Crypto -- Are We Watching History Being Made? November 12, 2022

Themes.

Themes - 2022.

Original post, October 8, 2022:

Crypto:

• third miner files for bankruptcy: Celsius
• big question: how does this affect two miners coming to MonDak?
• minor (pun intended): three bankruptcies; is this the end for crypto, or is this simply good miners pushing out bad miners? 
• worse news: depositors will lose their entire holdings -- posted October 8, 2022
  

Now, November 12, 2022: FTX -- the third largest? Said to have been the safest.

• $32 billion to $0 over 24 hours
• "hack" results in all remaining funds being stolen
• SBF said to be world's best hacker
  
• founder SBF tries to flee to Argentina?
  

 

Coal -- Road To Germany -- November 12, 2022

Themes.

Themes - 2022.

Coal:

• Germany:
• solar farm removed for coal mine
• village to be destroyed for coal mine

Initial Production Data For 1Q22 -- Update -- November 12, 2022

The wells at this link:

The wells updated today:

• 37332, conf-->loc/A, , Hess, EN-Rice-A-155-94-0310H-2, Manitou, a very nice well; t--; cum 231K 9/22;

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	9-2022	30	7965	7961	10044	27534	27534	0
BAKKEN	8-2022	31	8290	8278	10356	27292	27292	0
BAKKEN	7-2022	31	8997	8991	12637	25019	25019	0
BAKKEN	6-2022	30	8632	8641	13915	28918	28918	0
BAKKEN	5-2022	25	12123	12107	11128	29169	29169	0
BAKKEN	4-2022	15	6598	6619	6257	9221	9221	0
BAKKEN	3-2022	31	14528	14557	15629	29008	29008	0
BAKKEN	2-2022	28	17327	17340	20657	34811	34811	0
BAKKEN	1-2022	30	22271	22256	16886	30862	30862	0
BAKKEN	12-2021	31	20119	20118	24297	21844	21844	0
BAKKEN	11-2021	30	14201	14300	33469	15615	15615	0
BAKKEN	10-2021	26	23729	23719	35598	30929	30929	0
BAKKEN	9-2021	30	27876	28089	49684	49677	49677	0
BAKKEN	8-2021	23	38295	37900	65774	44101	41124	2977

• 37911, conf,  CLR, Charolais South Federal 13-19H, Elm Tree, no production data,

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	9-2022	30	13714	13730	15006	35800	35146	268
BAKKEN	8-2022	31	16418	16421	18247	36193	35626	361
BAKKEN	7-2022	31	20010	20037	27401	44495	43618	671
BAKKEN	6-2022	30	24932	24941	35647	44784	44210	380
BAKKEN	5-2022	31	24158	24075	41116	38821	37753	1068
BAKKEN	4-2022	12	10219	10198	14162	15208	14893	315
BAKKEN	3-2022	4	380	380	2415	814	0	814

• 37910, conf-->loc/A, CLR, Charolais South Federal 12-10H, Elm Tree, t--; cum 110K 9/22;

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	9-2022	30	13714	13730	15006	35800	35146	268
BAKKEN	8-2022	31	16418	16421	18247	36193	35626	361
BAKKEN	7-2022	31	20010	20037	27401	44495	43618	671
BAKKEN	6-2022	30	24932	24941	35647	44784	44210	380
BAKKEN	5-2022	31	24158	24075	41116	38821	37753	1068
BAKKEN	4-2022	12	10219	10198	14162	15208	14893	315
BAKKEN	3-2022	4	380	380	2415	814	0	814

• 37909, conf-->loc/drl, CLR, Charolais South Federal 11-10H2, Elm Tree, t--; cum 113K 9/22;

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	9-2022	29	20099	20110	18308	35960	35326	267
BAKKEN	8-2022	31	20952	20944	20199	36491	35928	362
BAKKEN	7-2022	28	22037	22047	24064	36670	35931	551
BAKKEN	6-2022	30	22299	22304	26488	35310	34818	298
BAKKEN	5-2022	31	20781	20704	29671	29609	28795	814
BAKKEN	4-2022	13	6291	6278	9949	8278	8107	171
BAKKEN	3-2022	3	277	277	2147	480	0	480

• 37908, conf-->loc/drl, CLR, Charolais South Federal 10-10H, Elm Tree, t-- cum 171K 9/22;

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	9-2022	30	19769	19775	12483	44598	43879	333
BAKKEN	8-2022	31	19437	19454	9696	39534	38935	393
BAKKEN	7-2022	31	27832	27874	13849	52840	51838	796
BAKKEN	6-2022	30	35594	35662	17995	58630	57939	497
BAKKEN	5-2022	31	47176	47015	26498	78492	76332	2160
BAKKEN	4-2022	19	21186	21143	13121	30251	29624	627
BAKKEN	3-2022	3	163	163	1957	594	0	594

