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Saturday, September 3, 2022

Laser Focused On Dividends -- COP -- September 3, 2022

Link here


ESG: negative impact on E&Ps. The E&Ps that shine will be the ones that return cash to their shareholders.

An Oasis Well With History Goes Over 500K Bbls Crude Oil Cumulative -- September 3, 2022

The well:

  • 20731, 1,598, Oasis, Hagen 31-30H, t11/11; cum 476K 9/19; huge jump in production 10/17 and yet there is no record of any re-frack over at FracFocus (33-053-03575); sundry form says well will be re-fracked once infill wells are stimulated, so it was re-fracked and FracFocus has not posted that data; no FracFocus data as of September, 2022; no sundry form with re-frack data; cum 506K 7/22;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN7-20223197596212791245212195201
BAKKEN6-2022255315138178847876839
BAKKEN5-202218264234350196619340
BAKKEN4-202210430000
BAKKEN3-202228851865733101111004627
BAKKEN2-2022281142115412891821817942222
BAKKEN1-2022311283128419912041719931405
BAKKEN12-20213113011319175420907208374
BAKKEN11-202130132713531636221602200879
BAKKEN10-2021311323134117932339322598713
BAKKEN9-2021301425140617882498624773132
BAKKEN8-20213118791977182525005232191696
BAKKEN7-20213122862309209527585254981983
BAKKEN6-2021302587250331323027129527587
BAKKEN5-202131259324673144208872069925
BAKKEN4-202112590568639307730058
BAKKEN3-202100130000
BAKKEN2-202182182821591428136026
BAKKEN1-2021252088201216999623947418
BAKKEN12-20200000000
BAKKEN11-20200000000
BAKKEN10-20200000000
BAKKEN9-20200000000
BAKKEN8-20200000000
BAKKEN7-2020156612176962
BAKKEN6-20200000000
BAKKEN5-20200030000
BAKKEN4-2020610719117581777213
BAKKEN3-20203112851287167979187626129
BAKKEN2-20202912631284185673526999201
BAKKEN1-20203112861247158171626814185
BAKKEN12-20193114361437160066746309203
BAKKEN11-20192710561049137764306019270
BAKKEN10-201922848842107444724199157
BAKKEN9-20191555262346868250598
BAKKEN8-201931182618781634736858091396
BAKKEN7-201931163915721638789448792852
BAKKEN6-20192414901610136660964075563
BAKKEN5-20193032483341290816640366912813
BAKKEN4-20193039253827388418269114916620
BAKKEN3-20193146164580425229857259293928
BAKKEN2-20192838243838408830823243596317
BAKKEN1-2019304292424934791337799623257
BAKKEN12-201831449745684424885986960
BAKKEN11-201830458145704751969895400
BAKKEN10-20183149865021450618065661211290
BAKKEN9-20183052205176479514710145520
BAKKEN8-20183163086213529014340253711640
BAKKEN7-20183153885354485015248150850
BAKKEN6-201811168217651991273015341138
BAKKEN5-20182482808538669224674245480
BAKKEN4-201830100089837782317938177800
BAKKEN3-20183111205112891286427782276190
BAKKEN2-20182811604117721471121097209500
BAKKEN1-20183116892168592096327472245232786
BAKKEN12-20173118947187912331731805244497193
BAKKEN11-201730238422397338879489902697521857
BAKKEN10-201722163281589030062291831059518472
BAKKEN9-20170000000
BAKKEN8-201700240000
BAKKEN7-2017151185122949547083977573
BAKKEN6-20173019902000910621660580
BAKKEN5-20173122652248997323203069
BAKKEN4-20172922782316806710169490
BAKKEN3-2017313158311717911133010564603
BAKKEN2-20172828072861153165965917532
BAKKEN1-20172619361841999702958331059
BAKKEN12-20162923172348122936993329218
BAKKEN11-201630310130921640950578851462
BAKKEN10-2016312542256896476016939662
BAKKEN9-20162827492747851828270101125
BAKKEN8-20162119481945742636151501101
BAKKEN7-201631302030211163953764592915
BAKKEN6-20163025042523983638337212504
BAKKEN5-201630336833941513684045471956
BAKKEN4-20163032243211185788207566417
BAKKEN3-201628302629841342906772321140
BAKKEN2-20162923252324128884587204852
BAKKEN1-201631319032141461912128504417
BAKKEN12-20153135203591209013836105980
BAKKEN11-2015293130342289411740111840
BAKKEN10-201530905587471812860178880
BAKKEN9-20153028902950488619735670
BAKKEN8-2015313688365524401002098570
BAKKEN7-20153136653628341267725140
BAKKEN6-201530452444762376514230126
BAKKEN5-201522241224341373815341181
BAKKEN4-2015304099411824595331373237
BAKKEN3-2015316012611129047028284650
BAKKEN2-201523629664172414232702223
BAKKEN1-201531834881863970494304803
BAKKEN12-201428699568635115753207406
BAKKEN11-201430475247844849490404769
BAKKEN10-201424371436697428491304814
BAKKEN9-20141411621142614174075
BAKKEN8-2014223451343612121888451744
BAKKEN7-2014002180000
BAKKEN6-2014110681433585239823930
BAKKEN5-201431282431161428584157010
BAKKEN4-201430243828331055526751320
BAKKEN3-201431376033461315544853080
BAKKEN2-20142836853149145564586073259
BAKKEN1-20141930002804919384337570
BAKKEN12-201351311892532528045
BAKKEN11-201329241727251097747073390
BAKKEN10-2013313874410516341150311163200
BAKKEN9-20132629722622166070146797100
BAKKEN8-20133134663531182970816756185
BAKKEN7-201331286031302257669265520
BAKKEN6-201330349230091370830081650
BAKKEN5-20133134434291126479627602220
BAKKEN4-20132937613332115593309099100
BAKKEN3-201331420140611280858384430
BAKKEN2-201328371236021262934192150
BAKKEN1-20133045815200133511395112600
BAKKEN12-20123158375534168910845106987
BAKKEN11-2012202457248044064565440669
BAKKEN10-20123147354612133010926107860
BAKKEN9-20123049654961139211849117140
BAKKEN8-20123154735657159011560114200
BAKKEN7-20123161506629188913594134540
BAKKEN6-201230552254211512102609371754
BAKKEN5-2012317055712018651263854307068
BAKKEN4-2012307354662018291143544956805
BAKKEN3-201225633962901525961559683534
BAKKEN2-20122596459760234517127111235891
BAKKEN1-2012301040911042249922418163115972
BAKKEN12-2011291659216909482435039159333315
BAKKEN11-20112825531240181558548234048108

