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Saturday, October 30, 2021

UND Hockey -- US Men's College Hall Of Fame -- Nashville, TN -- October 30, 2021

The teams:

  • UND: ranked 6th
  • Penn State: unranked

Favorite: Penn State

Final:

  • UND: 4
  • Penn State: 6

Anticipation -- October 30, 2021

Here we go: Dallas Cowboys vs Minnesota Vikings -- tomorrow night, Sunday night football.

Sports tonight;

  • 5:00 p.m.: NASCAR junior varsity.
  • 7:00 p.m. World Series, MLB, game 4.
  • 7:00 p.m. college hockey, at Nashville, Hall of Fame, North Dakota (UND) vs Penn State;

Dear John: apparently union reaches deal with John Deere. Needs to be fact-checked.

ISO NE: link here -- a spike to $135 / MWh early this morning.

Weather:

Covid vaccine rollout:

  • prior to "the Biden mandate," vaccinations were running about 750,000 / day;
  • now, after "the Biden mandate," vaccinations are trending toward 1.6 million / day.
  • administration is delivering significantly more doses to those administering the vaccine. 

Influenza surveillance, US: negligible

Price Of Bacon -- Official Government Figures -- October 30, 2021

Link here


Hopefully they update this chart sooner than later in 2022. 

But going back to when records first posted:


********************
Every Saturday Is Brandon's Day

Let's go, Brandon.


This Tells Me One Thing: The US Permian Is The Swing Producer -- October 30, 2021

The definition of a swing producer: 30/90. Not what you "can" do; but, rather, what you did. Talk is cheap.

From twitter

Comment:

  • ESG vs energy poverty debate swinging to Big Oil.

Dividends Announced This Past Week -- October 30, 2021

Note: in a long note like this there will be content and typographical errors. If this is important to you, go to the source.

Increased dividends announced this week, October 25, 2021 - October 29, 2021. Link here.

