Sunday, October 27, 2024

Anticipation -- October 27, 2024

Locator: 48666ISRAEL.

Israel: having spent a lot of time over the weekend reading the various reports and the social media response, one really gets the feeling that armchair analysts -- professional and amateur -- have no idea how big a story that the Israeli response was.  

One hundred aircraft, most of them older model fighters (F-16s and F-15s) and only a few stealthy fighters, slow-moving tankers, and I assume AWACS, and telegraphing Iranians and Washington, DC, the attack was about to come, and not one a/c was lost. Surgical strikes and not hitting oil and nuclear sites per Biden's demand. And from what I can tell, Iran's entire air defense system was taken out. 

Unit 669: link here.

WTI: plunging today. Speaks volumes about the Israeli surgical strikes.

The market: maybe armchair analysts -- professional and amateur -- don't get it, but investors (and traders) certainly do. Look at futures.

McDonald's: I like the decisiveness of the CEO. Doesn't wait to make a decision once the "all-clear" is given. Good for them. Link here. Screenshot below from CNBC.

NVDA, link here:

Presidential election: everything suggests that a lot of folks on either side of the aisle are going to be very, very, very disappointed. The other story is how "scared" a lot of CEOs appear to be with the thought of a Harris presidency.

Initial Production For New Wells Reporting This Next Week -- October 27, 2024

Locator: 48665B.

The wells:

  • 40310, conf, Hess, EN-Rice A-155-94-0310H-8, Manitou,
DateOil RunsMCF Sold
8-20241090410229
7-20241149410676
6-20241667014705
5-20243415742825
  • 40639, conf, CLR, Vandeberg 6-35H, East Fork, npd,
  • 40309, conf, Hess, EN-Rice A-155-94-0310H-7, Manitou,
DateOil RunsMCF Sold
8-20241662025107
7-20241677423537
6-20241348914564
5-2024267142464
  • 40640, conf, CLR, Christopherson 7-14H, East Fork, npd, 
  • 40641, conf, CLR, Vandeberg 7-35HSL, East Fork, npd,
  • 39639, conf, Hess, TI-State-LN-158-95-3635H-1, Tioga,
DateOil RunsMCF Sold
8-2024488819468
7-2024665819859
6-2024769015919
5-2024943415597
  • 40293, conf,  Grayson Mill, Hovland 26-35 5H, South Tobacco Garden,
DateOil RunsMCF Sold
8-20243875957256
7-20244495590947
6-202449038107738
  • 40291, conf, Grayson Mill, Hovland 26-35 XW 1H, South Tobacco Garden,
DateOil RunsMCF Sold
8-20243347849286
7-20243920064645
6-20246335478076
  • 40246, conf, Empire North Dakota LLC, Pike 32-6 1H, Starbuck,
DateOil RunsMCF Sold
8-202430510
7-202430700
6-202444910
5-202450
  • 40217, conf, Enerplus, Olson 146-97-3-10-7H,
  • 40209, conf, Grayson Mill, Hovland 26-35 6H, South Tobacco Garden,
DateOil RunsMCF Sold
8-20242472441893
7-20243298454086
6-20241526719398
  • 40592, conf, Oasis, Truax State Federal 5398 43-9 5B, Truax, npd,
  • 26450, conf, Grayson Mill, Hovland 150-99-26-35-4H, South Tobacco Garden,
DateOil RunsMCF Sold
8-20241780222968
7-20242282532215
6-20242239525615
5-20241430
  • 26449, conf, Grayson Mill, Hovland 150-99-26-35-3H, South Tobacco Garden,
DateOil RunsMCF Sold
8-2024839913017
7-20241566817942
6-20241624323540
5-20241907327623
  • 40598, conf,  CLR, Doe 7-23H, Murphy Creek, npd,
  • 40216, conf, Enerplus, Olson 146-97-3-10-6H, Little Knife,
DateOil RunsMCF Sold
8-2024839913017
7-20241566817942
6-20241624323540
5-20241907327623
  • 40215, conf, Enerplus, Olson 146-97-3-10-5H, Little Knife,
DateOil RunsMCF Sold
8-20241335318320
7-20242221330376
6-20242027129069
5-20242274032400
4-202412801898
  • 40597, conf, CLR, Doe 6-23H, Murphy Creek, npd,
  • 40591, conf, Oasis, Truax State Federal 5398 43-9 4B, Truax, no production data,
  • 40214, conf, Enerplus, Olson 146-97-3-10-4H, Little Knife,
DateOil RunsMCF Sold
8-20241436917936
7-20241528018877
6-20241858024522
5-20242786936961
4-20241811

Wells Coming Off Confidential List This Next Week -- October 27, 2024

Locator: 48664B.

Wednesday, November 6, 2024: 9 for the month; 69 for the quarter, 583 for the year
40310, conf, Hess, EN-Rice A-155-9400310H-8,

Tuesday, November 5, 2024: 8 for the month; 68 for the quarter, 582 for the year
40639
, conf, CLR, Vandeberg 6-35H,
40309, conf, Hess, EN-Rice A-155-9400310H-7,

Monday, November 4, 2024: 6 for the month; 66 for the quarter, 580 for the year
None.

Sunday, November 3, 2024: 6 for the month; 66 for the quarter, 580 for the year
40640, conf, CLR, Christopherson 7-14H,

Saturday, November 2, 2024: 5 for the month; 65 for the quarter, 579 for the year
40641, conf, CLR, Vandeberg 7-35HSL,
39639, conf, Hess, TI-State-LN-158-95-3635H-1,

Friday, November 1, 2024: 3 for the month; 63 for the quarter, 577 for the year
40293, conf,  Grayson Mill, Hovland 26-35 5H,
40291, conf, Grayson Mill, Hovland 26-35 XW 1H,
40246, conf, Empire North Dakota LLC, Pike 32-6 1H,

Thursday, October 31, 2024: 60 for the month; 60 for the quarter, 574 for the year
None.

Wednesday, October 30, 2024: 60 for the month; 60 for the quarter, 574 for the year
40217, conf, Enerplus, Olson 146-97-3-10-7H,
40209, conf, Grayson Mill, Hovland 26-35 6H,

Tuesday, October 29, 2024
: 58 for the month; 58 for the quarter, 572 for the year
40592
, conf, Oasis, Truax State Federal 5398 43-9 5B,
26450, conf, Grayson Mill, Hovland 150-99-26-35-4H,
26449, conf, Grayson Mill, Hovland 150-99-26-35-3H,

Monday, October 28, 2024: 55 for the month; 55 for the quarter, 569 for the year
40598
, conf,  CLR, Doe 7-23H,
40216, conf, Enerplus, Olson 146-97-3-10-6H

Sunday, October 27, 2024: 53 for the month; 53 for the quarter, 567 for the year
40215, conf, Enerplus, Olson 146-97-3-10-5H,

Saturday, October 26, 2024: 52 for the month; 52 for the quarter, 566 for the year
40597, conf, CLR, Doe 6-23H,
40591, conf, Oasis, Truax State Federal 5398 43-9 4B,
40214, conf, Enerplus, Olson 146-97-3-10-4H,