Sunday, October 30, 2022

Seasonal Flu -- October 30, 2022

Link to CDC.

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For The Energy Nerds, This Will Be The Other Energy Story Of The Year: EIA's Missing Barrels Of Oil -- October 30, 2022

Link to follow.

Link to "Focus On Fracking."

The Latest US Oil Supply and Disposition Data from the EIA 

US oil data from the US Energy Information Administration for the week ending October 21st indicated that due to two and a quarter million barrels per day of extra US oil supplies that could not be accounted for,

we had oil left to add to our stored commercial crude supplies for the 5th time time in 8 weeks, and for the 21st time in the past 48 weeks, despite record ​shipments of crude​ oil​ exports....

Our imports of crude oil rose by an average of 273,000 barrels per day to average 6,180,000 barrels per day, after falling by an average of 156,000 barrels per day during the prior week, while our exports of crude oil rose by 991,000 barrels per day to a record of 5,129,000 barrels per day, which together meant that the net of our trade in oil worked out to an import average of 1,051,000 barrels of oil per day during the week ending October 21st, 718,000 fewer barrels per day than the net of our imports minus our exports during the prior week.

Over the same period, production of crude from US wells was reportedly unchanged at 12,000,000 barrels per day, and hence our daily supply of oil from the net of our international trade in oil and from domestic well production appears to have averaged a total of 13,051,000 barrels per day during the October 21st reporting week…

With our oil exports at a record high, we'll include a historical graph of them below, where you can see that prior to the end of 2014, US oil exports, except for those allowed under NAFTA, had been negligible because they had been banned 40 years earlier, in the wake of the Arab oil embargo. The ban on US oil exports was lifted in a spending bill that Congress passed during the last week of 2015, part of a compromise that Obama agreed to in order to avoid a government shutdown...​as you can see, ​th​e recent ​export spike​s​ clearly beat ​the ​previous ​oil export ​highs by a large margin.​..​​

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This Will Be THE Energy Story Of The Year -- Diesel -- October 30, 2022

Update here.

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We'll See -- For The Archives -- October 30, 2022

Link here.

Tag: follow-up 2032.  

Shubham Garg needs to read Peter Zeihan, c. 2016.

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The Apple Page -- October 30, 2022

Apple revenue:

AAPL:

Quality vs quantity:

Apple not listed, but ...

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There's A Reason Chevy Is Raising The Price On Their EVs -- October 30, 2022

Folks need to read Peter Zeihan.

From oilprice.com:

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Hess EN-J Horst Wells In Robinson Lake

The wells:

  • 38403, A/F, Hess, EN-J Horst-154-93-1112H-7, Robinson Lake, t--; cum 136K 8/22;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN8-20223125834258602779119390193900
BAKKEN7-202227349553501539323247152469124
BAKKEN6-20222638012379255286330129290281101
BAKKEN5-2022133705736951368961497314485488
  • 38402, conf, Hess, EN-J Horst-154-93-1112H-5, Robinson Lake, t--; cum 60K 8/22;
DateOil RunsMCF Sold
8-20221418215638
7-20221105512155
6-20221523413381
5-20222033618726
  • 38401, conf, Hess, EN-J Horst-154-93-1112H-5, Robinson Lake, t--; cum 62K 8/22;
DateOil RunsMCF Sold
8-20221501616300
7-20221441915046
6-20221622825521
5-20221679521297

38400, conf, Hess, EN-J Horst-154-93-1112H-4, Robinson Lake, t--; cum 65K 8/22;

DateOil RunsMCF Sold
8-20221365613681
7-20221350713913
6-202293265398
5-20222708130355
4-20222693743
  • 38399, conf, Hess, EN-J Horst-154-93-1112H-3, Robinson Lake, t--; cum 73K 8/22;

