Thursday, December 3, 2020

Update On BR's Cherry Wells -- December 3, 2020

This page will not be updated.

The BR Cherry wells are tracked here.  

Rig on site; all wells on confidential status.



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Update On Two Wells Of Immense Interest -- December 3, 2020

The wells:

  • #36887 (33-061-04580; Amber Renee 25-36H-R; Sanish)
  • #36888 (33-061-04581; Sophia Drake 25-36H-R; Sanish)

File report, #36888, Sophia Drake 25-36H-R; Sanish; drl/NC; FracFocus does not yet have frack data:

  • 10/23/20: sundry form; verbal approval to purchase and transport oil:
  • 3/05/20: sundry form received; frack: 48 stages; total water, 250,306 bbls; total proppant, 10.045 million lbs;
  • 12/30/19: request for the well to be placed on confidential status; has not yet produced yet; off confidential list, 6/30/20;

File report, #36887, Amber Renee 25-36H-R, Sanish; drl/NC; FracFocus does not yet have frack data:

  • 12/7/19, work completed; sundry form: frack: 47 stages; total water pumped, 243,375 bbls = 10.222 million gallons of water; total proppant, 10.248 million lbs;
  • 12/30/19, sundry form: company requests that well be put on confidential list; comes off confidential list 6/30/20;

For newbies: these are two wells that are of immense interest. 

See a post on the "original" Amber Renee here. #18408, Amber Renee is carried as TA.
3/6/19: Murex requested that TA status for this well be extended one more year; this request had been made every year until 2020 when I do not see a request; nor do I see a letter from NDIC alerting the operator that the well's status has "expired."

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An Old WPX Well Off Line For A Year Is Now Producing Once Again -- December 3, 2020

After one year of being off line, a WPX Bearstail well is back on line with nice production.  Hubbert's theory of peak oil: this is not supposed to happen.

The well:

  • 18419, 510, WPX, Bearstail 32-29H, Eagle Nest, t2/12; cum 334K 10/20; recent production:
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN10-202024465345231679711423824106
BAKKEN9-20200000000
BAKKEN8-20200000000
BAKKEN7-20200000000
BAKKEN6-20200000000
BAKKEN5-20200000000
BAKKEN4-20200000000
BAKKEN3-20200000000
BAKKEN2-20200000000
BAKKEN1-20200000000
BAKKEN12-20190000000
BAKKEN11-20190000000
BAKKEN10-20190000000
BAKKEN9-2019248291189410196717140
BAKKEN8-2019311567150445329872523126
BAKKEN7-2019311591162846030342550143
BAKKEN6-2019301557144547629692471166
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Hess With Six New Permits; Enerplus Reports Four Big DUCs; Kraken Reports Three DUCs; Newfield Reports One DUC -- December 3, 2020

Active rigs:

$45.64
12/3/202012/03/201912/03/201812/03/201712/03/2016
Active Rigs1355655339

Six new permits, #38002 - #38007, inclusive:

  • Operator: Hess
  • Field: Capa (Williams)
  • Comments:
    • Hess has permits for a 6-well CA-E Burdick pad in SESE section 20-155-95; Capa oil field;
    • the wells will be sited 318' FSL and between 811' and 976' FEL;
    • the Hess E Burdick wells are tracked here;

Ten permits renewed:

  • Hess (6): six BW-Rolfson permits in McKenzie County
  • Lime Rock: a Schneider permit in Dunn County
  • EOG: a Burke permit in Divide County
  • Resource Energy Can-Am: a Bervik permit in Divide County

Note: the Enerplus "Cloudy" wells are tracked here. See DUCs below. 

Eight producing wells (DUCs) reported as completed: note -- the ERF "Cloudy" wells are tracked here:

  • 35595, SI/A, Enerplus, Lenticular 149-94-33C-28H, Eagle Nest, t--; cum 208K 10/20;
  • 35598, SI/A, Enerplus, Vapor 149-94-33C-28H-TF, Eagle Nest, t--; cum 170K 10/20;
  • 35599, SI/A, Enerplus, Haze 149-94-33C-28H, Eagle Nest, t--; cum 212K 10/20;
  • 35600, SI/A, Enerplus, Alto 149-94-33C-28H-TF, Eagle Nest, t--; cum 178K 10/20;
  • 35857, drl/A, Newfield, Kummer 149-98-3-10-2HLW, Pembroke, t--; cum 7K in six days;
  • 36905, drl/A, Kraken, Kokomo 13-24 3H, Sanish, t--; cum 7K over 16 days;
  • 36906, drl/A, Kraken, Kokomo 13-24 2H, Sanish, t--; cum 7K over 15 days;
  • 36907, drl/A, Kraken, Kokomo 13-24 1H, Sanish, t--; cum 13K over 16 days;
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ONEOK Seeks To Expand Pipeline Capacity Near Halliday, Dunn County -- December 3, 2020

It's possible this has been posted earlier but do not remember. Regardless, I would rather report a second time than miss something.

