Sunday, October 13, 2024

For The Archives -- Upstart: The Rest Of The Story -- October 13, 2024

Locator: 48573ARCHIVES.

Tag: EVs, Musk, SpaceX, 

NFL: Dallas got walloped today. Again.

NASCAR: from USA Today:

The eight drivers who will continue to battle for the 2024 NASCAR Cup Series championship are Kyle Larson, William Byron, Bell, Ryan Blaney, Chase Elliott, Denny Hamlin, Tyler Reddick and Joey Logano.

Alex Bowman originally was one of the eight drivers to advance to the next round, but was disqualified after his No. 48 Hendrick Motorsports Chevrolet failed post-race weight inspection. The DQ wiped away all but one of his points from Sunday's race and dropped him below the cutline to advance.

Logano became the lucky recipient of Bowman's misfortune and moved up to eighth in points, snagging the final berth in the third round.

Speechless: link here. As incredible as this is, even more impressive:

  • someone even thought of doing this; and,
  • done by a private individual, not the government

Absolutely amazing.

Clearing off the desktop:

  • Anti-woke: billionaires backing a new "anti-woke" university ... in Texas. Austin. Link here.

Ticker:

The rest of the story! Up 150% in the last six months!


There's a lesson here.

Groceries And Inflation -- October 13, 2024

Locator: 48572INFLATION.

Tag: groceries.

Updates

October 14, 2024: related but a different theme --

October 13, 2024: Walmart: awesome. Protein at 88 cents / pound is pretty cheap source of protein. Salmon $5 for four ounces, or $20 / lb.

This is an incredible "moment" for Walmart. They love "rolling back" prices and as fast as wholesale prices are falling, Walmart is passing those savings to retail customers as fast as they can. "Our" Walmart was filled with "rollback" tags today. But frozen turkeys is what caught my eye. At 98 cents / pound, less expensive than last Thanksgiving, and now Walmart has rolled back that price to 88 cents / pound.

Original Post

Locator: 48556INFLATION.

Groceries, link here.

Re-posting from yesterday, groceries, link here:

Rambling On A Sunday -- October 13, 2024

Locator: 48571ARCHIVES.

NASCAR: playoffs. Round of twelve.

Walmart will thrive in a disinflationary / deflationary environment

Walmart: awesome. 

This is an incredible "moment" for Walmart. They love "rolling back" prices and as fast as wholesale prices are falling, Walmart is passing those savings to retail customers as fast as they can. "Our" Walmart was filled with "rollback" tags today. But frozen turkeys is what caught my eye. At 98 cents / pound, less expensive than last Thanksgiving, and now Walmart has rolled back that price to 88 cents / pound.

Walmart: has gone paperless. Digital receipts. Amazing.

AI: I don't think folks get it. Maybe we will come back to this. If I find time. Too much reading to do.

AI Spend "This Year" -- October 13, 2024

Locator: 48570AI.

Link here.

A Red Line In The Sand Just Turned Pink -- October 13, 2024

Locator: 48569MIDEAST.

Yesterday: the Biden administration says it won't assist / defend Israel if the latter attacks key oil, nuclear sites in Iran.

Today, link here. This is probably not a first but it's a huge development -- the US is sending ground troops into Israel to help protect Israel in an all-out war with Iran.

Personal Notes Only -- Not For Readers -- Three Articles That Caught My Eye In Today's On-Line WSJ -- October 14, 2024

Locator: 48568ARCHIVES.

Again, these are simply stories that interest me. Nothing for those coming here for the Bakken.

AI: not as smart as. your cat.

Pomeroy, Iowa: local interest. My mother grew up in this area. Family blog. For the archives; for the great-grandchildren.

The farm where Ruth spent her early years. Her brother Don was apparently born in a hospital (?) in Palmer, Iowa. The farm was apparently about one mile south and one mile west of Palmer, Iowa.

 

Japanese restaurant: fascinating.

Now, he’s returned with a new restaurant and a new attitude about how to run a business.  RVR (pronounced “river”), a Japanese izakaya, which is similar to a pub, opened this month down the street from Gjelina. From December 13, 2019:
Wow, wow, wow --  in our backyard -- in Southlake, TX: Ozeki Ramen & Sushi Izakaya is now open in downtown Southlake. Wow, wow, wow. Izakaya? A Japanese pub.Yelp.