DateOil RunsMCF Sold
8-20221522917760
7-20221375416673
6-20221178313335
5-20223079427874
  • 38398, A/F, Hess, EN-J Horst-154-93-1112H-2, Robinson Lake, t--; cum 96K 8/22;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN8-20223114025140242317717060170600
BAKKEN7-202231149341496029296178371781918
BAKKEN6-2022301624816228304561546914904565
BAKKEN5-20222921963224356033838534372791255
BAKKEN4-20221528413278786293330846241176729
  • 38397, A/F, Hess, EN-J Horst-154-93-1112H-1, Robinson Lake, t--; cum 70K 8/22;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN8-20223117996179802881020779207790
BAKKEN7-202224152311517826465152951528015
BAKKEN6-202221072110630541367131750
BAKKEN5-2022251369814077330361656616026540
BAKKEN4-202216221952177730264919871922006

The graphics:


Wells of interest:

  • 22858, IA/823, Hess, EN-Uran-154-93-1312H-2, Robinson Lake, t11/12; cum 260K 11/21;
  • 22859, IA/638, Hess, EN-Uran-154-93-1312H-3, Robinson Lake, t11/12; cum 248K 11/21;
  • 15986, IA/70, Hess, J Horst 1-11, Robinson Lake, t2/06; cum 40K 9/21 (one day a month; very little production;
  • 18228, IA/225, Hess, EN-Uran-154-93-1213H-1, Robinson Lake, t11/09; cum 236K 11/21;
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Transition To EVs Will Be An Exceptional Challenge For Car Manufacturers -- There's No Such Thing As An Affordable EV -- October 30, 2022

Chevy's margins on the Bolt, Equinox? I don't know. My hunch: we won't be told.

Another hunch: not 24%.

Apple's margins across the board: 24%.

Detroit Free Press, July 12, 2022:

Detroit Free Press, July 12, 2022:

****************************
And It's Not Going To Get Any Better

Folks need to read Peter Zeihan.

From oilprice.com:

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Enerplus Reporting Several Great Antelope-Sanish Wells -- October 30, 2022

The Antelope-Sanish may be the best field in the Bakken.

I haven't updated the Antelope-Sanish in a long time, and probably won't do it anytime soon.

The wells:

  • 35718, conf, Enerplus, FB Leviathan 151-94-27A-34-18B, Antelope,
DateOil RunsMCF Sold
8-20222023935521
7-20221595423251
6-2022784845
5-202264797233
  • 35717, conf, Enerplus, FB Leviathan 151-94-27A-34-17T, Antelope,
DateOil RunsMCF Sold
8-20224238375221
7-20223980262285
6-20225320080429
5-20221801325041
  • 35716, conf, Enerplus, FB Leviathan 151-94-27A-34-12T, Antelope-Sanish,
DateOil RunsMCF Sold
8-20224238375221
7-20223980262285
6-20225320080429
5-20221801325041
  • 35493, conf, Enerplus, FB Leviathan 151-94-27A-34-19T2, Antelope-Sanish,
DateOil RunsMCF Sold
8-20222093446700
7-20223243862422
6-20223186342026
5-20222913133965
  • 35492, conf, Enerplus, FB Leviathan 151-94-27A-34-16B, Antelope-Sanish,
DateOil RunsMCF Sold
8-20223480381554
7-20224398665062
6-20224650765554
5-20223575537126
  • 35491, conf, Enerplus, FB Leviathan 151-94-27A-34-15T, Antelope-Sanish,
DateOil RunsMCF Sold
8-20222684143707
7-20223049241631
6-20224232156588
5-20222633729943
  • 35490, conf, Enerplus, FB Leviathan 151-94-27A-34-13B, Antelope-Sanish,
DateOil RunsMCF Sold
8-20222686747351
7-20223249047404
6-20222915335828
5-20222682528743
  • 35489, conf, Enerplus, FB Leviathann 151-94-27A-34-14T2, Antelope-Sanish,
DateOil RunsMCF Sold
8-20221099217610
7-20222489235391
6-20221072712635
5-202236663836

Wells of interest, two run north and parallel the FB Leviathan wells; two run south:

  • 20086 1,266, Enerplus, Fort Berthold 151-94-3B-10-1H, Antelope-Saniish, t1/12; cum 541K 9/19;
  • 20088, 1,390, Enerplus, Fort Berthold 151-94-34C-27-1H, Antelope-Sanish, t1/12; cum 276K 9/19;
  • 20915, AB/3,363, Enerplus, Fort Berthold 151-94-3B-10-2H, Antelope-Sanisih, t8/13; cum 276K 9/19;
  • 20916, AB/2,361, Enerplus, Fort Berthold 151-94-34C-27-2H, Antelope-Sanish, t1/14; cum 345K 9/19;

