Thursday, September 28, 2023

One New Permit; Nine Permits Renewed: Six DUCs Reported As Completed -- September 28, 2023

Locator: 45615B. 

Active rigs: 33.

WTI: $91.76.

One new permit, #40230:

  • Operator: Neptune Operating
  • Field: Buffalo Wallow (McKenzie)
  • Comments:
    • Neptune Operating has a permit for a Gustafson well, lot 2, section 5-148-100,
      • to be sited 340 FNL and 2377 FEL

Nine permits renewed:

  • Enerplus (6): six FB Clinton wells, Eagle Nest oil field, Dunn County
  • XTO (3): three GBU Kelly wells, Grinnell oil field, Williams

Six producing wells (DUCs) reported as completed:

  • 38931, 423, Slawson,
  • 39123, 2,594, Grayson Mill,
  • 39124, 3,103, Grayson Mill,
  • 39265, 3,335, Grayson Mill,
  • 39270, 3,553, Grayson Mill,
  • 39314, 690, Stephens Williston DBA SEG Williston,

Monkey Island LNG -- Update -- IN PROGRESS -- September 28, 2023

Locator: 45614LNG. 

Before we get started, Monkey Island was to be re-named "Panda Island" back in 2016 but US developers couldn't close the deal. 

How did I ever miss this? I posted updates on many of these individual projects but never have I ever put the whole story together. Likewise, I'm incredibly upset with The NYT, The WSJ, the Drudge Report, ZeroHedge, Al Jazeera, The Atlantic, Vanity Fair, just to name a few that have never done a feature story on Cameron Parish, the LNG export capital of the USA.

It was a reader -- thank you very much -- that alerted me to an $8.3-billion project in the parish.

RBN Energy did a story on the "second wave" of US LNG projects, but I completely missed it and amm not sure that RBN Energy ever followed up on this story or sent me a personal note to alert me to this incredible story.

It's going to take awhile to complete this post, but I will post what I have and update as I go along. I have a major family commitment tonight so some things will be delayed. It should also be noted that I have a new crush on a new woman but she won't know, nor anyone else, because I'm happily married but it does prove to be a distraction. LOL. I wouldn't have posted that but apparently that's the "in" thing with sites like "LinkedIn" so I'm only trying to maintain "standards."

Anyway, the link and the graphic, from November 24, 2021:



US LNG export terminals are tracked here. This is probably the best source for LNG export terminals anywhere in the blogosphere that does not require a password and has no ads.

The first update: Monkey Island.

Perhaps A Reader Might Know Why These Huge Murex Wells Are Coming Off Line -- September 28, 2023

Locator: 45613B. 

Updates

January 20, 2024: all wells back on line, no obvious explanation why wells off line for short period of time last summer (2023).

Original Post

See this very long note for background.

These are all -- or were --  huge wells, but it appears that the active wells are being taken off line as of July, 2023, time frame. 

I don't see any activity in the area on the NDIC map to suggest a reason why they might be coming off line.

Perhaps a reader might know what might be going on.

The wells:

  • 16839, total depth, 13,719 feet; cum 557K 1/22;  nice jump in production; see full production profile here; cum 573K 6/23; only four days production in July, 2023; full production by 9/23;
  • 17263, total depth, 19, 230 feet; cum 1.209 million bbls; 1/22; perhaps a small halo effect; see full production profile here; cum 1.224042 million bbls 6/23; only four days production in July, 2023; nice jump in production when back at full production, 9/23;
  • 36888, 458, Murex, Sophia Drake 25-36H-4, Sanish, first production, 10/20; t--; cum 281K 1/22; more to follow. Frack: 48 stages; 10.05 million lbs proppant; cum 434K 6/23; no production in July, 2023; only 17 days the month before;typical Bakken decline, back on full production, 10/23;
  • 36887, 448 (still shown as drl/A), Murex, Amber Renee 25-36H-R, Sanish, first production, 8/21; t--; cum 71K 1/22. Total depth, 20,272 feet. Frack: 47 stages; 10.25 million lbs proppants. 36887, 448, Murex, Amber Renee 25-36H-R, Sanish, first production, 8/21; t--; cum 71K 1/22. Total depth, 20,272 feet. Frack: 47 stages; 10.25 million lbs proppants; cum 189K 7/23; only eight days production in July, 2023; full production, 9/23.
  • 18408, AB/1,945,  Amber Renee 25-36H, Sanish; one mile to the west of the Chandler James; t2/10; F; 821K 12/13 -- 661K in first two years; no pump; still 9K/month 1/13; IA 1/14; now back on line apparently (shown as "A" but still no new production except a bit of natural gas sold in 4/14); on January 27, 2016, I noted this well was now "AB" -- abandoned; most interesting, a note from the NDIC dated November 18, 2022 -- well was placed on AB list that date and operator must plug and reclaim the land by April 18, so perhaps ....

Pet Peeve -- Lazy People On Social Media -- September 28, 2023

Locator: 45612R&R.

Folks on social media asking me "what is meant by 'halo effect'?" 

LOL.

*********************
Apple Vs Epic

In an Epic suit against Apple, a case that involved about 13 separate rulings, Apple won all but one, in the Ninth Circuit Court. Epic "appealed"first, asking the US Supreme Court to take the case. That was yesterday. Today, Apple asked the same court to take the single ruling against Apple.

For the archives.

Link here.

Monthly Utility Bill -- September, 2023

Locator: 45611ELECTRICITY.

Everyone has heard:
  • how hot it was in Texas this past summer; it's coming to an end;
  • how the grid may not hold; it did! Easily.
  • how expensive Texas electricity is; say what?
    • my entire utility bill is less than my entire Starbucks bill (monthly statements)
    • but I get "stars" with Starbucks, no “stars” from Green Mountain Energy;
    • no "loyalty" rewards with Green Mountain Energy, just reliable, affordable electricity.
This month I made almost no effort to conserve electricity, and let my wife turn on the a/c as needed, and even wash and dry clothes as she wanted.

My wife is like her Japanese mother: doing laundry seems to be her favorite pastime, especially las toallas. She could do las toallas all day long if we had that many.

This was our electricity bill, our entire utility bill except water which we pay with our rent. We do not have natural gas.

Note the average high temperature for the current month last year (93°F) compared to this year (97°F), and compare it to the previous month (August, 2023): 105°F.

Average daily usage: 18 kWh vs 11kWh last year, and 25kWh last month.

$89.52 for September, 2023.

Okay.