Bakken Production During The Freeze -- January 14, 2024

Locator: 46542B.

Link here.

****************
The Art Page

From our adult daughter, Kiri. Pretty amazing, for her first attempt using this medium and method.

ERCOT Update -- January 14, 2024

Locator: 46541ERCOT.

Link here.

ERCOT.

Monday is a holiday. That will help. Renewable energy from the same link:

Apple's Siri Evaluation Team Will Relocate To Austin, Texas -- January 14, 2024

Locator: 46540Apple.

Relocations, California to Texas, tracked here. 

Top ten relocations to Texas in 2023.

Link here.

Apple Park, Cupertino, is starting to look like a white elephant. The Siri team must have been a minuscule piece of Apple's overall operations if the move is/was made as a cost-cutting measure. Why else would the team move?

On the surface, it simply makes no sense. One almost gets the feeling that Apple is cutting its losses wherever it can. And it could be a shot across the bow as a warning to "California." But warning for what? It will be interesting to see what social media has to say about that (at the link).

Cowboys - Packers -- Third Quarter -- The Booth Is Starting To Talk About NASCAR -- January 14, 2024

Locator: 46539NFL.

48 - 32. 

Literally "everyone" on the "Steven A" show on Friday said Dallas would jump out early (to an insurmountable lead) and record a blowout game. Must-watch televion tomorrow morning -- assuming it's being aired / live -- will be Steve A and his panel. This loss is impossible to understand. Dak Prescott losing at home to a rookie quarterback?  

"The Dallas Cowboys just became the first team to lose to a 7-seed in NFL history and got embarrassed and blown out in their own house on national television." Fact check: "a couple of years ago the 49ers were the 7th seed and beat Dallas who were the 2nd seed. So ... not the first time in NFL history."

I wonder how much money was lost by those betting on the spread in this game? 

The North Dakota connection? Trey Lance is now trending over on twitter as the starting QB for Dallas next year.

Trey Aubrey Lance (born May 9, 2000) is an American football quarterback for the Dallas Cowboys of the National Football League.

He played college football at North Dakota State University, where he received the Walter Payton and Jerry Rice Awards as a freshman en route to winning the 2020 NCAA Division I Football Championship Game.

Lance was selected third overall by the San Francisco 49ers in the 2021 NFL Draft, but limited play and injuries led to him being traded after two seasons to the Cowboys.

*****************************
Watching History Being Made

Levi and Judah watching the game on their iPad.

The Triple Respiratory Epidemic Now Hitting America -- January 14, 2024

Locator: 46538COVID.

Updates

January 26, 2024: see comments at this post.

January 16, 2024: see first comment. I’ll respond to it tomorrow. I’m on the iPad now which is not conducive to blogging. In addition, I will be linking a NYT article on this exact subject — Covid and human waste — tomorrow. It’s in “today’s” issue of the NYT. And besides, I’m watching Marilyn Monroe in Gentlemen Prefer Blondes. But the reader has it correct: human waste is not being hospitalized, or if it is, it’s not being reported.

Original Post

Have folks been following the triple epidemic being reported by the mainstream media: RSV, "seasonal flu," and Covid? 

It's getting so bad that Governor Newsom (Cailfornia) is talking about bringing back masks and declaring another Covid emergency.

Let's look how bad the Covid data is, coming out of California:

And look how severe "seasonal flu" is right now in the US:

I can't make this stuff up.

The Bakken Never Ceases To Amaze Me -- Updating WPX Wells In Van Hook -- January 14, 2024

Locator: 46537B.

From a post back in 2011, more than a decade ago:

Dakota-3 is using slightly different nomenclature in naming their wells; these three will be on the same pad:

• 22071, LOC-->conf-->drl (1/13) -- TATD-->15 (sic), WPX/Dakota-3, State of ND 10-3HY, Van Hook; t7/17; cum 212K 11/23;
  
• 22072, 1,664, WPX/Dakota-3, State of ND 10-3HC, Van Hook, t5/13; cum 349K 3/17; cum 523K 11/23; 
  
• 22073, 1,227, WPX/Dakota-3, State of ND 10-3HZ, Van Hook, t5/13; cum 290K 3/17; cum 444K 11/23;

Any history in that area? Yup:

• 18735, 1,936, Dakota-3, State of ND 10-3H, Van Hook, Bakken, s12/10; t4/11; cum 502K 3/17; 126K bbls in less than seven months; 25 stages; 282K pounds of sand; cum 666K 11/23;
  

Now fast forward to January 14, 2024: let's look how they're doing.

