Sunday, April 24, 2022

This Could Be A Biggie — I’ve Been Following The Story All Night — April 24, 2022

Link here: https://twitter.com/Rory_Johnston/status/1518423208852176902.

Be sure to read the entire thread at the link below to understand what this means.

Link here: https://mdwbackstory.blogspot.com/2022/04/ukranians-hit-russian-oil-depot-april.html.

The Druzhba Pipeline carries "all" Russian oil to western Europe. 

Focus On Fracking -- April 24, 2022

Link here.

The lede:

  • US oil supplies at a 14-year low after record jump in oil exports;
  • oil+products exports at a record high;
  • oil+products inventories at an 8-year low;
  • natural gas hits $8; a 13.5 year high, before retreeating
  • SPR at a new 20-year-low;
  • distillates at a 14-year low;
  • DUCs fall to a record low; DUC backlog at less than five months.

Two Liberty Resources' McGinnity E Wells Coming Off Confidential List This Next Week -- April 24, 2022

The Liberty Resources McGinnity E wells in far northwest corner of North Dakota. Two of the wells are coming off confidential list this week:

  • 35561, conf, Liberty Resources, McGinnity E 159-95-31-30-2MBH, Northwest McGregor,
DateOil RunsMCF Sold
2-20221405028073
1-20222264334025
12-20212598931834
11-20213258038382
10-202116961090\
  • 37477, conf, Liberty Resources, McGinnity E 159-95-31-30-1MBH, Northwest McGregor, 
DateOil RunsMCF Sold
2-20221461126341
1-20222501435549
12-20212766335504
11-20212806533329
10-202106

The graphic:

The Enerplus Winter Fur Pad Wells Are Incredible -- April 24, 2022

The Enerplus winter fur pad wells are tracked here. These wells have been coming off the confidential list the past couple of weeks. Several more come off the confidential list this next week:

The wells:

  • 37723, conf, Enerplus, Lynx 151-94-33C-28H, Antelope-Sanish,
DateOil RunsMCF Sold
2-20222388643699
1-20222238336600
12-20214861570639
11-20216715191095
  • 37725, conf, Enerplus, Marten 151-94-33C-28H, Antelope-Sanish,
DateOil RunsMCF Sold
2-20222308142277
1-20223629059362
12-20214661967770
11-20215897280182
  • 37727, conf, Enerplus, Otter 151-94-33D-28H, Antelope,
DateOil RunsMCF Sold
2-20222696049428
1-20223363455019
12-202162109029
11-202152717170
  • 37726, conf, Enerplus, Otter 151-94-33D-28H, Antelope-Sanish,
DateOil RunsMCF Sold
2-20223389162121
1-20224645675992
12-20214315662745
11-20212581035092

Random Examples Of Halo Effect -- April 24, 2022

The graphic, Oasis is completing its Fraser Federal pad:

Of interest are two older wells:

  • 21388, 267, Oasis, Fraser Federal 5300 24-34H, Willow Creek, t3/12; cum 330K 2/22; full production; jump in production, 12/21:
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN2-202228318832523238538431412093
BAKKEN1-202231298332593471559422433215
BAKKEN12-202125318722442044437216912578
BAKKEN11-20210000000
BAKKEN10-202131007000
BAKKEN9-20210000000
BAKKEN8-2021274945510923659242
BAKKEN7-20213144164058813741128216
BAKKEN6-2021307236094731049647102
  • 20872, 3,694, Oasis, Borden Federal 5300 24-34H, Willow Creek, t9/11; cum 389K 2/22; jump in production, 12/21; full production here; recent production
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN2-202228439744254504502848030
BAKKEN1-2022313593415846571024933856684
BAKKEN12-202130495835923345989432746451
BAKKEN11-20210000000
BAKKEN10-20210000000
BAKKEN9-20210000000
BAKKEN8-202125744929018758211024
BAKKEN7-202131980911460236010251294
BAKKEN6-20213093594739923351188847
BAKKEN5-20213168990847024591313836

The Covid Buzz This Past Week -- Best Mask While Cycling Outdoors -- April 24, 2022

Meanwhile.  

