Sunday, December 8, 2024

Kansas City Chiefs -- Holy Mackerel -- What A Finish -- LOL -- December 8, 2024

Locator: 48354WAR.

WTI: we almost have a major war break out in the Mideast; Assad falls; the Mideast map is being redrawn as we speak; the US carries out massive air strikes in Iran's backyard and the price of oil .... wait for it ... barely moves, and stays well below $70. Absolutely amazing. 

Even more amazing: the US carries out a massive strike on who-knows-what in the Mideast, and most of us completely missed it, watching old movies on TCM or the NFL football game ... it will be interesting to read about it later ... what amazes me most .... again, B-52s and A-10s and F-15s. 

This tells me the military is in charge and President Biden is simply nodding his approval. Had it just been F-15s, that would have been one thing, but A-10s? But when you really want to take out targets, you call in the B-52s. Besides taking care of business, this sends a huge message to every adversary in the Mideast. The US military is in charge.
My hunch, Kamala Harris wasn't even in the "Situation Room" when the military was giving Biden the standard three options with the military presenting its preferred option. I'm probably wrong, but if she was there, she was simply a spectator, nodding along with President Biden. 

75+ airstrikes on Isis targets inside Syria. That would have included a huge infrastructure organized, owned, and operated by Iran. 

Link here. Also, here.

That B-52 -- absolutely amazing. Apparently no civilian casualties. 

Meanwhile, Israel continues to beef up its resources in the Golan Heights. The Mideast map is being re-drawn. I suppose one thing Iran learned in the last 72 hours: Russia is not likely to be much help if Iran asks for help. 

Best way to "maybe" follow the Syrian story is searching "air strikes" on "X" and on Bluesky. Interestingly enough, the two social media sites ("X" and Bluesky) complement each other; neither site is necessarily "better" than the other in this situation. The one thing being presented by both "X" and Bluesky that is not being reported by mainstream legacy media (yet) is the degree to which the IDF (Israelis) seem to be "taking advantage" of the situation. 

See disclaimer. Idle rambling. Everything needs to be fact-checked.

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New Wells Reporting 1Q25

Locator: 48353WELLS.

Wednesday, January 15, 2025: 23 for the month, 23 for the quarter, 23 for the year, 
40205, conf, Koda Resources, Stout 1402-2BH,
40099, conf, Silver Hill Energy Operating, LLC, Morgen Federal 158-93-17-20-1MBH,

Tunesday, January 14, 2025: 21 for the month, 21 for the quarter, 21 for the year,
None.

Monday, January 13, 2025: 21 for the month, 21 for the quarter, 21 for the year,
40587, conf, Neptune Operating LLC, Simpson LW 5-8 12H,
40199, conf, Grayson Mill, Hopes 30-27F 5H,

Sunday, January 12, 2025: 19 for the month, 19 for the quarter, 19 for the year,
40588, conf, Neptune Operating LLC, Simpson LW 5-8 5H,
40295, conf, BR, Kellogg Ranch 2B TFH,

Saturday, January 11, 2025: 17 for the month, 17 for the quarter, 17 for the year,
40083, conf, Hess, EN-Halvorson-157-9-3229H-6,
40565, conf, Neptune Operating LLC, Simpson 5-8 6H,

Friday, January 10, 2025: 15 for the month, 15 for the quarter, 15 for the year,
40084, conf, Hess, EN-Halvorson-157-93-3229H-5,

Thursday, January 9, 2025: 14 for the month, 14 for the quarter, 14 for the year,
40758, conf, Neptune Operating LLC, Lee South 17-8-5 7H,
40563, conf, Empire North Dakota LLC, Sandpiper 29 1H,

Wednesday, January 8, 2025: 12 for the month, 12 for the quarter, 12 for the year,
40583, conf, Neptune Operating, Lee South 17-8-5 8H,
39999, conf, Hess, GO-State-157-97-2116H-6,

Tuesday, January 7, 2025: 10 for the month, 10 for the quarter,10 for the year,
40757, conf, Neptune Operating, Skedsvold 20-29-32 6H,
40453, conf, KODA Resources, Amber 3101-4BH,
40294, conf, BR, Nordeng 2B TFH,
40210, conf, KODA Resources, Amber 1301-3BH,
39998, conf, Hess, GO-State-157-97-2116H-5,

Monday, January 6, 2025: 5 for the month, 5 for the quarter, 5 for the year,
40756, conf, Neptune Operating, Skedsvold 20-29-32 6H,

Sunday, January 5, 2025: 4 for the month, 4 for the quarter, 4 for the year,
None.

Saturday, January 4, 2025: 4 for the month, 4 for the quarter, 4 for the year,
None.

Friday, January 3, 2025: 4 for the month, 4 for the quarter, 4 for the year,
40081, conf, Hess, EN-Trout-157-93-3130H-2,
40080, conf, Hess, EN-Trout-157-93-3130H-3,

Thursday, January 2, 2025: 2 for the month, two for the quarter, two for the year,
17309, conf, BR, Washburn 44-36H,

Wednesday, January 1, 2025: 1 for the month, one for the quarter, one for the year,
37665, conf, BR, Kellogg Ranch 1B MBH,

1Q25 Data Above

Data for 4Q24: 4Q24
Data for 3Q24: 3Q24
Data for 2Q24: 2Q24
Data for 1Q24: 1Q24

Data for 4Q23: 4Q23
Data for 3Q23: 3Q23
Data for 2Q23: 2Q23
Data for 1Q23: 1Q23
Data for 4Q22: 4Q22
Data for 3Q22: 3Q22
Data for 2Q22: 2Q22
Data for 1Q22: 1Q22

Data for 4Q21: 4Q21
Data for 3Q21: 3Q21
Data for 2Q21: 2Q21
Data for 1Q21:  1Q21

Data for 4Q20: 4Q20
Data for 3Q20: 3Q20
Data for 2Q20: 2Q20
Data for 1Q20: 1Q20

Data for 4Q19: 4Q19
Data for 3Q19:  3Q19
Data for 2Q19: 2Q19
Data for 1Q19: 1Q19
Data for 4Q18: 4Q18
Data for 3Q18: 3Q18
Data for 2Q18: 2Q18
Data for 1Q18: 1Q18
Data for 4Q17: 4Q17
Data for 3Q17: 3Q17
Data for 4Q16: 4Q16
Data for 3Q16: 3Q16
Data for 2Q16: 2Q16
Data for 1Q16: 1Q16
Data for 4Q15: 4Q15
Data for 3Q15: 3Q15
Data for 2Q15: 2Q15
Data for 1Q15: 1Q15
Data for 4Q14: 4Q14
Data for 3Q14: 3Q14
Data for 2Q14: 2Q14
Data for 1Q14: 1Q14
Data for 4Q13: 4Q13
Data for 3Q13: 3Q13
Data for 2Q13: 2Q13
Data for 1Q13: 1Q13
Data for 4Q12: 4Q12
Data for 3Q12: 3Q12
Data for 2Q12: 2Q12
  Data for 1Q12: 1Q12   
Data for 4Q11: 4Q11 
Data for 3Q11: 3Q11 
Data for 2Q11: 2Q11 
 Data for 1Q11: 1Q11  
 Data for 2H10: 2H10 
Through 1H10: 1H10

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Production Data For Wells Coming Off Confidential List This Next Week - December 8, 2024

Locator: 44507B.

The wells:

  • 40038, conf, Hess, BL-Hersel-156-95-0910H-1, Beaver Lodge,
DateOil RunsMCF Sold
10-20241274220135
9-20241547124827
8-20241568625046
7-20242668840456
6-20241278917500
  • 38489, conf, Petro-Hunt, State 153-95-17B-16-3H, Charlson, npd,
  • 37585, conf, Enerplus, Yttrium 147-93-16A-21H, Moccasin Creek,
DateOil RunsMCF Sold
10-20242450215307
9-20241793712116
8-20242592421238
7-20243418110006
6-2024209389579
  • 35512, conf, Enerplus, FB Clinton 148-94-29B-32-10B, Eagle Nest,
DateOil RunsMCF Sold
10-20241330
9-20241036613066
8-202488878893
7-2024970810163
6-20241296315141
  • 39857, conf, Hess, EN-Charles Wood-157-94-1720H-4, Tioga,
DateOil RunsMCF Sold
10-20241719027200
9-20241690722942
8-20241695620668
7-20241879227056
6-20242470128342
  • 23277, conf, Grayson Mill, Darlene Federal 152-97-13-24-3H, Westberg,
DateOil RunsMCF Sold
10-20241358577758
9-20241657783152
8-20242523173309
7-202482016027
  • 23275, conf, Grayson Mill, Darlene Federal 152-97-13-24-2H, Westberg,
DateOil RunsMCF Sold
10-20241420282963
9-20241676486317
8-20242583070789
7-2024154909644
  • 39498, conf, Enerplus, Brown Bear 158-99-36-25-4H, Ellisville,
DateOil RunsMCF Sold
10-202428833702
9-202497499892
8-20241619318118
7-20242196117048
6-202436703864
  • 37876, conf, BR, Manchester 1A, Little Knife, npd,
  • 40037, conf, Hess, BL-SVOR-LS-156-95-0403H-1, Beaver Lodge,
DateOil RunsMCF Sold
10-20241283323679
9-20241553124440
8-20241292119516
7-20242309334705
6-20242028923611
  • 23276, conf, Grayson Mill, Darlene Federal 152-97-13-24-10H, Westberg,
DateOil RunsMCF Sold
10-2024192710150
9-2024306111413
8-2024592212834
7-202425851248
  • 37877, conf, BR, Concord 1C, Little Knife, npd,
  • 40036, conf, Hess, BL-Svor-156-95-0403H-8, Beaver Lodge,
DateOil RunsMCF Sold
10-20241275324954
9-20241476323338
8-20241552123247
7-20241793226601
6-20241969925451
  • 39856, conf, Hess, EN-Lokken-LE-157-94-0805H-1, Tioga,
DateOil RunsMCF Sold
10-20241661522673
9-20241589120773
8-20241550417396
7-20241260512942
6-20242077622274
  • 35513, conf, Enerplus, FB Clinton 148-94-29B-32-11T, Eagle Nest,
DateOil RunsMCF Sold
10-20242571618408
9-20242710020336
8-20249555972
7-20241336016312
6-20242697126780

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Hallelujah! It Looks Like The NDIC Oil Website Is Back On-Line -- December 8, 2024

Locator: 44506B.

The map.

The daily activity report.

Wells on confidential list.

We'll get caught up with new data later tonight. Right now, the Kansas City Chiefs and a musical interlude.

But first, look at this video and imagine if he were president for four more years. I watched it without the sound. 

Save your tears.

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Dividends -- This May Be The Only Thing That Keep Some Tickers In The Game -- December 8, 2024

Locator: 44505INV.

Updates

Later, 6:52 p.m. CST: I posted the original note below earlier today. Now this from CNBC: analysts tout these three energy companies for their nice dividends: Chevron, Energy Transfer, and EPD.

Original Post

Link to The WSJ:



That would be a welcome sight for dividend investors, as large U.S. companies’ payouts haven’t kept pace with the market’s rally. This week, the S&P 500’s dividend yield, which measures dividend payouts relative to stock price, hit a 20-year low when it dropped below 1.19%.

And even more specifically, dividends may be the only thing keeping the "legacy" energy stocks above water.

*************************
Recipes: Beef Stroganoff

The only thing one might need to stop by the grocer for this recipe: beef and sour cream; maybe an onion. One should already have all the other ingredients in the pantry.

Pasta: boil while preparing the beef stroganoff.

Ingredients:

Preparation:


Abbreviated:

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As Those RMDs Come Due -- Where Next? December 8, 2024

Locator: 44504INV.

For me, the best option: 529s.

  • Investments grow tax-free and distributions are tax-free.
  • some say the returns on 529s may not be great but:
    • a) 529s need to be relatively conservative to ensure the money will be there when the individual needs it;
    • b) growing tax-free with tax-free distributions are generally not factored into the rate of return, and the higher one's tax margin, the better these 529s look;
    • c) but if concerned about return and safety, consider a brokerage account dedicated toward a child's education during the years when the child is one to fourteen years of age; then move that account into a 529 for the last four years.
      • one may get a higher rate of return in the early years (though taxable), and then,
      • get the assurance of safety as the child approaches college; and
  • the full amount is available at that time; one doesn't have to be concerned about distribution taxes
  • for the most part, I'm doing the latter: higher risk, taxed accounts for grandchildren until age 12 - 14; then moving into 529's after age 12 - 14; an 80-20 mix for the first twelve years; a 20-80 mix for the last four years before they need the money for education.

A second option: ETFs.

Morningstar rates the ETFs: link here.

A third option: gift to family members who can use the cash to max out their own IRAs, including spousal IRAs. 

Other options: I assume there are many, but that's where I'm starting. 

One option I don't like: accounts for minors (except 529s). Examples of accounts for minors: link here.

****************************
The Book Page

Sophia is interested in marine biology, specifically sharks, and would like to go to San Diego to get her degree in marine biology: Scripps Institution of Oceanography at UC San Diego. Out-of-state tuition would be prohibitive. I'm trying to convince her a better option: Flinders University, Adelaide, South Australia, Australia. 

The books Sophia and I are tackling this month:

  • Evolution: The Whole Story, General Editor, Steve Parker; Foreword by Alice Roberts, Thames & Hudson.
  • The Secret History of Sharks: The Rise of the Ocean's Most Fearsome Predators, John Long, c. 2024

The second book, John Long's, is the primary book and has just been released. The first book, Evolution, is perhaps the "bible" of "evolution." It's a reference book and not to be read straight through. It is incredibly well organized and the graphics are incredible. 

My notes on sharks are updated here.

What excites me with these two books at this point in time with Sophia and me:

  • a better understanding of mass extinctions
  • sharks -- one of the longest living vertebrates?
    • years to evolve: 465 million years and counting
  • remarkable for ability to survive the huge mass extinctions, changing environments; changing predators (p. 11)
  • cartilaginous -- unique; more flexible than bony fish
  • diverse species; unique niches
  • evolution: homeobox genes probably more important than mutations when it comes to evolution -- p. 11 -- homeobox discovered 1984 (I graduated from high school, 1969; college, 1973; and, medical school, 1977).

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Wells Coming Off Confidential List This Next Week -- December 8, 2024

Locator: 44505B.

Wednesday, December 18, 2024: 26 for the month; 129 for the quarter, 656 for the year
None.

Tuesday, December 17, 2024: 26 for the month; 129 for the quarter, 656 for the year
None.

Monday, December 16, 2024: 26 for the month; 129 for the quarter, 656 for the year
40038, conf, Hess, BL-Hersel-156-95-0910H-1,
38489, conf, Petro-Hunt, State 153-95-17B-16-3H,
37585, conf, Enerplus, Yttrium 147-93-16A-21H,
35512, conf, Enerplus, FB Clinton 148-94-29B-32-10B,

Sunday, December 15, 2024: 22 for the month; 125 for the quarter, 654 for the year
None.

Saturday, December 14, 2024: 22 for the month; 125 for the quarter, 654 for the year
None.

Friday, December 13, 2024: 22 for the month; 125 for the quarter, 654 for the year
39857, conf, Hess, EN-Charles Wood-157-94-1720H-4,
23277, conf, Grayson Mill, Darlene Federal 152-97-13-24-3H,
23275, conf, Grayson Mill, Darlene Federal 152-97-13-24-2H,

Thursday, December 12, 2024: 19 for the month; 123 for the quarter, 652 for the year
None.

Wednesday, December 11, 2024: 19 for the month; 123 for the quarter, 652 for the year
39498, conf, Enerplus, Brown Bear 158-99-36-25-4H,
37876, conf, BR, Manchester 1A,

Tuesday, December 10, 2024: 17 for the month; 121 for the quarter, 650 for the year

Monday, December 9, 2024: 17 for the month; 121 for the quarter, 650 for the year
40037, conf, Hess, BL-SVOR-LS-156-95-0403H-1,
23276, conf, Grayson Mill, Darlene Federal 152-97-13-24-10H,

Sunday, December 8, 2024: 15 for the month; 119 for the quarter, 648 for the year
37877, conf, BR, Concord 1C,

Saturday, December 7, 2024: 14 for the month; 118 for the quarter, 647 for the year
40036, conf, Hess, BL-Svor-156-95-0403H-8,
39856, conf, Hess, EN-Lokken-LE-157-94-0805H-1,
35513, conf, Enerplus, FB Clinton 148-94-29B-32-11T,

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Apple -- iPhone 17 -- New Chip Configuration -- mmWave -- December 8, 2024

Locator: 44503APPLE.

Tag: AAPL.

This article re-affirms my feeling that Apple needs to move to a subscription model with regard to the iPhone. For $100 / month one always has the latest version of the iPhone. Changes to the monthly subscription plan can be changed when new iPhone models are released.

Link here.

From my perspective, author of the article at the link and social media comments suggest folks are focused on the wrong thing: thinness.

The real focus should be on:

  • future of Apple and Qualcomm as partners;
  • new chip design; and,
  • mmWave (almost synonymous with "5G")

From the linked article:

Apple will equip the ‌iPhone 17‌ Air with its own custom-designed 5G modem chip, and that chip is smaller than 5G modem chips from Qualcomm.
Apple [may be] focused on making the chip more integrated with other Apple-designed components to save space within the ‌iPhone‌, and that space savings is what allowed it to create the slimmed down ‌iPhone 17‌ Air without sacrificing battery life, the camera, or the display quality.
As Apple improves its modem chip design, the saved space could allow for "new designs" such as a foldable ‌iPhone‌.
Apple [may be] continuing to explore foldable ‌iPhone‌ technology. Apple is aiming to phase out Qualcomm modems across a three-year period as Apple introduces increasingly more powerful modem chips.
Eventually, Apple could debut a system-on-a-chip that includes a processor, modem, Wi-Fi chip, and other parts, which would save additional space and allow for tighter integration between hardware components.

Question: where do you have the most problem accessing websites via wi-fi? High traffic areas, such as airports, and shopping malls. The answer to this problem: mmWave.

mmWave: 

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Weekly Report Will Be Delayed -- The NDIC Oil Division Page Does Not Seem To Be Loading On Any Of The Three Major Browsers -- 8::42 A.M. CST -- December 8, 2024

Raises questions of denial of service attack. I do not recall receiving an alert from the NDIC Oil Division that the site would be down for maintenance. 




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