Sunday, November 6, 2022

Saudi Reserve Assets Posted; China "Playing" Us -- November 6, 2022

The Chinese or "Chinese analysts" are playing us.

On Friday, breaking news: "China opening up.

WTI surges, up 5%.

Over the weekend, breaking news: "China is not opening up."

WTI drops $2.00 / bbl on Sunday night futures.

*****************************
Saudi Reserve Assets

Just posted. 

Link here.

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BRK-B: 3Q22

ZeroHedge, link here: 

Flashback: BRK to buy Allegheny, link here:

Salivating, link here:

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Enerplus Levianthan Wells In The Antelope-Sanish -- November 6, 2022

One of the best operators in the Bakken drilling some of the best wells (FB Leviathan) in perhaps the best field in the Bakken. 

FB Leviathan wells are tracked here. 

This one is not atypical: cum 183K in less than five months:

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

DateOil RunsMCF Sold
9-20223001062872
8-20224238375221
7-20223980262285
6-20225320080429
5-20221801325041
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Initial Production Data For Wells Coming Off The Confidential List This Next Week -- IPs Are Incredible -- November 6, 2022

IPs: the first six months of production.

For those paying attention:

  • only one DUC this next week! High oil prices driving completions;
  • these initial production numbers are incredible

I am convinced that high oil prices are driving high IPs -- first six months of production;

  • rven with IPs, I am convinced operators "manage their assets."
  • companies reporting this week: some of the best operators in the Bakken
  • reporting from two of the best fields in the Bakken: Antelope-Sanish (perhaps the best) and the Siverston; 

FB Leviathan wells are tracked here.

The wells:

  • 37430, conf, Hess, EN-Madisyn-LE-154-94-0705H-6, Alkali Creek:
DateOil RunsMCF Sold
9-2022161530
8-20221965647246
7-20222638850983
6-20223148980808
5-20223364351987
  • 35489, conf, Enerplus, FB Leviathan 151-94-27A-34-14T2, Antelope:
DateOil RunsMCF Sold
9-20223658962135
8-20221099217610
7-20222489235391
6-20221072712635
5-202236663836
  • 38381, conf, Oasis, Swenson Federal 5197 43-35 3B, Siverston:
DateOil RunsMCF Sold
9-20223433260390
8-20223178453001
7-20223214350964
6-20223126448075
5-20222381428228
  • 38271, conf, Whiting, Platt 44-18-2H, Sanish:
DateOil RunsMCF Sold
9-202232974427
8-20221516513628
7-20221967616042
6-20222082816654
  • 38725, conf, Slawson, Sauger Federal 5 SLTFH, Big Bend, no production data, 
  • 38380, conf, Oasis, Swenson Federal 5197 43-35 2B, Siverston:
DateOil RunsMCF Sold
9-20223933570638
8-20223299554635
7-20223339252500
6-20223455354086
5-2022211942185
  • 35491, conf, Enerplus, FB Leviathan 151-94-27A-34-15T, Antelope:
DateOil RunsMCF Sold
9-20222482447856
8-20222684143707
7-20223049241631
6-20224232156588
5-20222633729943
  • 35490, conf, Enerplus, FB Leviathan 151-94-27A-34-13B, Antelope:
DateOil RunsMCF Sold
9-20222804746621
8-20222686747351
7-20223249047404
6-20222915335828
5-20222682528743
  • 38383, conf, Oasis, Swenson Federal 5197 43-35 5B, Siverston:
DateOil RunsMCF Sold
9-20222647750111
8-20222050534874
7-20222077533425
6-20222362236286
5-20221840519149
  • 38337, conf, Oasis, Soto 5097 12-3 6B, Siverston:
DateOil RunsMCF Sold
9-20223759979664
8-20223742576763
7-20223568269754
6-20223368562339
5-20222171436087
  • 35492, conf, Enerplus, FB Leviathan 151-94-27A-34-16B, Antelope:
DateOil RunsMCF Sold
9-20222331653131
8-20223480381554
7-20224398665062
6-20224650765554
5-20223575537126
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Wells Coming Confidential List This Next Week -- November 6, 2022

Wednesday, November 16, 2022: 25 for the month, 62 for the quarter, 607 for the year.
37430, conf, Hess, EN-Madisyn-LE-154-94-0705H-6,

Tuesday, November 15, 2022: 24 for the month, 61 for the quarter, 606 for the year.
None.

Monday, November 14, 2022: 24 for the month, 61 for the quarter, 606 for the year.
35489, conf, Enerplus, FB Leviathan 151-94-27A-34-14T2,

Sunday, November 13, 2022: 23 for the month, 60 for the quarter, 605 for the year.
38381, conf, Oasis, Swenson Federal 5197 43-35 3B,

Saturday, November 12, 2022: 22 for the month, 59 for the quarter, 604 for the year.
38271, conf, Whiting, Platt 44-18-2H,

Friday, November 11, 2022: 21 for the month, 58 for the quarter, 603 for the year.
38725, conf, Slawson, Sauger Federal 5 SLTFH,
38380, conf, Oasis, Swenson Federal 5197 43-35 2B,

Thursday, November 10, 2022: 19 for the month, 56 for the quarter, 601 for the year.
35491, conf, Enerplus, FB Leviathan 151-94-27A-34-15T,
35490, conf, Enerplus, FB Leviathan 151-94-27A-34-13B,

Wednesday, November 9, 2022: 17 for the month, 54 for the quarter, 599 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,

Tuesday, November 8, 2022: 14 for the month, 51 for the quarter, 496 for the year.
38401, conf, Hess, EN-J Horst-154-93-1112H-5,

Monday, November 7, 2022: 13 for the month, 50 for the quarter, 495 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, 

Sunday, November 6, 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 5, 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,
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