Director's Cut Posted -- February, 2019, Data

Link here.

A huge "thank you" to a reader for alerting me. I completely missed it -- family commitments.

I will post my summary later, but for now you are on your own.

February natural gas production down slightly month-over-month.

February crude oil production down slightly month-over-month. For newbies, February is the cruelest month for North Dakota. But it does keep the riff-raff out.

Riff-Raff at the door:

Rocky Horror Picture Show

April 12, 2019, T+100, Part 3

Market: so how did the market finish?

Disclaimer: this is not an investment site. Do not make any investment, financial, job, travel, or relationship decisions based  on what you read here or think you may have read here.

And, again, at 100 days, the list of accomplishments by the 115th US Congress, led by Omar, Occasional-Cortex, and Ms Pelosi:

And, with that, we move on:

• WTI: closed below $64
• BA: up 2.56%; up almost $10; this is what makes investing "fun"; think about BA when trading CVX
• BA with really, really, really bad news: surges $10 after recent setback
• CVX: announces really, really good news, and the company's share price plummets
• an open book test; we don't often get these opportunities
• EOG: up almost $7; whoo-hoo
• NOG: up 3%; somewhat disappointing but it is what it is
• JAG: up almost 5% really exciting; 52--week high, almost $15; closed at just under $11 today
• RSD-B: strange; dropped half a percent; well off its high; paying 5.8%; what's not to like? 

Note disclaimer.

• XLNX: if it didn't hit the 52-week high today, it came very, very close; closed at $134.41; 52-week high, $134.48 -- yes, looks like it closed at $134.41 but hit an intra-day high, $134.48;

Let's check the e-mail:

• Sempra Energy's Latin American assets eyed by Italy's Enel
• oh, my goodness completely missed it -- Director's Cut released -- alert from reader -- time to move on -- this post is complete...

Ten New Permits; Thirteen Permits Renewed -- April 12, 2019

Active rigs:

$63.89	4/12/2019	04/12/2018	04/12/2017	04/12/2016	04/12/2015
Active Rigs	63	59	51	30	93

Ten new permits:

• Operators: CLR (6); Enerplus (4)
• Fields: East Fork (Williams); McGregory Buttes (Dun County)
• Comments:
• CLR has permits for a 6-well Breitling pad in section 23-156-99 in East Fork oil field
• Enerplus has permits for a 4-well "Symphonic" pad in section 18-148-93 in McGregory Buttes

Thirteen permits renewed:

• EOG (6): six Austin permits in Mountrail county
• Oasis (4): four State permits in section 15-157-92, Mountrail County
• Nine Point Energy (3): three Missouri permits in Williams County

Change of operator: from BTA Oil to NP Resources

• 30 wells
• southwestern North Dakota
• Billings County, Golden Valley County
• oldest permit: #12269
• most recent permit: #33867

Celebrating -- April 12, 2019

So, Sophia, what do you think of Chevron's plans to buy Anadarko?



See this post.

April 12, 2019, T+100, Part 2

FWIW.

I will never again be "snookered" again about the risk of a natural gas shortage in the US.