• 37907, conf-->loc/drl, CLR, Charolais South Federal 9-10H1, Elm Tree, t--; cum 145K 9/22;

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	9-2022	30	19639	19654	16622	38771	38097	288
BAKKEN	8-2022	31	21354	21353	17673	39590	38997	393
BAKKEN	7-2022	31	24670	24697	21968	44303	43430	667
BAKKEN	6-2022	30	28935	28966	29654	46258	45672	392
BAKKEN	5-2022	31	32988	32881	33808	48479	47146	1333
BAKKEN	4-2022	20	17359	17324	17802	24566	24057	509
BAKKEN	3-2022	6	400	400	903	222	0	222

37906, conf, CLR, Charolais South Federal 8-10H, Elm Tree, t--; cum 176K 9/22;

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	9-2022	30	22449	22456	11642	51084	50320	382
BAKKEN	8-2022	31	21789	21796	11594	44949	44295	448
BAKKEN	7-2022	29	27769	27815	13435	54086	53078	816
BAKKEN	6-2022	30	36668	36710	17585	64927	64182	551
BAKKEN	5-2022	31	42236	42105	20751	63699	61947	1752
BAKKEN	4-2022	20	25000	24949	13740	37517	36739	778
BAKKEN	3-2022	4	399	399	1681	831	0	831

• 38049, conf, Slawson, Muskrat Federal 8-28-33H, Big Bend, t--; cum 156K 9/22;
  

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	9-2022	30	17627	17987	1591	14270	6097	8023
BAKKEN	8-2022	31	21267	20767	20035	17269	4348	12768
BAKKEN	7-2022	30	25868	26081	23313	21127	4980	15999
BAKKEN	6-2022	30	27820	28134	28365	22551	6011	16392
BAKKEN	5-2022	31	25000	24613	33745	20240	5636	14449
BAKKEN	4-2022	24	19784	19857	28746	15940	3329	12490
BAKKEN	3-2022	26	17583	16871	34256	14247	6684	7433
BAKKEN	2-2022	2	1451	1351	2392	1153	0	1144
BAKKEN	1-2022	2	0	0	8276	8	0	0
BAKKEN	12-2021	1	37	0	0	19	0	1

• 37905, conf, CLR, Charolais South Federal 7-10H2, Elm Tree, no production data, t--; cum 153K 9/22;

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	9-2022	30	19009	19013	15218	29894	29288	220
BAKKEN	8-2022	24	18020	18048	13277	29547	29103	293
BAKKEN	7-2022	29	29465	29492	22379	49062	48132	738
BAKKEN	6-2022	30	33059	33084	25659	52577	51938	445
BAKKEN	5-2022	31	35238	35122	29506	50076	48700	1376
BAKKEN	4-2022	20	17548	17512	16178	25329	24804	525
BAKKEN	3-2022	5	282	282	2634	495	0	495

• 38077, conf-->drl, Slawson, Vagabond Federal 1 SLH, Big Bend, no production data; maybe starting to produce, 2/22; cum 139K 9/22;

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	9-2022	30	17574	17981	1140	14226	8039	6037
BAKKEN	8-2022	29	18765	18204	24243	15116	1634	13337
BAKKEN	7-2022	31	26082	26383	29591	21458	6463	14842
BAKKEN	6-2022	30	28380	28673	32562	24061	13201	10710
BAKKEN	5-2022	30	26523	26136	35940	21491	16239	5100
BAKKEN	4-2022	19	17125	17305	24577	13633	6890	6650
BAKKEN	3-2022	2	3604	3461	2985	2877	0	2868
BAKKEN	2-2022	6	838	0	8701	695	0	665
BAKKEN	1-2022	0	0	0	0	0	0	0
BAKKEN	12-2021	1	35	0	0	18	0	13

• 38076, conf, Slawson, Muskrat Federal 7-28-33TFH, Big Bend, no production reported, maybe starting to produce a little in 2/22; cum 137K 9/22;

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	9-2022	30	20172	20599	1297	16481	8069	8262
BAKKEN	8-2022	31	20946	20425	27588	17000	6523	10323
BAKKEN	7-2022	31	23696	23843	33636	19502	9373	9975
BAKKEN	6-2022	30	22823	23110	35932	18520	8460	9910
BAKKEN	5-2022	31	22384	22017	39118	18107	7985	9969
BAKKEN	4-2022	21	16533	16680	29886	13298	2474	10720
BAKKEN	3-2022	11	10319	9925	24563	8299	0	8245
BAKKEN	2-2022	2	467	0	4783	376	0	366
BAKKEN	1-2022	0	0	0	0	0	0	0
BAKKEN	12-2021	1	42	0	0	23	0	18

