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.

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Saudi Reserve Assets

Just posted. 

Link here.

BRK-B: 3Q22

ZeroHedge, link here: 

Flashback: BRK to buy Allegheny, link here:

Salivating, link here:

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:

Date	Oil Runs	MCF Sold
9-2022	30010	62872
8-2022	42383	75221
7-2022	39802	62285
6-2022	53200	80429
5-2022	18013	25041

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:

Date	Oil Runs	MCF Sold
9-2022	16153	0
8-2022	19656	47246
7-2022	26388	50983
6-2022	31489	80808
5-2022	33643	51987

• 35489, conf, Enerplus, FB Leviathan 151-94-27A-34-14T2, Antelope:
  

Date	Oil Runs	MCF Sold
9-2022	36589	62135
8-2022	10992	17610
7-2022	24892	35391
6-2022	10727	12635
5-2022	3666	3836

• 38381, conf, Oasis, Swenson Federal 5197 43-35 3B, Siverston:
  

Date	Oil Runs	MCF Sold
9-2022	34332	60390
8-2022	31784	53001
7-2022	32143	50964
6-2022	31264	48075
5-2022	23814	28228

• 38271, conf, Whiting, Platt 44-18-2H, Sanish:
  

Date	Oil Runs	MCF Sold
9-2022	3297	4427
8-2022	15165	13628
7-2022	19676	16042
6-2022	20828	16654

• 38725, conf, Slawson, Sauger Federal 5 SLTFH, Big Bend, no production data, 
• 38380, conf, Oasis, Swenson Federal 5197 43-35 2B, Siverston:
  

Date	Oil Runs	MCF Sold
9-2022	39335	70638
8-2022	32995	54635
7-2022	33392	52500
6-2022	34553	54086
5-2022	21194	2185

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

Date	Oil Runs	MCF Sold
9-2022	24824	47856
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
9-2022	28047	46621
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
9-2022	26477	50111
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
9-2022	37599	79664
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
9-2022	23316	53131
8-2022	34803	81554
7-2022	43986	65062
6-2022	46507	65554
5-2022	35755	37126

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,