The One-Two-Three Punch -- Russia -- April 24, 2022

Sanctions, link here:

  • Russian oil exports discombobulated;
    • short-term: Russian oil export routes in flux
    • medium-term: banking system to facilitate trades in oil in disarray
    • long-term: Russia oil sector needs western technology more than western technology needs Russia


Folks who question the validity of this chart simply have no clue.

Question: with western technology now avoiding Russia, does that improved the supply chain for the rest of the world?

Incredible Wells! Initial Production For Wells Coming Off Confidential List This Next Week -- April 24, 2022

The wells:

  • 37727, conf, Enerplus, Otter 151-94-33D-28H, Antelope,
DateOil RunsMCF Sold
2-20222696049428
1-20223363455019
12-202162109029
11-202152717170
  • 37599, conf, Whiting, Littlefield 41-2HU, Sanish,
DateOil RunsMCF Sold
2-2022168500
1-20223528025003
12-20213416824609
11-20211872312149
  • 30261, conf, Hess, EN-Madisyn-LE-154-94-0705H-3, Alkali Creek, no production data,
  • 38135, conf, CLR, Flint Chips Federal 9-5H1, Cedar Coulee, no production data,
  • 37915, conf, Oasis, Fraser Federal 5300 11-35 4BR, Willow Creek,
DateOil RunsMCF Sold
2-20221834417960
1-20222825810580
12-20212369013882
  • 37477, conf, Liberty Resources, McGinnity E 159-95-31-30-1MBH, Northwest McGregor,
DateOil RunsMCF Sold
2-20221461126341
1-20222501435549
12-20212766335504
11-20212806533329
10-202106
  • 36104, conf, CLR, Gordon Federal 4-5H1, Haystack Butte,
DateOil RunsMCF Sold
2-20221817032019
1-20222795245350
12-20213017745452
11-20213792554000
  • 30262, conf, Hess, EN-Madisyn-LE-154-94-0705H-4, Alkali Creek, no production data, 
  • 38136, conf, CLR, Flint Chips Federal 9-5H1, Cedar Coulee, no production data, 
  • 37914, conf, Oasis, Fraser Federal 5300 11-35 3BR, Willow Creek,
DateOil RunsMCF Sold
2-20221619415198
1-20222891611217
12-20212851615566
11-20216015829646
10-20212910724
  • 37726, conf, Enerplus, Otter 151-94-33D-28H, Antelope-Sanish,
DateOil RunsMCF Sold
2-20223389162121
1-20224645675992
12-20214315662745
11-20212581035092
  • 36523, conf, Hess, BB-State A-151-95-1615H-4, Blue Buttes,
DateOil RunsMCF Sold
2-20221132518898
1-20222537940045
12-20212936247240
11-20214141366157
10-202124813744
  • 38137, conf, CLR, Flint Chips Federal 10-5H, Cedar Coulee, no production data, 
  • 37855, conf, Whiting, Lacey 43-2-2XH, Sanish,
DateOil RunsMCF Sold
2-20222514721583
1-20223043021511
12-20212847617133
  • 37703, conf, Whiting, Lacey 43-2XH, Sanish,
DateOil RunsMCF Sold
2-20222134015237
1-20222343113050
12-2021172239990
  • 37495, conf, True Oil, Northern State 31-36, North Branch, no production data, 
  • 36522, conf, Hess, BB-State A-151-95-1615H-5, Blue Buttes,
DateOil RunsMCF Sold
2-20223031654681
1-20222722644196
12-20213638759815
11-20214149966551
10-202162249917
  • 36107, conf, CLR, Gordon Federal 1-5H, Haystack Butte,
DateOil RunsMCF Sold
2-20222122737219
1-20223187949596
12-20213153945127
11-20212703335235
10-20213780
  • 38138, conf, CLR, Dennis FIU 10-8H, Cedar Coulee, no production, 
  • 37725, conf, Enerplus, Marten 151-94-33C-28H, Antelope-Sanish,
DateOil RunsMCF Sold
2-20222308142277
1-20223629059362
12-20214661967770
11-20215897280182
  • 38139, conf, CLR, Dennis FIU 11-8H1, Cedar Coulee, no production data, 
  • 37723, conf, Enerplus, Lynx 151-94-33C-28H, Antelope-Sanish,
DateOil RunsMCF Sold
2-20222388643699
1-20222238336600
12-20214861570639
11-20216715191095
  • 35561, conf, Liberty Resources, McGinnity E 159-95-31-30-2MBH, Northwest McGregor,
DateOil RunsMCF Sold
2-20221405028073
1-20222264334025
12-20212598931834
11-20213258038382
10-202116961090
  • 38140, conf, CLR, Dennis FIU 12-8H, Cedar Coulee, no production data, 
  • 34135, conf, Oasis, Fraser Federal 5300 32-35 6BX, Camp,
DateOil RunsMCF Sold
2-20221571732432
1-20222547863842
12-20214410155647
11-202115157578
10-2021393811940
  • 37916, conf, Oasis, Fraser Federal 5300 32-35 5BR, Willow Creek,
DateOil RunsMCF Sold
2-20221930211986
1-20222713610657
12-20212556912423
11-20215544227506
10-2021117551845
  • 38500, conf, CLR, Whitman FIU 6-34H2, Oakdale, no production, data, 
  • 37663, conf, Whiting, Lacey 12-1-3H, Sanish,
DateOil RunsMCF Sold
2-20221402117337
1-20222213321812
12-20212574021040
11-20212594017083
  • 36521, conf, Hess, BB-State A-151-95-1615H-1, Blue Buttes,
DateOil RunsMCF Sold
2-20222434539827
1-20222023616798
12-20213026346716
11-20213007044979
10-20211612411164

