WtI Up Almost 1% -- Why? -- November 17, 2107

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WtI Up Almost 1% -- Why? -- November 17, 2107

Artificial lift: this story deserves a stand-alone post of its own; will get around to it later. From Rigzone.  For newbies, one can look at three-legged stool regarding quality/success of a well:
  • location
  • location
  • location.
Okay, just kidding. Here are the three "technology" pieces
  • drilling
  • completing (fracking, e.g.)
  • lift (pump)
Rigzone looks at artificial lift.  From industry expert spokesman:
  • Most often, lifting liquids from the well allows the gas to flow using its own energy, but today some methods can also aid in lifting the gas.
  • Often 50 percent of the resource is left to be extracted after the high-rate initial flow period,” Scott said. “Companies that win in unconventionals are the companies that get artificial lift right. I like to use the term ‘artificial lift first
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Other News
 
WTi: up almost 1% in past 24 hours? Why? Was it the closure of the northern leg of the Keystone pipeline, major source of  heavy oil; US refineries optimized for heavy oil. Concerns that crude oil imports of heavy oil from Venezuela could fall? Or was it Harold Hamm's comments (see below). I don't know -- it will be interesting to watch price of oil for next few days as Keystone / Venezuela stories continue to unfold.

Keystone XL lead. Data points from Reuters:
  • location: Amherst, SD:
    • Amherst, SD, about 10 miles south of North Dakota state line in northeastern South Dakota
    • population unknown
    • Amherst is an unincorporated community in Marshall County, South Dakota, United States. Although not tracked by the Census Bureau, Amherst has been assigned the ZIP code of 57421
  • spill:
    • 5,000 bbl (or 210,000 gallons as reported by most mainstream media outlets)
    • contained at site
    • cause: unknown
  • implications:
    • Nebraska regulators to release their decision on Keystone expansion on Monday, four days from now
    • Nebraska regulators not allowed to use spill as factor in their decision since TransCanada has already obtained an approved environmental impact statement
    • northern leg of system shut down (from Hardisty, Alberta, to Cushing, OK) and to Wood River and Patoka in Illinois
    • southern leg remains open
    • main economic concern for Canada: Canadian heavy crude differentials for DECEMBER delivery in Hardisty have widened to $14.65 per bbl below US crude from a discount of around $14.20/bbl the previous day
    • for January (2018) delivery: widened to $15.50 below US crude
    • for newbies: breakeven price for Canadian crude has always been significantly higher than US shale
    • Canadian sell-off could worsen if pipeline is shut down for extended period of time
    • for US refiners: possibly a double whammy if Venezuela delivers less heavy crude oil to the states
TSLA: shares could surge in an "up" market with news last night of a) truck; b) roadster
  • Bloomberg gadly via The Washington Post  not impressed
  • TSLA shareholders likely to go ga-ga
  • critics will likely gag
  • batteries alone cost $200,000+ for the truck
  • conventional diesel trucks cost in range of $120,000
  • truckers believe Tesla trucks would have to replace batteries every four or five years
Harold Hamm says folks like me are inappropriately exuberant about the Bakken
EIA's optimist forecasts are depressing US oil prices
 
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Back To The Bakken

Active rigs:

$55.94 11/17/2017 11/17/2016 11/17/2015 11/17/2014 11/17/2013
Active Rigs 55 38 64 184 183

RBN Energy: pending



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