From a reader, who alerted me to this story: ONEOK seeks to expand a NGL pipeline that connects to its Bear Creek gas processing plant near Halliday in Dunn County.

Data points:

  • wants to add two pump stations
  • currently carries up to 15, 000 bpd
  • expansion would permit up to 80,000 bpd
  • one pump: on a 5-acre parcel of land eight miles southeast of Watford City
  • second pump: on a 7-acre parcel of land 18 miles northwest of Killdeer
  • pipeline: 38 miles long; built in 2016;
  • no change in maximum operating pressure;
  • NGLs ultimately be shipped via ONEOK's Bakken and Elk Creek pipelines, from eastern MT to Kansas
  • this expansion is separate from a planned expansion of the Bear Creek processing plant

Natural gas processing plants in North Dakota are tracked here.

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Elf On A Shelf

With Sophia's favorite salty snack. 

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Disneyland -- Oh, Oh -- December 3, 2020

End of football games; end of all sports.

End of Disneyland and all other theme parks. 

All schools, all universities abruptly closed.  

Hollywood filming needs to be shut down immediately.

Port of Los Angeles / Port of Long Beach shut down?

LAX shut down?

It will be interesting to see how long this lasts.


If they don't close all the airports, this "order" is completely bogus. I'm sure the state can't close international airports, but certainly, the state police can stop every car, every bus, every taxi leaving the airport and ask for papers, and perhaps even tattoo identifying numbers on every person entering the state.
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Panama Canal -- Update -- December 3, 2020

Back on June 24, 2016, the NY Times dissed the Panamanians over their widening of the canal. Link here.

Update here. 

This is one of the reasons I find SRE so exciting. They saw this coming and made the decision to build a huge LNG export terminal on the west coast of California. Baja California, that is. Previously posted.

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Notes From All Over -- The Mid-Day Market Edition -- December 3, 2020

Disclaimer: this is not an investment site.  Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. 

NASDAQ: hits another record.

Dow: back over 30,000 as Boeing surges with news on the 737 Max. Some suggest Boeing needs to refer to this "new" aircraft as the "737." It will be interesting whether the public (mainstream media) keeps the "Max" moniker.

Of the Dow components, along with Boeing, Walgreens is up almost 8%. I assume this is based on foot-traffic generated by folks streaming in to get their (in many cases) free Covid-19 vaccination. And not just once in most cases, but twice. And then a third and fourth time to buy Tylenol (JNJ) to treat the side effects of the vaccination. For many, this has been the easiest stock-picking environment we have had in years:

  • end of Chinese flu;
  • new administration advocating for multi-trillion-dollar infrastructure bill;
  • Boeing gets great news;
  • pharmaceutical companies and "vaccine-delivery" locations (see below);
  • Jim Cramer's "pent-up demand bull market" + the annual Santa Claus rally

The biggest unknown: energy. But one good omen: CVX price action today.

From Motley Fool today:

Under the plan, people will be able to get inoculated against the coronavirus at pharmacies such as CVS, Walgreens, Rite Aid, as well as other retailers with pharmacy operations such as Costco, Kroger, and Walmart.

Will some of these "vaccine-delivery" locations set up kiosks outside, especially high-volume big box stores like Costco and Walmart? Might we see those "containerized housing units"? This could be the largest mass immunization in the history of mankind? I can't imagine these stores with long lines of people snaking among their aisles while trying to maintain normal operations.

Perhaps this would be a good time to study how China executed their mass immunization policy -- not how they prioritized who got the vaccine, but "in the trenches," how did they manage large groups of people descending on vaccination centers. 

Obviously immunizing residents in nursing homes and prisons will not be an issue in the same sense. Or even immunizing nurses and other first responders. But once released to the general public this could be quite a spectacle. 

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Whoo-Hoo!

Sophia has jumped to Level 4 -- Spanish -- Duolingo. This is the fastest she has jumped from one level to the next level!

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Homeschooling In Texas -- December 3, 2020

This is why home schooling in Texas is taking off. It is being reported that home schooling in Texas has jumped 228% in the state over 20 years. Link here.  This is from Bexar County, Texas, the county of San Antonio:

SAN ANTONIO – New data from the Texas Home School Coalition (THSC) shows a breakdown of all homeschool withdrawals from Texas public schools since 1997 and, based on the numbers, Northside and North East Independent School Districts in San Antonio had some of the highest withdrawal rates in Texas.

“Between 1997-2019, withdrawals from public schools to homeschool in Texas increased 228% compared to a 41% increase in public school enrollment over the same period,” the THSC report found.

The map of Texas school districts shows that between 1997 and 2018, both school districts had the third and fifth highest withdrawal rates.

Top five districts with the number of withdrawn students from 1997 to 2018:

  • Houston ISD - 9,776 students
  • Cypress-Fairbanks ISD - 8,040 students
  • Northside ISD - 7,513 students
  • Conroe ISD - 6,204 students
  • North East ISD - 4,907 students

It’s worth noting, NEISD and NISD frequently rank among the top school districts in the Bexar County area.

Earlier I mentioned that my spellchecker and grammar expert was a bit "under-the-weather," as they say. 

She appears to have fully recovered. 

This is Sophia an hour ago homeschooling.


 Why would any student not like homeschooling? Note Corky is also in attendance.

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iPhone Camera In Portrait Mode

As long as I'm at it, can you believe how good this photo is -- an iPhone 11 (?) in "portrait mode." This was taken by Sophia's mom after Corky returned home from a long absence. Apparently Corky visited California on her way home from Chicago back to her home in Grapevine, TX. 

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Dividends

January 6, 2021: anticipation. 

December 21, 2020:  

December 3, 2020:

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Dividends

Start

Record Date

Payment Date

Price/Sh

Amount

Pays

Qtrs 

Comments

EOG

10/16/20

10/30/20

51.43

0.375

2.92%



COP

10/19/20

12/1/20

42.78

0.430

4.02%

1

one penny increase

BK

10/28/20

11/10/20

39.95

0.310

3.04%

6

 

EPD

10/30/20

11/12/20

19.93

0.445

8.93%

4


OKE

11/2/20

11/13/20

37.23

0.935

10.05%

4


KMI

11/2/20

11/16/20

14.75

0.262

7.11%

3


AAPL

11/9/20

11/12/20

116.59

0.200

0.69%



GBX

11/11/20

12/2/20

35.28

0.270

3.06%



XLNX

11/11/20

12/2/20

137.49

0.380

1.11%



ENB

11/13/20

12/1/20

31.86

1.223

15.35%

1

Huge one-time div

AMGN

2/15/21    

3/8/21        

228.44

1.76

3.08

1

10% increase

BKH

11/17/20

12/1/20

63.33

0.565

3.57%

 


PSX

11/17/20

12/1/20

65.23

0.900

5.52%

7


CVX

11/18/20

12/10/20

91.31

1.290

5.65%

4


MPC

11/18/20

12/10/20

41.42

0.580

5.60%

4


DFS

11/19/20

12/3/20

78.87

0.440

2.23%

6


JNJ

2/23/21

3/9/21

144

1.01

2.81%



YUM

11/25/20

12/11/20

107.18

0.470

1.75%



YUMC

11/25/20

12/16/20

58.4

0.120

0.82%



UNP

11/30/20

12/30/20

205.64

0.970

1.89%

6


QCOM

12/3/20

12/17/20

143.83

0.650

1.81%



D

12/4/20

12/20/20

79.04

0.630

3.19%

1

Decreased

BAC

12/4/20

12/24/20

28.99

0.180

2.48%

6


WMT

12/11/20

1/4/21

151.60

0.540

1.42%

4


HES

12/15/2020

12/30/2020

50.77

0.250

2.12%

21


MRK

12/15/20

1/8/21

79.86

0.650

3.26%

1

Increased

SRE

12/18/20

1/15/21

130.46

1.045

3.20%

4


CSCO

1/5/21

1/20/21

42.70

0.360

3.37%

2


CMCSA

1/6/21

1/27/21

51.75

0.230

1.78%

4


T

1/11/21

2/1/21

30

0.520

6.71%

5


PFE

1/29/21

3/5/21

41.11

0.390

3.79%

4



End

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