Inflation: if I recall correctly, the risk was runaway inflation.
Aramco's spending mystery. Bloomberg. Link here.
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Back to the Bakken
Bakken: yields clues to one of earth's mass extinctions. Link here.
The big five:
Active rigs: 44.
Peter Zeihan newsletter.
WTI: $73.52.
Natural gas: $2.536.
Tuesday, March 14, 2023: 45 for the month; 207 for the quarter, 207 for the year
39129, conf, Crescent Point Energy, CPEUSC Claire Rose 5-31-30-159N-99W-MBH,
Monday, March 13, 2023: 44 for the month; 206 for the quarter, 206 for the year
39149, conf, Petro-Hunt, USA 146-97-29B-32-1H,
39139, conf, CLR, Micahlucas 8-5H1,
38653, conf, Oasis, Ramirez 5196 42-32 5B,
35589, conf, Neptune Operating, Heen 153-104-35-26-4H,
35588, conf, Neptune Operating, Heen 153-104-35-26-3H,
Sunday, March 12, 2023: 39 for the month; 201 for the quarter, 201 for the year
39138, conf, CLR, Micahlucas 7-5H,
39130, conf, Crescent Point Energy, CPEUSC Claire Rose 4-31-30-159N-99W-MBH,
39131, conf, Crescent Point Energy, CPEUSC Amelia Grace 4-6-7-158N-99W-MBH,
RBN Energy: oil, gas operators face mounting pressures around methane emissions, part 2.
Oil and gas companies across the value chain are facing new pressures to manage and reduce methane emissions. Their ability to access premium markets and buyers, appeal to investors and avoid costly fees depends on developing a credible plan to measure and reduce methane emissions. At the very least, the industry’s regulatory outlook, its non-governmental quasi-oversight and its access to capital are changing in ways that make understanding sometimes inconsistent emissions data vitally important. In today’s RBN blog, we explore the recent changes and the mounting external pressures around methane emissions.
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