Updating The WPX Crosby Chase Wells -- April 7, 2025

Locator: 10010CROSBYCHASE.

Updates

April 7, 2025: production updated. See below.

Original Post 

Again, these are incredible wells, and again, these wells are not atypical in the Bakken of the wells currently being drilled. 

Updating a few of these wells, March 18, 2022:

Periodically I go through the "new wells reporting" list. Here are a few wells from a year ago, 1Q21, that came off the confidential list at that time but had not posted any production. 

No cherry picking. This was simply the very first one that popped up:

• 37308, drl/NC-->drl/A, WPX, Crosby Chase 2-1HC, Spotted Horn, first production, 5/21; t--; cum 236K 1/22; cum 400K 2/25;
  

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	1-2022	31	14143	14155	10983	17422	5850	10882
BAKKEN	12-2021	31	20819	20676	13658	30396	15498	14553
BAKKEN	11-2021	30	20966	21033	11827	26438	26206	0
BAKKEN	10-2021	31	23926	23825	14525	27156	21793	4950
BAKKEN	9-2021	30	27461	27369	13823	32954	19714	12815
BAKKEN	8-2021	31	26859	26859	18120	27342	23043	4010
BAKKEN	7-2021	31	47048	47364	32437	47895	39290	8450
BAKKEN	6-2021	30	48434	48462	38218	60090	5601	49147
BAKKEN	5-2021	2	5938	5595	3940	11	0	0

Others:

• 37307, drl/NC-->drl/A, WPX, Crosby Chase 2-1HY, Spotted Horn, first production, 5/21; t--; cum 272K 1/22; cum 432K 2/25;
  

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	1-2022	31	18916	18881	13663	28506	10066	17750
BAKKEN	12-2021	31	23969	23854	17331	30920	17130	13445
BAKKEN	11-2021	30	32542	32514	21989	40491	40227	0
BAKKEN	10-2021	31	20869	20796	14454	23686	18890	4448
BAKKEN	9-2021	30	28638	28542	20602	31158	18640	12093
BAKKEN	8-2021	31	32268	32268	29320	33398	25025	8362
BAKKEN	7-2021	31	54296	54595	45620	56196	20803	35393
BAKKEN	6-2021	30	45961	46511	43170	57062	4574	47410
BAKKEN	5-2021	8	14717	13868	13125	43	0	0

• 37306, drl/NC-->drl/A, WPX, Crosby Chase 2-1HG, Spotted Horn, first production, 6/21; t--; cum 266K 1/22; cum 441K 2/25;
  

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	1-2022	31	19777	19770	9783	18556	8218	9648
BAKKEN	12-2021	31	27387	27158	14968	33139	18959	13835
BAKKEN	11-2021	30	20923	21010	12366	26524	26304	0
BAKKEN	10-2021	31	26379	26269	15351	31549	25122	6017
BAKKEN	9-2021	30	31029	30925	19212	31215	18673	12117
BAKKEN	8-2021	31	28986	28986	15336	29160	21291	7610
BAKKEN	7-2021	31	53271	53650	27042	53591	48285	5151
BAKKEN	6-2021	26	58150	57771	42086	71250	6530	58361
BAKKEN	5-2021	0	0	0	0	0	0	0

• 37305, drl/NC-->drl/A, WPX, Crosby Chase 2-1HZ, Spotted Horn, no production data, see this post; cum 394K 2/25;
  

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	1-2022	31	12700	12761	9841	14532	5452	8412
BAKKEN	12-2021	31	22598	22474	17242	30282	16590	13358
BAKKEN	11-2021	30	27981	27999	20453	35014	34768	0
BAKKEN	10-2021	31	23132	23041	17242	26301	21116	4773
BAKKEN	9-2021	30	28521	28425	21528	31858	19058	12375
BAKKEN	8-2021	31	25179	25179	21799	26111	20162	5938
BAKKEN	7-2021	31	47797	48128	40172	49566	28581	20985
BAKKEN	6-2021	30	50888	50919	45812	63797	5581	52611
BAKKEN	5-2021	4	6275	5913	5713	21	0	0

The Crosby Chase wells: :

• 37308, drl/NC-->drl/A, WPX, Crosby Chase 2-1HC, Spotted Horn, first production, 6/21; t--; cum 159K 10/21; cum 400K 2/25;
  

