Two Wells Coming Off Confidential List Today -- November 8, 2023

Locator: 45989B.    

NASDAQ: up 30% for the year. 

Household net worth: cup is half full. 

Screenshot, streaming, from bat cave, last night, November 7, 2023, about 5:45 p..m. CT:

E-mail access, update. This all began November 5, 2023, at which time I wrote: 

I do not have access to my e-mail account that I use for the account associated with the blog. I will not be receiving any e-mail for an undetermined period of time. I'm not sure yet if I can moderate comments for the blog without e-mail access. But if you are e-mailing me or if you send a comment for the blog, I won't be seeing it. I'm not purposely ignoring you. The problem is being worked. We will know more tomorrow. The blog, fortunately, is not affected. 

The Yahoo! folks have been wonderful, incredible. They have a fix to get my e-mail account re-established, but I have not re-established the account. My biggest concern was whether the account had been hacked. The Yahoo! folks did not specifically address that issue, and I'm not sure they would be allowed to, but based on our lengthy conversations, it is clear my e-mail account was not compromised. Knowing my accounts have not been hacked, I’m greatly relieved but it raises the question whether associating an e-mail address with a blog is a smart practice.

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Personal Investing
Today: I was done with buying any more "oil" but this is a rare opportunity.

• bought AAPL at the open
  
• bought DVN at the open; paying 11.04%; and increasing its dividend.
  
• bought  CVX at the open; pays 4%;
  
• no plans to sell anything 

 

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Back to the Bakken 

 WTI: ouch.  Thursday, November 9, 2023: 106 for the month; 106 for the quarter, 676 for the year 39707, conf, Oasis, MHA Moose 5090 43-7 5B, 37327, conf, SOGC (Sinclair), Porcupine 4-19H,  Wednesday, November 8, 2023: 104 for the month; 104 for the quarter, 674 for the year 38097, conf, Enerplus, Narwhal 148-94-05D-06H, 38096, conf, Enerplus, Brydes 148-93-05D-06H, Bryde's whale;  RBN Energy: wide range of producers lining up to prove their natural gas is “low emissions.”

Over the past couple of years, a growing number of natural gas producers — from global integrateds like ExxonMobil, Chevron and BP to E&Ps large, medium and small — have contracted with entities like MiQ and Project Canary to scrutinize their upstream operations and score their relative success in minimizing methane emissions. By some estimates, as much as one-third of U.S. gas production is already “certified” or “differentiated,” and with growing interest in “low-emissions” gas among domestic and international buyers the trend seems likely to accelerate. In today’s RBN blog, we continue our look at certified/differentiated gas with a review of the gas producers leading the way. 

In this blog series, we’re examining the certified/differentiated gas ”movement” from just about every angle. In Part 1, we said there are a variety of efforts underway to make the natural gas piece of the global energy puzzle as clean as it can be. The primary focus of these efforts is on reducing as much as possible the amount of methane (CH4) — the main ingredient in natural gas — that is released into the atmosphere along its route from the production well to the end-user’s burner tip. We noted that there’s good reason for zeroing in on methane emissions: Methane is a particularly potent greenhouse gas (GHG), with more than 80 times the atmospheric heat-trapping effect of carbon dioxide (CO2) over the short term (five to 20 years). That means reducing methane emissions along the gas value chain has quick and very positive climate effects.