Thursday, October 9, 2025

Eben Operating Co., LLC -- A New Operator In The Bakken -- October 9, 2025

Locator: 49344B. 

Eben Operating Co., LLC:

  • first permit, October 9, 2025:
    • 42386, loc, Eben Operating Co., LLC, Cattleman 5-1, Rough Rider, lot 1, section 5-145-100.
    • it appears to be an operator out of Wyoming; from Drilling Edge (link here): 
      • 1121 Sioux Ave
      • Gillette, WY 82718

Operators are tracked here. 

Three New Permits; One DUC Reported As Completed -- October 9, 2025

Locator: 49343B. 

WTI: $61.51. 

Active rigs: 31.

Three new permits, #42386 - #42388: 

  • Operators: Eben Operating, BR, Hess,
  • Fields: Rough Rider (McKenzie County); Murphy Creek (Dunn County); and, Manitou (Mountrail County);
  • Comments: 
    • Hess has a permit for an EN-Lalim B well, lot 3, section 3-155-94, 
      • to be sited 593 FNL and 2335 FEL;
    • BR has a permit for a Goldpoint well, NENE 9-144-95, 
      • to be sited 476 FNL and 1195 FEL;
    • Eben Operating has a permit for a Cattleman well, a vertical well, lot 1, section 5-145-100, 
      • to be sited 250 FNL and 860 FEL.

Eben Operating: this is the first permit for this operator in North Dakota.

One producing well (a DUC) was reported as completed:

  • 41340, 566, MRO, Townsend 24-7H, Dunn County;  

US Investors By Asset Allocation And Demographics -- October 9, 2025

Locator: 49342INVESTING. 

From CNBC this morning. The point of the story was to gauge investors interest in "alternative investment vehicles" (crypto) by demographic. 

I don't have a dog in that fight. But what amazes me is how much money is tied up in cash and fixed income by all demographic groups.  

Walmart Updates Its Auto Care App -- October 9, 2025

Locator: 49341WALMART. 

Link here. 

*****************
The Television Reality Page

When I first saw this, I thought it was CGI. Apparently it's real. 

Link to Katie Porter over at x.  

Discussion over at Politico. Link here. 

Intel Provides Update As It Said It Would Do Two Days Ago -- October 9, 2025

Locator: 49340INTEL. 

How did INTC react to this update? At open, down very, very slightly, has now turned slightly positive. Share price is all about MOJO, FOMO and that was the purpose of the announcement today; Intel still looking for cash. 

Two days ago, Tuesday, Intel said it would provide an update today on its new chip.

Here we go: 


The important news: this is 2-nm architecture -- it's all about saving energy -- less energy required to run smaller chips. 

  • Nvidia
  • AMD, Intel, MediaTek
  • Apple Silicon

2-nm technology: this was posted on the blog back on June 16, 2022. Link here. And tracked here. Apparently people have forgotten. Link here. Tom reminded us last month. Link here.

From The Globe and Mail today, link here:

A reminder, Intel fabs update, August 30, 2025: link here.

I don't see anything new here. Right now, analysts waiting to see if Intel actually releases the platform by the end of the year. And then how it's received.