Seasonal Flu -- October 30, 2022

Link to CDC.

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.​..​​

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

Update here.

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

Link here.

Tag: follow-up 2032.  

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

The Apple Page -- October 30, 2022

Apple revenue:

AAPL:

Quality vs quantity:

Apple not listed, but ...

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

Folks need to read Peter Zeihan.

From oilprice.com:

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;

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	8-2022	31	25834	25860	27791	19390	19390	0
BAKKEN	7-2022	27	34955	35015	39323	24715	24691	24
BAKKEN	6-2022	26	38012	37925	52863	30129	29028	1101
BAKKEN	5-2022	13	37057	36951	36896	14973	14485	488

• 38402, conf, Hess, EN-J Horst-154-93-1112H-5, Robinson Lake, t--; cum 60K 8/22;
  

Date	Oil Runs	MCF Sold
8-2022	14182	15638
7-2022	11055	12155
6-2022	15234	13381
5-2022	20336	18726

• 38401, conf, Hess, EN-J Horst-154-93-1112H-5, Robinson Lake, t--; cum 62K 8/22;
  

Date	Oil Runs	MCF Sold
8-2022	15016	16300
7-2022	14419	15046
6-2022	16228	25521
5-2022	16795	21297

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

Date	Oil Runs	MCF Sold
8-2022	13656	13681
7-2022	13507	13913
6-2022	9326	5398
5-2022	27081	30355
4-2022	2693	743

• 38399, conf, Hess, EN-J Horst-154-93-1112H-3, Robinson Lake, t--; cum 73K 8/22;

Date	Oil Runs	MCF Sold
8-2022	15229	17760
7-2022	13754	16673
6-2022	11783	13335
5-2022	30794	27874

• 38398, A/F, Hess, EN-J Horst-154-93-1112H-2, Robinson Lake, t--; cum 96K 8/22;
  

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	8-2022	31	14025	14024	23177	17060	17060	0
BAKKEN	7-2022	31	14934	14960	29296	17837	17819	18
BAKKEN	6-2022	30	16248	16228	30456	15469	14904	565
BAKKEN	5-2022	29	21963	22435	60338	38534	37279	1255
BAKKEN	4-2022	15	28413	27878	62933	30846	24117	6729

• 38397, A/F, Hess, EN-J Horst-154-93-1112H-1, Robinson Lake, t--; cum 70K 8/22;

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	8-2022	31	17996	17980	28810	20779	20779	0
BAKKEN	7-2022	24	15231	15178	26465	15295	15280	15
BAKKEN	6-2022	2	1072	1106	3054	1367	1317	50
BAKKEN	5-2022	25	13698	14077	33036	16566	16026	540
BAKKEN	4-2022	16	22195	21777	30264	9198	7192	2006

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;

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:

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,

Date	Oil Runs	MCF Sold
8-2022	20239	35521
7-2022	15954	23251
6-2022	784	845
5-2022	6479	7233

• 35717, conf, Enerplus, FB Leviathan 151-94-27A-34-17T, Antelope,
  

Date	Oil Runs	MCF Sold
8-2022	42383	75221
7-2022	39802	62285
6-2022	53200	80429
5-2022	18013	25041

• 35716, conf, Enerplus, FB Leviathan 151-94-27A-34-12T, Antelope-Sanish,
  

Date	Oil Runs	MCF Sold
8-2022	42383	75221
7-2022	39802	62285
6-2022	53200	80429
5-2022	18013	25041

• 35493, conf, Enerplus, FB Leviathan 151-94-27A-34-19T2, Antelope-Sanish,
  

Date	Oil Runs	MCF Sold
8-2022	20934	46700
7-2022	32438	62422
6-2022	31863	42026
5-2022	29131	33965

• 35492, conf, Enerplus, FB Leviathan 151-94-27A-34-16B, Antelope-Sanish,
  

Date	Oil Runs	MCF Sold
8-2022	34803	81554
7-2022	43986	65062
6-2022	46507	65554
5-2022	35755	37126

• 35491, conf, Enerplus, FB Leviathan 151-94-27A-34-15T, Antelope-Sanish,
  

Date	Oil Runs	MCF Sold
8-2022	26841	43707
7-2022	30492	41631
6-2022	42321	56588
5-2022	26337	29943