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	10-2021	31	23926	23825	14525	27156	21793	4950
BAKKEN	9-2021	30	27461	27369	13823	32954	19714	12815
BAKKEN	8-2021	31	26859	26859	18120	27342	23043	4010
BAKKEN	7-2021	31	26859	26859	18120	47895	39290	8450
BAKKEN	6-2021	30	48434	48462	38218	60090	5601	49147
BAKKEN	5-2021	2	5938	5595	3940	11	0	0

• 37307, drl/NC, WPX, Crosby Chase 2-1HY, Spotted Horn, first production, 5/21; t--; cum 197K 10/21; 14,717 bbls over 8 days extrapolates to 55,200 bbls crude oil over 30 days; cum 432K 2/25;
  

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	10-2021	31	20869	20796	14454	23686	18890	4448
BAKKEN	9-2021	30	28638	28542	20602	31158	18640	12093
BAKKEN	8-2021	31	32268	32268	29320	33398	25025	8362
BAKKEN	7-2021	31	54296	54595	45620	56196	20803	35393
BAKKEN	6-2021	30	45961	46511	43170	57062	4574	47410
BAKKEN	5-2021	8	14717	13868	13125	43	0	0

• 37306, drl/NC-->drl/A, WPX, Crosby Chase 2-1HG, Spotted Horn, first production, 6/21; t--; cum 198K 10/21; cum 441K 2/25;
  
• 37305, drl/NC-->drl/A, WPX, Crosby Chase 2-1HZ, Spotted Horn, first production, 6/21; t--; cum 159K 10/21; cum 394K 2/25;
  

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	10-2021	31	23132	23041	17242	26301	21116	4773
BAKKEN	9-2021	30	28521	28425	21528	31858	19058	12375
BAKKEN	8-2021	31	25179	25179	21799	26111	20162	5938
BAKKEN	7-2021	31	25179	25179	21799	49566	28581	20985
BAKKEN	6-2021	30	50888	50919	45812	63797	5581	52611
BAKKEN	5-2021	4	6275	5913	5713	21	0	0

• 37304, drl/NC-->drl/A, WPX, Crosby Chase 2-1HIL, Spotted Horn, first production, 6/21; t--; cum 167K 10/21; cum 429K 2/25;
  

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	10-2021	31	28921	28892	15603	35718	31319	3998
BAKKEN	9-2021	30	37294	37340	17694	47890	47464	0
BAKKEN	8-2021	31	23042	22675	10508	28457	16492	11770
BAKKEN	7-2021	31	35269	35580	17263	43562	5	43402
BAKKEN	6-2021	30	41362	41276	18420	55509	0	50923
BAKKEN	5-2021	1	939	714	22	5	0	0

WPX Emma Owner Wells In Spotted Horn Udated -- April 7, 2025

Locator: 10010EMMAOWNER.

Updates

April 7, 2025: production updated, see below.

January 6, 2019: see also the Lead Woman wells in the area to come off the confidential list soon. The "Lead Woman" wells are noted in the graphic below. 

Original Post

The Emma Owner wells:

• 30666, 2,553, WPX. Emma Owner 23-14HA,  Spotted Horn, 4 sections, t3/16; cum 569K 8/20; slow, slow Bakken decline; cum 663K 2/25;
  
• 29449, 2,049, WPX, Emma Owner 23-14HW, Spotted Horn, t3/16; cum 376K 8/20; only 16 days in 1/19; cum 462K 2/25;
  
• 29448, 1,986, WPX, Emma Owner 23-14HD, Spotted Horn, t3/16; cum 465K 8/20; cum 552K 2/25;
• 29447, 1,690, WPX, Emma Owner 23-14HC, Spotted Horn, t3/16; cum 425K 8/20; cum 553K 2/25;
  
• 29446, 1,871, WPX, Emma Owner 23-14HX, Spotted Horn, t3/16; cum 412K 8/20; cum 465K 2/25;
• 29445, 2,441, WPX, Emma Owner 34-14HB, Spotted Horn, t3/16; cum 582K 8/20; cum 754K 2/25; 

Look at initial production for #29445:

BAKKEN	7-2016	31	22259	22459	12496	30094	7289	20186
BAKKEN	6-2016	30	28436	28694	15028	23678	15665	4719
BAKKEN	5-2016	31	31213	30984	16379	28439	17096	7761
BAKKEN	4-2016	30	39691	40030	23330	40069	11418	24195
BAKKEN	3-2016	31	62102	61528	39663	56204	7639	41700
BAKKEN	2-2016	3	1260	1104	7112	157	0	0

