair Oil, Harris Federal 2-32H, Lone Butte, t--; cum --;
  • 35424, SI/NC, MRO, Frances USA 11-15H, 33-061-04288, Reunion Bay, t--; cum --;
  • 34392, drl, White Butte Oil, Jore Federal 5-12H, Clark Creek, t--; cum --;
Wednesday, February 26, 2020: 59 for the month; 166 for the quarter, 166 for the year:
  • 35423, SI/NC, MRO, Doris USA 21-15TFH, Reunion Bay, t--; cum --;
  • 35422, SI/NC, MRO, Esther USA 21-15H, Reunion Bay, t--; cum 44K over 13 days extrapolates to 102K over 30 days;
  • 35253, 532, Oasis, Kellogg Federal 5297 44-19 11B, Banks, t8/19; cum 86K 12/19;
Tuesday, February 25, 2020: 56 for the month; 163 for the quarter, 163 for the year:
    • 35830, 509, CLR, Imsland 5-31H1, Hamlet, t9/19; cum 51K 12/19;
    • 35829, 538,  CLR, Imsland 4-31H, Hamlet, t9/19; cum 38K 12/19;
    • 35421, drl, MRO, Beatrice USA 31-15TFH, Reunion Bay, produced 37K over 14 days, extrapolates to 80K over 30 days;
    • 33424, drl,  Sinclair Oil, Crosby Creek 5-5H, Little Knife, no production data;
      Monday, February 24, 2020: 52 for the month; 159 for the quarter, 159 for the year:
      • 36858, SI/NC, Slawson, Shakafox 7-28-21MLH, Big Bend, no production data,
      • 36565, SI/NC, Crescent Point, CPEUSC Emerson Claire 33-28-159N-100W MBH, Blue Ridge, no production data,
      Sunday, February 23, 2020: 50 for the month; 157 for the quarter, 157 for the year:
      • 36564, drl, Crescent Point, CPEUSC Emerson Claire 33-28-159N-100W MBH, Blue Ridge, no production data,
      Saturday, February 22, 2020: 49 for the month; 156 for the quarter, 156 for the year:
      • None. 
      Friday, February 21, 2020: 49 for the month; 156 for the quarter, 156 for the year:
      • 36690, SI/NC, Petro Harvester, FTH1 27-34 161-92 B, Foothills, t--; cum 16K first full month of production;
      • 35945, 983, Whiting, White 43-33H, 37 stages; 8.4 million lbs; Sanish, t9/19; cum 82K 12/19;
      Thursday, February 20, 2020: 47 for the month; 154 for the quarter, 154 for the year:
      • 36691, SI/NC, Petro Harvester, FTH1 22-15 161-92B, Foothills, t--; cum 7K over 27 days;
      • 36284, 1,243, Nine Point Energy, Hovde E 150-100-6-7-6H, Spring Creek, t9/19; cum 128K 12/19;
      • 34361, 1,733, EOG, Liberty LR 49-1109H, 4 sections, Parshall, t8/19; cum 128K 12/19; see this note;
      • 33511, 1,769, EOG, Liberty LR 50-1109H, ICO, Parshall, t8/19; cum 174K 12/19; see this note;
      Wednesday, February 19, 2020: 43 for the month; 150 for the quarter, 150 for the year:
      • None.
      Tuesday, February 18, 2020: 43 for the month; 150 for the quarter, 150 for the year:
      • 36285, 1,116, Nine Point Energy, Hovde E 150-100-6-7-5H, middle Bakken; 60 stages; 10.2 million lbs; Spring Creek, t9/19; cum 143K 12/19;
      Monday, February 17, 2020: 42 for the month; 149 for the quarter, 149 for the year:
      • None.
      Sunday, February 16, 2020: 42 for the month; 149 for the quarter, 149 for the year:
      • 35882, 606, Liberty Resources, Three Forks, 27 stages; 10.8 million lbs; Kaitlyn 158-93-30-31-4TFH, East Tioga, t8/19; cum 64K 12/19;
      Saturday, February 15, 2020: 41 for the month; 148 for the quarter, 148 for the year:
      • None.
      Friday, February 14, 2020: 41 for the month; 148 for the quarter, 148 for the year:
      • 36617, conf, MRO, Easton 44-20H, Murphy Creek, not reported as of 2/18/20;
      • 36198, conf, MRO, Parmeter 14-21H, Murphy Creek, not reported as of 2/18/20;
      • 36197, SI/NC, MRO, Reagan 14-21H, Murphy Creek, has been producing since 8/19; cum 77K 12/19; API: 33-025-03737; FracFocus; fracked, 7/28/2019 - 8/9/2019; 7.7 million gallons of water; water 90.6% by mass;
      • 28190, 335, Oasis, Lewis Federal 5300 21-31 6B, 40 stages; 6 million lbs; Baker, t8/19; cum 76K 12/19;
      Thursday, February 13, 2020: 37 for the month; 144 for the quarter, 144 for the year:
      • 36680, drl, XTO, Mariner 13X-36POW-H, Bear Creek; see this note;
      Wednesday, February 12, 2020: 36 for the month; 143 for the quarter, 143 for the year:
