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Saturday, November 11, 2023

Airline Updates -- November 11, 2023

Locator: 46029AIRLINES.

From CNBC tonight:

 *********************
Movie Night

Tim Burton's 1996 Mars Attack.

To all, a goodnight.

at No comments:

This Slawson Well Has Held Up Incredibly Well -- Scout Ticket Still Says No Pump --- November 11, 2023

Locator: 46028SLAWSON.

The well:

  • 32273, 797, Slawson, Submariner Federal 7-23-20TFH, Big Bend, t6/19; cum 134K 1/20; off line 2/20; remains off line 1/21; cum 483K 11/22; still flowing without a pump; cum 550K 9/23; full production: 
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN9-2023307737762470831285612029677
BAKKEN8-2023318471776074791269111830707
BAKKEN7-2023121428221251200
BAKKEN6-20233071267113840415991158420
BAKKEN5-2023318081820783601219379324107
BAKKEN4-20233095459772884215449131472152
BAKKEN3-202329110331129498581562694496032
BAKKEN2-202313432634514641600923373607
BAKKEN1-20235155123521708218102156
BAKKEN12-2022299365915290791391566717099
BAKKEN11-202230103989875103321477682826344
BAKKEN10-20223112866128411115818481115576769
BAKKEN9-2022291089710872114741560981607304
BAKKEN8-20228321729822667466321402482
BAKKEN7-202226124111246696701804590158901
BAKKEN6-20222814677152231244221185128528191
BAKKEN5-20222614624142631329420999845012419
BAKKEN4-20222616360164871347923573875814687
BAKKEN3-202229179361827615017256281161113873
BAKKEN2-2022271329213052147731868091799368
BAKKEN1-20222291679027139601306550537900
BAKKEN12-2021281166611993163631652277258657
BAKKEN11-20212211470115001374816523381212601
BAKKEN10-20213121624217142267131284663524496
BAKKEN9-20213025924253772550637864608631628
BAKKEN8-20213028268288753096941339499136196
BAKKEN7-20213029387291803462143111316439797
BAKKEN6-20212722150217033089232398878823475
BAKKEN5-202131205492091626951298991007319671
BAKKEN4-20213018907191882895227197858218465
BAKKEN3-20212413685139581840819651369215838
BAKKEN2-2021994348102111613566013521
BAKKEN1-20210000000
BAKKEN12-20200000000
BAKKEN11-20200000000
BAKKEN10-20200000000
BAKKEN9-20200000000
BAKKEN8-20200000000
BAKKEN7-20200000000
BAKKEN6-20200000000
BAKKEN5-20200000000
BAKKEN4-2020103270000
BAKKEN3-20200000000
BAKKEN2-2020125352034029
BAKKEN1-20202516226167062208223213867912678
BAKKEN12-201931253212456729426380761313022065
BAKKEN11-20192914820153812470421026691012390
BAKKEN10-20193118881185543297227041385721004
BAKKEN9-2019161401213631123020339257616162
BAKKEN8-2019161009610590227721439053137911
BAKKEN7-20199461443119515689222834061
BAKKEN6-20191929706291067803643645040285

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Enerplus Wells Coming Off Line -- November 11, 2023

Locator: 46027ENERPLUS. 

Several wells on this pad have just come off line. Maybe a reader knows more.

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BR's Phantom Ship Is No Longer A Phantom -- Is Reporting Production -- November 11, 2023

Locator: 46026PHANTOM.

The well:

  • 30817, loc/NC-->loc/A, BR, Phantom Ship 3C UTFH, Elidah, no production data, updated 11/21; t--; cum 277K 9/23;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN9-2023301088810913113755916058139765
BAKKEN8-2023311420014217133377490573828769
BAKKEN7-20233117220172571533570907695321048
BAKKEN6-20232818801188091464069947675682015
BAKKEN5-20232418904188691397652392506851323
BAKKEN4-20233023156230761801063275614431447
BAKKEN3-202353779378830191036410131155
BAKKEN2-2023261372213689109433676735847626
BAKKEN1-20230000000
BAKKEN12-202200350000
BAKKEN11-202296475650262331846817834476
BAKKEN10-20223119730197611643853503515831485
BAKKEN9-20222716200162121405944640423841874
BAKKEN8-20223020544205341719654874528141539
BAKKEN7-20223120601206051853552779498522420
BAKKEN6-20222822319223911950154542520042086
BAKKEN5-20223132590324652379371349683172445
BAKKEN4-2022301771317667109533097430163801
BAKKEN3-202231000000
BAKKEN2-20222827427451371168537619
BAKKEN1-20220000000
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Updating A Slawson Osprey Well That Just Returned To Production -- November 11, 2023

Locator: 46025OSPREY. 