• 26824, conf-->drl/A, Enerplus/Bruin, WM Polar 157-101-25B-36-6B, Otter, first production, 7/21; t--; cum 88K 11/21; cum 158K 9/22;
  
• 37900, conf-->loc/A, CLR, JDT Federal 24-10RH, Cedar Hills, North Red River B; nice well for a Red River in Cedar Hills; t--; cum 49K 9/22:

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
NORTH RED RIVER B	9-2022	30	3209	3209	8138	548	0	548
NORTH RED RIVER B	8-2022	31	3474	3497	7984	579	0	579
NORTH RED RIVER B	7-2022	31	3644	3670	8097	507	0	507
NORTH RED RIVER B	6-2022	30	3697	3671	8358	516	0	516
NORTH RED RIVER B	5-2022	31	4007	4051	9463	540	0	540
NORTH RED RIVER B	4-2022	30	4383	4361	9789	114	0	114
NORTH RED RIVER B	3-2022	31	5314	5322	11531	124	0	124
NORTH RED RIVER B	2-2022	28	5325	5254	11377	68	0	68
NORTH RED RIVER B	1-2022	31	4773	4738	7781	3	0	3
NORTH RED RIVER B	12-2021	13	1335	1337	3192	46	0	46
NORTH RED RIVER B	11-2021	30	1177	1192	8658	265	0	265
NORTH RED RIVER B	10-2021	31	2033	2063	8840	431	0	431
NORTH RED RIVER B	9-2021	30	2339	2409	7697	566	0	566
NORTH RED RIVER B	8-2021	26	3908	3738	8909	582	0	582

The Proposed Budget -- A PSA -- November 12, 2022

Rounded:

• DoD: $715 billion
• Health and Human Services: $135 billion (includes $10 billion for the CDC)
• Veterans Affairs: $113 billion
• Education: $100 billion
• HUD: $65 billion
• State and integration programs: $64 billion
• Homeland Security: $50 billion
• Energy: $46 billion
• Other agencies: $45 billion
• Justice: $35 billion
• Agriculture: $28 billion
• DOT discretionary programs: $25 billion
• NASA: $25 billion
• Interior: $17 billion
• Labor: $14 billion
• Treasury: $14 billion
• National Science Foundation: $13 billion
• Commerce: $12 billion
• EPA: $11 billion

Again, Biden Got 'er Done -- November 12, 2022

Link here.

This is low-hanging fruit that should have been picked during the Trump administration.

Apple, Ukraine, USC, Access To Federal Land, And All That Jazz -- November 12, 2022

Apple: Apple's new store in the Portland area opens today, Saturday, November 12, 2022.

This building -- see photo at link -- was meant for a warzone. Same design for new Apple store in Kyiv, Ukraine.

Henichesk: speaking of Ukraine, wow, wiki, is fast. This happened less than twelve hours ago and it's already on wiki:

Henichesk is a port city along the Sea of Azov in the Kherson Oblast of southern Ukraine. It serves as the administrative centre of Henichesk Raion. Henichesk hosts the administration of the Henichesk urban hromada, one of the hromadas of Ukraine.

In 2021, Henichesk had a population of 19,253. About the size of Williston, ND.

As of November 2022, the city is under Russian occupation as part of the Russian occupation of Kherson Oblast.

On 12 November, the occupying forces declared Henichesk to be the "temporary administrative capital of the Kherson region" following the Liberation of Kherson in the 2022 Ukrainian southern counteroffensive.

"Liberation of Kherson"? Who wrote this?  

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Insulin

Link here.

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National Parks Access

Link here.

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USC Clobbers Colorado

Perfect symmetry:

• USC now: 9 - 1.
• Colorado now: 1 - 9.

FTX -- Inflation -- November 12, 2022

FTX:

• Big 4 auditing of FTX
• how bad is it?
• $30 billion to $0 in 24 hours
• Enron liabilities when it went bankrupt: $38 billion, only $12 billion of which were on its balance sheet,
• FTX? Listing liabilities of $10 billion to $50 billion
• I remember Playboy's multi-page pictorial of the Enron women;
• will we see the women of FTX?
• where was Jim Cramer on FTX?

Inflation:

• others see something different
• link here;

This Is Why We Can't Let Twitter Die -- November 12, 2022

Link here.

The dots are starting to connect.

• Tom Brady.
• The divorce.
• FTX.