      • 35883, 771, Liberty Resources, Haley 158-93-29-32-10MBH, 27 stages; 10.8 million lbs; East Tioga, t8/19; cum 84K 12/19;
      • 28194, 864, Oasis, Lewis Federal 5300 21-31 5B, 35 stages; 6 million lbs; Baker, t8/19; cum 110K 12/19;
      Tuesday, February 11, 2020: 34 for the month; 141 for the quarter, 141 for the year:
      • 36679, drl, XTO, Mariner 14X-36POW-S, Bear Creek,
      • 36047, 1,085, Oasis, Lewis Federal 5300 11-31-4BR, Baker, t8/19; cum 110K 12/19;
      Monday, February 10, 2020: 32 for the month; 139 for the quarter, 139 for the year:
      • 36678, drl, XTO, Mariner 14X-36D, Bear Creek,
      Sunday, February 9, 2020: 31 for the month; 138 for the quarter, 138 for the year:
      • 36427, drl, XTO, Linda 41X-22HXE, 
      • 36426, drl, XTO, Linda 41X-22D, Capa,
      • 35654, 917, Lime Rock, Twist 5-3-10H-143-95L, Murphy Creek, t8/19; cum 49K 12/19;
      • 34954, drl, Petro Harvester, PTL4 10-15 163-92 C, Portal,
      • 34953, drl, Petro Harvester, PTL4 10-15 163-92 B, Portal,
      Saturday, February 8, 2020: 26 for the month; 133 for the quarter, 133 for the year:
      • 36665, SI/NC, PetroShale, Jorgenson Federal 3MBH, Bear Den, 25K over 23 days;
      • 34951, drl, Petro Harvester PTL4 10-15 163-92 D, Portal, minimal production;
      Friday, February 7, 2020: 24 for the month; 131 for the quarter, 131 for the year:
      • 36664, SI/NC, PetroShale, Jorgenson Federal 2MBH, Bear Den,  20K over 22 days;
      • 36425, drl, XTO, Linda 41X-22H, Capa,
      • 35884, 644, Liberty Resources, Haley 158-93-29-32-1TFH, East Tioge, t8/19; cum 61K 12/19;
      • 35069, 16, Resonance Exploration, Resonance Issendorf 16-10H, Russell, Spearfish/Madison, t8/18; cum 8K 12/19;
      • 35048, drl, XTO, Johnson Trust Federal 21X-6F,
      • 32354, 174, CLR, Hereford Federal 8-20H2, Elm Tree; early production suggests a poor well; t8/19; cum 11K 12/19;
      Thursday, February 6, 2020: 18 for the month; 125 for the quarter, 125 for the year:
      • 36424, drl, XTO, Linda 41X-22C, Capa, 
      • 35620, 690, Whiting, Fladeland 44-9-2H, Sanish, t8/19; cum 81K 12/19; a 24K month;
      • 35529, 395, Lime Rock, Ward Hill 2-29-20H_160-90, Dimond, t8/19; cum 63K 12/19;
      • 35049, drl, XTO, Johnson Trust Federal 21X-6B, SIverston,
      Wednesday, February 5, 2020: 14 for the month; 121 for the quarter, 121 for the year:
      • 35046, drl, XTO, Johnson Trust Federal 21X-6E,
      • 33976, SI/NC, Petro-Hunt, USA 153-95-8A-31-4H,
      Tuesday, February 4, 2020: 12 for the month; 119 for the quarter, 119 for the year:
      • 35447, 288, Lime Rock, Nordloef 4-30-19TFH, 160-90L, Dimond, t8/19; cum 61K 12/19;
      • 35044, drl, XTO, Johnson Trust Federal 21X-6AXD, Siverston,
      • 30188, 1,569, Oasis, Lewis Federal 5300 11-31 2B, Baker, t8/19; cum 109K 12/19;
      • 22574, drl, Enerplus, Glacier 148-95-02A-11H TF, Eagle Nest,
      Monday, February 3, 2020: 8 for the month; 115 for the quarter, 115 for the year:
      • 35856, drl, XTO, FBIR Bird 21X-19A, Heart Butte,
      • 35098, 872, Oasis, Kellogg Federal 5297 12-30 6T, Banks, t9/19; cum 12/19; a 30K month;
      • 35047, drl, XTO, Johnson Trust Federal 21X-6EXH-N, Elidah,
      Sunday, February 2, 2020: 5 for the month; 112 for the quarter, 112 for the year:
      • 35885, 817, Liberty Resources, Paige 158-93-19-18-3MBH, East Tioge, t8/19; cum 85K 12/19; a 21K month;
      • 35855, drl, XTO, FBIR Bird 21X-19E, Heart Butte,
      • 35655, 1,015, Lime Rock Resources, Neal 5-33-28H-144-95L, Murphy Creek, t8/19; cum 62K 12/19; 
      • 35116, 574, Oasis, Kellogg Federal 5297 11-30 5T, Banks, t8/19; cum 97K 12/19; a 36K month;
      • 30189, 548, Oasis, Lewis Federal 5300 11-31 2B, Baker, t8/19; cum 109K 12/19; a 29K month;
      Saturday, February 1, 2020: 0 for the month; 107 for the quarter, 107 for the year:
      • None.
      Friday, January 31, 2020: 107 for the month; 107 for the quarter, 107 for the year:
      • 35854, drl, XTO, FBIR Bird 21X-19B, drl,
