Sunday, December 21, 2025

Initial Production For Wells Coming Off Confidential List This Next Week -- December 21, 2025

Locator: 49751WELLS.

The wells:

  • 41551, conf, XTO Energy, HBU Baptiste Federal 34X-11B, Hofflund, npd, 
  • 41414, conf, Slawson, Atlas 3-21-16H, Ellsworth, npd, 
  • 41552, conf, XTO Energy, HBU Baptiste Federal 34X-11G, Hofflund, npd, 
  • 40764, conf, Enerplus, Olson 147-97-34-27-6H, Little Knife, 
DateOil RunsMCF Sold
10-20252347328654
9-20252329727884
8-20252908632558
7-20252704633079
6-202519172255

  • 41553, conf, XTO Energy, HBU Baptiste Federal 34X-11C, Hofflund, npd, 
  • 40958, conf, Devon Energy, Grand National 34-36F 5H, Sixmile, 
DateOil RunsMCF Sold
10-20252893922811
9-20252876926420
8-20252750220047
7-20253762926688
6-20255424189
  • 40765, conf, Enerplus, Olson 147-97-34-27-7H, Little Knife, 
DateOil RunsMCF Sold
10-20251325816113
9-20252094325111
8-20252080923269
7-20252329728423
6-202523512765

  • 41554, conf, XTO Energy, HBU Baptiste Federal 34X-11H, Hofflund, npd, 
  • 40784, conf, Enerplus Olson 147-97-34-27-9H-ELL, Little Knife, 
DateOil RunsMCF Sold
10-20252223127120
9-20252405128856
8-20252165324228
7-20252193226682
6-202529653487
  • 40769, conf, Enerplus, Olson 147-97-34-27-8H, Little Knife, 
DateOil RunsMCF Sold
10-20251942123671
9-20252332227925
8-20252765330922
7-20253116938028
6-202531373689
  • 40723, conf, Devon Energy, Costanza 24-13 5TFH, Siverston, 
DateOil RunsMCF Sold
10-20251749661479
9-20252682265877
8-20251268331888
7-202570819148328
6-20251169622286

  • 41281, conf, Hess, BB-Rice-150-95-0718H-6, Blue Buttes, 
DateOil RunsMCF Sold
10-20251818881673
9-20251722536091
8-20252160142774
7-20252082634582
6-20253240651

  • 41280, conf, Hess, BB-Rice-150-95-0718H-5, Blue Buttes, 
DateOil RunsMCF Sold
10-20251778533639
9-20251798130316
8-20252338943951
7-20251709428592
  • 41659, conf, Phoenix Operating, Shivey 28-33 5H, Big Meadow, 
DateOil RunsMCF Sold
10-20251184128358
9-20251413426365
8-20251491220910
7-2025226480
6-202527250
  • 41658, conf, Phoenix Operating, Shivey 28-33 4H, Big Meadow, 
DateOil RunsMCF Sold
10-20251274034786
9-20251598730562
8-20251420221911
7-2025223290
6-202522580
  • 41657, conf, Phoenix Operating, Shivey 28-33 2H, Big Meadow,
DateOil RunsMCF Sold
10-20251311934272
9-20251832134797
8-20252049928305
7-2025233860
6-202526060
  • 41656, conf, Phoenix Operating, Shivey 28-33 1H, Big Meadow, 
DateOil RunsMCF Sold
10-20251119818519
9-20251825934446
8-20251881729483
7-2025243290
6-202527250
  • 41618, conf, Phoenix Operating, Shivey 28-33 3H, Big Meadow, 
DateOil RunsMCF Sold
10-20251295734288
9-20251720932929
8-20251039415573
7-2025213270
6-202520820
  • 40957, conf, Devon Energy, Grand National 34-36F 4H, Sixmile, 
DateOil RunsMCF Sold
10-20251997719449
9-20252315421754
8-20252766920965
7-20252920020787
6-202510472128
  • 41701, conf, Marlo Operating, TOSCO Branch 5, wildcat, SWNE 13-129-104, 1554 FNL 1577 FEL, npd
  • 41106, conf, Devon Energy, Helling 16-21 2H, Ragged Butte, 
DateOil RunsMCF Sold
10-20252108029126
9-20251719525104
8-20253388432793
7-20253514627390
6-2025156588704
  • 40971, conf, Devon Energy, Costanza 24-13 8H, Siverston, 
DateOil RunsMCF Sold
10-20252195796339
9-20252880886829
8-202539467125402
7-202564277140110
6-20252075032769

