Friday, November 7, 2025

TGIF -- November 7, 2025

Locator: 49360B.

Corning: US solar. Barrons. Link here

Airlines: flights likely to be cut. ChatGPT is a great help. We fly between DFW and PDX frequently. Checking with ChatGPT. Link here

Oil production, per well, over time, horizontal vs lateral: link here. This is an old, old story. 

We've discussed it many, many times, years ago. On the flip side of this coin, a lot of local mineral owners have become unimaginably rich overnight because of the way horizontal shale produces. In the first 30 days, a horizontal well will likely outproduce the first 150 days of a conventional well. The big question is how much oil shale produces over 10 years in North Dakota compared to how much a conventional well produces over the same period of time. 

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Back to the Bakken 

WTI: $60.03.

New wells reporting: link here.

RBN Energy: link here.