      • 35853, drl, XTO, FBIR Bird 21X-19F, drl,
      • 22575, drl, Enerplus, Acadia 148-95-02A-11H TF, Eagle Nest,
      Thursday, January 30, 2020: 104 for the month; 104 for the quarter, 104 for the year:
      • 35957, 1,470, Whiting, Cayko 21-22HU, Dore, t8/19; cum 68K 11/19; a 21K month;
      • 35852, drl, XTO, FBIR STephen 21X-19A, Heart Butte,
      • 35115, 54 (no typo), Oasis, Kellogg Federal 5297 11-30 5T, Banks, t8/19; cum 41K 11/19; a 25K month;
      • 34967, 1,880, CLR, Rader 11-24H1, Avoca, t7/19; cum 80K 11/19; a 24K month;
      • 32109, 3,350, CLR, Boulder Federal 8-4H, Banks, t9/19; cum 138K 11/19; a 64K month, followed by a 47K month;
      Wednesday, January 29, 2020: 99 for the month; 99 for the quarter, 99 for the year:
      • 36467, drl, WPX, Skunk Creek 23-14HT, Mandaree,
      • 36025, 45 (no typo), Whiting, White 43-33-2TFH, Sanish, 4 sections, t--; cum --;
      • 35851, drl, XTO, FBIR Stephen 21X-19E, Heart Butte,
      • 35850, drl, XTO, FBIR Stephen 21X-19B, Heart Butte,
      • 32110, 2,993, CLR, Boulder Federal 9-4H1, Banks, t9/19; cum 109 11/19; a 44K month;
      Tuesday, January 28, 2020: 94 for the month; 94 for the quarter, 94 for the year:
      • 36466, drl, WPX, Skunk Creek 23-14HD, Mandaree, 
      • 35886, 452, Liberty Resources Management, Morgen 158-93-20-17-2TFH, East Tioga, t8/19; cum 50K 11/19;
      • 35619, 638, Whiting, Fladeland 44-9-3H, Sanish, t8/19; cum 74K 11/19;
      Monday, January 27, 2020: 91 for the month; 91 for the quarter, 91 for the year:
      • 35955, 2,119, Whiting, Cayko 21-22-3H, Dore, 8/19; cum 82K 11/19;
      • 35849, drl, XTO, FBIR Stephen 21X-19F, Heart Butte,
      Sunday, January 26, 2020: 89 for the month; 89 for the quarter, 89 for the year:
      • 35956, 1,808, Whiting, Cayko 21-22-2H, Dore, t8/19; cum 58K 11/19;
      • 35563, 2,052, CLR, Gjorven 12-21HSL, Brooklyn, t9/19; cum 109K 11/19; two 45K months;
      • 35459, 1,660, CLR, Weisz 4-11H, Pleasant Valley, t12/19; cum 43K 11/19;
      Saturday, January 25, 2020: 86 for the month; 86 for the quarter, 86 for the year:
      • 36259, drl, WPX, Mandaree Warrior 14-11HS, Squaw Creek,
      Friday, January 24, 2020: 85 for the month; 85 for the quarter, 85 for the year:
      • 36260, drl, WPX, Mandaree Warrior 14-11HX, Squaw Creek,
      • 35774, 3,111, CLR, Boulder 10-4H, Banks, t9/19; cum 112K 11/19; a 42K month;
      Thursday, January 23, 2020: 83 for the month; 83 for the quarter, 83 for the year:
      • 36291, drl, Rimrock, Two Shields Butte 3-24-12-2H3, Mandaree, the final of four north-drilling wells in the Two Shields Butte DSU; Three Forks formation first bench; target zone 28' thick; 12 drilling days;; gas ranged from 50 to 400 units;
      • 36261, drl, WPX, Mandaree Warrior 14-11HA, Squaw Creek, 98.7% of the lateral was drilled within the middle Bakken target; and, 1.3% drilled outside the target;
      • 35461, 1,157, CLR, Weisz 2-11HSL, four sections, 43 stages; 10.5 million lbs; Beaver Lodge, t11/19; cum 42K 11/19; a 33K month; final vertical and curve on a 3-well pad, the first lateral drilled; "batch drilling"; all three vertical and curve sections were drilled prior to drilling the Weisz 2-11HSL lateral; 112.6 drilling hours; gas shows were very good; average background of 800 units with a peck show of over 8,000 units; a 15 - 20' trip flare was observed; 12 drilling days from spud to TD; within the middle Bakken for 82% of the lateral wellbore;
      Wednesday, January 22, 2020: 80 for the month; 80 for the quarter, 80 for the year:
      • 36558, 301, Peregrine Petroleum Partners, LTD, Larson 15-10 1H, Covered Bridge, t9/19; cum 59K 11/19; 
      • 36463, drl, WPX, Mandaree Warrior 14-11HUL, Mandaree,
      • 36290, drl, Rimrock, Two Shields Butte 3-24-12-2H, Mandaree,
      • 35881, 637, Whiting, Meiers 12-17-2H, Sanish, t9/19; cum 71K 11/19;
      • 35775, 1,996, CLR, Boulder 11-4H1, Banks, t9/19; cum 86K 11/19; 41K month;
      • 35460, 938, CLR, Weisz 3-11-H1, Pleasant Valley, t11/19; cum 13K 11/19;
