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Sunday, January 2, 2022

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:
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN10-202131282229475362120149394736
BAKKEN9-2021303701372840371237273283765
BAKKEN8-20211518451718348620821334176
BAKKEN7-20210000000
BAKKEN6-202100320000
BAKKEN5-2021109942000
BAKKEN4-2021245617218808297210
BAKKEN3-2021315845317952511812408
BAKKEN2-20212388784540929721713276
BAKKEN1-2021311150105497829751138398
BAKKEN12-2020311265124011022457898261
BAKKEN11-20203012101637229938601515975
BAKKEN10-2020311396107261137132186342
BAKKEN9-2020301652163358633392055504
BAKKEN8-20203053644577671300
BAKKEN7-202031578542864173957445
BAKKEN6-2020253483465421597530148
BAKKEN5-20203110901261719178667548

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;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN10-20213128602884156634682052909
BAKKEN9-2021302653265514342472192280
BAKKEN8-2021312581257415952655154577
BAKKEN7-2021313237321816953638194597
BAKKEN6-20212835053524196051793304105
BAKKEN5-20212914591451763178010670

 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;

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,
DateOil RunsMCF Sold
10-202120630
9-202124090
8-202137380

"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.

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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:

Unemployment:

ESG is dead:

US: the three-day workweek

Coal: the transitional fuel

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

Oil:  

De-globalization:

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:

Politics

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

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,
DateOil RunsMCF Sold
10-2021112549306
9-2021106208827
8-2021152119520
7-202162653716
  • 38351, conf, Resonance Exploration, Resonance Wilmot 8-27H, South Westhope,
ateOil RunsMCF Sold
10-202120070
9-20218280
  • 37002, conf, CLR, LCU Reckitt Federal 5-22H1, Long Creek, no production data, 
  • 37261, conf, Whiting, Feehan 11-9H, Sanish,
DateOil RunsMCF Sold
10-20211401313683
9-20211370613667
8-2021138957763
7-202118640
  • 37130, conf, Hess, BL-Frisinger-156-95-2833H-4, Beaver Lodge,
DateOil RunsMCF Sold
10-20211562623903
9-20211380715243
8-2021107938569
7-2021354549761
  • 37235, conf,  Bruin, Wm Polar 157-101-24C-13-7B, Otter,
DateOil RunsMCF Sold
10-202152306595
9-202191086685
8-2021138708738
7-202175312275
  • 37001, conf, CLR, LCU Reckitt Federal 6-22H, Long Creek, no production data, 
  • 26824, conf, Bruin, WM Polar 157-101-25B-36-6B, Otter,
DateOil RunsMCF Sold
10-20212052511557
9-20212479612447
8-202193575889
7-20211553810191
  • 37900, conf, CLR, JDT Federal 24-10RH, Cedar Hills,
DateOil RunsMCF Sold
10-202120630
9-202124090
8-202137380
  • 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;