Cyp0111 said:
Angola is a nothing
That wasn't my point sip.
Houston..we have a problem....
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Last: 3 days ago by one MEEN Ag
That wasn't my point sip.
Have you been? Have you lived there? I lived there with my family for a couple years.
He's a financial guy. He's had cuisine from there perhaps at a posh restaurant.
Angola production is in terminal decline, they're not able to ramp.
That was the view, but operators have updated fiscal terms for oil and gas development and several new projects are underway
aggiesundevil4 said:
That was the view, but operators have updated fiscal terms for oil and gas development and several new projects are underway
I'll believe it when I see it. Maybe they'll eventually be able to produce up to what their quota was when they were in OPEC?
COP announced the approval of the Willow project.
RABAg04 said:
COP announced the approval of the Willow project.
What's included in Willow?
I heard the Orion project fell through - wonder if they will try again
4 wells and associated facilities
No idea on Orion
No idea on Orion
They have already done so much work on Willow, I don't know how they hadn't "approved" it yet.
https://rbnenergy.com/empty-spaces-the-strategic-petroleum-reserve-is-slowly-being-refilled-how-much-is-enough
Timely rbnenergy blog post on spr.
Timely rbnenergy blog post on spr.
The scary thing is Saudi could pretty easily add 2M barrels and we'd be effed again.
🇺🇸US OIL PRODUCTION BREAKS WORLD RECORD
— Mario Nawfal (@MarioNawfal) December 31, 2023
US oil production has hit an all-time high of 13.2 million barrels daily, dwarfing Saudi Arabia’s 9 million per day.
They’re now producing more than any other country ever has.
Driven by the need to keep prices down at the pump, it’s a… pic.twitter.com/bhLyTM45I1
Dan Scott said:
The scary thing is Saudi could pretty easily add 2M barrels and we'd be effed again.🇺🇸US OIL PRODUCTION BREAKS WORLD RECORD
— Mario Nawfal (@MarioNawfal) December 31, 2023
US oil production has hit an all-time high of 13.2 million barrels daily, dwarfing Saudi Arabia’s 9 million per day.
They’re now producing more than any other country ever has.
Driven by the need to keep prices down at the pump, it’s a… pic.twitter.com/bhLyTM45I1
Will this lead Saudi to flood market again?
You never know. I think US shale has peaked for the time being and will decline some into Q3. Also, that tweet is from a well known charlatan.
A key factor in "record" production is bringing ngls into the accounting and lowering the adjustment factor. So, headline this looks worse that it is.
But- I firmly believe we still have too many ****cos. No need for the chords.
A key factor in "record" production is bringing ngls into the accounting and lowering the adjustment factor. So, headline this looks worse that it is.
But- I firmly believe we still have too many ****cos. No need for the chords.
Nat Gas up nicely. Assuming it's from Japan earthquake making LNG more in demand.
I believe it's due to a pretty cold forecast next two weeks.
No. Weather turned colder in forecast
damn. down goes another one.
Haven't read but wouldn't be crazy about taking stock from
APA.
APA.
Anyone have any rumble of who has picked up the revenir (legacy reserves) midland basin acreage?
Figured maybe SM or ovintiv may be in the mix
Figured maybe SM or ovintiv may be in the mix
Have rig dayrates come down at all since around this time last year?
Yes.topher06 said:
Have rig dayrates come down at all since around this time last year?
jetch17 said:
Anyone have any rumble of who has picked up the revenir (legacy reserves) midland basin acreage?
Figured maybe SM or ovintiv may be in the mix
Has it been publicly released? Haven't heard anything about Revenir selling but wouldn't be surprised.
well it was mentioned in their last investor presentation all Midland basin assets were being marketed with first round bids due last November. I had heard from a couple folks they were unsuccessful in the bid process, but had not seen any public announcement about a successful bidder yet - perhaps its still ongoing.Sporty Spice said:jetch17 said:
Anyone have any rumble of who has picked up the revenir (legacy reserves) midland basin acreage?
Figured maybe SM or ovintiv may be in the mix
Has it been publicly released? Haven't heard anything about Revenir selling but wouldn't be surprised.
Avant bought their Delaware Basin assets and last I heard Midland basin was still ongoing.
OVV takes out SM is my guess of what is next. Or DVN for MRO.
DripAG08 said:
OVV takes out SM is my guess of what is next. Or DVN for MRO.
Can OVV handle more after taking 3 this summer in Black Swan, PetroLegacy, and Piedra?
https://www.wsj.com/business/energy-oil/southwestern-chesapeake-near-17-billion-merger-24d7372d
CHK and SWN getting close
CHK and SWN getting close
I really like this one. No premium, all stock, get a leader in basin.
Someone needs to woodshed comstock and Aethon.
Someone needs to woodshed comstock and Aethon.
I thought NGLs weren't included in this number.
My wife works at SWN and that's definitely what she is hearing…Fredd said:
https://www.wsj.com/business/energy-oil/southwestern-chesapeake-near-17-billion-merger-24d7372d
CHK and SWN getting close
Surprised no one has mentioned BP….
BP buying someone or getting bought?
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