The graphics:



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Initial Production Data For Wells Coming Off Confidential List This Next Week -- October 30, 2022

The wells:

  • 35491, conf, Enerplus, FB Leviathan 151-94-27A-34-15T, Antelope,
DateOil RunsMCF Sold
8-20222684143707
7-20223049241631
6-20224232156588
5-20222633729943
  • 35490, conf, Enerplus, FB Leviathan 151-94-27A-34-13B, Antelope,
DateOil RunsMCF Sold
8-20222686747351
7-20223249047404
6-20222915335828
5-20222682528743
  • 38383, conf, Oasis, Swenson Federal 5197 43-35 5B, Siverston,
DateOil RunsMCF Sold
8-20222050534874
7-20222077533425
6-20222362236286
5-20221840519149
  • 38337, conf, Oasis, Soto 5097 12-3 6B, Siverston,
DateOil RunsMCF Sold
8-20223742576763
7-20223568269754
6-20223368562339
5-20222171436087
  • 35492, conf, Enerplus, FB Leviathan 151-94-27A-34-16B, Antelope,
DateOil RunsMCF Sold
8-20223480381554
7-20224398665062
6-20224650765554
5-20223575537126
  • 38401, conf, Hess, EN-J Horst-154-93-1112H-5, Robinson Lake,
DateOil RunsMCF Sold
8-20221501616300
7-20221441915046
6-20221622825521
5-20221679521297
  • 38833, conf, Hunt, Palermo-King 156-90-5-34H 1, Ross, no production data, 
  • 38382, conf, Oasis, Swenson Federal 5197 43-35 4B, Siverston,
DateOil RunsMCF Sold
8-20222885447309
7-20222919545435
6-20222970245772
5-20222645327159
  • 38336, conf, Oasis, Soto 5097 12-3 5B, Siverston,
DateOil RunsMCF Sold
8-20223263566054
7-20223112359903
6-20223082953027
5-20222710643062
  • 35717, conf, Enerplus, FB Leviathan 151-94-27A-34-17T, Antelope,
DateOil RunsMCF Sold
8-20223963474336
7-20223978458814
6-20225484174569
5-20225423865902
  • 37847, conf, Whiting, Make 11-27-2HU, Sanish,
DateOil RunsMCF Sold
8-20222514628502
7-20223009529542
6-20223455629281
5-20221803810963
  • 35493, conf, Enerplus, FB Leviathan 151-94-27A-34-19T2, Antelope,
DateOil RunsMCF Sold
8-20222093446700
7-20223243862422
6-20223186342026
5-20222913133965
  • 38873, conf, Kraken, Nash 15-22 6H, Winner, no production data,
    38520, conf, Whiting, Platt 44-28TFX, Sanish,
DateOil RunsMCF Sold
8-20221058510563
7-202299457980
6-2022112459971
  • 38335, conf, Oasis, Soto 5097 12-3 4B, Siverston,
DateOil RunsMCF Sold
8-20223124464005
7-20222980257835
6-20223083462605
5-20222910856062
  • 35718, conf, Enerplus, FB Leviathan 151-94-27A-34-18B, Antelope,
DateOil RunsMCF Sold
8-20222023935521
7-20221595423251
6-2022784845
5-202264797233
  • 38872, conf, Kraken, Knox LE 16-21 7H, Winner, no production data, 
  • 38871, conf, Kraken, Knox 16-21 6H, Winner, no production data, 
  • 38870, conf, Kraken, Dragseth 9-4 2H, Winner, no production data, 
  • 38891, conf, CLR, Lime Rock Resources, Hansen B 18-19-2TFH, Stanley, no production data, 
  • 38892, conf, Lime Rock Resources, Hansen B 18-19-3TFH, Stanley, no production data, 
  • 38400, conf, Hess, EN-J Horst-154-93-1112H-4, Robinson Lake,
DateOil RunsMCF Sold
8-20221365613681
7-20221350713913
6-202293265398
5-20222708130355
4-20222693743
  • 38893, conf, Lime Rock Resources, Hansen B 18-19-4TFHL, Stanley, no production data, 
  • 38817, conf, CLR, Bonneville 11-23HSL, Jim Creek, no production data, 
  • 38399, conf, Hess, EN-J Horst-154-93-1112H-3, Robinson Lake,
DateOil RunsMCF Sold
8-20221522917760
7-20221375416673
6-20221178313335
5-20223079427874