• First, #22072, look at the recent production data: 

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	11-2023	30	1700	1659	2277	643	643	0
BAKKEN	10-2023	10	119	115	808	49	49	0
BAKKEN	9-2023	0	0	0	0	0	0	0
BAKKEN	8-2023	0	0	0	0	0	0	0
BAKKEN	7-2023	0	0	0	0	0	0	0
BAKKEN	6-2023	0	0	0	0	0	0	0
BAKKEN	5-2023	31	0	0	0	0	0	0
BAKKEN	4-2023	25	1012	1080	406	1293	1163	0
BAKKEN	3-2023	31	1230	1342	387	1513	1354	0
BAKKEN	2-2023	28	1163	1283	362	1480	1335	0

• 22071:

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	11-2023	30	1772	1768	1763	889	889	0
BAKKEN	10-2023	20	1179	1135	670	211	211	0
BAKKEN	9-2023	0	0	0	0	0	0	0
BAKKEN	8-2023	0	0	0	0	0	0	0
BAKKEN	7-2023	0	0	0	0	0	0	0
BAKKEN	6-2023	0	0	0	0	0	0	0
BAKKEN	5-2023	31	0	0	0	0	0	0
BAKKEN	4-2023	25	1361	1432	534	1636	1592	0
BAKKEN	3-2023	30	1565	1632	773	1791	1738	0
BAKKEN	2-2023	28	1460	1544	850	1766	1717	0
BAKKEN	1-2023	31	1773	1721	894	2207	2152	0

• 22073, same production pattern:

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	11-2023	29	1887	1886	2054	1044	1044	0
BAKKEN	10-2023	21	1326	1277	699	481	481	0
BAKKEN	9-2023	0	0	0	0	0	0	0
BAKKEN	8-2023	0	0	0	0	0	0	0
BAKKEN	7-2023	0	0	0	0	0	0	0
BAKKEN	6-2023	0	0	0	0	0	0	0
BAKKEN	5-2023	31	0	0	0	0	0	0
BAKKEN	4-2023	25	1051	1088	376	1026	897	0
BAKKEN	3-2023	30	1212	1288	501	1240	1085	0
BAKKEN	2-2023	28	1191	1230	535	1334	1190	0

• And same with 18735:

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	11-2023	29	754	726	937	939	791	4
BAKKEN	10-2023	23	426	402	1427	463	351	0
BAKKEN	9-2023	1	2	0	3	77	0	0
BAKKEN	8-2023	1	1	20	0	52	52	0
BAKKEN	7-2023	7	239	308	77	398	362	0
BAKKEN	6-2023	30	1058	1052	321	1680	1530	1
BAKKEN	5-2023	30	1289	1281	322	1891	1730	11

Does the map tell us anythhinng? Interestingly, this well , in the immediate area, has juust been completed:

•  39626, F/A, WPX Energy, State of ND 10-3HI, Van Hook, t10/23; cum 56K 11/23;

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	11-2023	30	27016	27022	5940	21721	21721	0
BAKKEN	10-2023	30	28529	28392	11304	17992	17992	0

"A Well To Watch" -- Fourteen Years Later -- January 14, 2024

Locator: 46536B.

Wow, wow, wow, in the early years of the boom, I posted this well as "a well to watch," well before I knew much about the Bakken.

• 18307, 3,236, Grayson Mill/Statoil/BEXP, State 36-1 1-H, s10/09; t1/10; cum 302K 11/14; cum 438K 3/23;

Look what just popped up today. It's a few months old but I just noted it, and it's possible I may have already posted it, but probably not.

