A CLR Hereford Federal Well Comes Off The Confidential List This Next Week -- February 2, 2020

I see a CLR Hereford well is coming off the confidential list this next week.

• 32354, conf, CLR, Hereford Federal 8-20H2, Elm Tree,

Date	Oil Runs	MCF Sold
11-2019	11952	25770
10-2019	20876	35255
9-2019	23665	14162
8-2019	16714	0

This is purely coincidental. Last night I was updating the CLR Hereford Federal wells. Some of the production data looked like there might be something going on, and apparently there was.

Initial Production For Wells Coming Off Confidential List This Next Week -- February 2, 2020

Initial production for wells coming off the confidential list this next week:

• 36678, conf, XTO, Mariner 14X-36D, Bear Creek,
• 36427, conf, XTO, Linda 41X-22HXE, Capa, 
• 36426, conf, XTO, Linda 41X-22D, Capa, 
• 35654, conf, Lime Rock, Twist 5-3-10H-143-95L, Murphy Creek,

Date	Oil Runs	MCF Sold
11-2019	6933	704
10-2019	6949	2745
9-2019	13597	4326
8-2019	11860	2438

• 34954, conf, Petro Harvester, PTL4 10-15 163-92 C, Portal,

Date	Oil Runs	MCF Sold
11-2019	1840	0

• 34953, conf, Petro Harvester, PTL4 10-15 163-92 B, Portal,

Date	Oil Runs	MCF Sold
11-2019	2498	0

• 36665, conf, PetroShale, Jorgenson Federal 3MBH, Bear Den,

Date	Oil Runs	MCF Sold
11-2019	2630	0

• 34951, conf, Petro Harvester PTL4 10-15 163-92 D, Portal,

Date	Oil Runs	MCF Sold
11-2019	312	0

• 36664, conf, PetroShale, Jorgenson Federal 2MBH, Bear Den,

Date	Oil Runs	MCF Sold
11-2019	2630	0

• 36425, conf, XTO, Linda 41X-22H, Capa, 
• 35884, conf, Liberty Resources, Haley 158-93-29-32-1TFH, East Tioga,

Date	Oil Runs	MCF Sold
11-2019	13936	17321
10-2019	18393	22014
9-2019	7407	9428
8-2019	10122	10384

• 35069, conf, Resonance Exploration, Resonance Issendorf 16-10H, Russell,

Date	Oil Runs	MCF Sold
12-2019	1046	0
11-2019	1124	0
9-2019	388	0
8-2019	386	0

• 35048, conf, XTO, Johnson Trust Federal 21X-6F, Siverston, 
• 32354, conf, CLR, Hereford Federal 8-20H2, Elm Tree,

Date	Oil Runs	MCF Sold
11-2019	2235	1508
10-2019	1835	1906
9-2019	1297	1710
8-2019	3505	5041

• 36424, conf, XTO, Linda 41X-22C, 
• 35620, conf, Whiting, Fladeland 44-9-2H, 
• 35529, conf, Lime Rock, Ward Hill 2-29-20H_160-90, Dimond,

Date	Oil Runs	MCF Sold
11-2019	13375	5955
10-2019	13681	5939
9-2019	11172	5579
8-2019	8734	4653

• 35049, conf, XTO, Johnson Trust Federal 21X-6B, Siverson,
• 35046, conf, XTO, Johnson Trust Federal 21X-6E, Siverston,
• 33976, conf, Petro-Hunt, USA 153-95-8A-31-4H, Charlson,

• 35447, conf, Lime Rock, Nordloef 4-30-19TFH, 160-90L, Dimond,

Date	Oil Runs	MCF Sold
11-2019	13144	6050
10-2019	14050	6360
9-2019	10745	5777
8-2019	7591	4425

• 35044, conf, XTO, Johnson Trust Federal 21X-6AXD, Siverston, 
• 30188, conf, Oasis, Lewis Federal 5300 11-31 2B, Baker,

Date	Oil Runs	MCF Sold
11-2019	28403	23707
10-2019	19553	15185
9-2019	24243	20897
8-2019	17446	16685

• 22574, conf, Enerplus, Glacier 148-95-02A-11H TF, Eagle Nest, 
• 35856, conf, XTO, FBIR Bird 21X-19A, Heart Butte, 
• 35098, conf, Oasis, Kellogg Federal 5297 12-30 6T, Banks,

Date	Oil Runs	MCF Sold
11-2019	24011	60240
10-2019	23671	50675
9-2019	5178	7255

• 35047, conf, XTO, Johnson Trust Federal 21X-6EXH-N,  Elidah, 
• 35885, conf, Liberty Resources, Paige 158-93-19-18-3MBH, East Tioga,

Date	Oil Runs	MCF Sold
11-2019	14318	16334
10-2019	21332	22162
9-2019	17994	20581
8-2019	19970	22314

• 35855, conf, XTO, FBIR Bird 21X-19E, Heart Butte, 
• 35655, conf, Lime Rock Resources, Neal 5-33-28H-144-95L,  Murphy Creek,

Date	Oil Runs	MCF Sold
11-2019	7885	2912
10-2019	9957	3816
9-2019	14288	5594
8-2019	14268	2599

• 35116, conf, Oasis, Kellogg Federal 5297 11-30 5T, Banks,

Date	Oil Runs	MCF Sold
11-2019	25146	57773
10-2019	36373	67430
9-2019	241	157
8-2019	1545	4251

• 30189, conf, Oasis, Lewis Federal 5300 11-31 2B, Baker,

Date	Oil Runs	MCF Sold
11-2019	24523	21789
10-2019	28793	24524
9-2019	15347	14877
8-2019	19467	18387

More Evidence That The US Is The New "Swing Producer" -- February 2, 2020

Re-posting:

Belarus: US can supply Belarus with 100% of its demand fro oil, gas -- at half the price the Russians would sell it for them. No link. Google it. Russia cut off oil and gas supplies to Belarus on December 31, 2019.

US SecState is in Belarus negotiating deals as we speak, as they say.

A reader provides this comment in reply:

Belarus is a landlocked country, so curious how we are going to get them LNG (or oil for that matter). Pipe it through Lithuania? Is there even good connectivity?

For that matter, oil is world priced and very fungible. And there's a cheap spot market for gas in Europe as well. Issues are not the commodity itself coming from us (versus the world spot market), but connectivity. If the only supply pipes are from Russia, then that's the problem.

Honestly, these articles that say "America will supply the gas" are very silly. And no, we can't supply it for half of spot price.

My reply:

Poland and the US have a very, very close relationship. And, then, of course, there's the Ukraine. Lots of options.

The bottom line is that the US is working with Belarus to help solve their problem.

Politics: remember all that hysteria just a few weeks ago that "Pompeo" was on the "outs" with President Trump? Must have been more fake news. It seems journalists in general have become nothing but bloggers, with trivial understanding of politics at the "presidential" level. Remember that article that one of Trump's former chiefs of staff was eager to testify at the impeachment trail?

Clearing Out The In-Box, Part 1 -- February 2, 2020

Belarus: US can supply Belarus with 100% of its demand fro oil, gas -- at half the price the Russians would sell it for them. No link. Google it. Russia cut off oil and gas supplies to Belarus on December 31, 2019

Winter coming to an end: Punxsutawney Phil.

Guns in England? I did not know guns were allowed in London.

STEM: today is a rare palindrome that has not happened in over 900 years -- another "first" for the Trump administration. It simply never quits. Link here.

Re-posting because I find it endlessly fascinating: Recent dividend announcements:

• MPC: increases dividend to 58 cents; pays 4.4%
• WMB: increases dividend to 40 cents; pays 7.39% (and it's not a foreign company; and it's not an MLP, as far as I know)
• Hess Midstream Partners: increases dividend to 43 cents; pays 7.13%
• Oasis Midstream Partners: increases dividend to 54 cents, up from 51.5 cents; pays 12.63%; shares at $15.54; one-year target at $20.33;
• Nextera Energy Partners: increases dividend to 54 cents; pays 3.7%
• Dominion Energy: increases dividend to 94 cents; pays 4.48%
• Yum! Brands: increases dividend to 47 cents; pays 1.79%
• Valero Energy: increased dividend to 98 cents; pays 4.38%
• Pfizer: increasing dividend by 5.6%; new dividend, 38 cents, up from 36 cents

******************************************

Viruses, Flu, Corona, and All That Jazz

A reader called me out -- and rightly so -- on my flippant remarks regarding coronavirus. So, where do we stand on this issue? Here are a few links:

• Relax! Coronavirus is less dangerous than the "flu," says epidemic expert -- CCN
• High flu activity spreads across US as virus claims fourteen (14) more children -- ABC News
• Worried about coronavirus? In the US, "flu" is a bigger threat -- NPR
• US on track for one of the worst flu seasons in decades -- CNN
• Weekly US Influenza surveillance report (FluView) -- CDC
• Coronavirus is scary, but the flu is deadlier, more widespread -- USA Today
• Genomic characterisation and epidemiology of 2019 novel coronavirus (2019-nCoV): implications for virus origins and receptor binding -- The Lancet

***********************************

Pop Quiz

Now that you have read the stories above, answer the following questions:

1. what is the human receptor to which this novel virus binds?
2. a related coronavirus is the MERS coronavirus -- from what animal do humans contract this disease?
3. so far, how many "flu" cases in the US?
4. the percentage of deaths attributed to pneumonia and influenza so far this year is 6.7%; what is the epidemic threshold?
5. so far this flu season, at least 2,900 people in the US are estimated to have died of the flu; is this more or less than the previous week, and by how much?
6. this year will be worse; how many deaths from the flu last year?  
7. is the current flu season winding down in the US?
8. true or false: so far the 2019-nCoV has affected millennials disproportionately 
9. if one age group has been more affected than past flu seasons, what age group would that be?
10. every state in the union has widespread flu activity, except two. Name the two.
11. what was the worst year for flu since 2015?
12. in the past five years, has seasonal flu in the US ever exceeded the "epidemic threshold"?
13. for which of the following do "we" have a vaccine: SARS, novel coronavirus, "seasonal flu"?
14. how long did SARS "last" before it burned itself out?
15. when do US companies expect this novel coronavirus health crisis to be winding down?