NFL:

I was never impressed with Trevor Lawrence; I'm probably in the minority. Today, Jacksonville Jaguars (1-4) playing Chicago Bears (3-2) in London are losing badly, 21 - 3. The former, as of the mid-third quarter, as a negative one yard on offense so far today. Having said that, the JAX have seemed to come alive late in the third quarter. 
Started the season 0 - 4. Down 28 - 10 early in 4th period, Lawrence intercepted.
SpaceX: this is absolutely amazing. Link to YouTube. Again, Elon Musk. 

YouTube: not the streaming network, but the original YouTube -- gets better and better and better.

Full movies. 

TV classics -- right now, recently added, Highway Patrol with Academy-Award winner Broderick Crawford. Series ran for four seasons, 156 episodes; typical at the time, 39 episodes / calendar year. First American series broadcast in West Germany on that country's commercial TV channel.

Star Trek creator Gene Roddenberry wrote five episodes, sometimes using the pseudonym "Robert Wesley." Future producer Quinn Martin was sound supervisor in the show's early years; style elements of Highway Patrol are evident in his later productions (The Untouchables, The Fugitive, Barnaby Jones, The Invaders, The FBI and The Streets of San Francisco). When asked why the popular show ended, Crawford said, "We ran out of crimes".

Top Bakken Producers -- Sunday, October 13, 2024

Locator: 48567B.

Tag: top bakken producer

When you look at wells coming off confidential list this next week, remember: Enerplus is now part of Chord Energy (Oasis + Whiting); Grayson Mill has now been acquired by Devon.

From an earlier post -- the top Bakken producers:

Locator: 48435B.

Devon closed on its Grayson Mill deal on Friday, September 27, 2024.  

The announcement last July, 2024.

From the blog: last July, 2024.

How the complexion of the Bakken changes with the Devon - Grayson Mill deal. Link here.

The agreement with Grayson Mill adds 307,000 net acres and 100 Mboe/d of production (55% oil) to Devon in North Dakota and Montana. The package includes 500 gross locations and 300 refrac candidates, plus ownership in 950 miles of gathering lines for gas, water and crude.

The deal by DVN is the latest in a consolidation wave that will winnow the Bakken oil patch down to only eight main operators by the end of 2024. These eight producers will account for 80% of the basin’s 1.3 MMb/d of crude oil production.

A year ago, 11 companies produced at least 50 Mb/d of oil in the Bakken, of which only seven were public. By YE24, these 11 companies will consolidate into eight; one merger has closed and three are pending. Currently, there are only six public companies out of 130 producers in the play.

 

Initial Production For Wells Coming Off Confidental List This Next Week -- October 13, 2024

Locator: 48566B.

The wells:

  • 40594, conf, CLR, Doe 3-23H, Murphy Creek, npd,
  • 40267, conf, Silver Hll Energy, NM 158-2-18-19-10MBH, Cottonwood,
DateOil RunsMCF Sold
8-20242097925596
7-20241716323219
6-20242125932379
5-20243728649588
4-202476896968
  • 40212, conf, Enerplus, Olson 146-97-3-10-2H, Little Knife,
DateOil RunsMCF Sold
8-20242097925596
7-20241716323219
6-20242125932379
5-20243728649588
4-202476896968
  • 40211, conf, Enerplus, Olson 146-97-3-10-1H-WLL, Little Knife,
DateOil RunsMCF Sold
8-202445126012
7-20242172134214
6-20242307633858
5-20244468860486
4-20241574920165
  • 40593, conf, CLR, Doe 2-23HSL, Murphy Creek, npd,
  • 40265, conf, Silver Hill Energy, UT 158-93-12-1-20MBH, Cottonwood,
DateOil RunsMCF Sold
8-20241156011191
7-20241293710879
6-2024170377937
5-20241959810288
4-202451303567
  • 40266, conf, Silver Hill Energy, CO 158-92-7-6-1MBH, Cottonwood,
DateOil RunsMCF Sold
8-20241244312624
7-20241267810391
6-2024168907666
5-2024181019927
4-202453663196
  • 26027, conf, Grayson Mill, Moberg Federal 149-95-29-32-11H, Bear Den,
DateOil RunsMCF Sold
8-2024892218269
7-20241264421220
6-20241359122096
5-2024108254765
  • 26025, conf, Grayson Mill,, Moberg Federal 149-95-29-32-4H, Bear Den,
DateOil RunsMCF Sold
8-20242287242143
7-20242279234072
6-20242623437442
5-20242613126859
  • 22198, conf, Grayson Mill, Moberg Federal 149-95-29-32-3H,  Bear Den,
DateOil RunsMCF Sold
8-2024192970
7-20242104627825
6-20242645535305
5-2024143936091

  • 40314, conf, Oasis, Truax State Federal 5398 43-9 3B, Truax, npd,
  • 40194, conf, Hess, EN-L Cvancara-LS-155-93-2826H-2, Robinson Lake,
DateOil RunsMCF Sold
8-20241502618823
7-20241467116280
6-20241187711865
5-20243643340644
4-20242473525161
  • 39214, conf, BR, Parrish-Kermit 5B TFH-ULW, Pershing, npd,
  • 40269, conf, Hess, EN-L Cvancara LS-155-93-2826H-1, Robinson Lake,
DateOil RunsMCF Sold
8-20242880735751
7-20243029937426
6-20242477627523
5-20241857019391
4-202430072417
  • 39213, conf, BR, BoRink 5A TFH-ULW, Pershing, npd,
  • 40261, conf, Enerplus, MC-Kudrna 144-95-15-22-2H, Murphy Creek,
DateOil RunsMCF Sold
8-2024109646856
7-2024106165670
6-2024136037541
5-2024152087412
4-202489294001
  • 39212, conf, BR, Parrish-Kermit 5A MBH-ULW, Pershing, npd,
  • 40260, conf, Enerplus, MC-Kudrna 144-95-15-22-3H, Murphy Creek,
DateOil RunsMCF Sold
8-2024136898214
7-2024173089237
6-202434731795
5-202469203182
4-2024183728445
  • 39211, conf, BR, Boxer 4C MBH-ULW, Pershing, npd,

New Wells Reporting This Next Week -- October 13, 2024

Locator: 48565B.

Wednesday, October 23, 2024: 43 for the month; 43 for the quarter, 557 for the year
40594
, conf, CLR, Doe 3-23H,
40267, conf, Silver Hll Energy, NM 158-2-18-19-10MBH,
40212, conf, Enerplus, Olson 146-97-3-10-2H,
40211, conf, Enerplus, Olson 146-97-3-10-1H-WLL,

Tuesday, October 22, 2024: 39 for the month; 39 for the quarter, 553 for the year
None.

Monday, October 21, 2024: 39 for the month; 39 for the quarter, 553for the year
40593
, conf, CLR, Doe 2-23HSL,
40265, conf, Silver Hill Energy, UT 158-93-12-1-20MBH,

Sunday, October 20, 2024: 37 for the month; 37 for the quarter, 551 for the year
40266, conf, Silver Hill Energy, CO 158-92-7-6-1MBH,

Saturday, October 19, 2024: 36 for the month; 36 for the quarter, 550 for the year
None.

Friday, October 18, 2024: 36 for the month; 36 for the quarter, 550 for the year
26027
, conf, Grayson Mill, Moberg Federal 149-95-29-32-11H
26025, conf, Grayson Mill,, Moberg Federal 149-95-29-32-4H,
22198, conf, Grayson Mill, Moberg Federal 149-95-29-32-3H, 

Thurssday, October 17, 2024: 33 for the month; 33 for the quarter, 547 for the year
40314, conf, Oasis, Truax State Federal 5398 43-9 3B,
40194, conf, Hess, EN-L Cvancara-LS-155-93-2826H-2,
39214, conf, BR, Parrish-Kermit 5B TFH-ULW,

Wednesday, October 16, 2024: 30 for the month; 30 for the quarter, 544 for the year
40269, conf, Hess, EN-L Cvancara LS-155-93-2826H-1,

Tuesday, October 15, 2024: 29 for the month; 29 for the quarter, 543 for the year
39213, conf, BR, BoRink 5A TFH-ULW,

Monday, October 14, 2024: 28 for the month; 28 for the quarter, 542 for the year
40261, conf, Enerplus, MC-Kudrna 144-95-15-22-2H,
39212, conf, BR, Parrish-Kermit 5A MBH-ULW,

Sunday, October 13, 2024: 26 for the month; 26 for the quarter, 540 for the year
None.

Saturday, October 12, 2024: 26 for the month; 26 for the quarter, 540 for the year
40260, conf, Enerplus, MC-Kudrna 144-95-15-22-3H,
39211
, conf, BR, Boxer 4C MBH-ULW,