      Tuesday, January 21, 2020: 74 for the month; 74 for the quarter, 74 for the year:
      • 36289, drl, Rimrock, Two Shields Butte 3-24-12-3H3A, Mandaree,
      • 34989, 681, Nine Point Energy, Gibbins 154-103-11-2-7H, Painted Woods, t8/19; cum 78K 11/19;
      Monday, January 20, 2020: 72 for the month; 72 for the quarter, 72 for the year:
      • 36288, drl, Rimrock Two Shields Butte 3-24-12-3HA, Mandaree,
      • 36154, 1,825, Whiting, Martell 34-36HU, Glass Bluff, t7/19; cum 66K 11/19;
      • 33155, SI/NC, BR, Mathistad 7-8-35 MBH, Croff, no production data,
      Sunday, January 19, 2020: 69 for the month; 69 for the quarter; 69 for the year:
      • 362728, drl, WPX, Pheasant 33-28HTL, Spotted Horn,
      • 35880, 532, Whiting, Meiers 12-17-3H, Sanish, t9/19; cum 41K 11/19;
      • 35015, 738, Nine Point Energy, Gibbins 154-103-11-2-8H, Painted Woods, t8/19; cum 72K 11/19;
      • 33154, SI/NC, BR, Croff 8-1-2 UTFH, Croff, no production data,
      Saturday, January 18, 2020: 65 for the month; 65 for the quarter; 65 for the year:
      • 36199, drl, WPX, Pheasant 33-28HD, Spotted Horn,
      • 35996, 1,533, Whiting, Martell 34-36-3H, Glass Bluff, t7/19; cum 61K 11/19;
      • 35904, 2,768, CLR, Honolulu 6-15H, Indian Hill, t7/19; cum 123K 11/19; 43K month;
      • 35506, 2,046, CLR, Weisz 8-11H, Pleasant Valley, t11/19; cum 38K 11/19; a 38K month;
      • 34175, 1,286, CLR, Ravin 7-1H, Dimmick Lake, t8/19; cum 112K 11/19; a 36K month;
      • 32780, SI/NC, BR, Cleoff 8-1-2 MBH-ULW, Croff, no production data,
      Friday, January 17, 2020: 59 for the month; 59 for the quarter; 59 for the year;
      • 36397, SI/NC, Rimrock, Two Shields Butte 4-24-11-1HU, Mandaree, no production data,
      • 36200, drl, WPX, Pheasant 33-28HZ, Spotted Horn,
      • 35687, SI/NC, BR, Tailgunner 1B TFH, North Fork, no production data,
      • 35686, SI/NC, BR, Tailgunner 1A MBH, North Fork, no production data,
      • 35505, 1,620, CLR, Weisz 7-11H1, Pleasant Valley, t11/19; cum 29K 11/19;
      • 34826, drl, Hess, HA-Nelson A-152-95-3427-9, Hawkeye,
      • 32779, SI/NC, BR, Veederstad 8-8-35UTFH-ULW, Blue Buttes, no production data,
      Thursday, January 16, 2020: 52 for the month; 52 for the quarter; 52 for the year:
      • 36398, SI/NC, Rimrock, Two Shields Butte 4-24-12-4H3U, Mandaree, no production data,
      • 35905, 2,818, CLR, Honolulu 5-15H, Indian Hill, t7/19; cum 117K 11/19; 34K month;
      • 35825, 602, CRL, Gjorven 7-21H1, Brooklyn, t9/19; cum 58K 11/19; 25K month;
      • 35688, SI/NC, BR, Tailgunner 1C MBH, North Fork, no production data,
      • 35504, 1,996, CLR, Weisz 6-11H, Pleasant Valley, t11/19; cum 36K 11/19; 35K month;
      • 34827, drl, Hess, HA-Nelson A-152-95-3427H-8, Hawkeye
      Wednesday, January 15, 2020: 46 for the month; 46 for the quarter; 46 for the year:
      • 36399, SI/NC, Rimrock, Two Shields Butte 4-24-12-4H3, Mandaree, no production data,
      • 35995, 1,659, Whiting, Martell 34-36-2H, Glass Bluff, t7/19; cum 59K 11/19; 19K month;
      • 35779, 1,549, Hess, EN-Farhart-156-93-0409H-7, Baskin, t7/19; cum 98K 11/19; 23K month;
      • 35689, SI/NC, BR, Tailgunner 1D TFH, North Fork, no production data,
      • 34828, drl, Hess, HA-Nelson A-152-95-3427H-7,Hawkeye,
      Tuesday, January 14, 2020: 41 for the month; 41 for the quarter; 41 for the year:
      • 36400, SI/NC, Rimrock, Two Shields Butte 3-24-12-3H, Mandaree, no production data,
      • 35690, SI/NC, BR, Tailgunner 1E MBH, North Fork,
      • 35503, 1,504, CLR, Weisz 5-11H1, Pleasnt Valley, t11/19; cum 27K in 24 days;
      • 35117, 502, Oasis, Kellogg Federal 5297 11-30 3T, Banks, t7/19; cum 57K 11/19; 26K month;
      • 35022, 361, Lime Rock, Anderson 13-24-2TFH, Alger, t7/19; cum 47K 11/19; 15K month;
      • 34829, drl, Hess, HA-Nelson A-LE-152-95-3427H-1, Hawkeye,
      Monday, January 13, 2019: 35 for the month; 35 for the quarter; 35 for the year:
      • 36626, SI/NC, XTO, Haustveit 42X-10DXA, Beaver Lodge, no production data,