***************************

Answers to Pop Quiz 

The answers:

1. ACE2
2. camels, Saudi Arabia
3. 19 million cases; 180,000 hospitalizations, 10,000 deaths (including 68 children); in the US, so far, and it appears not to be over yet;
4. 7.2%
5. 800 more deaths this past week than the previous week (in the US)
6. 34,000 deaths (in the US) last year;
7. no, it is not winding down; it appears "we're having a second wave"
8. false, the novel virus has largely affected the aged and the infirm
9. children have been affected more this year than in previous years
10. DC and Hawaii are only reporting "local activity" -- not widespread activity
11. by far, the worse flu season in the last five years was week 50 of 2017 through week 15 of 2018
12. seasonal flu in the US greatly exceeded the "epidemic threshold" during the 2017- 2018 season
13. "we" have a vaccine for only "seasonal flu" (of the three)
14. SARS: from November to the following July
15. March, 2020

*********************************

Rambling

From wiki:

Angiotensin converting enzyme 2 (ACE2) is an exopeptidase that catalyses the conversion of angiotensin I to the nonapeptide angiotensin or the conversion of angiotensin II to angiotensin 1-7. ACE2 has direct effects on cardiac function,a and is expressed predominantly in vascular endothelial cells of the heart and the kidneys. ACE2 receptors have been shown to be the entry point into human cells for some coronaviruses, including the SARS virus, and the Novel coronavirus (2019-nCoV).

Physicians use "ACE-inhibitors" to treat heart failure.

First question (and I don't know the answer): is the receptor on the angiotensin converting enzyme 2 exopeptidase used by physicians to treat heart failure, the same receptor used by the virus to gain entry into the human genome?

Wells Coming Off The Confidential List This Next Week -- February 2, 2020

Monday, February 10, 2020: 32 for the month; 139 for the quarter, 139 for the year:
36678, conf, XTO, Mariner 14X-36D,

Sunday, February 9, 2020: 31 for the month; 138 for the quarter, 138 for the year:
36427, conf, XTO, Linda 41X-22HXE, 
36426, conf, XTO, Linda 41X-22D,
35654, conf, Lime Rock, Twist 5-3-10H-143-95L,
34954, conf, Petro Harvester, PTL4 10-15 163-92 C,
34953, conf, Petro Harvester, PTL4 10-15 163-92 B,

Saturday, February 8, 2020: 26 for the month; 133 for the quarter, 133 for the year:
36665, conf, PetroShale, Jorgenson Federal 3MBH,
34951, conf, Petro Harvester PTL4 10-15 163-92 D,

Friday, February 7, 2020: 24 for the month; 131 for the quarter, 131 for the year:
36664, conf,PetroShale, Jorgenson Federal 2MBH, 
36425, conf, XTO, Linda 41X-22H, 
35884, conf, Liberty Resources, Haley 158-93-29-32-1TFH,
35069, conf, Resonance Exploration, Resonance Issendorf 16-10H,
35048, conf, XTO, Johnson Trust Federal 21X-6F,
32354, conf, CLR, Hereford Federal 8-20H2,

Thursday, February 6, 2020: 18 for the month; 125 for the quarter, 125 for the year:
36424, conf, XTO, Linda 41X-22C, 
35620, conf, Whiting, Fladeland 44-9-2H, 
35529, conf, Lime Rock, Ward Hill 2-29-20H_160-90,
35049, conf, XTO, Johnson Trust Federal 21X-6B,

Wednesday, February 5, 2020: 14 for the month; 121 for the quarter, 121 for the year:
35046, conf, XTO, Johnson Trust Federal 21X-6E,
33976, conf, Petro-Hunt, USA 153-95-8A-31-4H,

Tuesday, February 4, 2020: 12 for the month; 119 for the quarter, 119 for the year:
35447, conf, Lime Rock, Nordloef 4-30-19TFH, 160-90L,
35044, conf, XTO, Johnson Trust Federal 21X-6AXD, 
30188, conf, Oasis, Lewis Federal 5300 11-31 2B, 
22574, conf, Enerplus, Glacier 148-95-02A-11H TF,

Monday, February 3, 2020: 8 for the month; 115 for the quarter, 115 for the year:
35856, conf, XTO, FBIR Bird 21X-19A, 
35098, conf, Oasis, Kellogg Federal 5297 12-30 6T, 
35047, conf, XTO, Johnson Trust Federal 21X-6EXH-N,

Sunday, February 2, 2020: 5 for the month; 112 for the quarter, 112 for the year:
35885, conf, Liberty Resources, Paige 158-93-19-18-3MBH, 
35855, conf, XTO, FBIR Bird 21X-19E, 
35655, conf, Lime Rock Resources, Neal 5-33-28H-144-95L, 
35116, conf, Oasis, Kellogg Federal 5297 11-30 5T, 
30189, conf, Oasis, Lewis Federal 5300 11-31 2B,

Saturday, February 1, 2020: 0 for the month; 107 for the quarter, 107 for the year:
None.