CLR Kiefel 3-36H (#38986) and CLR Kiefel 2-36HSL (#(38985) -- February 22, 2023

As a side note to the reader who first alerted me to the Kiefel wells, a huge "thank you" for the backstory. Much appreciated.  

I hope I have the story with regard to these two wells correct now. Big smile.

No frack data in NDIC file report and no frack data at FracFocus suggesting these two wells are awaiting completion (fracking).  If they have been fracked, paperwork is yet to catch up, but one would think "runs" would start to be reporting if they had been fracked already.

See this post for background.

38985:

38986:

My Two Favorite Companies -- February 22, 2023

Updates

February 23, 2023: here's the story that a reader was referencing. Link here. 

February 23, 2023: a reader tells that Bloomberg has a story about TSM looking to build a new facility in Japan. I'll look for that story later. But this is simply amazing:

 Original Post

Link here.

Let this sink in for a minute.

***************************
And Then My Second Favorite Company

Link here.

aaaaa

My Favorite Chart -- February 22, 2023

Link here.

My favorite chart. Data through January 31, 2023.

 
Imagine the graph if the y-axis was changed to "$4 trillion to $6 trillion" or even better, "$5 trillion to $6 trillion."

The Monthly Bakken DUC Update -- February 22, 2023

 From a reader, the Bakken DUC update:

Mo/Yr	Drilled	Completed	DUCs
	Bakken
	Drilled	Completed	DUC
Dec-13	--	--	603
Jan-14	174	143	634
Feb-14	214	158	690
Mar-14	216	218	688
Apr-14	220	207	701
May-14	216	208	709
Jun-14	237	225	721
Jul-14	257	243	735
Aug-14	229	207	757
Sep-14	250	232	775
Oct-14	186	243	718
Nov-14	209	202	725
Dec-14	224	194	755
Jan-15	197	193	759
Feb-15	230	151	838
Mar-15	182	170	850
Apr-15	142	127	865
May-15	124	139	850
Jun-15	110	135	825
Jul-15	102	124	803
Aug-15	111	101	813
Sep-15	99	92	820
Oct-15	118	84	854
Nov-15	100	89	865
Dec-15	98	78	885
Jan-16	71	80	876
Feb-16	61	41	896
Mar-16	68	45	919
Apr-16	43	39	923
May-16	46	59	910
Jun-16	42	54	898
Jul-16	45	56	887
Aug-16	53	82	858
Sep-16	49	66	841
Oct-16	59	85	815
Nov-16	61	86	790
Dec-16	53	49	794
Jan-17	62	52	804
Feb-17	51	58	797
Mar-17	78	71	804
Apr-17	78	104	778
May-17	94	82	790
Jun-17	76	105	761
Jul-17	95	103	753
Aug-17	99	110	742
Sep-17	98	97	743
Oct-17	104	110	737
Nov-17	93	86	744
Dec-17	77	65	756
Jan-18	107	72	791
Feb-18	74	74	791
Mar-18	95	90	796
Apr-18	109	110	795
May-18	124	131	788
Jun-18	108	118	778
Jul-18	134	155	757
Aug-18	108	138	727
Sep-18	108	122	713
Oct-18	120	118	715
Nov-18	110	99	726
Dec-18	108	70	764
Jan-19	120	71	813
Feb-19	108	56	865
Mar-19	111	110	866
Apr-19	118	112	872
May-19	127	127	872
Jun-19	118	149	841
Jul-19	122	122	841
Aug-19	122	144	819
Sep-19	110	88	841
Oct-19	116	108	849
Nov-19	96	88	857
Dec-19	94	86	865
Jan-20	99	98	866
Feb-20	94	100	860
Mar-20	94	108	846
Apr-20	69	33	882
May-20	33	14	901
Jun-20	18	11	908
Jul-20	18	22	904
Aug-20	19	27	896
Sep-20	18	51	863
Oct-20	19	41	841
Nov-20	20	31	830
Dec-20	20	50	800
Jan-21	20	41	779
Feb-21	19	24	774
Mar-21	25	45	754
Apr-21	27	46	735
May-21	29	62	702
Jun-21	31	33	700
Jul-21	32	61	671
Aug-21	39	69	641
Sep-21	42	78	605
Oct-21	43	78	570
Nov-21	46	62	554
Dec-21	52	50	556
Jan-22	53	34	575
Feb-22	64	47	592
Mar-22	66	76	582
Apr-22	58	65	575
May-22	75	76	574
Jun-22	75	77	572
Jul-22	75	79	568
Aug-22	76	78	566
Sep-22	78	85	559
Oct-22	77	83	553
Nov-22	79	81	551
Dec-22	80	79	552
Jan-23	80	79	553