40968, conf, Devon Energy, Costanza 24-13 4H, Siverston, 

DateOil RunsMCF Sold
10-202523321118832
9-20253024693014
8-202534410102429
7-202580982160811
6-20253199142330
  • 40935, conf, BL-Herfindahl-156-95-3031H-9, Beaver Lodge, 
DateOil RunsMCF Sold
10-2025820632451
9-20251262929403
8-20251322222517
7-2025659511380
6-202533874895
  • 41690, conf, CLR, Sibbern Federal 4-22H, North Tioga, 
DateOil RunsMCF Sold
10-20253253728333
9-20253577130650
8-20256721294
  • 41279, conf, Hess, BB-Rice-LW-150-95-07H-1, Blue Buttes, 
DateOil RunsMCF Sold
10-20251582461227
9-20251961662694
8-20252077941452
7-20252369347087
6-2025884116446
  • 41014, conf, Devon Energy, L And E 9-4 2H, Ragged Butte, 
DateOil RunsMCF Sold
10-202561477315
9-20252334451162
8-20253684057503
7-20253163954078
6-20251380915391
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Wells Coming Off Confidential List This Next Week -- December 21, 2025

Locator: 49750WELLS.

The wells:

Wednesday, December 31, 2025: 72 for the month, 195 for the quarter, 769 for the year,
None (there was no June 31, 2025)

Tuesday, December 30, 2025: 72 for the month, 195 for the quarter, 769 for the year,
41551, conf, XTO Energy, HBU Baptiste Federal 34X-11B, 
41414, conf, Slawson, Atlas 3-21-16H, 

Monday, December 29, 2025: 70 for the month, 193 for the quarter, 767 for the year,
41552, conf, XTO Energy, HBU Baptiste Federal 34X-11G, 
40764, conf, Enerplus, Olson 147-97-34-27-6H, 

Sunday, December 28, 2025: 68 for the month, 191 for the quarter, 774 for the year,
41553, conf, XTO Energy, HBU Baptiste Federal 34X-11C, 
40958, conf, Devon Energy, Grand National 34-36F 5H, 
40765, conf, Enerplus, Olson 147-97-34-27-7H, 

Saturday, December 27, 2025: 65 for the month, 188 for the quarter, 771 for the year,
41554, conf, XTO Energy, HBU Baptiste Federal 34X-11H, 
40784, conf, Enerplus Olson 147-97-34-27-9H-ELL, 
40769, conf, Enerplus, Olson 147-97-34-27-8H, 
40723, conf, Devon Energy, Costanza 24-13 5TFH,

Friday, December 26, 2025: 61 for the month, 184 for the quarter, 767 for the year,
41281, conf, Hess, BB-Rice-150-95-0718H-6, 

Thursday, December 25, 2025: 60 for the month, 183 for the quarter, 766 for the year,   
41280, conf, Hess, BB-Rice-150-95-0718H-5, 

Wednesday, December 24, 2025: 59 for the month, 182 for the quarter, 765 for the year,
41659, conf, Phoenix Operating, Shivey 28-33 5H,
41658, conf, Phoenix Operating, Shivey 28-33 4H,
41657, conf, Phoenix Operating, Shivey 28-33 2H, 
41656, conf, Phoenix Operating, Shivey 28-33 1H, 
41618, conf, Phoenix Operating, Shivey 28-33 3H, 

Tuesday, December 23, 2025: 54 for the month, 177 for the quarter, 760 for the year,
40957, conf, Devon Energy, Grand National 34-36F 4H, 

Monday, December 22, 2025: 53 for the month, 176 for the quarter, 759 for the year,
41701, conf, Marlo Operating, TOSCO Branch 5, 
41106, conf, Devon Energy, Helling 16-21 2H, 
40971, conf, Devon Energy, Costanza 24-13 8H, 

Sunday, December 21, 2025: 50 for the month, 173 for the quarter, 757 for the year,
40968, conf, Devon Energy, Costanza 24-13 4H, 
40935, conf, BL-Herfindahl-156-95-3031H-9,

Saturday, December 20, 2025: 48 for the month, 171 for the quarter, 755 for the year,
41690, conf, CLR, Sibbern Federal 4-22H, 
41279, conf, Hess, BB-Ricke-LW-150-95-07H-1,
41014, conf, Devon Energy, L And E 9-4 2H, 

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Saturday, December 20, 2025

FAB Update -- December 20, 2025

Locator: 49749FABS.

