Locator: 47113B.
Lynn Helms to retire.
Location not yet disclosed:
McLean County natural gas continues to climb.
DAPL EIS: we may get a ruling by 2100.
Williston: a $36-million facility.
Friday, May 17, 2024
News From Geoff Simon's Weekly Note -- Friday, May 17, 2024
DAPL EIS: we may get a ruling by 2100.
Week 20: May 13, 2024 -- May 19, 2024
Locator: 47112TOPSTORIES.
Top story:
- Israel moves into Rafah; doesn't seem to be much coverage (or much interest)
- Dow: longest "win" streak so far in 2024 continues
Top international non-energy story:
Top international energy story:
Top national non-energy story:
Top national energy story:
- WTI just goes through $80 at end of day.
Focus on fracking: link here.
Top North Dakota non-energy story:
Top North Dakota energy story:
Geoff Simon's quick connects: link here.
*************************************
Market
Market at the close:
EV Charging Network In France -- May 17, 2024
Locator: 47175EVS.
This is an interesting story.
When thinking EVs, there are three markets to watch:
- China
- North America (i.e., the US)
- Europe
China: I have no idea what's going on over there.
I could say the same thing about Europe and North America but I think I have a better idea of what is going on in Europe and America when it comes to EVs and the charging infrastructure.
I never imagined that a French utility would be bleeding cash with its charging infrastructure at this time in the evolution of the EV rollout.
With all the other headwinds of which I'm aware, add this article.
This is not a good omen for acceptance of the EV.
This seems simply amazing. I'm still trying to process what it means.
Bakken DUC Update-- May 17, 2024
Locator: 47173DUCS.
From a reader. Huge thanks.
|
|
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 |
198 |
193 |
760 |
|
Feb-15 |
230 |
151 |
839 |
|
Mar-15 |
183 |
170 |
852 |
|
Apr-15 |
143 |
127 |
868 |
|
May-15 |
125 |
139 |
854 |
|
Jun-15 |
110 |
135 |
829 |
|
Jul-15 |
103 |
124 |
808 |
|
Aug-15 |
111 |
101 |
818 |
|
Sep-15 |
99 |
92 |
825 |
|
Oct-15 |
118 |
84 |
859 |
|
Nov-15 |
100 |
89 |
870 |
|
Dec-15 |
98 |
78 |
890 |
|
Jan-16 |
71 |
80 |
881 |
|
Feb-16 |
61 |
41 |
901 |
|
Mar-16 |
68 |
45 |
924 |
|
Apr-16 |
43 |
39 |
928 |
|
May-16 |
47 |
59 |
916 |
|
Jun-16 |
42 |
54 |
904 |
|
Jul-16 |
45 |
56 |
893 |
|
Aug-16 |
53 |
82 |
864 |
|
Sep-16 |
49 |
66 |
847 |
|
Oct-16 |
59 |
85 |
821 |
|
Nov-16 |
61 |
86 |
796 |
|
Dec-16 |
53 |