The graphic:

Look at Nathan Hale, #17978:

• 17978, 993, WPX, Nathan Hale 4-25H, Spotted Horn, t1/10; cum 359K 8/18; no evidence that this well was re-fracked (no sundry form; no FracFocus data)

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	8-2018	23	12332	12543	2039	17767	16327	0
BAKKEN	7-2018	31	16105	16005	2444	19438	15898	1654
BAKKEN	6-2018	30	26589	26639	5557	32093	23505	5274
BAKKEN	5-2018	31	8377	8171	4914	10112	6117	2116
BAKKEN	4-2018	18	2243	2216	2896	2707	982	1291
BAKKEN	3-2018	25	6576	6761	4828	7937	4612	2386
BAKKEN	2-2018	23	17139	17228	6048	20688	11684	6583
BAKKEN	1-2018	22	14317	14981	6872	17280	10324	4721
BAKKEN	12-2017	31	22754	22034	11469	27464	10535	13741
BAKKEN	11-2017	28	19318	19146	18597	23316	1568	18995
BAKKEN	10-2017	5	923	931	310	1114	26	914
BAKKEN	9-2017	29	1155	1079	192	1394	610	84
BAKKEN	8-2017	11	362	357	102	439	114	69
BAKKEN	7-2017	29	1230	1248	164	1484	336	252
BAKKEN	6-2017	30	1343	1446	167	1622	0	731
BAKKEN	5-2017	31	1218	1282	158	1469	483

Updated -- CLR's Thirty Dennis FIU / Flint Chips Federal /Flint Chips FIU -- April 7, 2025

Locator: 10010DENNIS. 

Updates

April 7, 2025: production updated, below, same page.

November 26, 2023: incredible wells. Production data updated.

Original Post 

 The thirty CLR permits in NWNE 8-147-96 permits:

• 38117, 1,210, CLR, Dennis FIU 13-8H1, Cedar Coulee, NWNE 8-147-96, 208 FNL 2054 FEL, t; cum 328K 12/24; cum 335K 2/25;
  
• 38118, 1,195, CLR, Dennis FIU 14-8H, Cedar Coulee, NWNE 8-147-96, 241 FNL 2053 FEL, t; cum 330K 12/24; cum 337K 2/25;
  
• 38119, drl/A, CLR, Flint Chips Federal 2-5HSL, Big Gulch, NWNE 8-147-96, 274 FNL 2053 FEL, t; cum 247K 12/24; cum 258K 2/25;
  
• 38120, drl/A, CLR, Dennis FIU 14-2HSL, Big Gulch, NWNE 8-147-96, 307 FNL 2053 FEL, t; cum 265K 12/24; cum 276K 2/25;
  
• 38121, drl/A, CLR, Flint Chips Federal 3-5HSL1, Big Gulch, NWNE 8-147-96, 340 FNL 2053 FEL, t; cum 258K 12/24; cum 270K 2/25;
  
• 38122, drl/A, CLR, Dennis FIU 14--5HSL1, Big Gulch, NWNE 8-147-96, 373 FNL 2053 FEL, t;cum 252K 12/24; cum 258K 2/25; F;
  
• 38123, drl/A, CLR, Flint Chips Federal 4-5H, Cedar Coulee, NWNE 8-147-96, 373 FNL 2053 FEL, t; cum 304K 12/24; cum 314K 2/25;
  
• 38124, drl/A, CLR, Dennis FIU 4-8H, Cedar Coulee, NWNE 8-147-96, 439 FNL 2053 FEL, t; cum 302K 12/24; cum 311K 2/25; F;
  
• 38125, drl/A, CLR, Flint Chips Federal 5-5H1, Cedar Coulee, NWNE 8-147-96, 472 FNL 2053 FEL, t; cum 306K 11/24; off line 12/24; F; cum 313K 2/25; F;
  
• 38126, drl/A, CLR, Dennis FIU 5-8H1, Cedar Coulee, NWNE 8-147-96, 505 FNL 2053 FEL, t; cum 240K 12/24; cum 247K 2/25; F;
  
• 38127, drl/A, CLR, Flint Chips FIU 6-5H, Cedar Coulee, NWNE 8-147-96, 538 FNL 2052 FEL, t; cum 346K 12/24; cum 356K 2/25;
  
