Saturday, November 11, 2023

Updating A Slawson Osprey Well That Just Returned To Production -- November 11, 2023

Locator: 46025OSPREY. 

The well:

  • 36253, loc/NC-->1,680, Slawson, Osprey Federal 4-26-29TFH, Big Bend, t4/21; cum 184K 1/22; cum 291K 9/23;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN9-20232639123104154892843262687
BAKKEN8-20230000000
BAKKEN7-20230000000
BAKKEN6-20230000000
BAKKEN5-20230000000
BAKKEN4-20230000000
BAKKEN3-20230000000
BAKKEN2-20230000000
BAKKEN1-20231400500
BAKKEN12-20220000000
BAKKEN11-20224157619762169904596286
BAKKEN10-202230111501145715141634136072584
BAKKEN9-2022249499952212839545624042931
BAKKEN8-202231134171319916972782131874479

Closing Out My Summer Reading Program -- November 11, 2023

Locator: 46024BOOKS.  

 Sometime in the next month or so, I will start my winter reading program (WRP).

Closing out the SRP - 2023:

The books:

  • The Art in Painting, Albert C. Barnes, c. 1925, c. 1965. 
  • The Art of Renoir, Albert C. Barnes and Violette de Mazia, c. 1935.
  • Radical by Nature: The Revolutionary Life of Alfred Russel Wallace, James T. Costa, March 21, 2023;
  • The Wok: Recipes and Techniques, J. Kenji Lopez-Alt, March 8, 2022;
  • Before the Big Bang: The Origin Of The Universe and What Lies Beyond, Laura Mersini-Houghton, July 4, 2023; 
  • The Maniac (John von Neumann), Benjamín Labatut, c. 2023.
  • Why Tammy Wynette Matters, Steacy Easton, c. 2023. A series of books on musicians.
  • Grant: Memoirs, In Two Volumes, and Selected Letters, 1839 - 1865, The Library of Congress, c. 1990 by Literary Classics of the United States.
  • A History of the Jews In America, Howard M. Sachar, c. 1992. Softcover, $7.00 at a used book shop in Nashville, TX, Rhino Booksellers. 

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Veterans Day

Enjoying a free lunch with my wife at The Thirsty Lion around the corner from where we live, and our favorite watering hole. I'm wearing my USAF leather flight jacket. Those flight jackets were issued back in 1993, or thereabouts. At the time, we were stationed at Incirlik Air Base, Turkey, just north of Syria.

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What A Bookstore Can Tell US

Barnes and Nobel has three huge two-sided magazine racks at the front of the store.

This is the front side of the first rack one sees upon entering the store.

The three rows of the technology section: camera and photo magazines; computers, software; and, at the bottom, gaming.

Top two rows:

Bottom row:  

With all the focus on gaming, one would think gaming would be at the top.

With all the smart phone cameras most of us would have thought 35-mm cameras were dead. But not dead, and, in fact, by the number of different magazines, and the prominence of the magazines, it is obvious that the 35-mm single reflex high-end digital cameras are thriving.

And, finally, computer and software magazines. Years ago you wouldn't have an Apple cover but now it's hard to not see an Apple cover.

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Cameras

It's counterintuitive, but one wonders if the Apple iPhone might not be responsible for the resurgence of the high-end digital camera?

And, oh, by the way, comparing an "old" iPhone camera -- the iPhone 14 -- with a high-end Sony camera tells you how far the iPhone cameras have come.

Week 45: November 6, 2023 -- November 13, 2023

Locator: 46023TOPSTORY. 

Top, top story:

  • Israel-Gaza: action focused around main Gaza hospital / Hamas headquarters.

Top North Dakota energy story:


Top story

  • US Senate won't confirm US military leaders; GOP leadership at its finest

Top international non-story story:

  • Russian-Ukraine war continues; drags on and on and on; starting to take backseat to Israel-Gaza;
    • Russia most recently invaded February 22, 2022
    • the war actually goes back to 2014
  • Israel-Hamas war: lots of anxiety about regional spread, but so far, contained

Top international energy story:


Top national non-energy story:

  • 52-week highs: Walmart, MSFT

Top national energy story:


Focus on fracking: most recent edition.