Look at the recent production profile:

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	11-2023	30	9835	9843	19965	48508	16485	31997
BAKKEN	10-2023	22	7043	7033	14923	23043	11031	11949
BAKKEN	9-2023	30	9285	9312	19841	27994	22200	5685
BAKKEN	8-2023	31	10598	10567	22167	25210	24639	462
BAKKEN	7-2023	31	12885	12929	27817	26468	24881	1516
BAKKEN	6-2023	30	16347	16321	34687	29594	24547	4981
BAKKEN	5-2023	31	16284	16247	45830	26605	18353	8189
BAKKEN	4-2023	16	5714	5710	27161	8836	5295	3510
BAKKEN	3-2023	24	8370	8537	66245	13280	10389	2851
BAKKEN	2-2023	28	21692	22348	123289	33164	7947	25061
BAKKEN	1-2023	3	863	0	8528	2434	0	2380
BAKKEN	12-2022	0	0	0	0	0	0	0
BAKKEN	11-2022	0	0	0	0	0	0	0
BAKKEN	10-2022	0	0	0	0	0	0	0
BAKKEN	9-2022	0	0	0	0	0	0	0
BAKKEN	8-2022	10	456	870	478	444	366	78
BAKKEN	7-2022	29	1564	1710	1153	1466	1127	339
BAKKEN	6-2022	29	1197	1137	1192	952	863	89
BAKKEN	5-2022	9	315	235	265	144	142	2

These two wells were drilled / fracked in late 2022 / early 2023. The horizontals run parallel on either side of the well above.

• 37627, loc/A, Grayson Mill, State 36-112 6H, Stony Creek, t2/23; cum 199k 11/23;

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	11-2023	30	11866	11932	19506	60422	20534	39856
BAKKEN	10-2023	31	16038	15953	22220	59563	28513	30886
BAKKEN	9-2023	25	13384	13450	18503	31449	24940	6387
BAKKEN	8-2023	31	17720	17676	23559	36566	35738	670
BAKKEN	7-2023	31	23351	23441	29005	44703	42021	2561
BAKKEN	6-2023	30	31256	31215	38081	52564	43600	8847
BAKKEN	5-2023	31	33252	33239	47757	51042	35212	15710
BAKKEN	4-2023	25	20171	20088	41384	31268	18738	12421
BAKKEN	3-2023	20	15601	15680	36292	19616	15345	4211
BAKKEN	2-2023	15	16227	16076	40309	22245	5330	16810
BAKKEN	1-2023	0	0	0	0	0	0	0

and

• 37626, loc/A, Grayson Mill, State 36-1 5H, Stony Creek, t2/223; cum 137K 11/23:

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	11-2023	30	7408	7435	15733	45774	15556	30194
BAKKEN	10-2023	30	7726	7713	16385	42781	20479	22184
BAKKEN	9-2023	30	12263	12245	21674	44025	34913	8941
BAKKEN	8-2023	22	7637	7648	14642	20155	19699	369
BAKKEN	7-2023	31	16470	16540	30266	50387	47364	2887
BAKKEN	6-2023	30	23313	23292	40046	56134	46561	9448
BAKKEN	5-2023	31	26348	26295	47562	43899	30283	13512
BAKKEN	4-2023	16	10175	10156	25993	15172	9092	6027
BAKKEN	3-2023	21	12530	12595	40653	17951	14042	3854
BAKKEN	2-2023	22	13184	13060	50379	18621	4462	14071
BAKKEN	1-2023	0	0	0	0	0	0	0

Talking Turkey -- Okay, Talking Cornish Hen -- Januuary 14, 2024

Locator: 46535RETAIL.

We have several grocery stores within biking distance (five minutes) or walking distance (one block away): Tom Thumb, Albertson's (owns Tom Thumb), Target, and Walmart. HEB will break ground on a new supermarket this summer to be sited between Target and Walmart. And then, of course, we have Amazon's same-day delivery. My wife's favorite store is Market Street, about seven minutes away by car, and my personal favorite is Kroger, 3 miles away on a bike path (20 minutes, next to a Lego store). 

Lately, there's been renovations and a change in name of some of the stores connected with the recent acquisition of Alberton's by Kroger (the merger is still yet to close). But our Albertson's store will become a Tom Thumb store and the existing Tom Thumb will be acquired by a-yet unnamed grocer, which will likely fail in that area, and Albertson's will end up acquiring it. (It's happened before.)

Kroger is, by far, the least expensive with the best produce, and a butcher on site, but Walmart has similarly low prices, produce almost as good, but no butcher, and way more SKUs.

I dread going into Tom Thumb: prices are outrageous. Albertson's used to have great prices but with all the changes, I no longer know.

Target: by far, my least favorite among the big three -- Walmart, Kroger, and Target. 

Anyway, at Tom Thumb two days ago I was amazed that the "usual two-Cornish-hen" package was selling for more than $12, when I had been used to paying $6.99 for years, with an occasional sale of "$1 off" for $5.99 for two birds.