• 38128 cum 284K 2/25;CLR, Dennis FIU 6-8H, Cedar Coulee, NWNE 8-147-96, 571 FNL 2052 FEL, t; cum 294K 12/24; cum 303K 2/25;
  
• 38129, 982, CLR, Dennis FIU 15-8HSL1, Cedar Coulee, NWNE 8-147-96, 208 FNL 1854 FEL; t; cum 277 12/24; cum 284K 2/25;
• 38130, 1,565, CLR, Dennis FIU 16-8HSL, Cedar Coulee, NWNE 8-147-96, 241 FNL 1853 FEL; t; cum 358K 12/24; cum 368K 225;
  
• 38131, drl/A, CLR, Flint Chips FIU 7-5H1, Cedar Coulee, NWNE 8-147-96, 274 FNL 1853 FEL; t; cum 359K 12/24; cum 367K 2/25;
  
• 38132, drl/A, CLR, Dennis FIU 7-8H1, Cedar Coulee, NWNE 8-147-96, 307 FNL 1853 FEL; t; cum 304K 12/24; cum 294K 2/25;
  
• 38133, drl/A, CLR, Flint Chips FIU 8-5H, Cedar Coulee, NWNE 8-147-96, 340 FNL 1853 FEL; t; cum 324K 12/24; cum 335K 2/25;
  
• 38134, drl/A, CLR, Dennis FIU 8-8H, Cedar Coulee, NWNE 8-147-96, 373 FNL 1853 FEL; t; cum 261K 12/24; cum 268K 2/25;
  
• 38135, drl/A, CLR, Flint Chips Federal 9-5H1, Cedar Coulee, NWNE 8-147-96, 406 FNL 1853 FEL; t; cum 171K 12/24; cum 178K 2/25;
  
• 38136, drl/A, CLR, Dennis 9-8H1, Cedar Coulee, NWNE 8-147-96, 439 FNL 1853 FEL; t; cum 180K 12/24; cum 188K 2/25;
  
• 38137, drl/A, CLR, Flint Chips Federal 10-5H, Cedar Coulee, NWNE 8-147-96, 472 FNL 1853 FEL; t; cum 364K 12/24; cum 371K 2/25;
  
• 38138, drl/A, CLR, Dennis FIU 10-8H, Cedar Coulee, NWNE 8-147-96, 505 FNL 1853 FEL; t; cum 419K 12/24; cum 427K 2/25;
  
• 38139, 1,753, CLR, Dennis FIU 11-8H1, Cedar Coulee, NWNE 8-147-96, 538 FNL 1852 FEL; t; cum 391K 12/24; cum 398K 2/25;
  
• 38140, 1,700, CLR, Dennis FIU 12-8H, Cedar Coulee, NWNE 8-147-96, 571 FNL 1852 FEL; t; cum 375K 12/24; cum 382K 2/25;
  
• 38146, drl/A, CLR, Flint Chips FIU 11-5H1, NWNE 8-147-96, 1014 FNL, 1644 FEL, t; cum 478K 12/24; cum 485K 2/25;
• 38147, 1,798, CLR, Flint Chips FIU 12-5H, NWNE 8-147-96, 1048 FNL 1623 FEL, t; cum 493K 12/24; cum 500K 2/25;
  
• 38148, drl/A, CLR, Flint Chips FIU 13-5H1, NWNE 8-147-96, 1082 FNL 1602 FEL, t; cum 360K 12/24; cum 367K 2/25;
  
• 38149, drl/A, CLR, Flint Chips FIU 14-5H, NWNE 8-147-96, 1116FNL 1581 FEL, t; cum 309K 12/24; cum317K 2/25;
  
• 38150, drl/A, CLR, Flint Chips FIU 15-5HSL1, NWNE 8-147-96, 1151 FNL 1560 FEL, t; cum 312K 12/24; cum 319K 2/25;
  
• 38151, 1,230, CLR, Flint Chips FIU 16-5HSL, NWNE 8-147-96, 1185FNL 1539 FEL, t; cum 451K 12/24; cum 464K 2/25; still producing 7000 / month; a great well;
  

There is one existing well in the1280-acre drilling unit in that area:

• 16605, AB/418, CLR, Dennis 44-8H, Cedar Coulee, t7/07; cum 91K 11/21; since 4/21; very intermittent and very little production. Only five days of very minimal production from September, 2021, to November, 2021. Off line since 8/21 with minimal production; cum 92K 5/22;
  

Graphic updated, April 24, 2021:

The graphics, original post:

• 
  
  
  

CLR's Corsican Wells Updated -- April 7, 2025

Locator: 10010CORSICAN.

