Thursday, April 22, 2021

Notes From All Over -- The Salmagundi Edition -- Enerplus Reports A Very Nice Mandaree Well -- April 22, 2021

Jobless claims: unexpected; huge decline.

US transportation:

  • gasoline demand: at 93% pre-pandemic levels;
  • diesel at 100% pre-pandemic levels;
  • source? Valero

Apple, Inc: first to reach $2 trillion; which two companies will be next? 
what to know about Apple's recently announced new hardware -- Joanna Stern in WSJ;
after opening in the "red" this morning, turned "green" by 10:00 a.m. CDT;

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Fast and furious:

US equity markets:

Oldest profession:

**********************************
Back to the Bakken

Active rigs:

$61.09
4/22/202104/22/202004/22/201904/22/201804/22/2017
Active Rigs1629625949

One well coming off the confidential list --Thursday, April 22, 2021: 18 for the month, 18 for the quarter, 99 for the year:

  • 35800, F/A, Enerplus, Frost 149-93-07A-12H-TF-LL, Mandaree, first production, 11/20; t--; cum 109K 2/21;

RBN Energy: renewable natural gas and its possible role in hydrogen production. Excuse me while I laugh. 

We’ve been writing on hydrogen for a few months now, covering everything from its physical properties to production methods and economics. Given the newness of the subject to most folks, who have spent their careers following traditional hydrocarbon markets, we have attempted to move methodically when it comes to hydrogen. However, we think that things may get more complicated in the months ahead. 
Why, you may ask. 
Well, the development of a hydrogen market — or “economy”, if you will — is going to be far from straightforward, we believe. Not only will hydrogen need some serious policy and regulatory help to gain a footing, the new fuel will have to become well-integrated into not only existing hydrocarbon markets, but also some established “green” markets, such as renewable natural gas, or RNG. So understanding how renewable natural gas is produced and valued is probably relevant for hydrogen market observers. In today’s blog, we take a look at the possible intersection of natural gas, particularly RNG, and hydrogen.

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