Wells Coming Off Confidential List This Next Week -- April 24, 2022

Monday, May 2, 2022: 73 for the month, 73 for the quarter, 233 for one year
37727, conf, Enerplus, Otter 151-94-33D-28H,
37599, conf, Whiting, Littlefield 41-2HU,
30261, conf, Hess, EN-Madisyn-LE-154-94-0705H-3,

Sunday, May 1, 2022: 70 for the month, 70 for the quarter, 230 for one year
38135, conf, CLR, Flint Chips Federal 9-5H1,
37915, conf, Oasis, Fraser Federal 5300 11-35 4BR,
37477, conf, Liberty Resources, McGinnity E 159-95-31-30-1MBH,
36104, conf, CLR, Gordon Federal 4-5H1,
30262, conf, Hess, EN-Madisyn-LE-154-94-0705H-4,

Saturday, April 30, 2022
: 65 for the month, 65 for the quarter, 225 for one year
38136, conf, CLR, Flint Chips Federal 9-5H1,
37914, conf, Oasis, Fraser Federal 5300 11-35 3BR,
37726, conf, Enerplus, Otter 151-94-33D-28H,
36523, conf, Hess, BB-State A-151-95-1615H-4,

Friday, April 29, 2022: 61 for the month, 61 for the quarter, 220 for one year
38137, conf, CLR, Flint Chips Federal 10-5H,
37855, conf, Whiting, Lacey 43-2-2XH,
37703, conf, Whiting, Lacey 43-2XH,
37495, conf, True Oil, Northern State 31-36,
36522, conf, Hess, BB-State A-151-95-1615H-5,
36107, conf, CLR, Gordon Federal 1-5H,

Thursday, April 28, 2022: 55 for the month, 55 for the quarter, 214 for one year
38138, conf, CLR, Dennis FIU 10-8H,
37725, conf, Enerplus, Marten 151-94-33C-28H,

Wednesday, April April 27, 2022: 53 for the month, 53 for the quarter, 212 for one year
38139, conf, CLR, Dennis FIU 11-8H1,
37723, conf, Enerplus, Lynx 151-94-33C-28H,
35561, conf, Liberty Resources, McGinnit E 159-95-31-30-2MBH,

Tuesday, April 26, 2022: 50 for the month, 50 for the quarter, 209 for one year
38140, conf, CLR, Dennis FIU 12-8H,
34135, conf, Oasis, Fraser Federal 5300 32-35 6BX,

Monday, April 25, 2022: 48 for the month, 48 for the quarter, 207 for one year
None.

Sunday, April 24, 2022: 48 for the month, 48 for the quarter, 207 for one year
37916, conf, Oasis, Fraser Federal 5300 32-35 5BR,

Saturday, April 23, 2022: 47 for the month, 47 for the quarter, 206 for one year
38500, conf, CLR, Whitman FIU 6-34H2,
37663, conf, Whiting, Lacey 12-1-3H,
36521, conf, Hess, BB-State A-151-95-1615H-1,