Updates

April 7, 2025: production data updated below.

The Corsican Federal permits; section NENE 15-153-93:

• 31874, 1,561, CLR, Corsican Federal 1-15H, t8/16; cum 62K 12/16; cum 588K 2/25;
  
•  31875, 777, CLR, Corsican Federal 2-15H1, Sanish, 6/17; cum 501K 2/25;
• 31876, 1,556, CLR, Corsican Federal 3-15H, Sanish, t6/17; cum 360K 2/25;
• 31877, 727, CLR, Corsican Federal 4-15H2, Sanish, t7/17; cum 340K 2/25;
• 31878, AB/972, CLR, Corsican Federal 5-15H, Sanish, t7/17; cum 259K 11/22;
• 31879, 1,460, CLR, Corsican Federal 6-15H1, Sanish, t7/17; cum 370K 2/25;
• 31880, 1,276, CLR, Corsican Federal 7-15H, Sanish, t7/17; cum 264K 2/25;
• 31881, 1,600, CLR, Corsican Federal 8-15H2, Sanish, t7/17; cum 559K 2/25; 

Original Post 

The Corsican Federal permits; section NENE 15-153-93:

• 31874, 1,561, CLR Corsican Federal 1-15H, t8/16; cum 62K 12/16;
• 31875, SI/NC, Corsican Federal 2-15H1,
• 31876, SI/NC, Corsican Federal 3-15H,
• 31877, SI/NC, Corsican Federal 4-15H2,
• 31878, SI/NC, Corsican Federal 5-15H,
• 31879, SI/NC, Corsican Federal 6-15H1,
• 31880, SI/NC, Corsican Federal 7-15H,
• 31881, SI/NC, Corsican Federal 8-15H2,

Earlier Posts

 
See also this earlier post on the Corsican Federal permits. 

From today's daily activity report, August 27, 2015, CLR has eight Corsican Federal permits:

• the eight CLR permits are Corsican Federal permits; this corrects the error noted earlier when there were duplicate permit numbers (scout ticket permit numbers and duplicated on the GIS map server with different wells)

This is where the pad is likely to be placed (if I read the daily activity report correctly).

My hunch is the eight wells will run to the west under the river, based on:

• the name of the wells ("Federal")
• the north-south configuration of the 8-well pad
• the fact that Oasis "owns" the section to the north, and Whiting "owns" the section to the east

Week 15: April 8, 2025 -- April 14, 2025

Locator: 48439TOPSTORY.

President Trump has been in office for only 77 days (or thereabouts)

IN PROGRESS.

Top story: US Supreme Court temporarily allows President Trump to continue with Venezuelan deportations.

Background:

******************************************
Top Stories

Geoff Simon's quick connects.

***************************
The First 100 Days
January 20, 2025 - April 30, 2025

Twelfth Week Of President Trump's Presidency

**********************************
The Top Stories

Most important story of the week:

• US equity market continues to be very volatile; in / near bear market status.
  

Top stories of the week:

Top international non-energy story:

• 
  
• 
  

Top international energy story:

• 
  

Top national non-energy stories:

• Florida takes the NCAA Men’s Basketball Championship — Gator Nation

Top national energy story:

• 
  

Focus on fracking: current link here. Generally updated late Sunday night.

Top North Dakota non-energy story:

• 
  

Top North Dakota energy story:

 

WTI Holds Just Above $60 -- Four New Permits -- April 7, 2025

Locator: 48438B.

Breaking: US Supreme Court temporarily allows President Trump to continue with Venezuelan deportations under War Powers Act. Legal scholars argue the "Alien Enemies Act" is too old; not as old as the US Constitution. Just saying.

******************************
Back to the Bakken

WTI: $61.21.

Active rigs: 32.

Four new permits, #41778 - #41781, inclusive:

• Operator: Hess
• Field: Oliver (Williams)
• Comments: 
• Hess has permits for four GO-Zona wells, SESE35-157-98, 
• to be sited 409 FSL and 884 / 983 FEL.

One permit canceled:

• 37990, BR, Lloyd Christmas 3FULW.