      • 35906, 2,178, CLR, Honolulu 4-15H, Indian Hill, t7/19; cum 117K 11/19;
      Sunday, January 12, 2019: 33 for the month; 33 for the quarter; 33 for the year:
      • None. 
      Saturday, January 11, 2019: 33 for the month; 33 for the quarter; 33 for the year:
      • 35890, 257, Enerplus, Typhoon 149-93-07D-12-TF, Mandaree, t7/19; cum 78K 11/19;
      • 35889, 257, Enerplus, Lightning 149-93-07D-12H, Mandaree, t7/19; cum 84K 11/19;
      Friday, January 10, 2019: 31 for the month; 31 for the quarter; 31 for the year:
      • 35021, 490, Lime Rock Resources III, Anderson 13-24-1TFH, Alger, t7/19; cum 61K 11/19;
      Thursday, January 9, 2019: 30 for the month; 30 for the quarter; 30 for the year:
      • 36013, 1,564, Kraken, Bigfoot 23-11 4TFH, Sanish, t7/19; cum 171K 11/19; a 41K month;
      • 36012, 1,748, Kraken, Bigfoot 23-11 3H, Sanish, t7/19; cum 210K 11/19; a 53K month;
      • 36011, 902, Kraken Bigfoot23-11 2TFH, Sanish, t7/19; cum 104K 11/19; a 31K month;
      • 36010, 860, Kraken, Bigfoot 23-11 LW 1H, Sanish, t7/19; cum 134K 11/19; a 46K month;
      • 35572, 1,229, Whiting, Anderson 41-7HU, Sanish, t7/19; cum 88K 11/19; a 22K month;
      • 33185, SI/NC, BR, Franklin 34-36TFH, Little Knife, no production data,
      Wednesday, January 8, 2019: 24 for the month; 24 for the quarter; 24 for the year:
      • 33185, SI/NC, BR, Franklin 34-36TFH, Little Knife, no production data,
      Tuesday, January 7, 2019: 23 for the month; 23 for the quarter; 23 for the year:
      • 34364, 325, Petro Harvester, FLX4 17-18 163-90 H, a Madison well, Flaxton, t11/19; cum 10K 11/19;
      • 33186, SI/NC, BR, Franklin 34-36MBH, Little Knife, no production data,
      Monday, January 6, 2019: 21 for the month; 21 for the quarter; 21 for the year:
      • 35888, 896, Enerplus, Squall 149-93-07D-12H-TF, 42 stages; 8.2 million lbs; Mandaree, t7/19; cum 118K 11/19;
      • 35887, 540, Enerplus, Stormy 149-93-07D-12H-LL, Mandaree, t7/19; cum 127K 11/19; 38K month;
      • 35725, 797, Nine Point Energy, State 154-102-25-36-7H,  Rosebud, t7/19; cum 83K 11/19; 
      Sunday, January 5, 2019: 18 for the month; 18 for the quarter; 18 for the year:
      • 36287, SI/NC, BR, Veeder 3D TFH, Blue Buttes, no production data,
      • 36286, SI/NC, BR, Veeder 3E MBH, Blue Buttes, no production data,
      • 35317, 720, Oasis, Mildred Nelson Federal 5297 11-30 11TX, Elidah, t7/19; cum 117K 11/19; 30K month;
      • 35238, 492, Lime Rock, Anderson 13-24-4TFH, Alger, t7/19; cum 41K 11/19;
      • 33191, SI/NC, BR, Franklin 24-36TFH, Little Knife, no production data,
      Saturday, January 4, 2019: 13 for the month; 13 for the quarter; 13 for the year:
      • 34382, SI/NC, BR, Veeder 3C MBH,  Blue Buttes, no production data, 
      • 34362, 307, Petro Harvester Operating Company, FLX4 17-18 163-90 F, a Madison well, t11/19; cum 9K 11/19;
      Friday, January 3, 2019: 11 for the month; 11 for the quarter; 11 for the year:
      • 34173, 911, CLR, Ravin 5-11H2, Dimmick Lake, t7/19; cum 62K 11/19;
      • 34383, SI/NC, BR, Veeder 3B TFH, Blue Buttes, no production data,
      • 34384, SI/NC, BR, Veeder 3A MBH, Blue Buttes, no production data,
      • 35724, 841, Nine Point Energy, State 154-102-25-36-8H, Rosebud, t7/19; cum 93K 11/19;
      • 35780, 1,517, EN-Farhart-156-93-0409H-6, Baskin, t7/19; cum 85K 11/19;
      • 35781, 1,435, Hess, EN-Farhart-156-93-0409H-5, Baskin, t7/19; cum 64K 11/9;
      Thursday, January 2, 2019: 5 for the month; 5 for the quarter; 5 for the year:
      • 35781, 1,435, Hess, EN-Farhart-156-93-0409H-5, Baskin, t7/19; cum 64K 11/19;
      • 34384, SI/NC, BR, Veeder 3A MBH, Blue Buttes, no production data,
      Wednesday, January 1, 2019: 3 for the month; 3 for the quarter; 3 for the year:
      • 35877, 982, Whiting, Domaskin31-20HU, Sanish, t7/19; cum 56K 11/19;
      • 35876, 695, Whiting, Domaskin 24-17TFHU, Sanish, t7/19; cum 35K 11/19;
      • 35571, SI/NC, Whiting, Anderson 41-7TFH, Sanish, t--; cum 92K 11/19;

