Friday, April 25, 2025

TGIF -- So Much Going On -- Can't Keep Up -- April 25, 2025

Locator: 48513B.

Tag: MMF, MMFs

My favorite chart, link here: 

So much happening in the Mag 7:

  • Apple -- India
  • Google
  • Waymo
  • Slate

I may or may not get to all these stories during the day.

Recommendation: track mag 7 on x.

Harvard much more reliant on federal funds than commonly believed.  

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Back to the Bakken

WTI: $62.25.

New wells:

  • Sunday, April 27, 2025: 91 for the month, 91 for the quarter, 298 for the year,
    • 40728, conf, Phoenix Operating, Axel Ferrari 25-36-15H,
    • 40727, conf, Phoenix Operating, Axel Ferrari 25-36-1 4H,
  • Saturday, April 26, 2025: 89 for the month, 89 for the quarter, 296 for the year,
    • 41148, conf, BR, Devils Backboe 5B,
    • 40726, conf, Phoenix Operating, Axel Ferrari 25-36-1 2H,
    • 40725, conf, Phoenix Operating, Axel Ferrari 25-36-1-1H-LL,
    • 40707, conf, Phoenix Operating, Axel Ferrari 25-36-1 3H,
    • 40491, conf, Oasis, Lee N 5201 21-5 2B,
  • Friday, April 25, 2025: 84 for the month, 84 for the quarter, 291 for the year,
    • 41069, conf, BR, Tilton Tree 3F ULW,
    • 40362, conf, Grayson Mill, Scott 13-24 10H,

RBN Energy: regional balances tell the tale of the US crude oil market.

Over the past 15 years, the U.S.’s crude oil supply/demand balance has been transformed by the Shale Revolution. Increasing production unlocked through horizontal drilling and hydraulic fracturing have pushed up the nation’s overall supply without an equal change in refining capacity, resulting in significant changes in regional balances. In today’s RBN blog, we discuss what PADD-by-PADD crude oil supply/demand balances can tell us and preview our latest Drill Down Report. 

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