Wells Coming Off The Confidential List This Next Week -- December 26, 2022

Wednesday, January 4, 2023:
None.

Tuesday, January 3, 2023: 5 for the month, 5 for the quarter, 5 for the year.
38413, conf, Whiting, Kannianen 11-5-3HU,
27878, conf, CLR, Jerey FIU 16-16H1,

Monday, January 2, 2023: 3 for the month, 3 for the quarter, 3 for the year.
38531, conf, Whiting, Kannianen 43-31XH,
38198, conf, Hess, EN-Rehak A-155-94-1423H-5,

Sunday, January 1, 2023: 1 for the month, 1 for the quarter, 1 for the year.
38955, conf, Ovintiv, Anderson Federal 152-96-9-4-6H,

Saturday, December 31, 2022: 77 for the month, 186 for the quarter, 731 for the year.
None. There was no June 31, 2022.

Friday, December 30, 2022: 76 for the month, 185 for the quarter, 730 for the year.
37642, conf, Slawson, Genekat Federal 5-13-12TFH,

Thursday, December 29, 2022: 75 for the month, 184 for the quarter, 729 for the year.
38956, conf, Ovintiv, Anderson Federal 152-96-9-4-13H,
38199, conf, Hess, EN-Rehak A-155-94-1423H-4,
37641, conf, Slawson, Genekat Federal 4-13-12TFH,

Wednesday, December 28, 2022: 72 for the month, 181 for the quarter, 726 for the year.
38954, conf, Ovintiv, Anderson Federal 152-96-9-4-5H,
37640, conf, Slawson, Genesis Federal 1 SLH,

Tuesday, December 27, 2022: 70 for the month, 179 for the quarter, 724 for the year.
None.

Monday, December 26, 2022: 70 for the month, 179 for the quarter, 724 for the year.
38201, conf, CLR, LCU Foster Federal 4-28H,

Sunday, December 25, 2022: 69 for the month, 178 for the quarter, 723 for the year.
38202, conf, CLR, LCU Foster Federal 3-28H1,
38200, conf, Hess, EN-Rehak A-155-94-1423H-3,
37897, conf, BR, Ole 2-1-29MTFH,
37891, conf, Enerplus, Cadmium 147-93-17B-20H,

Saturday, December 24, 2022: 65 for the month, 174 for the quarter, 719 for the year.
38484, conf, Hess, Go-Johnson-156-98-2635H-2,
38203, conf, CLR, LCU Foster Federal 2-28H,
37890, conf, Enerplus, Bismuth 147-93-17B -20H,
37697, conf, BR, Ole 2-1-29MBH,

The Apple Page -- December 26, 2022

Link here.

Investors.

Chips, semiconductor: link here.

Link here.

The MacBook Air already has the M2, so I assume this simply means Apple will be moving toward thee 3nm node for the M2 chip, with a name change for the M2. Example: the "M2 Extreme" chip. 

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Meanwhile

ERCOT -- Pricing -- December 26, 2022

Link here.

Operating reserves: 9,427 MW.  Difference between supply and demand.

NYISO: at 8th decile, worst I've ever seen for NYISO.

ISONE: still burning oil; accounts for 26% of the mix. Current demand: 13,702 MW.

Note:Texas has almost as much excess supply (reserves) right now as total demand in New England.

NYISO demand: 18,383 MW.

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ISONE

During the worst of the freeze, rates went into the red, something I had never seen in ten years of following ISONE and this is only the beginning of winter. Still four more months.

Christmas Eve:

If Your Memory Serves You Well -- From November, 2013 -- December 25, 2022

All this talk about cold weather this year, it's as if it never happened before.

Link here.

A musical interlude:

Julie Driscoll Brian Auger & Trinity - Wheels On Fire (1968)

If your memory serves you well
We're going to meet again and wait.
So I'm going to unpack all my things
And sit before it gets too late.
No man alive will come to you
With another tale to tell,
And you know that we shall meet again
If your memory serves you well.  

-- Bob Dylan and Rick Danko

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The Book Page

First book for my 2022 - 2023 winter reading program.

Indigenous Continent: The Epic Contest for North America, Pekka Hämäläinen, c. 2022.

Subtle Jump In Production; A Decade-Old Well -- Enerplus Hokanson -- December 25, 2022

From Sunday, December 30, 2012:

• 21420, 344, Enerplus/Bruin/HRC/Petro-Hunt, Hokanson 157-99-1A-12-1H, Lone Tree Lake, t9/12; cum 106K 8/19; needs to be re-fracked; cum 128K 10/22; recent production: 

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	10-2022	31	1433	1485	3478	1187	1127	2
BAKKEN	9-2022	30	1428	1434	3674	1090	1020	14
BAKKEN	8-2022	31	1530	1522	4251	1139	905	176
BAKKEN	7-2022	5	38	160	768	182	147	0
BAKKEN	6-2022	17	981	981	2468	729	597	2
BAKKEN	5-2022	14	782	733	2283	593	482	2
BAKKEN	4-2022	22	892	914	3508	898	698	27
BAKKEN	3-2022	29	996	801	5375	883	430	224

Initial production, back in 2012: 

BAKKEN	3-2013	28	2657	2720	3082	1216	0	1020
BAKKEN	2-2013	28	3051	2821	3620	1303	0	1114
BAKKEN	1-2013	31	3311	3448	3810	1443	0	1233
BAKKEN	12-2012	30	3261	3286	4303	1357	0	1154
BAKKEN	11-2012	30	4372	4340	5922	1389	0	1193
BAKKEN	10-2012	30	4012	3838	7467	1855	0	1645
BAKKEN	9-2012	21	4783	4511	20737	3773	0	3640

The neighboring well:

• 37363, loc/A, Kraken, Hokanson 1-12 2H, Lone Tree Lake, t--; cum 192K 20/22; full production:
  

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	10-2022	31	7519	7461	14122	11554	10830	372
BAKKEN	9-2022	30	8676	8689	15895	13342	12841	203
BAKKEN	8-2022	31	10537	10522	17214	16219	15699	306
BAKKEN	7-2022	30	11685	11676	19394	15852	15445	194
BAKKEN	6-2022	30	13014	13053	20433	14841	14428	205
BAKKEN	5-2022	28	17295	17209	30633	15274	14395	672
BAKKEN	4-2022	5	2884	2947	4908	3414	3303	48
BAKKEN	3-2022	30	21233	21245	35096	25585	24871	359
BAKKEN	2-2022	28	29605	29599	47665	31751	30913	432
BAKKEN	1-2022	30	37390	37382	69232	34797	34121	241
BAKKEN	12-2021	29	31963	31876	70751	26652	25652	649

The graphics: