Monday, July 11, 2022

Reminder: Weekly Williston Herald "Energy Chaser" -- July 11, 2022

Reminder: weekly Williston Herald "Energy Chaser."

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HIRAMS -- July 11, 2022

For those not following the HIRAMS story -- this is huge. I've purposely not posted some of the most hyperbolic statements -- but they are no longer hyperbolic. Peter Zeihan -- again -- had the lead on this several days ago.

Link here. 

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Nominee For 2022 Geico Rock Award -- July 11, 2022

Link here.


Supporting narrative:

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BLM Sale -- July 11, 2022

See this post.



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BLM Sale -- Sinclair And Oasis Wells Of Interest -- July 11, 2022

See this post.


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BLM Sale -- CLR Wells Of Interest -- July 11, 2022

See this post.

Search for Section = "6" Township = "153" Range = "93" 

File NoCTB NoAPI NoWell TypeWell StatusStatus DateDTDLocationOperatorWell NameField
26548
3306102731OGPNC3/7/2014 SENE 6-153-93CONTINENTAL RESOURCES, INC.LINBECK 1-6HALKALI CREEK
26549
3306102732OGPNC3/7/2014 SENE 6-153-93CONTINENTAL RESOURCES, INC.LINBECK 2-6H1ALKALI CREEK
26550
3306102733OGPNC3/7/2014 SENE 6-153-93CONTINENTAL RESOURCES, INC.LINBECK 3-6HALKALI CREEK
26551
3306102734OGPNC3/7/2014 SENE 6-153-93CONTINENTAL RESOURCES, INC.LINBECK 4-6H1ALKALI CREEK
26552
3306102735OGPNC3/7/2014 SENE 6-153-93CONTINENTAL RESOURCES, INC.LINBECK 5-6HALKALI CREEK
26553
3306102736OGPNC3/7/2014 SENE 6-153-93CONTINENTAL RESOURCES, INC.LINBECK 6-6H1ALKALI CREEK
26554
3306102737OGPNC3/7/2014 SENE 6-153-93CONTINENTAL RESOURCES, INC.LINBECK 7-6HALKALI CREEK
26555
3306102738OGPNC3/7/2014 SENE 6-153-93CONTINENTAL RESOURCES, INC.LINBECK 8-6H1ALKALI CREEK
26556
3306102739OGPNC3/7/2014 SENE 6-153-93CONTINENTAL RESOURCES, INC.LINBECK 9-6HALKALI CREEK
26557
3306102740OGPNC3/7/2014 SENE 6-153-93CONTINENTAL RESOURCES, INC.LINBECK 10-6H1ALKALI CREEK
26558
3306102741OGPNC3/7/2014 SENE 6-153-93CONTINENTAL RESOURCES, INC.LINBECK FEDERAL 11-6HALKALI CREEK
26559
3306102742OGPNC3/7/2014 SENE 6-153-93CONTINENTAL RESOURCES, INC.LINBECK FEDERAL 12-6H1ALKALI CREEK
26560
3306102743OGPNC3/7/2014 SENE 6-153-93CONTINENTAL RESOURCES, INC.LINBECK FEDERAL 13-6HALKALI CREEK
26561
3306102744OGPNC3/7/2014 SENE 6-153-93CONTINENTAL RESOURCES, INC.LINBECK 14-6H1ALKALI CREEK
278262278263306102994OGA12/4/201419102SENE 6-153-93CONTINENTAL RESOURCES, INC.JERSEY 23-6H1ALKALI CREEK
278272278263306102995OGA12/6/201419267SENE 6-153-93CONTINENTAL RESOURCES, INC.JERSEY 24-6H3ALKALI CREEK
278282278263306102996OGA12/9/201419032SENE 6-153-93CONTINENTAL RESOURCES, INC.JERSEY 25-6HALKALI CREEK
278292278263306102997OGA12/15/201419134SENE 6-153-93CONTINENTAL RESOURCES, INC.JERSEY 26-6H2ALKALI CREEK
278302278263306102998OGA12/23/201419050SENE 6-153-93CONTINENTAL RESOURCES, INC.JERSEY 27-6H1ALKALI CREEK
278312278263306102999OGA12/26/201418779SENE 6-153-93CONTINENTAL RESOURCES, INC.JERSEY 28-6H3ALKALI CREEK
27832
3306103000OGDRY4/4/20141995SENE 6-153-93CONTINENTAL RESOURCES, INC.JERSEY 29-6HALKALI CREEK
278782278263306103012 Confidential  SENE 6-153-93CONTINENTAL RESOURCES, INC.Jersey FIU 16-6H1ALKALI CREEK
278792278263306103013 Confidential  SENE 6-153-93CONTINENTAL RESOURCES, INC.Jersey FIU 17-6HALKALI CREEK
278802278263306103014 Confidential  SENE 6-153-93CONTINENTAL RESOURCES, INC.Jersey Federal 18-6HALKALI CREEK
278812278263306103015OGA5/17/201821593SENE 6-153-93CONTINENTAL RESOURCES, INC.JERSEY 19-6H1ALKALI CREEK
27882
3306103016 Confidential  SENE 6-153-93CONTINENTAL RESOURCES, INC.Jersey Federal 20-6H2ALKALI CREEK
278832278263306103017 Confidential  SENE 6-153-93CONTINENTAL RESOURCES, INC.JERSEY FEDERAL 21-6HALKALI CREEK
278842278263306103018OGPNC8/22/2019 SENE 6-153-93CONTINENTAL RESOURCES, INC.JERSEY FEDERAL 22-6H2ALKALI CREEK
278922278263306103020 Confidential  SENE 6-153-93CONTINENTAL RESOURCES, INC.Jersey FIU 9-6HALKALI CREEK
278932278263306103021 Confidential  SENE 6-153-93CONTINENTAL RESOURCES, INC.Jersey FIU 10-6H2ALKALI CREEK
278942278263306103022 Confidential  SENE 6-153-93CONTINENTAL RESOURCES, INC.Jersey FIU 11-6HALKALI CREEK
278952278263306103023 Confidential  SENE 6-153-93CONTINENTAL RESOURCES, INC.Jersey FIU 12-6H1ALKALI CREEK
278962278263306103024 Confidential  SENE 6-153-93CONTINENTAL RESOURCES, INC.Jersey FIU 13-6HALKALI CREEK
278972278263306103025 Confidential  SENE 6-153-93CONTINENTAL RESOURCES, INC.Jersey FIU 14-6H2ALKALI CREEK
278982278263306103026 Confidential  SENE 6-153-93CONTINENTAL RESOURCES, INC.Jersey FIU 15-6HALKALI CREEK
279952279953306103032OGA10/15/201719568LOT1 6-153-93CONTINENTAL RESOURCES, INC.JERSEY 3-6H1ALKALI CREEK
279962279953306103033OGA10/15/201719486LOT2 6-153-93CONTINENTAL RESOURCES, INC.JERSEY 2-6H2ALKALI CREEK
279972279953306103034OGA10/15/201719157LOT2 6-153-93CONTINENTAL RESOURCES, INC.JERSEY 1-6HALKALI CREEK
279982279953306103035OGA1/15/201820922LOT1 6-153-93CONTINENTAL RESOURCES, INC.JERSEY 8-6H1ALKALI CREEK
279992279953306103036OGA12/15/201720555LOT1 6-153-93CONTINENTAL RESOURCES, INC.JERSEY 7-6HALKALI CREEK
280002279953306103037OGA11/15/201720451LOT1 6-153-93CONTINENTAL RESOURCES, INC.JERSEY 6-6H1ALKALI CREEK
280012279953306103038OGA11/15/201720049LOT1 6-153-93CONTINENTAL RESOURCES, INC.JERSEY 5-6HALKALI CREEK
280022279953306103039OGA10/15/201720311LOT1 6-153-93CONTINENTAL RESOURCES, INC.JERSEY 4-6H2ALKALI CREEK
283332278263306103106OGA12/30/201418776SENE 6-153-93CONTINENTAL RESOURCES, INC.JERSEY 29-6XHALKALI CREEK
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70-Acre Parcel In Mountrail County "Goes For" $35,000 Per Acre -- July 11, 2022

See these posts for maps:

Chord Energy (Whiting + Oasis) is tracked here.

Headline, July 6, 2022: Whiting tops the bidders in Montana / Dakotas oil and gas lease sale. Link here.

Note: these are not the quarterly North Dakota state lease sales. These are federal BLM sales.

From the linked article:

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European Leaders Telling Their Citizens To Prepare For War Now -- July 11, 2022

WW-iii is tracked here.

Another reference to "war" here. Europe telling their citizens to prepare war:

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No New Permits; No Canceled Permits; Fourteen Permits Renewed -- July 11, 2022

 WTI: $102.90

Natural gas: $6.525.

Active rigs: NDIC shows a jump to 47 rigs, but one is a SWD well, and at least one rig that is probably not an oil-and-gas rig, making it 45 active oil-and-gas rigs.

NDIC GIS: not up.

No new permits.

Fourteen permits renewed:

  • CLR (7): four Lancaster permits in McKenzie County; two Thronson permits in Mountrail County, and one Sorenson permit in Mountrail County;
  • Sinclair (4): four Saetz Federal permits inn McKenzie County;
  • Petro-Hunt (2): two Arsenal Federal permits in McKenzie County;
  • BR: one Sanmuri permit in McKenzie County
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ERCOT -- Fourth Of Four Days -- It Lokos Like The Grid Will Hold -- July 11, 2022

ERCOT: link here.

Wind was a disaster. Providing eight percent of nameplate capacity. LOL. 

By the way, if the grid holds it is because folks voluntarily cut back on energy use to save energy and save the grid. Most remarkably, and probably the biggest reason the grid held: the cryptominers agreed to shut down mining to save the state's electricity grid. 

Link here.

It's amazing that some folks that actually follow "energy" still don't get it. See Frank Mackey:



LOL. Come on Frank, this is not rocket science.
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WW-iii

Added as a "2022 Theme" this date.

Updates

July 15, 2022: Poland in position to send "all" its tanks to Ukraine.

Original Post 

I first brought this up a few day ago at this post.

I don't have time (nor the interest for that matter) to talk about this now, but I'm going to post a few links to which I can come back if the spirit moves me, but for those paying attention, they should be able to connect the dots. 

Russia: ready to mobilize. 

Europe: leaders telling their citizens to prepare for war.

US-Ukraine aid: 15th military package; total aid for Putin's War now stands at $7 billion -- CNBC, July 8, 2022.

HIRAMS: wikipedia.

US-Ukraine: four ways to understand the $54 billion in US spending on Ukraine, NYTimes, May 20, 2022.

US-Afghanistan, Iraq war: trillions. USA Today, September 1, 2021.

Star Wars: wikipedia.

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Chord Energy -- July 11, 2022

Chord Energy (Whiting + Oasis) is tracked here. First corporate presentation.

Headline, July 6, 2022: Whiting tops the bidders in Montana / Dakotas oil and gas lease sale. Link here.

Note: these are not the quarterly North Dakota state lease sales. These are federal BLM sales.

From the linked article:

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Carbon Capture Pipelines -- July 11, 2022

Carbon capture pipelines: just a collection of links now. I might come back to these, but I doubt it:

  • Silvia Secchi: tenured professor who no longer has to worry about her income (needs to be fact-checked).
  • Bruce Rastetter: link here.

Added as a "2022 Theme" this date.

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Four Wells Coming Off Confidential List; WTI Slides -- Monday, July 11, 2022

 My heart is not into this today, but I will do it for the archives.

Far Side: link here.

WTI: $102.90. In a trading range. The better Bakken operators show free cash flow with WTI at $40, and sometimes even lower. Generally (?), Harold Hamm, unhedged, is getting more for a bbl of Bakken oil than the WTI scroller shows. Don't quote me on that; it's very, very dynamic.

NDIC: of course, the GIS map server is still not working. It's been more than a year. There is no longer any "get-well" date.

Active rigs: 43 or thereabouts.

Tuesday, July 12, 2022: 13 for the month, 13 for the quarter, 352 for the year

  • None. 

Monday, July 11, 2022: 13 for the month, 13 for the quarter, 352 for the year

  • 38696, conf, Lime Rock Resources, Harstad 9-1TFH-155-91, 

Sunday, July 10, 2022: 12 for the month, 12 for the quarter, 351 for the year

  • 38695, conf, Lime Rock Resources, Behr 16-21 2H-LL-155-91,
  • 38176, conf, Hess, AN-Norby-LE-152-94-0409H-1, 

Saturday, July 9, 2022: 10 for the month, 10 for the quarter, 349 for the year

  • 37145, conf, Hess, BL-Olson-155-96-0310H-3,

RBN Energy: Fidelis New Energy's GigaSystem gears up to produce sustainable aviation fuel, renewable diesel. 

As concerns about energy security have come to the forefront, some in the mainstream have begun to pump the brakes on the idea of energy transition at any cost and reevaluate the practicality of some proposed solutions. But that hasn’t changed the long-term outlook for energy transition nor the fact that numerous individual projects focused on alternative fuels, carbon capture, hydrogen and renewable energy are in the works, gaining in prominence and attracting a prodigious amount of investment. There is still an anticipation among investors that the market will increasingly demand greener production methods — they just need to be well-conceived, planned and executed. The good thing for Fidelis New Energy — a Houston-based firm focused on climate-impact infrastructure, including low-carbon, sustainable fuels  — is that, among renewable producers, they’re building a sustainable cost advantage through efficient, integrated design. In today’s RBN blog we look at what Fidelis calls the Grön Fuels GigaSystem.

The GigaSystem promises to bring sustainable aviation fuel (SAF) and renewable diesel (RD) production together with carbon capture and sequestration (CCS), while utilizing carbon-negative power to reduce the carbon intensity (CI) of its fuels. Even more fundamentally, the system has the enviable capacity to handle multiple transportation options, with rail, pipeline and dock infrastructure, centrally located at the Port of Greater Baton Rouge. Fidelis and Optimized Process Designs (OPD), an affiliate of Koch Engineered Solutions, announced the execution of a lump-sum, turnkey definitive engineering, procurement and construction (EPC) agreement for the renewable fuels facility as well as design considerations enabling the optimized add-on of CCS and carbon-negative power to the site, all of which rely on the use of existing, proven technologies from leading global companies.

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The Picture Edition -- Nothing About The Bakken -- July 11, 2022

Updates

Later, 1:01 p.m. CT: right now, the highest "risk" is 2:30 p.m. to 4:00 p.m. CT.

Original Post

ERCOT: this could be the day of rolling brownouts, blackouts, political hysteria here in Texas. It will be close. It all depends on the wind. Right now, it appears the worst will be 3:00 p.m. local time to 4:30 p.m. local time. That is a dynamic link and will change with the wind. 

Bjorn Lomborg, who I don't think is even from Texas, has it all figured out. The very folks who are blaming the Texas governor for this problem are the very same folks who want more wind turbines installed. 
Can you imagine running an airline, or a railroad, much less an entire state or country that depended on the whim of the wind? Holy mackerel. These folks who want more wind turbines are nuts. And, of course, solar is even worse.

Anyway, I have to move on. In the big scheme of things, no one really cares about these things, and nothing will change anyway.

***************************
Other

Sophia:

Two weeks ago, Sophia completed a two-week sailing course on Lake Grapevine, TX. This past week she was on Dauphin Island, Alabama ("Florida"). 

Today is her first day at day camp at the Ranch of the Lonesome Dove.


Her birthday earlier this month:


Meanwhile, blogging today will be really inefficient. First, the rolling brownouts. LOL. But now, I'm poolside at 9:00 a.m. It's already incredibly humid and hot. The past three days felt pretty dry so it did not seem so hot, but it certainly seems humid today. Now like the humidity in Iowa, Ohio, New Jersey (or Houston, TX) that is so much worse, but it's noticeable all the same.

Jobs: a reader sent me a link to ZeroHedge regarding the jobs report that came out last week. 

There are actually two links. The first link is the "updated" version: https://www.zerohedge.com/markets/something-snaps-us-labor-market-full-part-time-workers-plunge-multiple-jobholders-soar. 

Inside that article, at the very top is another link: https://www.zerohedge.com/markets/wall-street-stunned-june-payrolls-unexpectedly-smash-expectations.

I might comment on these two articles later, but maybe not. As noted, today is going to be very, very inefficient.

There were two things that popped out at me, first this, at the first link, screenshot -- Tyler notes that more than 7 billion Americans now hold multiple jobs. I assume this is where President Biden gets his numbers. From the internet.


The second thing that popped out at me, also at the first link, again, a screenshot:

The first thing I would want to know is the definition of a full-time job. I know our daughter would argue that she has two full-time jobs, the second being raising a family of three daughters. For which she does not receive any direct monetary payment. In fact, the government takes money away from her through taxes on her first job. And, it should be noted, there are folks out there who actually get paid by the government for doing the same thing, if they qualify, called the earned income tax credit.

Important: 

  • Comparing employment from the BLS household and payroll surveys. From the BLS.

The gap grows between investors and savers/non-savers, link here.

Take a look at this graphic. See if you notice something very, very interesting. I'll post that later, I just want to see how observant folks are.


I'll post a note about the graphic above later, and when I do, I will link it back to this.
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