Re-posting. Saudi Arabia data finally posted their September data.
Tuesday, November 4, 2025
Anticipation -- October 26, 2025
Locator: 49343ARCHIVES.
This is pretty funny.
This was accidentally posted on another blog.
It was mean to be posted on this blog, but will now be "out of order."
Will keep it here for the archives.
Dallas today: a lopsided loss to the Denver Broncos; Zak benched with six minutes to go in the fourth; and, excruciatingly bad statistics for same. It will be interesting to see if Jerry Jones takes questions after the game. Dallas 3 - 4 - 1 for the season.
Market:
If this holds, all we're going to hear on CNBC tomorrow -- "it's a bubble" or "is this a bubble?"
Eight New Permits; One DUC Reported As Completed -- November 4, 2025
Locator: 49342B.
Updates
November 6, 2025: CNBC, link here.
Original Post
Tea leaves: more confusing than ever.
Inflation watch: turkeys in north Texas (DFW area) going for 79 cents / pound at Target. Last week turkeys were priced at 88 cents / pound at Walmart. Turkey, price / pound.
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Back to the Bakken
WTI: $60.34.
Active rigs: 33.
Eight new permits, #42448 - #42455, inclusive:
- Operators: Murex Petroleum (6); Petro-Hunt (2);
- Fields: Tioga (Williams); and, East Tioga (Mountrail);
- Comments:
- Petro-Hunt has permits for two Jensen wells, NENW 33-158-94,
- to be sited 300 FNL and 1900 / 1935 FWL;
- Murex has permits for six wells (AB-Archie, AB-Charly Chally, AB-Cody Lynn, AB-Edward Fox, AB-Ivy Jolyn, and, AB-Kelly Renee), SENE 29-157-95,
- to be sited 2145 / 2295 FNL and 870 FEL.
One producing well (a DUC) reported as completed:
- 41557, 2,297, CLR, Kanyer 6-15H, Grinnell, Williams County; npd; the horizontals of this well and its sister well (#41556) enter the Missouri River at Lunds Landing on Lewis and Clark Bay. Wow, I've been out to that bay so many times. Great memories.
Taco Tuesday -- For Dallas, The Day After -- November 4, 2025
Locator: 49341B.
Investing: only because the reaction to Palantir is so incredibly ridiculous, I will start a position in Palantir today. I am late to the game; this won't move the needle in my portfolio. Doesn't matter. It's just an opportunity. Seriously. It's P/E is only 652. LOL. This should be fun. I'm only doing this so I can say I have a position in Palantir. See blog's disclaimer.
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Back to the Bakken
WTI: $60.20. Link here.
New wells reporting: link here.
RBN Energy: link here. This really is a good article. It is amazing how much is going on in the background. Link here. Archived.
META -- Oversold; In Its Own Little Bear Market -- November 4, 2025
Locator: 49340META.
Meta is in a bear market: link here.
Meta is oversold: link here.
Meta is really oversold: link here.
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