Just How Good Are The Dallas Cowboys? Asking For A Friend -- February 5, 2021

 

So, just how many play-off games have the Dallas Cowboys won in the past twenty-five year, since (after) 1995:

• 1996: won wild card game; lost the next game
• 1997: --
• 1998: lost the wild card game
• 1999: lost the wild card game
• 2000: --
• 2001: --
• 2002: --
• 2003: lost the wild card game
• 2004: --
• 2005: --
  
• 2006: lost the wild card game
• 2007: lost divisional playoffs
• 2008: --
• 2009: won wild card game; lost the next game
• 2010: --
• 2011: --
• 2012: --
• 2013: --
• 2014: won wild card game; lost the next game
• 2015: --
• 2016: lost divisional playoffs
• 2017: --
• 2018: won the wild card game; lost the next game
• 2019: --
• 2020: --

Twenty-five seasons:

• made it to the playoffs: ten times
• actually won a game in the playoffs: four times
• made it to the playoffs without getting in as a wildcard team: twice
  
• number of divisional wins: none. Nada. Zilch.
  
• have not had one back-to-back seasonal win

Week 5: January 31, 2021 -- February, 6, 2021

The most under-reported story: 

• Reparations.
  

Top story of the week:

Top international non-energy story:

• John Kerry takes private jet to Iceland for global warming conference;
• Daimler to split truck division from company;
• Aramco's new stock offering looks doomed from the start;

Top international energy story:

• Brent trending toward $60; WTI hits $57;

Top national non-energy story:

• Ford forced to curtail F-150 production, semiconductor chip shortage;
• Apple could partner with GM;

Top national energy story:

• US crude oil exports hit record high in 2020;
• Shale looking good at $52-WTI;

Top North Dakota non-energy story:

Top North Dakota energy story:

• Number of active rigs jumps to 15;

Geoff Simon's top North Dakota energy stories:

• myriad energy bills working way through legislature;
• compromise reached in royalty dispute; lawmakers advance bill;
• appeals court refuses to stop construction of Line 3 pipeline;
• Hess Corp gas plant expansion to finish in 3Q21;
• bill for in-state Legacy Fund investing gets wide support;

Operators:

• Enerplus putting together its "whale" pad;
• NOG acquires its first position in the Marcellus;
• Chesapeake on verge of emerging from Chapter 11 bankruptcy;
• Newfield transfers 347 wells to Ovintiv;
• EOG acquires interest in Oman;
• Hess drills an EN-Labar well in record time;

Operations:

Wells:

• The incredible IP reported by the Hess AN-Baohmback well;
• The incredible Maddy Federal wells;
• Enerplus "Thread" well to hit 500K;
• An XTO Bobcat Federal well in Bear Creek goes over 500K in less than eighteen months;
• Irene Kovaloff with jump in production;

Fracking:

• XTO fracks a Maddy Federal with an unheard-of 34 million gallons of water;

Pipelines:

Bakken economy:

• North Dakota leads nation in canola oil;

Commentary:

US Crude Oil Exports Hit Record High In 2020 -- February 5, 2021

Link here.

Total domestic crude exports averaged about 3.2mn b/d in 2020, up from 2.98mn b/d in 2019, the previous record high, according to trade data released today by the US Census Bureau and monthly figures from the Energy Information Administration.

That's a 7.4% increase year-over-year.

In December, US crude exports averaged 3.35mn b/d, up by about 23pc from 2.73mn b/d in November with China regaining its position as the top destination.

US crude exports destined for China averaged about 719,000 b/d in December. China had been the top destination for US crude loaded in May-October, but its intake fell sharply in November when India took the top spot. India in December was the second top destination for US crude, with about 560,000 b/d, a record high for US exports headed to that country.

State-controlled Indian refiners in December expanded their import portfolios to include more US grades, with IOC now including West Texas Light (WTL) as an eligible grade in their weekly import tenders and Hindustan Petroleum (HPCL) issuing a unique tender that sought Mars for its Vizag refinery in January and February.

Meanwhile, US ultra-low sulphur diesel (ULSD) exports to Mexico surpassed year-earlier levels in December as overall shipments edged higher.

Much more at the link. Imagine all the men and women who showed up on a daily basis during a pandemic to make this happen. At some level, this simply blows me away. There are many, many story lines.

Shale Looking Good At $52-WTI -- February 5, 2021

Full story here. 

The Permian Delaware, Midland, Bakken, Denver-Julesburg, Eagle Ford, SCOOP/STACK and Powder River all shifted above the 10% cost of capital mark, suggesting new wells coming online should be able to realize cash flow neutrality at a minimum, according to S&P Global Platts Analytics.

The graphic:

 

Did "They" Run Out Of Oil In New England?-- February 5, 2021

Charts like these suggest New England ran out of oil. Are they burning coal to keep the grid from crashing, but not burning coal?

Prices spiked to $150 / MWh and pretty much stayed there all day:

Chinese Flu Watch -- February 5, 2021

Every Tuesday and Friday I post the raw CDC numbers. Link here.

Vaccine rollout:

		A	B	C	D	E	F
		Doses of vaccine distributed to health facilities	Change from day before	Vaccinations given	Change from day before	Percent of doses given/doses received over previous 24 hours	Percent of distributed vaccine that is actually administered
Friday	February 5, 2021	58,380,300	890,625	36,819,212	1,615,502	181.39%	63.07%
Thursday	February 4, 2021	57,489,675	1,545,875	35,203,710	1,325,456	85.74%	61.23%
Wednesday	February 3, 2021	55,943,800	3,286,125	33,878,254	1,097,394	33.39%	60.56%
Tuesday	February 2, 2021	52,657,675	2,721,225	32,780,860	558,458	20.52%	62.25%
Monday	February 1, 2021	49,936,450	3,200	32,222,402	1,099,103	34346.97%	64.53%
Sunday	January 31, 2021	49,933,250	400	31,123,299	1,545,397	386349.25%	62.33%
Saturday	January 30, 2021	49,932,850	716,350	29,577,902	1,693,241	236.37%	59.24%
Friday	January 29, 2021	49,216,500	830,225	27,884,661	1,690,979	203.68%	56.66%
Thursday	January 28, 2021	48,386,275	1,155,325	26,193,682	1,541,048	133.39%	54.13%
Wednesday	January 27, 2021	47,230,950	2,836,875	24,652,634	1,111,640	39.19%	52.20%
Tuesday	January 26, 2021	44,394,075	2,975,750	23,540,994	806,751	27.11%	53.03%
Monday	January 25, 2021	41,418,325	6,775	22,734,243	885,588	13071.41%	54.89%
Sunday	January 24, 2021	41,411,550	0	21,848,655	1,310,665		52.76%
Saturday	January 23, 2021	41,411,550	1,519,150	20,537,990	696,269	45.83%	49.59%
Friday	January 22, 2021	39,892,400	1,932,400	19,841,721	1,392,433	72.06%	49.74%
Thursday	January 21, 2021	37,960,000	1,969,850	18,449,288	1,924,007	97.67%	48.60%
Wednesday	January 20, 2021	35,990,150		16,525,281			45.92%

Coverage: 

	A	B	C	D	E	F
	Total Doses Administered	Number of People Receiving 1 Or More Doses	Number of People Receiving 2 Doses	Number of People Considered Fully Immunized	Delta: Difference in daily doses from previous day	Percent (B+C)/A	Percent Of Americans With 2 Doses
Feb 5, 2021	36,819,212	28,909,497	7,503,864		1,615,502.00	98.90%	8.76%
Feb 4, 2021	35,203,710	27,905,197	6,926,050		1,325,456.00	98.94%	8.46%
February 3, 2021	33,878,254	27,154,956	6,436,931		1,097,394.00	99.15%	8.23%
February 2, 2021	32,780,860	26,440,836	6,064,792		558,458.00	99.16%	8.01%
February 1, 2021	32,222,402	26,023,153	5,927,847		1,099,103.00	99.16%	7.89%
January 31, 2021	31,123,299	25,201,143	5,657,142		1,545,397.00	99.15%	7.64%
January 30, 2021	29,577,902	24,064,165	5,259,693		1,693,241.00	99.14%	7.29%
January 29, 2021	27,884,661	22,858,318	4,780,888		1,690,979.00	99.12%	6.93%
January 28, 2021	26,193,682	21,698,606	4,263,056		1,541,048.00	99.11%	6.58%
January 27, 2021	24,652,634	20,687,970	3,801,053		1,147,640.00	99.34%	6.27%
January 26, 2021	23,504,994	19,902,237	3,481,921		770,751.00	99.49%	6.03%
January 25, 2021	22,734,243	19,252,279	3,346,390		885,588.00	99.40%	5.83%
Jan 24, 2021	21,848,655	18,502,131	3,216,836		1,310,665.00	99.41%	5.61%
Jan 23, 2021	20,537,990	17,390,345	3,027,865		1,430,031.00	99.42%	5.27%
Jan 22, 2021	19,107,959	16,243,093	2,756,953			99.44%	4.92%