Locator: 51313B.
Someone's lying and a bit "lost in translation --
- Trump: the war plan is "locked and loaded." But the "perimeters of the deal" have been settled, so the pause in hostilities will cease.
- Saudi: the sides are talking. Give peace a chance.
- Iran: we didn't talk to the US. We're only negotiating with Oman over control of the strait.
- IRGC: the strait is still under our control. Oman is a side show.
- CENTCOM: the US Navy has control of the strait
GLW and CAT corroborate that this is not a bubble.
Williams (WMB) clinches $5.5B momentum midstream deal to dominate Haynesville-to-LNG corridor. The LNG corridor is to the Gulf coast or more specifically perhaps to Cheniere.
Headlines suggest the usual budget-government shutdown won't happen this year.
For peace breaking out in the Mideast, this was surprising: WTI is now "in the green" for the day.
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Back to the Bakken
Posted today: results of Kraken's Sarah wells in eastern Montana were posted today -- link here.
WTI: $80.34.
Active rigs: 28.
Four new permits, #43180 - #43183, inclusive:
- Operator: Phoenix Opering
- Field: Charlie Bob, McKenzie County
- Comments:
- Phoenix Operating has permits for four Setter Fed wells, NWNE 22-145-98,
- to be sited 624 / 699 FNL and 1560 FEL.
Six permits renewed:
- BR: three Kirklandfill permits and three Morganfill permits, all in Pershing oil field, McKenzie County.
Five DUCs reported as completed:
- 41957, 1,886, Kraken, McCabe
- 41958, 1,766, Kraken, McCabe
- 42416, 1094, Kraken, Emerson
- 42417, 594, Kraken, Emerson
- 42418, 602 , Kraken, Emerson
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Disclaimer
Briefly:
I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken. I am inappropriately exuberant about the US economy and the US market. I am also inappropriately exuberant about all things Apple. See disclaimer. This is not an investment site. Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market. I am also inappropriately exuberant about all things Apple. And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution. I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom. Now, I've added Amazon. And QCOM. Longer version here.