  • Alliance Resource Partners, 20 cents; payable 11/12/21;
  • Armada Hoffler Properties, 17 cents; payable 1/6/22;
  • Enterprise Financial Services, 20 cents; payable 12/31/21;
  • Hess Midstream, 51 cents; payable 11/12/21;
  • Matador Resources, 5 cents; payable 12/1/21;
  • SB Financial Group, 11.5 cents; payable 11/26/21;
  • Silicon Motion Technology, 50 cents; payable 11/24/21;
  • Sirius XM, 2.2 cents; 11/29/21;
  • Southern Copper Company, $1.00; payable 11/23/21;
  • ACCO Brands, 7.5 cents; payable 12/15/21;
  • Central Pacific Financial, 25 cents; payable 12/15/21
  • Delek Logistics Partners, 95 cents; payable 11/10/21;
  • Diamond Hill Investment Group, $20, payable, 12/10/21
  • Getty Realty, 41 cents; payable 1/6/22;
  • Principal Financial Group, 64 cents; payable 12/21/21;
  • Rollins; 10 cents; payable 12/10/21;
  • The First Bancshares, 16 cents; payable 11/26/21;
  • Waste Conections, 23 cents; payable 11/23/21;
  • Black Hills, 59.5 cents; payable 12/1/21;
  • Churchill Downs, 66.7 cents; payable 1/7/22;
  • DTE Energy, 88.5 cents; payable 1/15/22;
  • Duke Realty, 28 cents; payable 11/30/21;
  • Exxon Mobil, 88 cents; payable 12/10/21;
  • First Bank, 6 cents; payable 11/19/21;
  • Hercules Capital, 33 cents; payable 11/17/21;
  • HomeTrust Bancshares, 9 cents; payable 12/2/21;
  • Kearny Financial, 11 cents; payable 11/24/21;
  • Marathon Oil, 6 cents; payable 12/10/21;
  • Mid-Southern Bancorp, 4 cents; payable 11/26/21;
  • Oasis Petroleum, 50 cents; payable 11/29/21;
  • Selective Insurance Group, 28 cents; payable 12/1/21;
  • Suncor Energy; 33 cents; payable 12/24/21;
  • Triton International, 65 cents; payable 12/23/21;
  • Visa, 37.5 cents; payable 12/7/21;
  • Westwood Holdings Group, 15 cents; payable 1/3/22;
  • Xilinx, reinstates dividend, 37 cents; payable 11/15/21;
  • Artisan Parners Asset Management; $1.07; payable 11/30/21;
  • B Riley Financial, $4.00; payable. 11/23/21;
  • Capitol Federal Financial, 22 cents; payable 12/3/21;
  • Carriage Services, 11.25 cents; payable 12/1/21;
  • Comfort Systems USA, 13 cents; payable 11/23/21;
  • Community Healthcare Trust, 43.50 cents; payable 11/26/21;
  • First Northwest Bancorp, 7 cents; payable 11/26/21;
  • Independent Bank Group, 36 cents; payable 11/24/21;
  • Murphy USA, 29 cents; payable 12/1/21;
  • Power Integrations, 15 cents; payable 12/31/21;
  • Rockwell Automation, $1.12; payable 12/10/21;
  • Standex International, 26 cents; payable 11/24/21;
  • The Hartford Financial Services Group, 38.5 cents; payable 1/4/22;
  • Voya Financial, 20 cents; payable 12/29/21;
  • WestRock, 25 cents; payable 11/23/21;
  • AbbVie, $1.41; payable 2/15/22;
  • Arbor Realty Trust, 36 cents; payable 11/30/21;
  • Boise Cascade, 12 cents; payable 12/15/21;
  • Entergy, $1.01, payable 12/1/21;
  • FS Bancorp, 15 cents; payable 11/24/21;
  • Hawkins, 13 cents; payable 11/19/21;
  • M.D.C., 50 cent; payable 11/24/21;
  • Oshkosh, 37 cents; payable 11/29/21;
  • Tennant, 25 cent; payable 12/15/21;
  • West Pharmaceutical Services, 18 cents; payable 11/17/21;

The three companies not on the list above after reporting record earnings or huge earings:

  • XOM, on the list above, raised its dividend but by only one cent;
  • CVX; did not raise its dividend, though it did very recently;
  • AAPL:

Active Rigs In North Dakota -- Thirty-One -- October 30, 2021

Note: in a long list like this there will be content and typographical errors. If this important to you, go to the source. 

The operators:

  • CLR: 10
  • Hess: 4
  • MRO: 3
  • Oasis: 2
  • Whiting: 2
  • Others with one each: 10 -- Slawson, Enerplus, Petroshale, Kraken, Bowline (Nine Point Energy), Hunt Oil, KODA, Sinclair, Ovintiv (Newfield, Encana), Iron Oil Operating

The rigs:

  • CLR, #38147, Flint Chips FIU 12-5H, Dunn, 
  • CLR, #38358, Dolezal FIU 7-5H, Dunn,
  • CLR, #38496, Whitman FIU 9-23H2, Dunn,
  • CLR, #38526, Thorp Federal 9-28HSL1, Dunn,
  • CLR, #38613, Whitman 4-34H1, Dunn,
  • CLR, #37908, Charolais South Federal 10-10H, McKenzie,
  • CLR, 37001, LCU Reckitt Federal 6-22H, Williams,
  • CLR, #37002, LCU Reckett Federal 5-22H1, Williams,
  • CLR, #37013, LCU Ralph 4-7H, Williams,
  • CLR, #37014, LCU Ralph 3-27H1, Williams,
  • Hess, #37141, BW-Rolfson-151-98-2116H-6, McKenzie,
  • Hess, #38176, AN-Norby-LE-152-94-0409H-1, McKenzie,
  • Hess, #37145, BL-Olson-155-96-0310H-3, Williams, 
  • Hess, #38004, CA-E Burdick-155-95-2932H-7, Williams,
  • MRO, 38539, Eliza 21-18TFH, Dunn,
  • MRO, 38573, Austin 11-18H, Duun,
  • MRO, #37996, Christoph 41-4H, Dunn,
  • Oasis, #38336, Soto 5097 12-3 5B, McKenzie,
  • Oasis, #38381, Swenson Federal 51-97 43-35 3B, McKenzie,
  • Whiting, #38409, Kannianen 11-5TFHU, Mountrail,
  • Whiting, #37411, Miller 31-15-2H, Williams,
  • Slawson, 38454, Rainmaker Federal 5-25-36TFH, Mountrail,
  • Enerplus, #35493, FB Leviathan 151-94-27A-34-19T2, McKenzie,
  • Petroshale, #36889, Clark Federal 2TFH, McKenzie,
  • Kraken, #38558, Maddie LW 10-15-22 #1H, Williams,
  • Bowline (Nine Point Energy), #37944, Missouri W 152-103-4-8-13H, Williams,
  • Hunt Oil, #38519, Halliday 146-93-24-36H 1, Dunn
  • KODA,  #37798, Stout 3427-3BH, Divide County
  • Sinclair, #38493, Grassalnds Federal 14-15-1H, McKenzie
  • Ovintiv (Newfield, Encana), 338546, Wisness State 152-96-16-21-5H, McKenzie,
  • Iron Oil Operating, #38462, Antelope 2-17-20H, McKenzie

The MRO Flagg - Brusseau - Gracie Pad

One middle Bakken well; two Three Forks wells

One producing well (a DUC) reported as completed, Friday, October 30, 2021:

  • 37800, 4,502, MRO, Flagg USA 11-3H, Reunion Bay, first production 5/21; t--; cum 171K 8/21;  

Other wells on this pad:

  • 37801, 2,530, MRO, Brusseau USA 11-3TFH, Reunion Bay, first production, 4/21; t--; cum 130K 8/21; see this post;
  • 37799, 2,679, MRO, Gracie SA 11-3TFH, Reunion Bay, first production, 5/21; t--; cum 171K 8/21;

Production;

  • 37799:
oolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN8-2021312342523332194124415342227229
BAKKEN7-20213134729349362525854569522590
BAKKEN6-20213052408521933872263267599910
BAKKEN5-2021285999159690581446227658442201
  • 37800:
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN8-2021282181221746156323489132732758
BAKKEN7-2021313415234246201355396051622226
BAKKEN6-20213056139560403035870256669170
BAKKEN5-20212758495580534206760178567250
  • 37801:
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN8-2021312136721230222113167029754558
BAKKEN7-202131278712782029497354813369898
BAKKEN6-20213032563325643358239112371820
BAKKEN5-20213041749421165576943482410150
BAKKEN4-202156491580912412590755100

Daily Activity Report --Two New Permits; MRO Reports A Monster Well -- Friday, October 29, 2021

Active rigs: in North Dakota, thirty-one active rigs, a new recent high. See the list

Active rigs:

$83.57
10/30/202110/30/202010/30/201910/30/201810/30/2017
Active Rigs3114606852

Two new permits, #38631 - #38632, inclusive:

  • Operator: Lime Rock Resources
  • Field: Stanley (Mountrail)
  • Comments:
    • Lime Rock Resources has permits for two Jon R wells in NWNE 16-155-91; 
    • they will be sited 371 FNL and at 1636 FEL and 1806 FEL
    • these are the first permits by Lime Rock Resources in North Dakota this year;
    • these are the first permits in Stanley oil field this year;

One producing well (a DUC) reported as completed:

  • 37800, 4,502, MRO, Flagg USA 11-3H, Reunion Bay, first production 5/21; t--; cum 171K 8/21;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN8-2021282181221746156323489132732758
BAKKEN7-2021313415234246201355396051622226
BAKKEN6-20213056139560403035870256669170
BAKKEN5-20212758495580534206760178567250