      Data for 1Q20: this page
      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 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

      Volts, Colts, Bolts, And Dolts -- December 29, 2019


      December 30, 2019: Tesla tumbles almost 5% -- but then again, the whole market is off today. Profit taking. From Bloomberg:
      Tesla Inc. tumbled 4.9% Monday, its biggest drop in a month, after analysts at Cowen said vehicle deliveries may miss the company’s target this year as Model 3 demand slumps.
      “Excluding the Netherlands and China, we expect Model 3 deliveries to be down” compared to the prior quarter and year-ago period, analyst Jeffrey Osborne wrote in a note dated Dec. 29. His estimate “highlights the demand saturation we are seeing across most mature markets as we shift from pent-up demand to steady flow demand.”
      Tesla may deliver some 356,000 vehicles for this year, slightly below the company’s October target range of 360,000 to 400,000, he said.
      At the same time, Cowen raised its fourth-quarter delivery estimate to 101,000 from 95,000 to reflect better expectations for the Netherlands and China. Osborne sees Tesla falling short of its Model S/X expectations, while his Model 3 forecast is roughly in line with consensus estimates.
      From one analyst at the linked Bloomberg story:
      “While Tesla has built a very dedicated fan base that has been willing to excuse poor build quality, customer service, and service infrastructure, we continue to be skeptical around broader adoption,” Osborne said. He rates the shares underperform with a price target of $210, implying a 51% decrease. Of the analysts tracked by Bloomberg, 15 analysts rate the shares the equivalent of a sell, while 11 rate it buy and 10 hold, with an average price target of $297.
      Original Post 

      I find the EV story fascinating. Can you think of any other sector that won't report its monthly, quarterly, yearly sales? BMW is now reporting EV sales only as a percentage decrease YoY. Say what?

      From the best EV sales data site out there:
      We'll be reporting 2019 Q4 EV Sales beginning Thursday, January 2 and/or Friday, January 3, and continuing throughout the following week. However, it's important to note that there will still be some missing data since many automakers refuse to report EV sales.
      One wonders if this internet site can stay in business when the data is unavailable, unreliable, unverifiable.

