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;
• Penn State analyst has UND favored;
• I may have this wrong, but it appears UND is ranked #6 overall; Penn State, unranked;
• UND: recent series split with #7 Quinnipac (now #5); game preview.
  

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.

Week 43: October 24, 2021 -- October 30, 2021

Top story of the week:

• Let's go, Brandon.

Top international non-energy story:

• Saudi foreign exchange reserves surge;
• Maria Mondoli has died;

Top international energy story:

• Aramco profits, revenue surge:
• The Permian is the global swing producer;
• Saudi pivots to natural gas.

Top national non-energy story:

Top national energy story:

• WTI briefly hits $85;
• Cushing trending toward empty; and, here;
• Drilling activity drops off a cliff;

Top North Dakota non-energy story:

Top North Dakota energy story:

• Thirty-one active rigs in North Dakota;

Geoff Simon's top North Dakota energy stories:

• Quick connects.

Operators:

• Oasis on a roll; Oasis Midstream announces merger with Crestwood Equity Partners;

Operations:

• MRO reports another monster well;

Wells:

• An old EOG well goes over 900K bbls;
• An old QEP wells goes over 600K bbls;
• An old Whiting Tarpon Federal well back on line;
• After being off line for more than a year, an old Whiting well comes back on line;
• An old Bruin Fort Berthold well goes over 610 K bbls;
• An old Oasis well goes over 700K bbls;

Fracking:

Pipelines:

Bakken economy:

Commentary:

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:

ool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	8-2021	31	23425	23332	19412	44153	42227	229
BAKKEN	7-2021	31	34729	34936	25258	54569	52259	0
BAKKEN	6-2021	30	52408	52193	38722	63267	59991	0
BAKKEN	5-2021	28	59991	59690	58144	62276	58442	201

• 37800:
  

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	8-2021	28	21812	21746	15632	34891	32732	758
BAKKEN	7-2021	31	34152	34246	20135	53960	51622	226
BAKKEN	6-2021	30	56139	56040	30358	70256	66917	0
BAKKEN	5-2021	27	58495	58053	42067	60178	56725	0

• 37801:
  

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	8-2021	31	21367	21230	22211	31670	29754	558
BAKKEN	7-2021	31	27871	27820	29497	35481	33698	98
BAKKEN	6-2021	30	32563	32564	33582	39112	37182	0
BAKKEN	5-2021	30	41749	42116	55769	43482	41015	0
BAKKEN	4-2021	5	6491	5809	12412	5907	5510	0

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	10/30/2021	10/30/2020	10/30/2019	10/30/2018	10/30/2017
Active Rigs	31	14	60	68	52

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;

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	8-2021	28	21812	21746	15632	34891	32732	758
BAKKEN	7-2021	31	34152	34246	20135	53960	51622	226
BAKKEN	6-2021	30	56139	56040	30358	70256	66917	0
BAKKEN	5-2021	27	58495	58053	42067	60178	56725	0