Wells Coming Off The Confidential List This Next Week - January 9, 2022

Monday, January 17, 2022: 26 for the month, 26 for the quarter, 26 for the year
38357, conf,  CLR, Dolezal FIU 8-5H1,
38338, conf,  Resonance Exploration, Resonance Fylling 12-36H,
38263, conf,  CLR, Pletan 9-18H1,
38076, conf, Slawson, Muskrat Federal 7-28-33TFH,
38075, conf, Slawson, Muskrat Federal 6-28-33TFH,

Sunday, January 16, 2022: 21 for the month, 21 for the quarter, 21 for the year
38358, conf, CLR, Dolezal FIU 7-5H,
38320, conf, CLR, Dvirnak 11-7H,
37447, conf, Koda Resources, Porter 2635-1BH,

Saturday, January 15, 2022: 18 for the month, 18 for the quarter, 18 for the year
None.

Friday, January 14, 2022: 18 for the month, 18 for the quarter, 18 for the year
38396, conf, CLR, Dvirnak 10-7HSL1,
37233, conf, Bruin, Wm Polar 157-101-24D-13-3B,
37132, conf, Hess, BL-Frisinger-LE-156-95-2804H-1,

Thursday, January 13, 2022: 15 for the month, 15 for the quarter, 15 for the year
38395, conf, CLR, Pletan 8-18HSL,
37337, conf, Whiting, Miller 44-10HU,

Wednesday, January 12, 2022: 13 for the month, 13 for the quarter, 13 for the year
38323, conf, Petro-Hunt, Tomlinson 161-100-2A-11-2H,

Tuesday, January 11, 2022: 12 for the month, 12 for the quarter, 12 for the year
37129, conf, Hess, BL-Frisinger-156-9502833H-3,

Monday, January 10, 2022: 11 for the month, 11 for the quarter, 11 for the year
37234, conf, Bruin, Wm Polar 157-101-24C-13-7B,

Sunday, January 9, 2022: 10 for the month, 10 for the quarter, 10 for the year

• None.

Saturday, January 8, 2022: 10 for the month, 10 for the quarter, 10 for the year
38351, conf, Resonance Exploration, Resonance Wilmot 8-27H, 37002, conf, CLR, LCU Reckitt Federal 5-22H1,

One Year Anniversary: WPX And DVN Merger -- January 9, 2022

Happy Birthday! The one-year anniversary of the Devon and WPX merger. 

Reminder: all those "WPX" wells you see in the Bakken now -- they all "belong" to Devon. Just saying.

I was reminded of that when I reviewed the most recent Devon corporation presentation which can be accessed here along with several others.

Slide #4 from that presentation:

My own review of Devon, August 7, 2021. Background:

• on August 7, 2021, I was on the balcony of my sister's house on Flathead Lake, MT
• it was a beautiful day; a few folks were out and about, but I was uninterrupted
• I now forget what it was, but something suggested -- perhaps Devon's variable dividend announcement -- that I take a good look at Devon
• the result: one of the best posts ever on the blog
• most important: it provided "actionable intel"

Huge Thanks To WAR52 -- Corporate Presentations -- January 9, 2022

Link here. Not sure if this will work. If not, go to the link.

Selective presentations from the $GS Energy Conference this week: 

• $CRC: https://s23.q4cdn.com/941458137/files/doc_presentations/2022/01/CRC-Jan-2022-Investor-Presentation-Final.pdf 
• $DVN: https://s2.q4cdn.com/462548525/files/doc_presentations/2022/
• $HES: https://investors.hess.com/static-files/c4abaabe-b5f2-4d36-9325-3ca5c98ff35b 
• $MUR: https://s25.q4cdn.com/915267083/files/doc_presentations/2022/January-Investor-Presentation-vFINAL.pdf
• $OVV: https://magnoliaoilgas.com/investors/events-and-presentations 
• $PDCE: http://pdce.com/wp-content/uploads/PDC_Company_Update_GS_Conf.pdf 
• $PXD: https://investors.pxd.com/static-files/c3739b8e-1d12-4f86-b804-203f01f6d444

How 'Bout Them Cowboys? January 8, 2022

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The Road to New England

This is pretty amazing. Low electricity demand in New England and yet the utility's supply comes from 6% oil and 4% coal, combined = 10%, about what renewable energy is providing. 

Something tells me there is a relative shortage of natural gas. 

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Just The Right Amount Of Cowbell 

I'm heading to bed, but will leave y'all with this -- just one more look:

Just One Look, Linda Ronstadt

Live at Television Center Studios, Hollywood, CA 4/24/1980

What A Great Country -- Nothing About The Bakken -- January 8, 2022

What a great Saturday night:

• Perry Mason re-runs on Hulu / Amazon Firestick;
• John Fogerty -- "Centerfield" on headphones;
• See's chocolates and Jameson whiskey (yes, with an "e") for dinner;
• looking at YouTube recipes using "the smoking gun; and, then this link from a reader:
• https://www.breitbart.com/economy/2022/01/08/report-californians-leaving-for-texas-so-rapidly-u-haul-ran-out-of-trucks/
• Californians leaving for Texas so rapidly, U-Haul ran out of trucks

I read the article, and then replied to the reader:

That's pretty funny. 

We have a small U-Haul storage unit just a five-minute bicycle ride from where we live.  I vowed some years ago to never rent storage space again, but it's turned out to be quite nice. 

I could pay for the rental on line, but I love to ride my bike down to U-Haul once monthly to talk to the folks and pay my bill. 

They said the same thing: they ran out of space to park trucks -- too many trucks coming in from California. 

They go through periods when they refuse to take new U-Hauls and folks bringing U-Hauls into this area have to find another U-Haul location. Amazing. 

I also learned this: U-Haul changes their rates based on demand. Rates have gone way up to rent U-Hauls from California to Texas.

I think I posted a blog about my sister in Portland, OR. When they moved out to Montana they were unable to find a U-Haul rental in Portland, OR. Too many folks moving out. They finally rented in Montana and drove empty all the way to Portland to get their stuff and bring it back to Montana. 

From the linked article:

A recent report from U-Haul revealed migration to southern states has continued and Texas was the top destination for those moving.

“California and Illinois ranked as the states with the greatest one-way net loss of U-Haul trucks, and most of that traffic appears to have gone to Texas and Florida.”

Texas was at the top of the list prior to the pandemic in 2016 and 2018, but fell to Florida in 2019 and Tennessee the next year. Now, it has retaken top place.

California’s net loss was not as bad as in 2020, but U-Haul said that was partly because the company “simply ran out of inventory to meet customer demand for outbound equipment.”

U-Haul noted in a recent press release:

Texas’s growth is statewide, although some of its biggest gains occurred in the suburbs around the DFW Metroplex. [We live in one of those suburbs; north of Ft Worth; northwest of Dallas.]

Overall moving traffic across Texas increased in 2021, as it did in most states. Arrivals of one-way U-Haul trucks jumped 19% while departures rose 18% over 2020. Arrivals made up 50.2% of all one-way U-Haul traffic last year in Texas.

“The Texas economy is growing fast,” Kristina Ramos, U-Haul Company of South Austin president, commented. “With a strong job market and low cost of living, it’s a no brainer. Texas doesn’t have an income tax, so families get more for their money.”

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Walk of Life, What A Great Country

Walk of Life, Dire StraitsWow, talk about sounding a lot like Bruce Springsteen.

Are you lonely tonight?

Are You Lonely Tonight, Sam Kinison