Pages

Wednesday, February 22, 2023

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