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  • Natural Gas Rigs: Headed Towards A Shortage, Part II [View article]
    Natural gas has got to hit the wall at some point. The whole gas fracking thing is a shooting star, IMO.
    Oct 18 03:12 PM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Good stuff. KOG has been doing great. Worth watching over the next year or so too.
    Oct 18 03:11 PM | Likes Like |Link to Comment
  • Bakken Shale: The New Exploration Frontier In The Bakken [View article]
    Great article, thanks. I'm looking forward to the new USGS assessment coming out next year (I think). Good be big.
    Oct 18 03:06 PM | Likes Like |Link to Comment
  • Betting On The Biggest Producer In The Bakken [View article]
    It'll be interesting to see if Hamm is right about ultimately recoverable reserves. He's way more optimistic than most estimates, but then he's right there on the ground. But, he has some ulterior motives as well.
    Oct 17 02:26 PM | Likes Like |Link to Comment
  • Bakken Update: Brigham's Completion Design Is One Of Best In The Williston Basin [View article]
    Even these older posts, or maybe particularly them, are a wealth of information. Thanks for bringing it, Michael.
    Oct 9 03:20 PM | 1 Like Like |Link to Comment
  • Bakken Update: The Red Queen Is Just A Fairy Tale Part II [View article]
    More good stuff, thanks. You touched on natural gas as well. What are your thoughts on how that's developing? I've heard some infrastructure is in the works, but is the price of gas still too low to spark major investment? Sounds like quite a bit is still being flared.
    Oct 9 03:08 PM | 1 Like Like |Link to Comment
  • Bakken Update: Oasis' IP Rates Are Increasing Using 36 Stage Fracs [View article]
    +1 for that, Aristiphones.
    Oct 5 02:06 PM | Likes Like |Link to Comment
  • The Bakken Oil Field: Does Alaska Hold The Next Bakken? [View article]
    It'll be interesting to see what the USGS comes back with when they complete their re-assessment. If it's much higher, like twice as high as the original, that's got to give a boost to oil shale development in general.
    Oct 5 02:05 PM | Likes Like |Link to Comment
  • Bakken Update: Newfield May Be One Of The Top Bakken Operators In 2012 [View article]
    Very interesting, and quite relevant in terms of your most recent article on the Red Queen effect. Looking forward to more on this topic.
    Oct 5 01:58 PM | 1 Like Like |Link to Comment
  • Bakken Update: The Red Queen Is Just A Fairy Tale [View article]
    Great article, Michael. Thanks. I read the Oil Drum piece last week and thought it was very interesting. Good to get your thoughts on it though.
    Oct 5 01:11 PM | 1 Like Like |Link to Comment
  • The Bakken And The Mississippian Lime: A Comparison [View article]
    Interesting comparison, thanks. It'll be tough to beat the Bakken, despite the cheerleading. Not many shale formations as big and oil soaked as that one.
    Oct 4 04:23 PM | Likes Like |Link to Comment
  • Bakken Update: Exxon's Completion Design And How It Relates To EURs [View article]
    This seems quite prescient and relevant considering the recent Denbury buyout. Thanks for your ongoing coverage of the Bakken. Good stuff.
    Oct 4 04:23 PM | 1 Like Like |Link to Comment
  • Bakken Update: EOG Resources Is Bucking The Trend With Short Laterals [View article]
    Very interesting. This seems like another example of companies hitting the wall a bit and looking to refine the drilling process.
    Oct 4 04:23 PM | Likes Like |Link to Comment
  • How Big Is The Bakken? [View article]
    Nine hundred billion is total oil contained in the shale, of which a fraction is actually recoverable. What fraction remains to be seen. Hamm is an optimist, but then why wouldn't he be? The USGS original assessment was for 3 - 4.3 billion recoverable, which is likely low. They're reassessing the formation now. ND DPMR estimated around 10 billion barrels of recoverable, IIRC. Per well expenses are also growing, as they take out the low hanging fruit and more energy is required on oil recovered.

    Lots of wrinkles in there, but it'll be interesting to see what happens.
    Oct 4 04:23 PM | Likes Like |Link to Comment
  • Delta Air Lines Is Bakken Business [View article]
    Yep, this seems like a smart move. Why import when you can buy and refine the oil right here?
    Oct 4 04:23 PM | Likes Like |Link to Comment
COMMENTS STATS
20 Comments
7 Likes