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Sunday, July 24, 2011

Archived: My Favorite Commentaries

Some housekeeping; removing the clutter, but keeping the links.


  • The real story: how the XOM - DNR deal originated (and ended)
  • Thoughts On Price of Oil and Long Term Investing
  • Peak Oil and the Bakken
  • Saudis Like What The Are Seeing - The 2011 SPR Release
  • $17,000/Acre
  • 24 Billion Barrels in the Bakken
  • Texas Hold 'Em
  • Commentary: April 24, 2010
  • Dakota Candles and Orion Belts
  • New Oil Formation? Not!
  • TFS and MB: Do They Communicate?
  • Communication Between the TFS and the MB
  • Oldest Permit in the Current Boom
  • Minnesota State Shuts Down
Posted by Bruce Oksol - oksol@yahoo.com at 10:10 AM

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Mark Your Calendar

Williston Basin Deals

  • DNR - COP - Red River
  • Bakken Deals -- 2012
  • Magnum Hunter - Samson Resources
  • Magnum Hunter - Baytex - 2012
  • CLR - Samson Resources (KKR)
  • AXAS 544 $20 Million
  • Halcon - Petro-Hunt 81K
  • XOM - DNR
  • CHK - Permian
  • QEP - Helis
  • CLR - NFX Big Valley 35K
  • Statoil - BEXP
  • Murex To Sell 5,000 Acres

Conferences

  • MLP Ann Inv Conf, May 21 - 23
  • Bakken Oil Workers and Oil Service Expo, Minot, ND, August 20
  • Bakken Infrastructure Conf, Bismarck, Sept 9 - 12, 2013

Data

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  • Permits Projected 2013
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  • North Dakota Industrial Commission (NDIC)
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Gasoline Demand

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Quick Look

BY THE NUMBERS
May 7, 2013

Previous update: Apr 27, 2013
Active Rigs in ND: 184 (high: 218)
Post-Record Low: 179
WTI oil: $95
Bakken spot
ND production: #2 in USA
Confidential wells: 2,034 (high, 2,117)
July 12 confidential wells: 151
August 12 confidential wells: 156
September 12, 2013: 178
October 12, 2012: 147
November 12, 2012: 181 (record, previous 166)
December 12, 2012 : 179
January, 2013: 152 --> 154
February, 2013: 154 --> 175
March, 2013: 180
April, 2013: 173
May, 2013: 168
June, 2013: 152
July, 2013: 147
August, 2013: 154
September, 2013: 156
Permits Issued To Date This Year: 887
Projected Permits for 2013: 2,501
Projected Permits this date, 2012: 1,989
Total Permits in 2012: 2,521; ~ 30 cancelled
Total Permits in 2011: 1,926

"Whether or not IPs are exaggerated, all things being equal I would prefer my well to have an IP of 5,133 boepd rather than zer0 boepd." -- Mark Twain

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Welcome to the Million Dollar Way

Welcome and Disclaimer
The USGS 2013 Bakken Assessment
Overview: Best Single Source
Basic Analysis of the Bakken, 2010
Tight Oil Presentations, 2012
Overview, E&P Magazine, March 1, 2013
The Bentek Study, Augsut, 2012
North Dakota: Hub for US Energy: 2012
Northward Ho, September, 2012
Marathon Overview of The Williston Basin
History of ND Oil Industry
The Bakken in 2012 -- Human Interest
It Never Quits -- Human Interest
Kuwait on the Prairie, April, 2011
Overview: March, 2011
Primer on Oil and Gas Production
UND-EERC Interactive Map
The Bakken: December, 2011
The Bakken: March, 2011
How To Read a Scout Ticket
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The Best: Archived

  • Snapshot: Data Prior to May 20, 2013
  • A Trillion-Bbl Reservoir?
  • Archived Presentations
  • The Americans, Tex Ritter
  • Bakken Breakout, 2012
  • Bakken Breakout, 2011
  • Maximum Bakken Production
  • Publications Re: the Williston Basin
  • Archived Commentaries
  • Staggering Statistics: 2009 Results
  • The Lodgepole: Update
  • Crazy Numbers
  • Definition: The Bakken Pool
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  • World's Largest Microseismic Array
  • TOC and the Tyler

Commentary

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  • EOG
  • Fidelity (MDU)
  • (GeoResources) Now Halcon
  • GMXR
  • Halcon (bought GEOI)
  • Hess (includes AEZ, TRZ)
  • KOG
  • Legacy
  • Liberty Resources
  • LINN Energy
  • Lonestar
  • MRO
  • Newfield
  • NOG
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  • OXY
  • QEP
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  • Samson Oil and Gas (SSN)
  • SandRidge
  • Slawson
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  • Sundance Energy
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Three Forks

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Lodgepole Reefs/Non-Reef

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Other Formations

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External Links

  • Shale Experts -- Filloon
  • 01_Bakken Drilling -- Technical
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  • 02_ZeroHedge
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  • 06_The Bakken Formation
  • 07_Meanwhile, Back At The Ranch
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  • 10_The Empire Builder, Discussion
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  • Reaganite Republican
  • Ryder Scott Newsletters
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Oil and Gas: General

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Natural Gas -- General

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Trivia

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