A Subtle Jump In Production? A QEP Dailey Well In Blue Buttes -- January 2, 2022

The well:

• 30291, 2,463, QEP, Dailey 12-11LL, Spotted Horn, t7/15; cum 230K 11/19; cum 256K 10/21; small jump in production;six wells on the pad; a couple of them with intermittent production:
  

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	10-2021	31	2822	2947	5362	12014	9394	736
BAKKEN	9-2021	30	3701	3728	4037	12372	7328	3765
BAKKEN	8-2021	15	1845	1718	3486	2082	1334	176
BAKKEN	7-2021	0	0	0	0	0	0	0
BAKKEN	6-2021	0	0	32	0	0	0	0
BAKKEN	5-2021	1	0	99	42	0	0	0
BAKKEN	4-2021	24	561	721	880	829	72	10
BAKKEN	3-2021	31	584	531	795	2511	812	408
BAKKEN	2-2021	23	887	845	409	2972	1713	276
BAKKEN	1-2021	31	1150	1054	978	2975	1138	398
BAKKEN	12-2020	31	1265	1240	1102	2457	898	261
BAKKEN	11-2020	30	1210	1637	2299	3860	1515	975
BAKKEN	10-2020	31	1396	1072	611	3713	2186	342
BAKKEN	9-2020	30	1652	1633	586	3339	2055	504
BAKKEN	8-2020	30	536	445	776	713	0	0
BAKKEN	7-2020	31	578	542	864	1739	574	45
BAKKEN	6-2020	25	348	346	542	1597	530	148
BAKKEN	5-2020	31	1090	1261	719	1786	675	48

After Being Off Line For 2 1/2 Years, It Appears A Whiting P Wood Well Is Coming Back On LIne -- January 2, 2022

The well:

• 29865, 2,422, Whiting, P Wood 154-98-14-22-16-3HA, Truax, middle Bakken, 27 stages, 6.7 million lbs, t7/15; cum 261K 9/19; off line as of 6/19; remains off line 11/19;  back on line 10/21; cum 261K 10/21;

The Enerplus "Burrowing" Well Recently Went Over 500K Bbls Crude Oil Cumulative -- Janutary 2, 2021

The "owl pad" is tracked here. 

The well:

• 30863, 800, Enerplus, Burrowing 147-94-13B-24H, McGregory Buttes, 37 stages, 9.2 million lbs, t5/16; cum 439K 11/19; cum 521K 10/21;

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	10-2021	31	2860	2884	1566	3468	2052	909
BAKKEN	9-2021	30	2653	2655	1434	2472	1922	80
BAKKEN	8-2021	31	2581	2574	1595	2655	1545	77
BAKKEN	7-2021	31	3237	3218	1695	3638	1945	97
BAKKEN	6-2021	28	3505	3524	1960	5179	3304	105
BAKKEN	5-2021	29	1459	1451	763	1780	1067	0

 The other wells on this pad:

• 25142, 965, Enerplus Resources, Horned 147-93-18B-19H, Moccasin Creek, t12/13; cum 382K 6/21; cum 390K 10/21;
  
• 25143, 950, Enerplus Resources, Pygmy 147-93-18B-19H TF, Moccasin Creek, t12/13; cum 334K 6/21; cum 341K 10/21;
  
• 30864, 1,285, Enerplus Resources, Screech 147-94-13B-24H, McGregory Buttes, t5/16; cum 465K 6/21; cum 476K 10/21;
• 30865, 1,589, Enerplus Resources, Snowy 147-94-13A-24H TF, McGregory Buttes, t5/16; cum 247K 6/21; cum 254K 10/21;
  
• 30866, 1,486, Enerplus Resources, Barn 147-94-13A-24H, McGregory Buttes, t5/16; cum 480K 6/21; cum 491K 10/21;

Deals Of Interest In 2021

NOG announces Veritas Energy acquisition in the Permian, update -- January 31, 2022 

Sheffield acquires Resource Energy CAN-AM -- November 1, 2021

Oasis Midstream announces merger with Crestwood Equity Partners -- October 26, 2021.

Enerplus to sell small position in Williston Basin -- August 30, 2021.

Whiting To Acquire 8,752 acres in the Sanish -- July 24, 2021.