The well:

  • 36253, loc/NC-->1,680, Slawson, Osprey Federal 4-26-29TFH, Big Bend, t4/21; cum 184K 1/22; cum 291K 9/23;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN9-20232639123104154892843262687
BAKKEN8-20230000000
BAKKEN7-20230000000
BAKKEN6-20230000000
BAKKEN5-20230000000
BAKKEN4-20230000000
BAKKEN3-20230000000
BAKKEN2-20230000000
BAKKEN1-20231400500
BAKKEN12-20220000000
BAKKEN11-20224157619762169904596286
BAKKEN10-202230111501145715141634136072584
BAKKEN9-2022249499952212839545624042931
BAKKEN8-202231134171319916972782131874479

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Closing Out My Summer Reading Program -- November 11, 2023

Locator: 46024BOOKS.  

 Sometime in the next month or so, I will start my winter reading program (WRP).

Closing out the SRP - 2023:

The books:

  • The Art in Painting, Albert C. Barnes, c. 1925, c. 1965. 
  • The Art of Renoir, Albert C. Barnes and Violette de Mazia, c. 1935.
  • Radical by Nature: The Revolutionary Life of Alfred Russel Wallace, James T. Costa, March 21, 2023;
  • The Wok: Recipes and Techniques, J. Kenji Lopez-Alt, March 8, 2022;
  • Before the Big Bang: The Origin Of The Universe and What Lies Beyond, Laura Mersini-Houghton, July 4, 2023; 
  • The Maniac (John von Neumann), Benjamín Labatut, c. 2023.
  • Why Tammy Wynette Matters, Steacy Easton, c. 2023. A series of books on musicians.
  • Grant: Memoirs, In Two Volumes, and Selected Letters, 1839 - 1865, The Library of Congress, c. 1990 by Literary Classics of the United States.
  • A History of the Jews In America, Howard M. Sachar, c. 1992. Softcover, $7.00 at a used book shop in Nashville, TX, Rhino Booksellers. 

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Veterans Day

Enjoying a free lunch with my wife at The Thirsty Lion around the corner from where we live, and our favorite watering hole. I'm wearing my USAF leather flight jacket. Those flight jackets were issued back in 1993, or thereabouts. At the time, we were stationed at Incirlik Air Base, Turkey, just north of Syria.

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What A Bookstore Can Tell US

Barnes and Nobel has three huge two-sided magazine racks at the front of the store.

This is the front side of the first rack one sees upon entering the store.

The three rows of the technology section: camera and photo magazines; computers, software; and, at the bottom, gaming.

Top two rows:

Bottom row:  

With all the focus on gaming, one would think gaming would be at the top.

With all the smart phone cameras most of us would have thought 35-mm cameras were dead. But not dead, and, in fact, by the number of different magazines, and the prominence of the magazines, it is obvious that the 35-mm single reflex high-end digital cameras are thriving.

And, finally, computer and software magazines. Years ago you wouldn't have an Apple cover but now it's hard to not see an Apple cover.

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Cameras

It's counterintuitive, but one wonders if the Apple iPhone might not be responsible for the resurgence of the high-end digital camera?

And, oh, by the way, comparing an "old" iPhone camera -- the iPhone 14 -- with a high-end Sony camera tells you how far the iPhone cameras have come.

at No comments:

Week 45: November 6, 2023 -- November 13, 2023

Locator: 46023TOPSTORY. 

Top, top story:

  • Israel-Gaza: action focused around main Gaza hospital / Hamas headquarters.

