Monday, March 11, 2024

Oasis To Report Some Nice Ledahl Wells In Rosebud -- March 11, 2024

Locator: 46713B. 

Personal investing: Added to my ABBV position early this morning.

Endurance EV: update later.

Natural gas pipeline expansion and hydrogen hubs: a reader provided this link -- is WMB looking to expand natural gas pipeline expansion in Wyoming? I think we've seen this movie before: the prequel will run ten years, and there will be an endless number of sequels. But it gives me an opportunity to revisit hydrogen hubs.

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Back to the Bakken

Of interest, coming off confidential list:

  • 39483, conf, Oasis, Ledahl 5402 42-33 4B, Rosebud:
DateOil RunsMCF Sold
1-2024139318270
12-20232554416515
11-20232513516248
10-20232678015107
9-2023154649116

WTI: $77.25.

Tuesday, March 12, 2024: 110 for the month; 169 for the quarter, 169 for the year
39584, conf, Whiting, DE Bud 44-32-4TFH
39583, conf, Whiting, DE Bud 44-32-4H,
39551, conf, Whiting, S-Bar Devon 5393 34-1 7T,
39550, conf, Whiting, S-Bar Joanna 5393 34-1 6B,

Monday, March 11, 2024: 106 for the month; 165 for the quarter, 165 for the year
39506, conf, Oasis, Pocono 5302 33-4 5B,
39503, conf, Oasis, Pocono 5302 33-4 2B,
39484, conf, Oasis, Ledahl 5402 42-33 5BX,

Sunday, March 10, 2024: 103 for the month; 162 for the quarter, 162 for the year
39483, conf, Oasis, Ledahl 5402 42-33 4B,

Saturday, March 9, 2024: 102 for the month; 161 for the quarter, 161 for the year
39794, conf, Petro-Hunt, Terres 144-98-13A-24-3H,
39611, conf, Grayson Mill, Barracuda 150-100-2-11-6H,
39505, conf, Oasis, Pocono 5302 33-4 4B,
39504, conf, Oasis, Pocono 5302 33-4 3B,

RBN Energy: for US exporters, avoiding Panama, Suez canals comes at a cost.

Two maritime passages long regarded as essential shortcuts in the complex world of commodity shipping have become a lot more challenging to navigate. Transiting the Red Sea has turned potentially deadly because of geopolitical tensions, while severe drought has critically reduced operations at the Panama Canal. Combined, these issues are being felt across the energy industry, impacting U.S. and foreign producers and shippers, redrawing trade flows, extending voyage times and, ultimately, raising transportation costs. In today’s RBN blog, we’ll examine and quantify the extra time and costs that shippers of U.S. crude and refined products must bear when using alternative routes.

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