NOG acquires small position in the Permian -- June 16, 2021.

Oasis exits the Permian; Bakken pure play --  May 20, 2021.

Oasis buys QEP's Bakken assets from FANG -- May 3, 2021.

Enerplus acquires Hess acreage in the Bakken -- April 8, 2021.

NOG announces closure on Reliance Marcellus -- April 1, 2021.

Equinor exits the Bakken; Grayson Mill acquires Equinor assets -- April 29, 2021.

Pioneer - Double Point Energy - Permian deal -- April 2, 2021.

CLR acquisition in the Powder River Basin, Wyoming -- February 17, 2021.

Enerplus agrees to acquire Bruin, $3,000 / acre -- January 25, 2021.

A Closer Look At CLR's JDT Federal Well Coming Off Confidential List This Week -- January 2, 2022

The well:

• 37900, conf, CLR, JDT Federal 24-10RH, Cedar Hills,
  

Date	Oil Runs	MCF Sold
10-2021	2063	0
9-2021	2409	0
8-2021	3738	0

"RH" - revised or re-entry. This well, #37900, is replacing #17520 which is "PA." The well:

• 17520, 280, CLR, JDT 24-10SH (running to the south), Cedar Hills, t1/09; cum 167K 10/14;

A lot of old North Red River wells in this area, the far southwest corner of the state, many of which drilled back in early 2000s and have long since been taken off line.

Spare Capacity -- This Has Nothing To Do With Pride -- It Has To Do With Reality -- January 2, 2022

Link here.

"Unplanned production cuts in some countries" -- someone being very creative in saying lack of spare capacity. Too proud to admit it. -- social media.

***********************************
New Church Pianists

Their church pianist / organist was unable to attend church today so Levi and Judah filled in for her. Judah went first and then Levi followed him.

Themes -- 2023

Locator: 442023C.

Revolutions

AI: a new decade begins.

The Over-Riding Themes

Global energy: the 21st century is America's century.

Medicine: it's all about CRISPR, mRNA.

Information: it's all about semi-conductors, automation, robotics.

De-globalization: not all will agree. Many will fight it. Too much invested. 

China's downfall (added November 1, 2023)

Themes Posted in 2022 for 2023.
With Updates

Economy 

US banking crisis: will follow here.

Ukraine:

• Putin's War: shifting the burden to the population. The Russia File -- from the Wilson Center. Link here. April 17, 2023
  

Tectonic shifts: link here.

For investors:

• the best place to park your money now through at least the end of 2023, link here.
• cash is king? Dividends? 
• commodities: a generational opportunity?
  

Unemployment:

• BofA: 7.6% -- September 23, 2022 (https://www.breitbart.com/economy/2022/09/23/worse-to-come-bank-of-america-expects-unemployment-to-soar-to-5-6-next-year/)
  
• reader: 5.6% -- September 23, 2022

ESG is dead:

• October 9, 2022.

US: the three-day workweek. 

Coal: the transitional fuel. 

• Germany using more coal than ever, April 17, 2023.

Oil:  

• US oil independence could happen in 2023. 
• Forecasts for 2023 and five years out.
  

De-globalization:

• February 2, 2023: no stopping it now -- Peter Zeihan.

European de-industrialization:

• October 9, 2022 -- where this theme will be followed.
• April 17, 2023: Germany shuts down last nuclear reactor. 
  

Renewable energy:

• will continue to send bad vibes.

AAPL: 

• re-shoring
• opens first retail store in India, April 17, 2023.
• expands operations in India, moving out of China.
  

Semi-conductors:

• the Biden administration policies will cripple China;
• Peter Zeihan

"Flu":

• 2022 - 2023 season will be worse than most Americans expect.
• one word: complacency

Hydrogen:

• to be tracked here.

Politics

The downfall of Donald Trump: added May 4, 2023. To be tracked here.  

We May Need A New Tag: Proof That Morons Are Making Energy Policy -- January 2, 2022

From social media --

Original:

Added content:

Why NASCAR uses ethanol.

Photo Of The Day -- How Cold Is It In The Bakken? January 2, 2022

Sent by a reader. Thank you very much. Reminds me of the "good old days," growing up in Williston.