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Wells Coming Off The Confidential List This Next Week -- October 30, 2022

Wednesday, November 10, 2022: 20 for the month, 58 for the quarter, 503 for the year.
35491, conf, Enerplus, FB Leviathan 151-94-27A-34-15T,
35490, conf, Enerplus, FB Leviathan 151-94-27A-34-13B,

Tuesday, November 9, 2022: 18 for the month, 56 for the quarter, 501 for the year.
38383, conf, Oasis, Swenson Federal 5197 43-35 5B,
38337, conf, Oasis, Soto 5097 12-3 6B,
35492, conf, Enerplus, FB Leviathan 151-94-27A-34-16B,

Monday, November 8, 2022: 15 for the month, 53 for the quarter, 498 for the year.
38401, conf, Hess, EN-J Horst-154-93-1112H-5,

Sunday, November 7, 2022: 14 for the month, 52 for the quarter, 497 for the year.
38833, conf, Hunt, Palermo-King 156-90-5-34H 1,
38382, conf, Oasis, Swenson Federal 5197 43-35 4B,
38336, conf, Oasis, Soto 5097 12-3 5B,
35717, conf, Enerplus, FB Leviathan 151-94-27A-34-17T,

Saturday, November 6, 2022: 10 for the month, 46 for the quarter, 491 for the year.
37847, conf, Whiting, Make 11-27-2HU,
35493, conf, Enerplus, FB Leviathan 151-94-27A-34-19T2,

Friday, November 5, 2022: 8 for the month, 44 for the quarter, 489 for the year.
38873, conf, Kraken, Nash 15-22 6H,
38520, conf, Whiting, Platt 44-28TFX,
38335, conf, Oasis, Soto 5097 12-3 4B,
35718, conf, Enerplus, FB Leviathan 151-94-27A-34-18B,

Thursday, November 4, 2022: 4 for the month, 40 for the quarter, 485 for the year.
38872, conf, Kraken, Knox LE 16-21 7H,
38871, conf, Kraken, Knox 16-21 6H,

Wednesday, November 3, 2022: 2 for the month, 38 for the quarter, 483 for the year.
38870, conf, Kraken, Dragseth 9-4 2H ,

Tuesday, November 2, 2022: 1 for the month, 37 for the quarter, 482 for the year.
None.

Monday, November 1, 2022: 1 for the month, 37 for the quarter, 482 for the year.
38891, conf, CLR, Lime Rock Resources, Hansen B 18-19-2TFH,

Sunday, October 30, 2022: 36 for the month, 36 for the quarter, 481 for the year.
38892, conf, Lime Rock Resources, Hansen B 18-19-3TFH,
38400, conf, Hess, EN-J Horst-154-93-1112H-4,

Saturday, October 29, 2022: 34 for the month, 34 for the quarter, 479 for the year.
38893, conf, Lime Rock Resources, Hansen B 18-19-4TFHL,
38817, conf, CLR, Bonneville 11-23HSL,
38399, conf, Hess, EN-J Horst-154-93-1112H-3,

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Wow! October 30, 2022

Amazing how quickly we're getting the details to the Paul Pelosi attack.

Josh Young.

Jessie Smollett.

Twitter has already improved overnight.

It appears the Tesla engineers found one line of code that needed to be deleted. 

Despite all those firings, Twitter seems just fine:

**************************
Jabs Vs Needles In The Arms

It's a cultural thing:

  • Brits: "jabs"
  • Americans: "needles in the arm."

**********************
Accurate Today, May Be Different Tomorrow

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