CLR's Springfield Wells In The Brooklyn Oil Field Are Being Reported -- September 3, 2022

The Brooklyn oil field is tracked here.

The Springfield FIU wells are tracked here.

The wells:

  • 38360, 1,456, CLR, Springfield FIU 10-8H1, Brooklyn, t--; cum 56K 7/22;
oolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN7-20222920776207373829333356309451568
BAKKEN6-20223031320314304448442220413500
BAKKEN5-2022838353586778444773864613
  • 38361, 1,337, CLR, Springfield FIU 9-8H, Brooklyn, first production, 6/22; t--; cum 51K 7/22;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN7-20223020578205194058238657359931823
BAKKEN6-20223026435265964077336786359160
BAKKEN5-2022641023824649449064460446
BAKKEN4-20221009302300230
  • 38362, 1,008, CLR, Springfield FIU 8-8H1, Brooklyn, t--; cum 50K 7/22;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN7-20222923515234162968437187345921752
BAKKEN6-20223022974231074545648623477530
BAKKEN5-20227357033355883659465940
BAKKEN4-202220019206310631
  • 38363, 1,063, CLR, Springfield FIU 7-8H, Brooklyn, t--; cum 66K 7/22
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN7-20222933378332303119853372499962533
BAKKEN6-20223030991309503169054882540120
BAKKEN5-20224168815921519224322430
BAKKEN4-202231371371670152201522

Dispatching Myself To The Gym -- Off The Net For Awhile -- September 3, 2022

Link here.

Reviewing my twitter feed over the past week, the EIA shenanigans, and "Focus on Fracking" suggests that the Biden administration is continuing to keystone and gaslight Americans.

Crude oil plummeting to under $90 with no news is very, very interesting. Yes, I know "everyone" says this reasonable, considering:

  • Chinese lockdowns continue;
  • the Fed will deliberately push the US into a recession; and,
  • California will ban sale of new gasoline cars as of 2035.

One just has the feeling that something "bigger" is playing out.

Maybe time to re-visit the movie "Jaws." 

What Was He Thinking? Well, Perhaps, A Tax Write-Off -- September 3, 2022

Updates

September 4, 2022: The WSJ

Later, 9:21 p.m.CT: I’ve just watched the first two episodes with Sophia. Absolutely awesome!!!

Original Post

Link here.

This is the problem with "original content." 

Interestingly, one major supplier of streaming content, YouTube, made the decision in 2020 to do away with all original content.  

Apple, too, is in the same boat -- spending excessively on original content.

Expect subscription price for Amazon Prime to increase significantly this year.

Speaking of Apple, link here:

That showed up in my "news feed" yesterday. Note the date this article was originally posted. One of my pet peeves: click bait in which old articles are re-cycled.