Top North Dakota energy story:


Top story

  • US Senate won't confirm US military leaders; GOP leadership at its finest

Top international non-story story:

  • Russian-Ukraine war continues; drags on and on and on; starting to take backseat to Israel-Gaza;
    • Russia most recently invaded February 22, 2022
    • the war actually goes back to 2014
  • Israel-Hamas war: lots of anxiety about regional spread, but so far, contained

Top international energy story:


Top national non-energy story:

  • 52-week highs: Walmart, MSFT

Top national energy story:


Focus on fracking: most recent edition.

Top North Dakota non-energy story:


Top North Dakota energy story:


Geoff Simon's quick connects:

Bakken economy:

  • holding in there -- active rigs running about 36;

Commentary:

 

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A BR Kermit Well With Nice Jump In Production -- November 11, 2023

Locator: 46022BRKERMIT.  

 The well:

  • 34056, 320, BR, Kermit 7-8-32 UTFH, Pershing, t8/18; cum 300K 1/21;off line as of 6/19; remains off line 9/19; back on line 10/19; cum 408K 9/23;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN9-20232640644109407471526394252
BAKKEN8-202329249024032851103399599265
BAKKEN7-2023312321229334931687716210155
BAKKEN6-202312424311541431
BAKKEN5-20230010000
BAKKEN4-2023892921054783545
BAKKEN3-2023281181221679337147
BAKKEN2-2023112512473201400115526
BAKKEN1-202374344704762202
BAKKEN12-202212152322121631
BAKKEN11-202222151515332092104579856109
BAKKEN10-2022303230322241711730616415236
BAKKEN9-2022273084306338711227211476228
BAKKEN8-202287437707953000280155
BAKKEN7-2022313558355441271930718474264

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Headlines — Start With Apple — Veterans Day — Seldom Happy — Always Bittersweet

Locator: 46021HEADLINES. 

On tap: next week.

NASA+: free. Went live last week. Direct to site. Holy mackerel.

US crude oil exports: massive.

WTI: likely to go lower.

US crude oil inventories: update, EIA report delayed for one week.

Riyadh Air: new start-up to order 100 Boeing 737 Max jets.

TotalEnergies to expand in Texas: huge.

Deregulation: unmitigated disaster?

Diamond pricing collapse: Bloomberg.

Ann Mather: and Steve Jobs.

Money: and happiness.

Disney: to lose big on The Marvels. 

Apple earnings: analysis. This is probably the best analysis I’ve seen. To whet your appetite: 

Services reached a new all-time revenue record of $22.3 billion, +16% Y/Y, accelerating from +8% Y/Y in the previous quarter. Apple set new records in every Services category. The growth was attributed to double-digit growth in transacting and paid accounts. 
Apple now has “well over 1 billion paid subscriptions.” 
How big are Services? To put the $22.3 billion revenue into perspective — it was more than the combined revenues of Netflix, Mastercard, Spotify, Electronic Arts, Dropbox, and Peloton in the same quarter. 
Disney subscribers: 150 million. Netflix: 250 million. Warner Bros Discovery (MAX, HBO): 95 million and falling. 
How “big” is Apple? Almost 50% of Buffet’s entire equity portfolio is one stock: AAPL. Let that sink in.

Apple’s earnings: graphic.

Apple’s clout: see Amazon-Apple agreement.

Apple product review: Pro M3. To whet your appetite: 

Hello again. It’s only been about 10 months since the M2 Pro and Max chips arrived on the MacBook Pros, but that’s already old news. Here I am with the MacBook Pro 16 with the M3 Max chip — and hoo boy, this is one big, beefy hunk of Pro laptop. 
It’s priced like one, too. 
If this bad boy and its benchmarks came out in 2021, we’d all be picking our jaws up off the floor. But it’s 2023, and we’ve already seen what Apple Silicon can do. 
Spec bumps just aren’t as tantalizing as whole transitions. And while this computer is powerful, it starts at $3,499. That’s for the “base” M3 Max configuration with a 14-core CPU, 30-core GPU, 36GB of RAM, and 1TB of storage. That’s about as much as my current rent is for a two-bedroom New York City apartment.

Cameras: will Apple spur 35 mm camera sales this Christmas?

The Verge: time to subscribe. Christmas present to me.

at No comments: