Sunday, January 16, 2022

Frack Data For A New Hess EN-Joyce Well In Manitou Oil Field -- January 16, 2022

The well:

  • 37978, conf-->drl/A, Hess, EN-Joyce-LE-156-94-1721H-5, Manitou, 33-061-04836, HUGE WELL, first production, 4/21; t--; cum 286K 8/21; fracked 4/1/21 - 4/8/21; 10,97 million gallons of water; 85.5% water by mass; note how fast that frack was -- seven days:
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN11-20216217022124332565456540
BAKKEN10-202111579158296318956895680
BAKKEN9-20213020353203461916132419324190
BAKKEN8-2021311931219396229702913328144989
BAKKEN7-20212729953299543068448117458122305
BAKKEN6-20213025835260313669143614352838331
BAKKEN5-202131633356303210594411666210221814444
BAKKEN4-2021253265259528883277656

The Hess EN-Joyce wells are tracked here.

An Old Oasis Well With Nice Jump In Production -- January 16, 2022

The Oasis Nikolai Federal wells are tracked here.

The well:

  • 35484, conf, Oasis, Nikolai Federal 5397 42-33 4B, Banks, 33-053-08742, first production, 5/21; t--; cum --: fracked 4/16/21 - 5/2/21; 10.3 miillion gallons of water; 90.76 percent water by mass;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN11-20213012417124041806971921700951171
BAKKEN10-2021281148211493155355146249950827
BAKKEN9-20213023797237872604591870893001491
BAKKEN8-20213131860318601971051461022221640
BAKKEN7-20213133288333152822497862907715765
BAKKEN6-20213029274293162597475552741201180
BAKKEN5-20212944754391426610548105480

A parent well in the area, with nice jump in production ten years after first being drilled:
  • 20266, 777, Oasis, Wold Federal 15-33H, Banks, t3/12; cum 177K 11/21; recent production:
oolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN11-202130504550957555167831644759
BAKKEN10-20212027452392508292688475620
BAKKEN9-20213055225201100001775016904522
BAKKEN8-202114126518061839163275518384
BAKKEN7-20211631543067766488278316287
BAKKEN6-2021305474513319015440629661140
BAKKEN5-202113120094258003185296699
BAKKEN4-2021004790000
BAKKEN3-202131933718730286025473
BAKKEN2-202125622495350246022073
BAKKEN1-202131738733440280324912
BAKKEN12-202031744942460284125256
BAKKEN11-202030786700520277524732
BAKKEN10-2020316567123102656227868
BAKKEN9-202030732481560290826044
BAKKEN8-2020318059406403057272730
BAKKEN7-20203182111706703117279611

The Enerplus Metamorphic Rock Pad Wells Are Now Being Reported -- January 16, 2022

The well on a 9-well pad:

  • 36229, conf-->loc/A, Enerplus, Slate 147-93-08D-05H-TF, Moccasin Creek, first production, 5/21; t--; cum 158K 11/21; 158K at $45 at the wellhead = $7.1 million.
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN11-2021282089321056254122607514898627
BAKKEN10-2021303219132175271573548622453966
BAKKEN9-2021282860228471297903297420147858
BAKKEN8-2021312070820708469962011314347621
BAKKEN7-2021282726227281811882399220152818
BAKKEN6-2021272435224112667161763513627731
BAKKEN5-202154089393719947329525830

This well is tracked at the Enerplus "Metamorphic Rock" pad

Halo Effect With A Jump In Production Of As Much As 55X -- January 16, 2022

This is what the Bakken is all about

Enough data has been presented on this page to consider it complete, but I may fill in details later, if I remember. 

From wells released from 4Q21 (link here):

Saturday, November 20, 2021: 30 for the month, 58 for the quarter, 284 for the year:

  • 38082, conf-->drl/drl, Ovintiv, Rolla 152-97-1-12-5HLW, Westberg, 33-053-09631, first production, 11/21; t--; cum 15K over first eight days; FracFocus, no frack data as of January 16, 2022; 15K over 8 days extrapolates to 55K over 30 days:
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN11-20218146451416848982723727120117

Now let's look at three older wells in the same immediate area:

  • 24454, 7,694 bbls over 19 days extrapolates to 12,000 bbls over 30 days; 12,000 / 1,200 = 10x jump in production:
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN11-202119769477421538313053128852
BAKKEN10-20211445155839231221990
BAKKEN9-20213011411124438611058400
BAKKEN8-20213110021145568806577860
BAKKEN7-20213116201554643770574260
BAKKEN6-2021301192973197690366330
BAKKEN5-202131119512422026403610420
BAKKEN4-20213012501160417660263320
  •  24453, 5,243 bbls over 19 days extrapolates to 8,300 bbls over 30 days; 8,300 / 750 = 11x jump in production:
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN11-202119524353017983918790210
BAKKEN10-20214460582550
BAKKEN9-202130596567227206917990
BAKKEN8-202131665784370242121420
BAKKEN7-202131888864348269024092
BAKKEN6-202130580614197185615860
BAKKEN5-202131594639433206417850
BAKKEN4-202130752583417224819780
  • 24452, 13,410 bbls over 17 days extrapolates to 55,000 bbls over 30 days; 55,000 / 1,000 = 55x jump in production; FracFocus has data for frack in 2013, but no data for a more recent frack:
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN11-2021171341013135117742366423219308
BAKKEN10-20211062282258547750
BAKKEN9-20213010731156409317529050
BAKKEN8-202131710897400276524860
BAKKEN7-20213116971498664334730680
BAKKEN6-20212229104103291340
BAKKEN5-202124353584270191017080
BAKKEN4-2021301039889153312728570

Reality Sucks -- January 16, 2022

Oh, oh! Electricity is trending toward $300 / MW in NE ISO, the highest I've seen, I think, ever, and demand in the region is not running all that high. Link here. It almost appears natural gas, "got behind" and now  operators are scrambling to find natural gas, oil, and Canadian hydroelectricity to meet the demand. The big problem: no wind, or at least not the wind that wind farms can use.If there's a big storm, the windmills could be shut down to protect them. Renewable energy is providing only 6% of fuel mix, and of that 6%, wind it providing 25%. 0.06 x 0.25 = 1.5% of the entire fuel mix.

 *****************************

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The Optics Don't Match The Rhetoric

Mainstream news says hospitals are unable to cope with the surge of Covid cases. Apparently cases are surging, and the White House press secretary says the nation won't meet 85% - 90% vaccinated which was the White House goal.

And then I'm watching the Tampa Bay Buccaneers playing a playoff game in their home stadium in Tampa. If Florida is not the most under-vaccinated state, everyone is doing what they can to push that narrative, and yet, here we are, the stadium is packed and no one -- not the refs, not those on the the sidelines, not the reporter, not the fans -- no one is wearing a mask. 

Oh, here we go. The post-game interview with Tom Brady and the interviewer and the interviewee, both unmasked, are standing six feet apart, or so it appears. Could be five feet.

Wow, This Is Exciting! More Maps May Be Posted Today And Tomorrow! Thank You NDIC -- Janjuary 16, 2022

First map of North Dakota after things are apparently getting back to normal.

First map of CLR's Long Creek unit after things are apparently getting back to normal.

Tease: later I'll post a social media observation which suggests that folks who should know better still do not understand "oil." Stay tuned. Wow, I'm invigorated with things getting back to normal in Bismarck!

Halleluja! January 16, 2022

 From a reader:

DMR NDIC rolled out changes and NorthSTAR is populating all the Townships/Ranges & we have NEW WELLS!!!

Check it out: they told me at noon the changes were going in all weekend & many, many things are BACK!!!!

I’m ecstatic!!!  

I got so much e-mail on Saturday, I actually missed this note. Sorry!

This is clearly the most important piece of e-mail I got except for the alert from Chase notifying me of unusual activity on my credit card. LOL. It was spam. 

I can hardly wait to see Tuesday's NDIC website. Wow.

If It Weren't For Harold Hamm And Continental Resources, Would We Even Be Talking About The Bakken Any More? January 16,

CLR: Of the twenty-four oil and gas wells in North Dakota coming off the confidential list this next week, no less than fourteen are operated by Continental Resources. Slawson has three; Hunt Oil, two. Others with one: Bruin, Hess, Koda Resources, Resonance Exploration, and Whiting. 

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Airport Talk

Hubs:

  • UPS:
    • UPS Worldport: Louisville Jefferson County, SDF, Standiford Field, renamed Louisville Muhammad Ali International Airport
    • second busiest cargo airport in the US
  • FedEx:
    • FedEx's SuperHub: Memphis International Airport
    • busiest cargo airport in the US
    • main facility: size of 80 football fields
    • world ranking by size: Shanghai Pudon, Memphis, Hong Kong, Louisville;
  • Amazon Air (formerly known as Amazon Prime)
    • Amazon Prime is now Amazon's autonomous drone delivery service
    • Cincinnati / Northern Kentucky International Airport
    • new regional hub at Fort Worth Alliance Airport, northwest of Fort Worth, Texas
    • Amazon hols warrants to acquire a minority stake in Atlas Air Worldwide Holdings, parent company of Atlas Air
      • with a total combined fleet of 55 Boeing 747 aircraft, Atlas is the world's largest operator of this fleet type.