Intel's future in the balance -- depends on Arizona fab. Link here.

Important to note: link here. 

Be sure to see the comments to Beth's posting. Nvidia, AMD, and Broadcom. 

We track the "fabs" here. Link here. 

Samsung beats Apple to the "2 nm" chip. Absolutely useless information. LOL. Link here.

Top 10 most advanced fabs in the world -- latest ranking, updated December 8, 2025: link here.
  • TSMC Fab 18 (Taiwan)
  • Samsung Pyeongtaek Campus (South Korea)
  • Intel D1X (USA)
  • TSMC Fab 20 (Taiwan)
  • Samsung Hwaseong (South Korea)
  • Intel Ocotillo Fab 42 (USA)
  • TSMC Arizona Fab (USA)
  • Samsug Taylor Fab (USA)
  • Intel Magdeburg Fab (Germany)
  • GlobalFoundries Fab 8 (USA)
  • TSMC Nanjing (China)
  • Samsung Austin (USA)
  • TSMC Kumamoto Fab (Japan) --joint venture with Sony
  • SMIC Beijing Fab (China) -- most advanced fab in China; produces 7 nm chips
  • SK Hynix M16 (South Korea) -- DRAM and NAND with EUV lithography for advanced memoryMicron Hiroshima Fab (Japan) -- Advanced DRAM using 1-Alpha process node
  • Intel Ireland Fab 34 -- 
  • TSMC Fab 15 (Taiwan) 
  • UMC Fab 12A (Taiwan) 
  • Samsung P3 Fab (South Korea) -- 2nm and below using GAA transistors by 2025
  • TSMC Fab 16 (Taiwan)
  • Intel New Mexico Fab (USA)
  • SMIC Shanghai (China) 
  • GlobalFoundries Dresden (Germany) -- Europe's most advanced fab, producing 22 nma nd 12 nm chips
  • SK Hynix M15X (South Korea)
  • Micron Boise Fab (USA)
  • TSMC Fab 22 (Taiwan) -- future 1.4 nm production site; expected 2027
  • Samsung Xi'an (China)
  • Intel Arizona Fab 52/62 (USA) -- $20 billion investment; 5nm and 2nm (20A)
  • Rapidus Fab (Japan) -- new; 2nm production by 2027
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Gen X Retirement -- Much Better Shape Than Anyone Can Imagine -- December 20, 2025

Locator: 49748WEALTH.
Locator: 49748DEMOGRAPHICS.

Intergenerational wealth transfer: wiki. 

Okay, this is the headline:  

What is Jessica Hall missing?

 It takes a village. Link here.

Two data points, intergenerational wealth transfer -- 

  • through 2045: $84 trillion 
  • through 2048 (just three years later): $124 million.

Note the closing date: 2048.

But there's more. 

Why did we stop at 2045? Or 2048? Why not 2050?

Gen X: 1965 - 1980 - (Kiri, 1977; Laura, 1980)

  • 2045: 65 years old - 80 years old (68 years old, 65 years old)
  • 2048: 68 years old - 83 years old 
  • 2050: 70 years old - 85 years old (73 years old; 70 years old)

Regardless, something much more has not yet been factored in: the one big beautiful bill, President Trump s/2025; goes into effect 2026.

Gen X and Millennials (1981 - 1996, Gen Y) don't have anything to worry about. At least with their retirement.

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This Is No Bubble -- Amazon -- Data Center -- Indiana -- December 20, 2025

Locator: 49747AWS.
Locator: 49747AMAZON.

This is no bubble. 

Video here. 2.2 GW of power. One million homes = three million residents.


Same video here. $11 billion.

***************************
AI Energy Needs

Link to Rigzone. 
 

This is not a bubble.

From the link: 

TotalEnergies SE has signed a 21-year agreement with Google to supply the tech giant 20 megawatts or one terawatt hours (TWh) of certified renewable electricity from the planned Citra Energies solar plant in the Malaysian province of Kedah.

Scheduled to start construction "early 2026", the project will serve Google's data center operations in the Southeast Asian country, a joint statement said. TotalEnergies owns 49 percent in the project, with MK Land holding 51 percent.

Last year Google broke ground on its first data center project in Malaysia, a $2 billion investment at Selangor state's Elmina Business Park, as announced by the company October 1, 2024.

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