So, the $12 was almost bizarre, certainly incredible. I do think it sold for around $9 with a loyalty card.

So, I was curious: two screenshots below, one from yesterday and one from today:

Prices:

• Walmart, pick-up today: one for $3.72, two for $7.44.
• Kroger, pick-up today, $4.50; two for $9.00
• Kroger, two-hen package: $8.99 (yesterday, in our store, the same package, $9.99)
• Walmart, two-hen package: $9.48
• Tom Thumb, two-hen package: $10.47 (probably with a loyalty card)

Regardless: one of my favorite dinners; and preparation time (not including oven) -- five minutes and I get to truss them and season them with different spices. I was just surprised to see $6.99-Cornish hen going for almost $13 at Albertsons/Tom Thumb two days ago.

*******************************
Snacks

Link here.

From the linked article:

Last week, French grocery chain Carrefour said it would stop selling a range of PepsiCo products due to “unacceptable price increases.”

The snack giant pushed back, telling The Wall Street Journal it was the one that stopped supplying the supermarket.

The public showdown is a testament of Europe’s food inflation that remains high even as price gains in the U.S. have slowed down. But companies like PepsiCo are raising prices for one simple reason: Consumers aren’t cutting back their purchases that much, yet.

PepsiCo’s earnings numbers are telling: It’s making plenty of money in Europe despite complaints from consumers, politicians, and grocers about high prices.

In the latest fiscal quarter ended on Sept. 9, the price mix of Pepsico’s products was 13% higher than a year ago in the European market, but sales volume remained the same, according to company filings. That means a 13% growth in organic net sales with no offset.

Exactly what President Biden is telling Americans -- price gouging -- or sticky pricing -- charging what the customer will bear.

With well-managed costs, the food giant grew its profit even more. Excluding the impact from foreign exchange rates, Pepsico’s operating profit in Europe has increased 34% in the latest quarter from a year ago, and margins expanded 82 basis points, according to filings.

PepsiCo’s earnings numbers are telling: It’s making plenty of money in Europe despite complaints from consumers, politicians, and grocers about high prices.

In the latest fiscal quarter ended on Sept. 9, the price mix of Pepsico’s products was 13% higher than a year ago in the European market, but sales volume remained the same, according to company filings. That means a 13% growth in organic net sales with no offset.

With well-managed costs, the food giant grew its profit even more. Excluding the impact from foreign exchange rates, Pepsico’s operating profit in Europe has increased 34% in the latest quarter from a year ago, and margins expanded 82 basis points, according to filings.

More from that article:

It’s yet to be seen whether Carrefour’s boycott could help it cut a better deal with PepsiCo.

Affected Carrefour stores represent only 0.25% of PepsiCo’s global revenue, according to the WSJ report, so the move will likely have little impact on the food giant.

Pepsi Co practically "owns" the snack aisle in most American grocery stores.

For me:

• Lay's potato chips: $4.29
• Market Pantry (store brand): $2.19

An Old Whiting Kinnoin Well In The Sanish Just Went Over 800K Bbls Crude Oil Cumulative -- January 14, 2024

Locator: 46534B.

The well:

• 17081, 3,311, Whiting, Kinnoin 11-14H, Sanish, t10/08, cum 819K 11/23, recent production, holding up remarkably well:

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	11-2023	30	1287	1222	240	2708	2648	0
BAKKEN	10-2023	31	988	981	130	2354	2287	5
BAKKEN	9-2023	30	1077	1084	74	2340	2200	80
BAKKEN	8-2023	31	1097	1082	131	2382	2044	276
BAKKEN	7-2023	31	1093	1115	247	2923	2853	8
BAKKEN	6-2023	30	999	980	179	2100	1814	226
BAKKEN	5-2023	31	1109	1103	228	2937	2495	380
BAKKEN	4-2023	30	872	876	730	1582	1415	107
BAKKEN	3-2023	31	1113	1139	260	1953	1680	211
BAKKEN	2-2023	28	1100	1073	248	1599	1521	22
BAKKEN	1-2023	31	1248	1233	442	1831	1751	20
BAKKEN	12-2022	31	1306	1334	372	1830	1628	140
BAKKEN	11-2022	30	1566	1553	348	2441	2361	20
BAKKEN	10-2022	31	2082	2070	474	2609	2465	82
BAKKEN	9-2022	30	1618	1619	745	2020	1824	136