Wednesday, December 3, 2025

Wednesday -- December 3, 2025

Locator: 49591B.

The Dell initiative: see my proposal from earlier this year

Biased reporting: mainstream media says the race was close. The winner won by 53% to 45%. That's not close. My dad, who ran for county commissioner many times, always said that winning by a full 1% is a landslide. 

CU: surges. Here we go. 

Consumers resilient: Macy's best earnings in thirteen quarters; forward guidance raised. 

ADP: jobs report is "ugly." Job loss  when slight job improvement was anticipated.  

Bubble, they say. Link here. We talked about this just the other day.

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Back to the Bakken

WTI: $59.21.

New wells reporting:

  • Thursday, December 4, 2025: 10 for the month, 133 for the quarter, 717 for the year,
    • 41776, conf, CLR, Willey 6-3H, 
  • Wednesday, December 3, 2025: 9 for the month, 132 for the quarter, 716 for the year,
    • 41775, conf, CLR, Rose Federal 3-34H
    • 41774, conf, CLR, Rose Federal 2-34H, 
    • 41222, conf, Phoenix Operating, Marshall 11-2 4H, 
    • 41221, conf, Phoenix Operating, Marshall 11-2 3H, 
    • 41220, conf, Phoenix Operating, Marshall 11-2 1H, 
    • 41138, conf, Phoenix Operating, Marshall 11-2 2H, 
    • 41025, conf, Devon Energy, Helling 16-21 5H, 
    • 36701, conf, BR, Muri 2D-UTFH

RBN Energy: cost cutting sustains E&P earnings amid continuing commodity price volatility. Archived.