Only One Well Coming Off Confidential List To Close Out The Year -- Friday, December 29, 2023

Locator: 46416B. 

WTI: $72.25. Goldilocks range.

Sunday, December 31, 2023: 45 for the month; 194 for the quarter, 764 for the year
None.

Saturday, December 30, 2023: 45 for the month; 194 for the quarter, 764 for the year
39289, conf, Hess, GO-Tong Trust A-LWW-157-96-2032H-1, 

Friday, December 29, 2023: 44 for the month; 193 for the quarter, 763 for the year
None.

RBN Energy: top ten RBN Energy prognostications in 2023 (a review).

10.  VLCC economics will accelerate the shift to Corpus Christi crude export dominance.

9. The 2023 hiatus on new LNG export-capacity additions will trigger the last oversupplied gas market for a long time to come.

8. NGL production will keep coming on strong in 2023, pushing more volumes to export markets.

7. Canadian crude flows into the U.S. will drop in 2023, narrowing the WTI-WCS differential.

6. Appalachia will see the last throes of natural gas production growth in 2023-24 as takeaway capacity maxes out.  

5. The energy transition gravy train has arrived. It’s time to get on board.

4. Permian crude oil pipeline capacity to Corpus Christi will soon max out. 

3. Another round of steam crackers is coming to Gulf Coast ethane markets.

2. New natural gas pipeline/LNG supply projects are coming to debottleneck the Sabine River crossing. 

1. The resurgence of energy security goals will breathe new life into energy project development opportunities.