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Saturday, November 12, 2022

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?

 

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;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN9-202230796579611004427534275340
BAKKEN8-202231829082781035627292272920
BAKKEN7-202231899789911263725019250190
BAKKEN6-202230863286411391528918289180
BAKKEN5-20222512123121071112829169291690
BAKKEN4-202215659866196257922192210
BAKKEN3-20223114528145571562929008290080
BAKKEN2-20222817327173402065734811348110
BAKKEN1-20223022271222561688630862308620
BAKKEN12-20213120119201182429721844218440
BAKKEN11-20213014201143003346915615156150
BAKKEN10-20212623729237193559830929309290
BAKKEN9-20213027876280894968449677496770
BAKKEN8-20212338295379006577444101411242977
  • 37911, conf,  CLR, Charolais South Federal 13-19H, Elm Tree, no production data,
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN9-2022301371413730150063580035146268
BAKKEN8-2022311641816421182473619335626361
BAKKEN7-2022312001020037274014449543618671
BAKKEN6-2022302493224941356474478444210380
BAKKEN5-20223124158240754111638821377531068
BAKKEN4-2022121021910198141621520814893315
BAKKEN3-2022438038024158140814
  • 37910, conf-->loc/A, CLR, Charolais South Federal 12-10H, Elm Tree, t--; cum 110K 9/22;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN9-2022301371413730150063580035146268
BAKKEN8-2022311641816421182473619335626361
BAKKEN7-2022312001020037274014449543618671
BAKKEN6-2022302493224941356474478444210380
BAKKEN5-20223124158240754111638821377531068
BAKKEN4-2022121021910198141621520814893315
BAKKEN3-2022438038024158140814

  • 37909, conf-->loc/drl, CLR, Charolais South Federal 11-10H2, Elm Tree, t--; cum 113K 9/22;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN9-2022292009920110183083596035326267
BAKKEN8-2022312095220944201993649135928362
BAKKEN7-2022282203722047240643667035931551
BAKKEN6-2022302229922304264883531034818298
BAKKEN5-2022312078120704296712960928795814
BAKKEN4-20221362916278994982788107171
BAKKEN3-2022327727721474800480

  • 37908, conf-->loc/drl, CLR, Charolais South Federal 10-10H, Elm Tree, t-- cum 171K 9/22;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN9-2022301976919775124834459843879333
BAKKEN8-202231194371945496963953438935393
BAKKEN7-2022312783227874138495284051838796
BAKKEN6-2022303559435662179955863057939497
BAKKEN5-20223147176470152649878492763322160
BAKKEN4-2022192118621143131213025129624627
BAKKEN3-2022316316319575940594
  • 37907, conf-->loc/drl, CLR, Charolais South Federal 9-10H1, Elm Tree, t--; cum 145K 9/22;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN9-2022301963919654166223877138097288
BAKKEN8-2022312135421353176733959038997393
BAKKEN7-2022312467024697219684430343430667
BAKKEN6-2022302893528966296544625845672392
BAKKEN5-20223132988328813380848479471461333
BAKKEN4-2022201735917324178022456624057509
BAKKEN3-202264004009032220222

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

PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN9-2022302244922456116425108450320382
BAKKEN8-2022312178921796115944494944295448
BAKKEN7-2022292776927815134355408653078816
BAKKEN6-2022303666836710175856492764182551
BAKKEN5-20223142236421052075163699619471752
BAKKEN4-2022202500024949137403751736739778
BAKKEN3-2022439939916818310831
  • 38049, conf, Slawson, Muskrat Federal 8-28-33H, Big Bend, t--; cum 156K 9/22;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN9-202230176271798715911427060978023
BAKKEN8-20223121267207672003517269434812768
BAKKEN7-20223025868260812331321127498015999
BAKKEN6-20223027820281342836522551601116392
BAKKEN5-20223125000246133374520240563614449
BAKKEN4-20222419784198572874615940332912490
BAKKEN3-2022261758316871342561424766847433
BAKKEN2-20222145113512392115301144
BAKKEN1-20222008276800
BAKKEN12-2021137001901
  • 37905, conf, CLR, Charolais South Federal 7-10H2, Elm Tree, no production data, t--; cum 153K 9/22;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN9-2022301900919013152182989429288220
BAKKEN8-2022241802018048132772954729103293
BAKKEN7-2022292946529492223794906248132738
BAKKEN6-2022303305933084256595257751938445
BAKKEN5-20223135238351222950650076487001376
BAKKEN4-2022201754817512161782532924804525
BAKKEN3-2022528228226344950495

  • 38077, conf-->drl, Slawson, Vagabond Federal 1 SLH, Big Bend, no production data; maybe starting to produce, 2/22; cum 139K 9/22;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN9-202230175741798111401422680396037
BAKKEN8-20222918765182042424315116163413337
BAKKEN7-20223126082263832959121458646314842
BAKKEN6-202230283802867332562240611320110710
BAKKEN5-20223026523261363594021491162395100
BAKKEN4-2022191712517305245771363368906650
BAKKEN3-20222360434612985287702868
BAKKEN2-20226838087016950665
BAKKEN1-20220000000
BAKKEN12-20211350018013

  • 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;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN9-202230201722059912971648180698262
BAKKEN8-20223120946204252758817000652310323
BAKKEN7-2022312369623843336361950293739975
BAKKEN6-2022302282323110359321852084609910
BAKKEN5-2022312238422017391181810779859969
BAKKEN4-20222116533166802988613298247410720
BAKKEN3-20221110319992524563829908245
BAKKEN2-20222467047833760366
BAKKEN1-20220000000
BAKKEN12-20211420023018

  • 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:
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
NORTH RED RIVER B9-2022303209320981385480548
NORTH RED RIVER B8-2022313474349779845790579
NORTH RED RIVER B7-2022313644367080975070507
NORTH RED RIVER B6-2022303697367183585160516
NORTH RED RIVER B5-2022314007405194635400540
NORTH RED RIVER B4-2022304383436197891140114
NORTH RED RIVER B3-20223153145322115311240124
NORTH RED RIVER B2-202228532552541137768068
NORTH RED RIVER B1-202231477347387781303
NORTH RED RIVER B12-20211313351337319246046
NORTH RED RIVER B11-2021301177119286582650265
NORTH RED RIVER B10-2021312033206388404310431
NORTH RED RIVER B9-2021302339240976975660566
NORTH RED RIVER B8-2021263908373889095820582

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?  

***************************
Insulin

Link here.

 *******************
National Parks Access

Link here.

****************************
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:

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.