How The Trade Imbalance -- Tariff Story -- Plays Out -- Not Ready For Prime Time -- Monday, April 7, 2025

Locator: 48437ARCHIVES.

Not ready for prime time.

This is how the tariff story plays out:

• lots of rhetoric; lots of sabre-rattling;
• for reasons I do not understand, the big story seems to revolve around AI, huge data centers, and blades -- which, if accurate -- is a story about energy -- particularly natural gas
  
• the gap between the US and the rest of the world with regard to AI will only widen
• these large data centers use so much energy and the rest of the world simply doesn't have it
• as hard as the US equity market is getting hit, the rest of the world is in a much worse place ...
• the Chinese billionaires will feel it first and Xi was already on "borrowed time" with regard to the billionaires
• if this goes badly, Xi could be out, and that would allow new leaders to save face by working with Trump on tariffs
  
• elected leaders in EU, UK already getting an earful from their voters
• China, most of the rest of the world (the part of the world that counts) -- the economy of non-US countries survive only because of the trade imbalance
• the leaders of every country know that -- the trade imbalance and what it means to their economy
• it's now a race -- and the story is not yet being told -- but it's now a race among every country to protect its trade (with or without a trade imbalance)
  
• four major sectors: China, Asia (excl China), EU, UK
• it's like March Madness
• the top four picks coming out of the top 16:
• China (#1) vs Asia ex China (#1) in the east bracket
• EU (#1) vs UK (#1) in the west bracket
• small Asian countries are more nimble, and able to move more quickly and to force China's hands, Trump will offer deals to Asia ex China before offering deals to China
  
• Asia excl China comes out ahead
• the EU, heavy with regulators and way too slow to react with a dozen of competing countries, will lose to UK with regard to Trump making first / early deals
• the race:
• in the east, Vietnam (Asia excl China) gets a "push" from Trump
  
• in the west, UK gets a "push" from Trump
• oh, by the way, the UK was the first to suggest this very possibility -- one story over the weekend;
• and this is it: once one country gets a deal with Trump, the dominoes fall fast
• this is the risk for every country: which country is left holding the bag -- that is, the last country to see tariffs dropped.
• again, every country is going to do what they can to protect their trade advantage
• if UK gets the edge in the west, the EU will follow quickly
• if the EU starts to show signs of life, Asia / China will start to go wobbly
• Asia excl China will move quickly to drop tariff rates, and their rates are so high they can afford to come down significantly and still hold a positive trade imbalance
• the art of the deal: 
• Trump starts out big and then comes down in price ... 
• likewise, he and Musk talk about "a trillion dollars" in trade imbalance. Even if they get half that, they will be happy -- that's the short term. 
• in the long term, politically, Trump and Musk can point to all the chip factories, LDCs, auto manufacturers, etc., coming back to the states.

The "tipping point" to all this: the first country to make a deal with Trump.

It's going to be the UK.

Who gets left holding the bag: China or the EU?

****************************
Parting Thoughts

Does any county in the world (outside of the US) have a "Fed" that can goose their economy? I know the EU has a lot of regulators to slow their economies.

There has been some discussion that car-buyers in the US have been out in large numbers the past two weekends to take advantage of existing prices before tariffs go into effect.

Imagine what happens -- especially in the housing market -- if the Fed cuts rates.

The Fed:

• a lot of folks think the Fed is already behind the curve
• several months ago, the Fed was asked point-blank if they were considering possible Trump policies
• JPow's answer: they didn't deal with hypotheticals; IIRC the first replies with regard to the tariffs, the Fed said they were not modeling tariffs in their projections and then gave a litany of reasons -- mostly they didn't have the models in the first place
• last month, the Fed said they were now following the tariff story -- and again that was before anything was announced -- I would call that "anxiety"
• to me, this has all the earmarks of piss-poor planning. 

**************************
What's Not On Today's Radar Scope

The stories not getting much air time today:

• the war in Europe
• events in the Mideast
• deportations
• Hegseth's security debacle
• measles outbreak
  

Out of sight, out of mind --> opportunities:

• how will Putin play this opportunity in Ukraine?
• how will Israel/Trump play this opportunity with regard to Iran
• at some point, Israel/Trump need to stop the source of the Houthi munitions
• deportations: actual numbers no long matter; "quality" vs "quantity"
• college agitators will take a low profile
• Trump administration voids "all" Sudanese visas -- affects 300,000 Sudanese in the US
• other agitators will get the message
• University of Southern California: #1 source of foreign students -- China?

