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APP ECONOMY INTC: now, this is what I would call a bubble -- obviously a case where data means something or data doesn't mean anything.
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Back to the Bakken
WTI: $91.70.
New wells reporting:
- Tuesday, July 28, 2026: 41 for the month, 41 for the quarter, 394 for the year,
- 43182, conf, Oasis, Cyclone 5502 11-17 3B,
- 43181, conf, Oasis, Cyclone 5502 11-17 2B,
- Monday, July 27, 2026: 39 for the month, 39 for the quarter, 392 for the year,
- 42077, conf, Silver Hill Energy Operating, K&L Hegstad North W 158-92-3-27-MBHX,
- 41538, conf, Devon Energy, Stallion 33-28 6H,
- Sunday, July 26, 2026: 37 for the month, 37 for the quarter, 390 for the year,
- None.
- Saturday, July 25, 2026: 37 for the month, 37 for the quarter, 390 for the year,
- None.
- Friday, July 24, 2026: 37 for the month, 37 for the quarter, 390 for the year,
- None.
RBN Energy: changes ahead for crude oil flows into (and out of) southwestern Louisiana. Link here.
Ask a dozen Louisiana cooks to make jambalaya and you’ll get 12 different versions cooked 12 different ways. Tomatoes vs. no tomatoes. Chicken for sure, but different types of sausage, and some jambalaya with shrimp and some with wild game or pork shoulder. And don’t get those cooks started on how to make the perfect roux (or whether to make a roux at all!). The same holds true for crude oil sourcing in the Bayou State’s three refining regions: Each has its own sources for crude oil and its own ways of delivering that oil to refineries. In today’s RBN blog, we conclude our four-part series on Louisiana refining with a look at crude oil sourcing, pipeline flows and supply/demand balances in the southwestern and northwestern parts of the state — and how the status quo may be in for changes.
As we said in Part 1, the 16 refineries in Louisiana and the southern tier of Arkansas account for almost one-fifth of total U.S. refining capacity and can consume more than 3 MMb/d of crude oil from a wide range of domestic and foreign production areas. We also divided the refineries into three buckets — Southeastern Louisiana (eight refineries with a combined capacity of nearly 2.2 MMb/d; pink-shaded rows in Figure 1 below), Southwestern Louisiana (three with 911 Mb/d; blue-shaded rows), and Northwestern Louisiana and Southern Arkansas (five with 176 Mb/d; green-shaded rows) — and noted that refineries in each of the buckets generally turn to many of the same sources for their crude oil and use pretty much the same means to deliver oil to their facilities.
Three Groups of Louisiana (and Southern Arkansas) Refineries