• 35490, conf, Enerplus, FB Leviathan 151-94-27A-34-13B, Antelope-Sanish,
  

Date	Oil Runs	MCF Sold
8-2022	26867	47351
7-2022	32490	47404
6-2022	29153	35828
5-2022	26825	28743

• 35489, conf, Enerplus, FB Leviathann 151-94-27A-34-14T2, Antelope-Sanish,
  

Date	Oil Runs	MCF Sold
8-2022	10992	17610
7-2022	24892	35391
6-2022	10727	12635
5-2022	3666	3836

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:

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,

Date	Oil Runs	MCF Sold
8-2022	26841	43707
7-2022	30492	41631
6-2022	42321	56588
5-2022	26337	29943

• 35490, conf, Enerplus, FB Leviathan 151-94-27A-34-13B, Antelope,
  

Date	Oil Runs	MCF Sold
8-2022	26867	47351
7-2022	32490	47404
6-2022	29153	35828
5-2022	26825	28743

• 38383, conf, Oasis, Swenson Federal 5197 43-35 5B, Siverston,
  

Date	Oil Runs	MCF Sold
8-2022	20505	34874
7-2022	20775	33425
6-2022	23622	36286
5-2022	18405	19149

• 38337, conf, Oasis, Soto 5097 12-3 6B, Siverston,
  

Date	Oil Runs	MCF Sold
8-2022	37425	76763
7-2022	35682	69754
6-2022	33685	62339
5-2022	21714	36087

• 35492, conf, Enerplus, FB Leviathan 151-94-27A-34-16B, Antelope,
  

Date	Oil Runs	MCF Sold
8-2022	34803	81554
7-2022	43986	65062
6-2022	46507	65554
5-2022	35755	37126

• 38401, conf, Hess, EN-J Horst-154-93-1112H-5, Robinson Lake,
  

Date	Oil Runs	MCF Sold
8-2022	15016	16300
7-2022	14419	15046
6-2022	16228	25521
5-2022	16795	21297

• 38833, conf, Hunt, Palermo-King 156-90-5-34H 1, Ross, no production data, 
• 38382, conf, Oasis, Swenson Federal 5197 43-35 4B, Siverston,
  

Date	Oil Runs	MCF Sold
8-2022	28854	47309
7-2022	29195	45435
6-2022	29702	45772
5-2022	26453	27159

• 38336, conf, Oasis, Soto 5097 12-3 5B, Siverston,
  

Date	Oil Runs	MCF Sold
8-2022	32635	66054
7-2022	31123	59903
6-2022	30829	53027
5-2022	27106	43062

• 35717, conf, Enerplus, FB Leviathan 151-94-27A-34-17T, Antelope,
  

Date	Oil Runs	MCF Sold
8-2022	39634	74336
7-2022	39784	58814
6-2022	54841	74569
5-2022	54238	65902

• 37847, conf, Whiting, Make 11-27-2HU, Sanish,
  

Date	Oil Runs	MCF Sold
8-2022	25146	28502
7-2022	30095	29542
6-2022	34556	29281
5-2022	18038	10963

• 35493, conf, Enerplus, FB Leviathan 151-94-27A-34-19T2, Antelope,
  

Date	Oil Runs	MCF Sold
8-2022	20934	46700
7-2022	32438	62422
6-2022	31863	42026
5-2022	29131	33965

• 38873, conf, Kraken, Nash 15-22 6H, Winner, no production data,
  38520, conf, Whiting, Platt 44-28TFX, Sanish,
  

Date	Oil Runs	MCF Sold
8-2022	10585	10563
7-2022	9945	7980
6-2022	11245	9971

• 38335, conf, Oasis, Soto 5097 12-3 4B, Siverston,
  

Date	Oil Runs	MCF Sold
8-2022	31244	64005
7-2022	29802	57835
6-2022	30834	62605
5-2022	29108	56062

• 35718, conf, Enerplus, FB Leviathan 151-94-27A-34-18B, Antelope,
  

Date	Oil Runs	MCF Sold
8-2022	20239	35521
7-2022	15954	23251
6-2022	784	845
5-2022	6479	7233

• 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,
  

Date	Oil Runs	MCF Sold
8-2022	13656	13681
7-2022	13507	13913
6-2022	9326	5398
5-2022	27081	30355
4-2022	2693	743

• 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,
  

Date	Oil Runs	MCF Sold
8-2022	15229	17760
7-2022	13754	16673
6-2022	11783	13335
5-2022	30794	27874

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,

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