Top North Dakota non-energy story:


Top North Dakota energy story:


Geoff Simon's quick connects:

Bakken economy:

  • holding in there -- active rigs running about 36;

Commentary:

 

A BR Kermit Well With Nice Jump In Production -- November 11, 2023

Locator: 46022BRKERMIT.  

 The well:

  • 34056, 320, BR, Kermit 7-8-32 UTFH, Pershing, t8/18; cum 300K 1/21;off line as of 6/19; remains off line 9/19; back on line 10/19; cum 408K 9/23;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN9-20232640644109407471526394252
BAKKEN8-202329249024032851103399599265
BAKKEN7-2023312321229334931687716210155
BAKKEN6-202312424311541431
BAKKEN5-20230010000
BAKKEN4-2023892921054783545
BAKKEN3-2023281181221679337147
BAKKEN2-2023112512473201400115526
BAKKEN1-202374344704762202
BAKKEN12-202212152322121631
BAKKEN11-202222151515332092104579856109
BAKKEN10-2022303230322241711730616415236
BAKKEN9-2022273084306338711227211476228
BAKKEN8-202287437707953000280155
BAKKEN7-2022313558355441271930718474264

Headlines — Start With Apple — Veterans Day — Seldom Happy — Always Bittersweet

Locator: 46021HEADLINES. 

On tap: next week.

NASA+: free. Went live last week. Direct to site. Holy mackerel.

US crude oil exports: massive.

WTI: likely to go lower.

US crude oil inventories: update, EIA report delayed for one week.

Riyadh Air: new start-up to order 100 Boeing 737 Max jets.

TotalEnergies to expand in Texas: huge.

Deregulation: unmitigated disaster?

Diamond pricing collapse: Bloomberg.

Ann Mather: and Steve Jobs.

Money: and happiness.

Disney: to lose big on The Marvels. 

Apple earnings: analysis. This is probably the best analysis I’ve seen. To whet your appetite: 

Services reached a new all-time revenue record of $22.3 billion, +16% Y/Y, accelerating from +8% Y/Y in the previous quarter. Apple set new records in every Services category. The growth was attributed to double-digit growth in transacting and paid accounts. 
Apple now has “well over 1 billion paid subscriptions.” 
How big are Services? To put the $22.3 billion revenue into perspective — it was more than the combined revenues of Netflix, Mastercard, Spotify, Electronic Arts, Dropbox, and Peloton in the same quarter. 
Disney subscribers: 150 million. Netflix: 250 million. Warner Bros Discovery (MAX, HBO): 95 million and falling. 
How “big” is Apple? Almost 50% of Buffet’s entire equity portfolio is one stock: AAPL. Let that sink in.

Apple’s earnings: graphic.

Apple’s clout: see Amazon-Apple agreement.

Apple product review: Pro M3. To whet your appetite: 

Hello again. It’s only been about 10 months since the M2 Pro and Max chips arrived on the MacBook Pros, but that’s already old news. Here I am with the MacBook Pro 16 with the M3 Max chip — and hoo boy, this is one big, beefy hunk of Pro laptop. 
It’s priced like one, too. 
If this bad boy and its benchmarks came out in 2021, we’d all be picking our jaws up off the floor. But it’s 2023, and we’ve already seen what Apple Silicon can do. 
Spec bumps just aren’t as tantalizing as whole transitions. And while this computer is powerful, it starts at $3,499. That’s for the “base” M3 Max configuration with a 14-core CPU, 30-core GPU, 36GB of RAM, and 1TB of storage. That’s about as much as my current rent is for a two-bedroom New York City apartment.

Cameras: will Apple spur 35 mm camera sales this Christmas?

The Verge: time to subscribe. Christmas present to me.