Cold enough to freeze gasoline hoses. Global warming might make it two degrees warmer.

Initial Production Data Of Wells Coming Off Confidential List This Next Week -- January 2, 2022

The wells:

• 37234, conf, Bruin, Wm Polar 157-101-24C-13-7B, Otter,

Date	Oil Runs	MCF Sold
10-2021	11254	9306
9-2021	10620	8827
8-2021	15211	9520
7-2021	6265	3716

• 38351, conf, Resonance Exploration, Resonance Wilmot 8-27H, South Westhope,
  

ate	Oil Runs	MCF Sold
10-2021	2007	0
9-2021	828	0

• 37002, conf, CLR, LCU Reckitt Federal 5-22H1, Long Creek, no production data, 
• 37261, conf, Whiting, Feehan 11-9H, Sanish,
  

Date	Oil Runs	MCF Sold
10-2021	14013	13683
9-2021	13706	13667
8-2021	13895	7763
7-2021	1864	0

• 37130, conf, Hess, BL-Frisinger-156-95-2833H-4, Beaver Lodge,
  

Date	Oil Runs	MCF Sold
10-2021	15626	23903
9-2021	13807	15243
8-2021	10793	8569
7-2021	35454	9761

• 37235, conf,  Bruin, Wm Polar 157-101-24C-13-7B, Otter,
  

Date	Oil Runs	MCF Sold
10-2021	5230	6595
9-2021	9108	6685
8-2021	13870	8738
7-2021	7531	2275

• 37001, conf, CLR, LCU Reckitt Federal 6-22H, Long Creek, no production data, 
• 26824, conf, Bruin, WM Polar 157-101-25B-36-6B, Otter,
  

Date	Oil Runs	MCF Sold
10-2021	20525	11557
9-2021	24796	12447
8-2021	9357	5889
7-2021	15538	10191

• 37900, conf, CLR, JDT Federal 24-10RH, Cedar Hills,
  

Date	Oil Runs	MCF Sold
10-2021	2063	0
9-2021	2409	0
8-2021	3738	0

• 37000, conf, CLR, LCU Reckitt Federal 7-22H1, Long Creek, no production data, 
• 36999, conf, CLR, LCU Reckitt Federal 8-27H, Long Creek, no production data,
  

Wells Coming Off The Confidential List This Next Week -- January 2, 2022

Monday, January 10, 2022: 11 for the month, 11 for the quarter, 11 for the year;

• 37234, conf, Bruin, Wm Polar 157-101-24C-13-7B,

Sunday, January 9, 2022: 10 for the month, 10 for the quarter, 10 for the year;

• None.

Saturday, January 8, 2022: 10 for the month, 10 for the quarter, 10 for the year;

• 38351, conf, Resonance Exploration, Resonance Wilmot 8-27H,
• 37002, conf, CLR, LCU Reckitt Federal 5-22H1,

Friday, January 7, 2022: 8 for the month, 8 for the quarter, 8 for the year;

• 37261, conf, Whiting, Feehan 11-9H;
• 37130, conf, Hess, BL-Frisinger-156-95-2833H-4,

Thursday, January 6, 2022: 6 for the month, 6 for the quarter, 6 for the year;

• 37235, conf,  Bruin, Wm Polar 157-101-24C-13-7B,
• 37001, conf, CLR, LCU Reckitt Federal 6-22H ,

Wednesday, January 5, 2022: 4 for the month, 4 for the quarter, 4 for the year;

• 26824, conf, Bruin, WM Polar 157-101-25B-36-6B,

Tuesday, January 4, 2022: 3 for the month, 3 for the quarter, 3 for the year;

• 37900, conf, CLR, JDT Federal 24-10RH,
• 37000, conf, CLR, LCU Reckitt Federal 7-22H1,

Monday, January 3, 2022: 1 for the month, 1 for the quarter, 1 for the year;

Sunday, January 2, 2022:1 for the month, 1 for the quarter, 1 for the year;

• 36999, conf, CLR, LCU Reckitt Federal 8-27H,

Saturday, January 1, 2022: 0 for the month, 0 for the quarter, 0 for the year;

Best Graphic So Far Today -- January 2, 2022

Link here.