The well:
| Pool | Date | Days | BBLS Oil | Runs | BBLS Water | MCF Prod | MCF Sold | Vent/Flare |
|---|---|---|---|---|---|---|---|---|
| SOUTH RED RIVER B | 5-2022 | 27 | 881 | 884 | 28055 | 226 | 0 | 226 |
| SOUTH RED RIVER B | 4-2022 | 29 | 827 | 828 | 27163 | 204 | 0 | 204 |
| SOUTH RED RIVER B | 3-2022 | 31 | 944 | 949 | 30191 | 227 | 0 | 227 |
| SOUTH RED RIVER B | 2-2022 | 28 | 1268 | 1273 | 27523 | 322 | 0 | 322 |
| SOUTH RED RIVER B | 1-2022 | 31 | 1625 | 1638 | 31111 | 453 | 0 | 453 |
The well:
| Pool | Date | Days | BBLS Oil | Runs | BBLS Water | MCF Prod | MCF Sold | Vent/Flare |
|---|---|---|---|---|---|---|---|---|
| SOUTH RED RIVER B | 5-2022 | 31 | 1044 | 1046 | 24326 | 278 | 0 | 278 |
| SOUTH RED RIVER B | 4-2022 | 30 | 855 | 857 | 22146 | 206 | 0 | 206 |
| SOUTH RED RIVER B | 3-2022 | 31 | 919 | 910 | 26482 | 240 | 0 | 240 |
| SOUTH RED RIVER B | 2-2022 | 27 | 695 | 700 | 20862 | 185 | 0 | 185 |
| SOUTH RED RIVER B | 1-2022 | 31 | 1111 | 1107 | 23545 | 289 | 0 | 289 |
The well:
| Pool | Date | Days | BBLS Oil | Runs | BBLS Water | MCF Prod | MCF Sold | Vent/Flare |
|---|---|---|---|---|---|---|---|---|
| DEVONIAN | 5-2022 | 21 | 299 | 322 | 2149 | 238 | 0 | 143 |
| DEVONIAN | 4-2022 | 20 | 154 | 174 | 2710 | 216 | 0 | 126 |
| DEVONIAN | 3-2022 | 21 | 330 | 410 | 1179 | 217 | 49 | 73 |
| DEVONIAN | 2-2022 | 25 | 430 | 399 | 1912 | 251 | 138 | 0 |
| DEVONIAN | 1-2022 | 26 | 550 | 438 | 2180 | 292 | 91 | 84 |
| DEVONIAN | 12-2021 | 31 | 720 | 620 | 2299 | 373 | 141 | 92 |
Locator: 10010ARIYA.
Update
September 21, 2025: link here.
Original Post
I've added a new theme for 2022 and a new investor link: EV cash burn and how EV manufacturers will manage that cash burn.
This was a problem early on for Tesla. I thought it had been resolved. There are indications "cash burn" is going to be a non-transitory problem for all EV manufacturers.
Interesting WSJ op-ed today with hints of same. More on that later.
But most interesting is a throw-away line in that op-ed that led me to this. I missed it -- a week ago. I wonder how many others missed it? In the "old days" (two years ago) this would not have been missed by insideEVs which reported monthly EV sales. But EV automobile manufacturers quit providing providing monthly updates and thus a lot of stories are going to be missed.
Curious how many missed this story from one week ago?
Before we go on: pause. Think about Henry Ford's business plan when he introduced the Model T in 1908. Imagine if he had taken a different route (no pun intended).
Nissan Leaf to be phased out.
It appears the only Nissan EV now is the Nissan ARIYA, the "all-new electric crossover SUV." Starts at $46,000. Another source: prices will range from $47,125 to $60,125, before taxes and delivery charges.
The number is important because the administration -- Pete Buttigieg in this case -- has set a $55,000-price for an EV "manageable" for all Americans who cannot afford $4-gasoline.
Fortunately the Nissan base model Ariya will meet the Buttigieg price point.
*************************
Dinner: Martini, Shrimp, and Herring
With Louisiana cocktail sauce.
Locator: 10010EVCASHBURN.
New 2022 theme added July 23, 2022.
Update: Cash Burn
2025: Rivian, Lucid, Polestar, GM, Ford
Updates
November 7, 2025: Ford likely to scrap the F-150 Lightning. Link here. Ford has racked up $13 billion in EV losses since 2023.
May 14, 2024: cash burn at Fisker; seeking bankruptcy protection?
March 2, 2023: EV cash burn, particularly Rivian, Arrival.
Original Post
Re-posting:
Ford: Bloomberg --
Tesla: more comments over at twitter about Tesla selling bitcoin