Monday Morning -- February 6, 2023

Active rigs: 44.

Peter Zeihan newsletter.

WTI: $73.21.

Natural gas: $2.415.

Tuesday, February 7, 2023: 18 for the month; 88 for the quarter, 88 for the year
None.

Monday, February 6, 2023: 18 for the month; 88 for the quarter, 88 for the year
39063, conf, KODA Resources, Bock 3211-1BH,
39011, conf, CLR, Rhonda 5-28,
38166, conf, Hess, BB-Budahn A-150-95-0403H-12,
31770, conf, BR, Ivan 5-1-2UTFH,
31769, conf, BR, Ivan 4-1-29MBH,
31768, conf, BR, Ivan 3-1-29UTFH,
31767, conf, BR, Ivan 2-1-29MBH,

Sunday, February 5, 2023: 12 for the month; 82 for the quarter, 82 for the year
39120, conf, Crescent Point, CPEUSC Szarka 5-36-25-159N-100W-MBH-LL,

Saturday, February 4, 2023: 11 for the month; 81 for the quarter, 81 for the year
39072, conf, Crescent Point, CPEUSC Samples 3-35-26-158N-100W-MBH,
39033, conf, CLR, Rhonda 12-28HSL1,
38167, conf, Hess, BB-Budahn A-150-95-0506H-9,

RBN Energy: for refiners, are there viable alternatives to HFF alkylation? Part 3. Archived.

Refineries with hydrofluoric acid alkylation units account for about 40% of total U.S. refining capacity. Many in the refining sector are concerned that an Environmental Protection Agency (EPA) proposal to compel refineries to conduct exacting studies of newer, alternative alkylation technologies could be leveraged to discourage and effectively ban HF alkylation, and as a result, potentially lead to more refinery closures. The U.S. already has lost more than 1.3 MMb/d of refining capacity since 2019 — losses that exacerbated the run-up in motor fuel prices through the first half of last year — and the specter of another round of refinery closures on the horizon looms large. In today’s RBN blog, we consider the challenges that refineries with HF “alky” units might face if they were required to replace them.