Fort Worth Alliance Airport, Amazon Air regional hub:

  • founded by aviatrix and US Navy nurse, Edna Gardner Whyte, 1970; born 1902 in Mankato, MN;
  • lost her pilot's license in 1988 (86 years old) following an in-flight heart attack in a Cessna 150 she was piloting
  • died age 89;

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Word of the Day

Ineffably, the word of the day is "effing. "

Close second: sardoodledom.

Duolingo for those learning English as a second language:

  • inflammable and flammable are synonyms
  • inflammable came into English in the early 1600s (coined by Shakespeare?); Latin etymology;
  • flammable, coined in 1813; also of Latin heritage
  • the use of flammable and nonflammable has increased in print over the last few decades, while us of inflammable has decreased

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Current Winter Storm: Izzy is a Doozy

Couldn't resist

New England

The interior Northeast up through New England is expected to get hit with 6 to 18 inches of snow. Coastal areas of the Northeast, including Washington, D.C., Philadelphia, New York City and Boston, could see up to 3 inches of snow, though that will likely get washed away as the snow changes to rain by early Monday.

Wind chills Sunday morning will be in the single digits from Philadelphia to New York City to Boston and dip below zero in northern New England.

Texas

Strong, gusty winds are also a concern across a large swath of the South, with wind alerts in effect from Texas to the Carolinas, with the concern for isolated power outages and wind damage. 

Dakotas

A winter storm watch also is in effect from Arkansas to Pennsylvania for a much-anticipated winter storm that's already dumped more than a foot of snow across North Dakota and Iowa.

 

Initial Production Data For Wells Coming Off Confidential List This Next Week -- January 16, 2022

The wells:

  • 37861, conf, CLR, Clear Creek Federal 11-35H, Westberg, no production data, 
  • 37863, conf, CLR, Clear Creek Federal 13-35H, Westberg, no production data, 
  • 38349, conf, Hunt, Blue Ridge 159-100-6-7H 5, Green Lake,
DateOil RunsMCF Sold
11-202188753531
10-202121250
  • 37864, conf, CLR, Clear Creek Federal 14-35SL2, Westberg, no production data, 
  • 37336, conf, Whiting, Miller 44-10TFHU, Sanish,
DateOil RunsMCF Sold
11-2021962011076
10-2021101869248
9-20211064210071
8-202127762946
7-20215860
  • 38353, conf, CLR, Bice FIU 11-32HSL1, Chimney Butte, no production data, 
  • 38352, conf, CLR, Bice FIU 10-32H, Chimney Butte, no production data, 
  • 38355, conf, CLR, Dolezal FIU 10-5H1, Chimney Butte, no production data, 
  • 38350, conf, Hunt, Blue Ridge 159-100-6-7H 4, Green Lake,
DateOil RunsMCF Sold
11-20214255655
10-20214520
  • 38265, conf, CLR, Pletan 11-18H1, Jim Creek, minimal production, 
  • 38356, conf, CLR, Dolezal FIU 9-5H, Chimney Butte, no production data, 
  • 38264, conf, CLR, Pletan 10-18H, Jim Creek, minimal production, 
  • 38077, conf, Slawson, Vagabond Federal 1 SLH Big Bend, no production data, 
  • 38357, conf, CLR, Dolezal FIU 8-5H1, Chimney Butte, no production data, 
  • 38338, conf, Resonance Exploration, Resonance Fylling 12-36H, West Roth, no production data, 
  • 38263, conf, CLR, Pletan 9-18H1, Jim Creek, no production data, 
  • 38076, conf, Slawson, Muskrat Federal 7-28-33TFH, Big Bend, no production data, 
  • 38075, conf, Slawson, Muskrat Federal 6-28-33TFH, Big Bend, no production data, 
  • 38358, conf, CLR, Dolezal FIU 7-5H, Chimney Butte, no production data, 
  • 38320, conf, CLR, Dvirnak 11-7H, Jim Creek, no production data, 
  • 37447, conf, Koda Resources, Porter 2635-1BH, Bar Butte,
DateOil RunsMCF Sold
11-2021142737031
10-202112983774
9-2021116020
8-20213880
  • 38396, conf, CLR, Dvirnak 10-7HSL1, Corral Creek, minimal production, 
  • 37233, conf, Bruin, Wm Polar 157-101-24D-13-3B, Otter,
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN11-20211782138252322146722662894
BAKKEN10-2021281183411971482251032292481026
BAKKEN9-202129893388334591485968023548
BAKKEN8-2021251209812155570571070873483360
BAKKEN7-20211617556172679150320363160734290
  • 37132, conf, Hess, BL-Frisinger-LE-156-95-2804H-1, Beaver Lodge,
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN11-20213022532224822143440240402400
BAKKEN10-20213118699186961553430058300562
BAKKEN9-202127307693054532466445674454918
BAKKEN8-202127221019801073939134
BAKKEN7-20211822652225132843727629722820401

