Sunday, April 19, 2020

Whiting Bankruptcy --April 19, 2020

Thinking out loud: if Whiting sells some Bakken assets, who might pick them up? My first two guesses: CLR and Kraken, in that order. I would like to think Slawson, but probably not. After that, only those with deep pockets: XTO, BR, MRO. Least likely: EOG, Hess. Maybe: Petro-Hunt; Enerplus.

Just thinking out loud.

No inside information. No one has sent me anything in the way of comments, thoughts, etc.

Tomorrow Night, Horace Heidtlites

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