• China cannot afford to have all their US students return to China.
• for many, many reasons
• least of all: access to technology
  
• Trump holds another "trump" card (pun intended)
• so what's Hegseth up to? Headed to Panama. 
• and RFK, Jr? Headed to Texas / New Mexico -- stresses importance of vaccines.
• deaths doubled over the weekend; went from one to two
  

The stories not getting much air time today: the difference between Trump and Biden --

• work
• one was asleep (or worse) for four years; was incredibly, in hindsight, inactive
  
• one is active 24/7
• outlook
• one had a "sorry" outlook on life
• one is optimistic and holds an "America-first" outlook
• staff
• Trumphas some really, really, really bright people working for him
• yes, and some really dumb folks and some really bad ideas, but that's true of all administrations; that's how politics work
• most interesting: with all that's going on, the press attempt to make Trump's weekend of golf a story did not work; I saw the story once and had to look for it
• tonight: all attention on NCAA men's basketball championship
  

Fed To Hold Closed Meeting Monday Morning — Anticipated — April 7, 2025

Locator: 48436B.

Behind the curve: Fed to hold closed meeting today -- link  here.

*****************************
Back to the Bakken

WTI: $61.21.

New wells:

• Tuesday, April 8, 2025: 31 for the month, 31 for the quarter, 238 for the year,
• 40924, conf, CLR, Entzel 2-14HSL,
• 40913, conf, BR, Cleetwood 7A,
• Monday, April 7, 2025: 29 for the month, 29 for the quarter, 236 for the year,
• 40923, conf, CLR, Rutledge 3-11H,
• 40357, conf, Hunt Oil, Trulson 156-90-11-14H-5,
• 39808, conf, Kraken, Turbodiesel 19-3-31 1H,
• Sunday, April 6, 2025: 26 for the month, 26 for the quarter, 223 for the year,
• 41013, conf, CLR, Alfsvaag FIU 6-31H,
• 40922, conf, CLR, Rutledge 2-11HSL,
• 40373, conf, Slawson, Kahuna 2-6-7H,
• 39809, conf, Kraken, Turbodiesel 19-30-31 1H,
• Saturday, April 5, 2025: 22 for the month, 22 for the quarter, 219 for the year,
• 40372, conf, Slawson, Kahuna 3-6-7H,
• 41034, conf, BR, Cleetwood 7B,
• 39810, conf, Krakken, Turbodiesel 19-30-31-3H,
  

RBN Energy: tech giants' big-money plans for data centers hinge on gas-fired power. Archived.

Growing power demand for data centers has been one of the biggest stories in energy markets over the past year, with natural gas-fired power plants emerging as the primary choice for developers seeking to provide the 24/7 power these massive, energy-intensive sites require. That has led many energy firms to unveil plans to sell power directly to data centers but many tech giants have also announced their own deals. In today’s RBN blog, we’ll dive into recent announcements from firms like Apple, Amazon, Google, Meta and Microsoft, which intend to collectively spend about $300 billion this year alone to boost their AI (artificial intelligence) capabilities. 

As usual, let’s start with a refresher. We noted in Storm Front that a data center can be home to thousands or even tens of thousands of networked computers that process, store and share data. Data centers (see photo below) are energy-intensive, with electrical demand at larger facilities ranging from 100 megawatts (MW) to 2,000 MW and higher. Power demand for data centers is projected to grow substantially with the expansion of AI tools like ChatGPT and Perplexity, which require far more computational power — and energy — than conventional Google searches.

 

Figure 1. A Data Center in Loudoun County, VA. Source: Yondr

As we noted in Dive In and in Part 1 of this series, there are a lot of uncertainties about the scope and build-out of generation needed to power new data centers — from how much demand will actually grow for various generation fuels to logistical issues like transmission or equipment availability.

In addition to uncertainties about power, numerous logistical hurdles must be managed when selecting a location for a data center. As you’ll see below, many agreements remain vague, underscoring the difficulty of aligning the energy industry’s capabilities with the needs of the tech giants. While many gas producers and power generators are eager to supply their energy needs (in some cases forming joint ventures to advance those plans) and tech firms are hungry for it. Plans for building and siting these massive data centers must resolve a number of complex issues — real estate with water access, transmission lines, fiber optics, steel, and electricity infrastructure. The degree to which these factors can be satisfied will influence where the projects ultimately get built and how they’re powered.