49 |
800 |
|
Jan-17 |
62 |
52 |
810 |
|
Feb-17 |
51 |
58 |
803 |
|
Mar-17 |
78 |
71 |
810 |
|
Apr-17 |
78 |
104 |
784 |
|
May-17 |
94 |
82 |
796 |
|
Jun-17 |
76 |
105 |
767 |
|
Jul-17 |
95 |
103 |
759 |
|
Aug-17 |
99 |
110 |
748 |
|
Sep-17 |
98 |
97 |
749 |
|
Oct-17 |
105 |
110 |
744 |
|
Nov-17 |
93 |
86 |
751 |
|
Dec-17 |
77 |
65 |
763 |
|
Jan-18 |
107 |
72 |
798 |
|
Feb-18 |
74 |
74 |
798 |
|
Mar-18 |
95 |
90 |
803 |
|
Apr-18 |
109 |
110 |
802 |
|
May-18 |
125 |
131 |
796 |
|
Jun-18 |
108 |
118 |
786 |
|
Jul-18 |
134 |
155 |
765 |
|
Aug-18 |
108 |
138 |
735 |
|
Sep-18 |
108 |
122 |
721 |
|
Oct-18 |
121 |
118 |
724 |
|
Nov-18 |
110 |
99 |
735 |
|
Dec-18 |
108 |
70 |
773 |
|
Jan-19 |
121 |
71 |
823 |
|
Feb-19 |
108 |
56 |
875 |
|
Mar-19 |
111 |
110 |
876 |
|
Apr-19 |
118 |
112 |
882 |
|
May-19 |
127 |
127 |
882 |
|
Jun-19 |
118 |
149 |
851 |
|
Jul-19 |
123 |
122 |
852 |
|
Aug-19 |
123 |
144 |
831 |
|
Sep-19 |
110 |
88 |
853 |
|
Oct-19 |
116 |
108 |
861 |
|
Nov-19 |
96 |
88 |
869 |
|
Dec-19 |
94 |
86 |
877 |
|
Jan-20 |
99 |
98 |
878 |
|
Feb-20 |
94 |
100 |
872 |
|
Mar-20 |
94 |
108 |
858 |
|
Apr-20 |
69 |
33 |
894 |
|
May-20 |
33 |
14 |
913 |
|
Jun-20 |
18 |
11 |
920 |
|
Jul-20 |
18 |
22 |
916 |
|
Aug-20 |
19 |
27 |
908 |
|
Sep-20 |
18 |
51 |
875 |
|
Oct-20 |
19 |
41 |
853 |
|
Nov-20 |
20 |
31 |
842 |
|
Dec-20 |
20 |
51 |
811 |
|
Jan-21 |
20 |
41 |
790 |
|
Feb-21 |
19 |
24 |
785 |
|
Mar-21 |
25 |
45 |
765 |
|
Apr-21 |
27 |
47 |
745 |
|
May-21 |
29 |
62 |
712 |
|
Jun-21 |
31 |
33 |
710 |
|
Jul-21 |
32 |
66 |
676 |
|
Aug-21 |
39 |
69 |
646 |
|
Sep-21 |
42 |
79 |
609 |
|
Oct-21 |
43 |
78 |
574 |
|
Nov-21 |
47 |
68 |
553 |
|
Dec-21 |
52 |
50 |
555 |
|
Jan-22 |
53 |
35 |
573 |
|
Feb-22 |
64 |
49 |
588 |
|
Mar-22 |
67 |
68 |
587 |
|
Apr-22 |
58 |
39 |
606 |
|
May-22 |
75 |
61 |
620 |
|
Jun-22 |
75 |
81 |
614 |
|
Jul-22 |
75 |
89 |
600 |
|
Aug-22 |
76 |
93 |
583 |
|
Sep-22 |
78 |
82 |
579 |
|
Oct-22 |
77 |
95 |
561 |
|
Nov-22 |
79 |
78 |
562 |
|
Dec-22 |
80 |
40 |
602 |
|
Jan-23 |
80 |
89 |
593 |
|
Feb-23 |
80 |
83 |
590 |
|
Mar-23 |
80 |
86 |
584 |
|
Apr-23 |
79 |
100 |
563 |
|
May-23 |
74 |
102 |
535 |
|
Jun-23 |
70 |
113 |
492 |
|
Jul-23 |
70 |
114 |
448 |
|
Aug-23 |
68 |
111 |
405 |
|
Sep-23 |
64 |
95 |
374 |
|
Oct-23 |
67 |
80 |
361 |
|
Nov-23 |
67 |
93 |
335 |
|
Dec-23 |
66 |
85 |
316 |
|
Jan-24 |
68 |
65 |
319 |
|
Feb-24 |
69 |
70 |
318 |
|
Mar-24 |
69 |
65 |
322 |
|
Apr-24 |
69 |
63 |
328 |