      Just after I wrote that, I read this at the site:
      Important considerations going forward: At this point, it appears we won't have a reliable method for reporting monthly sales figures for many models.
      While many are not models that make a huge impact on our monthly sales chart, but may in the future (i.e. Hyundai, Kia, Porsche, Subaru, Volvo), some do, like GM and Ford.
      We're also learning that other sites are now estimating numbers from these automakers without exposing that and/or not sharing them at all.
      With that said, we are moving to quarterly reporting as a whole. However, we'll still publish several articles each month showcasing data gleaned from automakers that do choose to report.
      So, we'll have a number of articles about deliveries of each "chart-topping" EV.
      While we really hate to move forward this way and have incompleted charts going forward, we have no choice at this point. Sadly, our chart has become almost purely based on estimated date (which was once supported by gleaned data, but would now be just based on pure guesses).
      Now, more from the site:
      Note that BMW has decided for some time to no longer give model breakdowns or a final EV number, but rather a percentage decrease YoY, which has been huge in the last few months. But now, the automaker isn't even sharing its EV sales numbers/percentage at all. Still, i3 and i8 numbers will be official as reported by BMW.

      While Mercedes is willing to provide IEV with a "total" number of plug-in vehicles sold for the month, the totals for each model are unverified by the automaker.

      Many other automakers like Hyundai, Kia, Subaru, Volvo, Porsche, and Jaguar don't reveal any EV sales figures.
      Tesla reports its overall global deliveries every quarter, but that doesn't help with U.S. sales.
      GM (Chevrolet and Cadillac) and Ford, among others, have chosen to just report on a quarterly basis, but again, there's often no breakdown of EV models delivered.

      Toyota stopped reporting Prius Prime sales and has instead made the decision to just post overall Prius sales. Honda has never broken down Clarity sales either.

      So, basically, we have a few EV sales numbers to add from the past few months and will have a few more after the end of the quarter. Aside from that, "You get nothing, you lose, good day, sir!"
      I don't how to interpret this as anything but really, really bad news for the EV industry right now.

      But to reiterate. Look at the note about BMW:
      Note that BMW has decided for some time to no longer give model breakdowns or a final EV number, but rather a percentage decrease YoY, which has been huge in the last few months. But now, the automaker isn't even sharing its EV sales numbers/percentage at all. Still, i3 and i8 numbers will be official as reported by BMW
      EVs remain a luxury segment (except for Volts, Colts, Bolts, Dolts, or whatever they are now called).

      By the way, has anyone even seen any television advertising for any of these EVs? Search ev television commercials over at YouTube -- speaks volumes.

      It will be interesting to see how publicly traded auto manufacturers will report their EV numbers.
      • India
      • China:
      • Europe:
        • this is the headline: industry analysts expect EV sales to soar in the UK and EU beginning in 2020
        • mostly due to mandates, tax breaks
        • already expensive, prices appear to be increasing

      BLM Quarterly Lease Sales -- December, 2019, Sale

      This is not the North Dakota quarterly lease sales. This is the BLM quarterly sales.

      From The Minot Daily News:
      A Bismarck company was the highest bidder in the Bureau of Land Management Montana-Dakotas oil and gas lease sale held online December 18, 2019.
      Cody Exploration LLC had a total bid of $50,377.50 for a 150.14-acre parcel in Williams County.
      The BLM raised $191,912.50 in its quarterly oil and gas lease sale. Nearly 50 percent of the revenue from the sale will go to the states where the oil and gas activity occurs, in this case Montana and North Dakota, while the rest will go to the U.S. Treasury.
      For this sale, BLM offered 20 parcels covering nearly 18,900 acres in Montana and North Dakota for oil and gas leasing through the competitive online auction. There were 23 registered bidders. Fourteen parcels received bids.
      The BLM generated a record $1.1 billion from 28 oil and gas lease sales in fiscal year 2018.
      I didn't think there was much BLM land in Williams County; this might have been along the ND/Montana state line where there is a bit of BLM land.

      So, the Cody Exploration bid:
      • $50,378 / 150 acres = $335 / acre in Williams County
      Not all of the 18,900 acres received bids. So, we can't get a good figure for bonus per acre paid overall, but, let's do this:
      • 20,000 acres / 20 parcels = 1,000 acres/parcel 
      • 14 parcels received bids; let's assume 14,000 acres
      • $191,912 / 14,000 acres = $13/acre which seems about right based on North Dakota's quarterly lease sales
      Cody Exploration has rarely been mentioned on the blog in the past. 

      US Crude Oil Exports -- Argus Media -- December 29, 2019

      US crude export chronicles, December, 2019, Argus Media 

      Last month we devoted the entire blog to the Port of Corpus Christi and its emergence as a key outlet for US crude exports. Why? Some big new pipelines — including Cactus 2 and Epic — started service to that port.

      A summary of subjects that monthly blog will cover:
      • US record exports: a record high of 3.4 million bopd in October; that number will continue to climb
        • the latest major pipeline from the Permian to Corpus Christi: Phillip 66's 900,000 bopd Gray Oak pipeline did not start service until late November
        • Gray Oak will also have destinations near Houston when it goes into full service in 1Q20 (next quarter)
        • Epic has loaded an Aframax-sized vessel with crude at its converted dock on the Inner Harbor of the Corpus Christi Ship Channel
        • Epic repurposed the former grain facility to export crude oil while a larger export terminal is under construction; will be in service 3Q20
      • first sign of consolidation? Enbridge is joining Enterprise's project to develope a VLCC terminal off Freeport, TX; SPOT;
        • Enbridge is also part of a competing project with Oiltanking with another memorable name: Texas COLT -- short for Texas Crude Offshore Loading Terminal
      • Export surprises
        • not only did US set many records for US crude exports in October, but monthly shipments also hit records to six individual countries:
        • France: exports from US to France nearly tripled from September, 215,000 bopd; France is now the sixth top importer of US crude as refiners like XOM, UK-Chinese joint venture Petrolneo doubled down on WTI and Bakken liftings to the Fos-Lavera port complex
        • Australia: becomes the seventh top US destination for crude; BP's 146,000 bopd Kwinana refinery, just started purchasing US crude earlier this year
        • Peru: 85,000 bopd; for the first time, imported oil from the US; indicating that Peru is displacing pricier west African crude with more regional grades, such as WTI or Light Louisiana Sweet (LLS)
        • and get this, small European (sic) nations like Denmark, Israel, and Belgium opted for US crude instead of North Sea options and more economic price levels at the US Gulf coast
      Note: location is taking a back-seat to quality and type of oil. Note that Russia is not mentioned in connection with France, Denmark, and Belgium -- all so much closer to Russia than to the US.

      Big oil: looks ready to have its day in US shale. Financial Times. Paywall. Nothing new. Oil companies with deep pockets and/or access to capital will do well in 2020. Otherwise, look out below.

      For The Archives
      Making America Great

      From twitter yesterday (tag, wages, EVs):

      Initial Production Data For Wells Coming Off Confidential List This Next Week -- December 29, 2019

      35888, conf, Enerplus, Squall 149-93-07D-12H-TF, Mandaree,

      DateOil RunsMCF Sold

      35887, conf, Enerplus, Stormy 149-93-07D-12H-LL, Mandaree,

      DateOil RunsMCF Sold

      35725, conf, Nine Point Energy, State 154-102-25-36-7H, Rosebud,

      DateOil RunsMCF Sold

      36287, conf, BR, Veeder 3D TFH, Blue Buttes, no production data,

      36286, conf, BR, Veeder 3E MBH, Blue Buttes, no production data,

      35317, conf, Oasis, Mildred Nelson Federal 5297 11-30 11TX, Elidah,

      DateOil RunsMCF Sold
      35238, conf, Lime Rock, Anderson 13-24-4TFH, Alger,

      DateOil RunsMCF Sold

      33191, conf, BR, Franklin 24-36TFH, Little Knife, no production data,

      34382 conf, BR, Veeder 3C MBH, Blue Buttes, no production data,

      34362, conf, Petro Harvester Operating Company, FLX4 17-18 163-90 F,  Flaxton, no production data,

      35780, conf, Hess, EN-Farhart-156-93-04-9H-6, Baskin,

      DateOil RunsMCF Sold

      35724, conf, Nine Point Energy, State 154-102-25-36-8H, Rosebud,

      DateOil RunsMCF Sold

      34383, conf, BR, Veeder 3B TFH, Blue Buttes, no production data,

      34173, conf, CLR, Ravin 5-1H2, Dimmick Lake,

      DateOil RunsMCF Sold

      35781, conf, Hess, EN-Farhart-156-93-04-9H-5, Baskin,

      DateOil RunsMCF Sold

      34384, conf, BR, Veeder 3A MBH, Blue Buttes, no production data,  

      35877, conf, Whiting, Domaskin31-20HU, Sanish,

      DateOil RunsMCF Sold

      35876, conf, Whiting, Domaskin 24-17TFHU, Sanish,

      DateOil RunsMCF Sold

      35571, conf, Whiting, Anderson 41-7TFH, Sanish,

      DateOil RunsMCF Sold

      36370, conf, Newfield, Hoffman 150-98-18-19-10H, Siverston, no production data,

      36134, conf, XTO, Arlys 34X-31H, Siverston, no production data,

      35239, conf, Lime Rock Resources, Anderson 13-24-4TFH,  Alger,

      DateOil RunsMCF Sold

      22300, conf, Bruin, FB Belford 148-95-22D-15-2T, Eagle Nest, no production data,

      36369, conf, Newfield, Hoffman 150-98-18-19-5H,  Siverston, no productin data,

      22301, conf, Bruin, FB Belford 148-95-22D-15-3B, Eagle Next, no production data,

      36368, conf, Newfield, Hoffman 150-98-18-19-5H, Siverston, no production data,

      36133, conf, XTO, Arlys Federal 34X-31C, Siverston, no production data,

      34835, conf, Enerplus, Eos 149-93-33D-28H-TF,  Mandaree,

      DateOil RunsMCF Sold

      34776, conf, Enerplus, Thai 148-94-11C-2H-TF, McGregory Buttes,

      DateOil RunsMCF Sold

      30891, conf, Oasis, Stenberg 5199 11-97B, Poe,

      DateOil RunsMCF Sold