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Tuesday, September 3, 2024

Wells Of Interest Near Two Slawson Mole Wells That Came Off Confidential List Today -- September 3, 2024

Locator: 48529B.

These two wells came off confidential list today:

  • 33901, 1,072, Slawson, Mole 1 SLH, Mountrail;
  • 33904, 1,169, Slawson, Mole 5-20TFH, Mountrail;

To the east:

  • 27675, 464, Slawson, Mole 3-20H, Big Bend, t8/14; cum 394K 6/24; note halo effect, recent production:
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN6-2024247173694337895399518988
BAKKEN5-2024001470000
BAKKEN4-202415956963569144813750
BAKKEN3-2024311968216112232868269914
BAKKEN2-202429194017171195280926640
BAKKEN1-2024312174240112553309313915
BAKKEN12-202331228921581347337132160
BAKKEN11-202330197219861290279126410
BAKKEN10-202330206321831283285927070
BAKKEN9-202330213021271294286027100
BAKKEN8-202331202019761411259224370
BAKKEN7-202331200319261502243922840

Quite a ways to the west:

  • 26891, 847, Slawson, Alamo 4-19-18TFH, Big Bend, t6/14; cum 409K 6/24; note halo effect, recent production: 
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN6-20243045464522192533903042199
BAKKEN5-2024141009105617888627866
BAKKEN4-2024158038303539839080
BAKKEN3-2024311742192699716751234286
BAKKEN2-202429171614158001622145819
BAKKEN1-2024740861250543438712
BAKKEN12-202331207020012624201618610
BAKKEN11-202330185318702541186117110
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A BR Mazama Well Comes Off Confidential List -- One Of The Highest IPs Reported By BR In The Bakken -- September 3, 2024

Locator: 48528B.

The BR Mazama wells: just last week, I updated the BR Mazama wells; link here. Today, a BR Muzama well came off the confidential list, reporting one of the highest IPs I've ever seen for a BR well:

  • 37519, 4,119, BR, Mazama 2B MBH; McKenzie;
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Three New Permits; Seven Permits Renewed; Six DUCs Reported As Completed -- September 3, 2024

Locator: 48527B.

WTI: $70.32.

Active rigs: 38.

Three new permits, #41090 - #31092, inclusive:

  • Operators: Silver Hill; Ragnar Exploration; and, Oasis
  • Fields: North Tioga (Burke); Gaylord (Billings); Tioga (Williams)
  • Comments:
  • Silver Hill has a permit for a Rooster W Federal well, SESW 2-159-94, to be sited 415 FSL and 1448 FWL;
  • Ragar has a permit for a Halley well, SESE 35-139-100, to be sited 280 FSL and 300 FEL;
  • Oasis has a permit for a Vernon well, SWNW 34-157-95; to be sited 2259 FNL and 270 FWL;

Seven permits renewed:

  • Zavanna: seven Hunter permits, Foreman Butte, McKenzie County;

Six producing wells (DUCs) reported as completed:

  • 33901, 1,072, Slawson, Mole 1 SLH, Mountrail;
  • 33904, 1,169, Slawson, Mole 5-20TFH, Mountrail;
  • 37519, 4,119, BR, Mazama 2B MBH; McKenzie;
  • 39605, 1,431, Oasis, Heron 5792 43-32 4B, Mountrail;
  • 39606, 398, Slawson, Heron 5792 43-32 3B, Mountrail;,
  • 39686, 1,972, Slawson, Heron 5792 43-32 2B, Mountrail;,
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Presidents Cup -- September 3, 2024

Locator: 48526GOLF.

The twelve. Link here.

The Presidents Cup teams are complete. U.S. Team Captain Jim Furyk and International Team Captain Mike Weir announced their captain’s picks Tuesday afternoon, less than three weeks before the teams are set to arrive at Royal Montreal Golf Club. 

Furyk selected Sam Burns, Tony Finau, Russell Henley, Keegan Bradley, Brian Harman and Max Homa. They join the six automatic qualifiers – Scottie Scheffler, Xander Schauffele, Collin Morikawa, Wyndham Clark, Patrick Cantlay and Sahith Theegala – who accumulated the most Presidents Cup points over the last two years.

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The Notebook / Journal Page

Moleskin mania. Link here.

In 2013, the Moleskine SpA launched on the Italian stock exchange, and in 2016, a Belgian car distributor bought the company outright, for half a billion euros.
Small wonder that the story is now taught in business schools as a textbook example of successful product design and marketing.
In 2017, the story came full circle when Moleskine and Chatwin’s publisher struck a deal to publish a new edition of The Songlines, bound in the now-familiar black boards, complete with elastic closure, rounded corners, ribbon markers, and pocket. You bought it shrink-wrapped to a blank journal, embossed—in a gesture which Chatwin would surely have recoiled from—with the motivational boost “Enjoy your travel writing.”
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Has The Bleeding Stopped? Presidential Politics -- September 3, 2024

Locator: 48525POLITICS.

Later:




There's a huge reason for this sudden turn. 

Compare with CNN projection. 

This is probably how I will track the "map" through election day: Polymarket vs CNN. 
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Beth On Chinese Tech -- Update -- September 3, 2024

Locator: 48524TECH.

Tag: Beth.

Link here.

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Intel Shipping Its new Core Ultra 200V -- Formerly Known As Lunar Lake -- September 3, 2024

Locator: 48523INTEL.

Tag: INTC. 

From Wiki (this is really, really important):

Intel's Lunar Lake is tracked here. It is being shipped as Core Ultra 200V.

LInk here. 

Do good things come to laptop buyers who wait? 
Today, Intel is revealing its first nine answers to Qualcomm’s Snapdragon X Elite and AMD’s Strix Point laptop chips — and the INTEL claims the new Core Ultra 200V lineup, formerly known as Lunar Lake, can meet or beat them in almost every way.

When the first wave of laptops ship on September 24th, they’ll have “the fastest CPU core,” “the world’s best built-in GPU,” and “the best AI performance,” according to Intel. Where Qualcomm versus AMD was a question of battery life versus graphical performance, Intel claims its new chips do it all.

For example, Dell is just now announcing a new version of its flagship $1,400 XPS 13 laptop with Lunar Lake that’s basically identical to the current model in every other way: same chassis, same dimensions, same screen, same 55 watt-hour battery pack. And yet, Dell says it now gets up to 26 hours of 1080p Netflix streaming at 150 nits of brightness, up from 18 hours previously.

Tech and chips:  

 Chips, semiconductor: link here.

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Cramer's First Hour -- September 3, 2024

Locator: 48522CRAMER.

Cramer's first hour: a mix of fact, factoids, opinions from various sources -- often not cited -- while listening to Cramer's first hour on CNBC.  

Boeing: very, very challenged; Cramer doesn't understand why folks are so bullish on Boeing. The argument that there are only two aircraft manufacturers "doesn't hold water."

Intel (INTC): lots of discussion -- says Intel in big trouble. Interestingly, AMD and XLNX mentioned numerous times (positively). Cramer: to call Intel "problematic" is too optimistic. At the open, down another 5%; now down about 4% -- ten minutes into trading.

Cramer may need to assemble a list of companies with balance sheet problems -- Carl. 

DIS: wow, now trading below $90. 

GDPNow, 3Q24, link here:

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Disclaimer
Briefly Reminder 

  • I am inappropriately exuberant about the US economy and the US market.
  • I am also inappropriately exuberant about all things Apple. 
  • See disclaimer. This is not an investment site. 
  • Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 
  • Reminder: I am inappropriately exuberant about the US economy and the US market.
  • I am also inappropriately exuberant about all things Apple. 
  • And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. 

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Taco Tuesday -- September 3, 2024

Locator: 48521B.

WTI: $72.33.

Tuesday, September 3, 2024: 6 for the month; 136 for the quarter, 460 for the year
40490, conf, CLR, Roadrunner 4-15HSL,

Monday, September 2, 2024: 5 for the month; 135 for the quarter, 459 for the year
40478, conf, CLR, Clover 6-10H,
40459, conf, Slawson, SnakeEyes 7-30-29TFH,
37581, conf, BR, Croff 2A MBH,

Sunday, September 1, 2024: 2 for the month; 132 for the quarter, 456 for the year
40477, conf,  CLR, Clover 5-10H,
40460, conf, Slawson, SnakeEyes 6-20-29H,

Saturday, August 31, 2024: 74 for the month; 130 for the quarter, 454 for the year
None.

RBN Energy: Gulf coast export terminals vie for NGL and crude oil market share.

Over the past decade, the only significant growth market for U.S. crude oil and NGLs has been exports, with over 90% departing from the Gulf Coast. Exports via Gulf of Mexico ports have surged from about 1 MMb/d in 2016 to over 6 MMb/d last year. Great news for PADD 3 export facilities, right? Well, it’s not that simple. The distribution of barrels has been wildly uneven, resulting in significant winners, forlorn losers, and everything in between. And export volumes are still ramping up, as is the competition among marine terminals for crude and NGL export market share, with far-reaching consequences for producers, midstreamers and exporters. This is one of the core themes at our upcoming NACON conference, which is all about PADD 3 North American Crude Oil & NGLs and scheduled for October 24 at the Royal Sonesta Hotel in Houston. In today’s RBN blog, we’ll delve into the highly competitive liquids export landscape, consider some of the important factors driving flows one way or the other, and — fair warning — slip in some subliminal advertising for the NACON event. 

In observance of Labor Day, we’ve given our writers a break and are revisiting a recently published blog on crude oil and NGL exports from the U.S. Gulf Coast. If you didn’t read it then, this is your opportunity to see what you missed!

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