Wells Coming Off The Confidential List This Next Week -- January 16, 2022

Monday, January 24, 2022: 39 for the month, 39 for the quarter, 39 for the year
37861, conf, CLR, Clear Creek Federal 11-35H,

Sunday, January 23, 2022: 38 for the month, 38 for the quarter, 38 for the year
37863, conf, CLR, Clear Creek Federal 13-35H,

Saturday, January 22, 2022: 37 for the month, 37 for the quarter, 37 for the year
38349, conf, Hunt, Blue Ridge 159-100-6-7H 5,
37864, conf, CLR, Clear Creek Federal 14-35SL2,

Friday, January 21, 2022: 35 for the month, 35 for the quarter, 35 for the year
37336, conf, Whiting, Miller 44-10TFHU,

Thursday, January 20, 2022: 34 for the month, 34 for the quarter, 34 for the year
38353, conf, CLR, Bice FIU 11-32HSL1,
38352, conf, CLR, Bice FIU 10-32H,

Wednesday, January 19, 2022: 32 for the month, 32 for the quarter, 32 for the year
38355, conf, CLR, Dolezal FIU 10-5H1,
38350, conf, Hunt, Blue Ridge 159-100-6-7H 4,
38265, conf, CLR, Pletan 11-18H1,

Tuesday, January 18, 2022: 29 for the month, 29 for the quarter, 29 for the year
38356, conf, CLR, Dolezal FIU 9-5H,
38264, conf, CLR, Pletan 10-18H,
38077, conf, Slawson, Vagabond Federal 1 SLH,

Monday, January 17, 2022: 26 for the month, 26 for the quarter, 26 for the year
38357, conf, CLR, Dolezal FIU 8-5H1,
38338, conf, Resonance Exploration, Resonance Fylling 12-36H,
38263, conf, CLR, Pletan 9-18H1,
38076, conf, Slawson, Muskrat Federal 7-28-33TFH,
38075, conf, Slawson, Muskrat Federal 6-28-33TFH,

Sunday, January 16, 2022: 21 for the month, 21 for the quarter, 21 for the year
38358, conf, CLR, Dolezal FIU 7-5H,
38320, conf, CLR, Dvirnak 11-7H,
37447, conf, Koda Resources, Porter 2635-1BH,

Saturday, January 15, 2022: 18 for the month, 18 for the quarter, 18 for the year
None.

Friday, January 14, 2022: 18 for the month, 18 for the quarter, 18 for the year
38396, conf, CLR, Dvirnak 10-7HSL1,
37233, conf, Bruin, Wm Polar 157-101-24D-13-3B,
37132, conf, Hess, BL-Frisinger-LE-156-95-2804H-1,

The NE ISO Saga Continues; Today Wind Is Huge Issue -- January 16, 2022

Wind is now providing 0.6% of electricity demand. 0.6%. That's less than one percent. 

Finally, this story is all over twitter. I guess folks are starting to read the blog. LOL.  

And, here:

Criminal on two levels:

  • burning oil for electricity: that's something only Saudi Arabia and third world countries do; and,
  • in the process, sky-high prices for their residents -- especially the poor.

Of course, this will all be "made up" when we get back to nice weather. 

Link here.

Most surprising, wind:

  • yesterday, of the renewable sources, wind account for 59% of supply;
  • today, of the renewable source, wind is accounting for only 7% of supply.
  • have operators stopped turning turbines due to severe weather storm?


From a reader:

You are correct in noting the (lack of) wind contributing to $275/$280 per Mwh spot pricing early this morning. 
Specifically, the wind produced almost 1,000 Mw last night at 7 PM (local time). 
At noon, output was 71 Megawatts ... a drop of over 900 Megawatts. This is nearly the output of one nuclear plant. This large wind drop off is not at all an unusual event.

The fact that the temperature was below 10 degrees meant very little natural gas was available for electricity generation. 
(Natural gas: the offshore FSRU continues to regasify Trinidadian LNG and inject it into the pipeline system.)

Burning expensive fuel oil (over 3,600 Mw at one point) is the result.

So Many Story Lines Here -- January 16, 2022

Link here.