AFE Leaks

Hormuz closure risks $10/bbl Brent premium, impacting 30% of global seaborne crude trade. via Argus Media: Gulf producers urge US to tackle Hormuz closure head-on - Argus Media news.google.com/rss/articles/C…

$109 Brent implies a $70/bbl WTI floor, forcing US producers to cut ~1.5 MMbbl/d output to avoid negative cash flow. via OilPrice.com: Oil Prices Ease As US Pulls Out All Stops To Secure Supply oilprice.com/Latest-Energy-…

Beaumont's delayed blue ammonia start pushes Woodside's $7B project past 2026, impacting its decarbonization targets and potential hydrogen offtake. via RBN Energy: Woodside Delays Start of Blue Ammonia Production at Beaumont Facility Beyond 2026 rbnenergy.com/daily-posts/an…

The Week in Upstream: 552 rigs at $98 WTI. Down 41 YoY. Permian ran 300 rigs at $75. Now 243 at $98. Ras Laffan knocked out a fifth of global LNG. Hormuz still shut. And not one operator has revised guidance upward. Full breakdown with charts: afeleaks.substack.com/p/the-rigs-won…

chatbot.afeleaks.com is out; I'm 100% sure this will have a million changes as more queries are done, but it's a chat layer to our database for Premium/Corporate subs. Can imagine you could just sit in a pitch meeting and just verify any BS claims in real-time.

$33B for 9.2 GW implies $3.59/kW, a premium justifying Appalachian gas at $3.50/Mcf+ for data centers. via Hart Energy: Japan Bets $33B on Appalachia’s Supply for Data Center Demand hartenergy.com/upstream/power…

Eon's Lea County refrac test targets 20% uplift over existing 100-200 bopd verticals, de-risking $50M+ horizontal spend. via Hart Energy: Eon to Join Refrac Trend in Permian Before Tackling New Horizontal Wells hartenergy.com/technology-and…

Even Bakken Barrels Caught in the Wake of Persian Gulf Disruption hartenergy.com/upstream/he-st…

BRG Survey: Oil, Gas Execs Using AI Cite Efficiency Gains, Predictability Issues hartenergy.com/technology-and…

Ben Dell: Kimmeridge Bets on Deeper, Gas-Heavy Shale as LNG Demand Surges hartenergy.com/upstream/shale…

Weekly Rig Count: Permian added 2 rigs this week. Williston added 3. At $94 WTI. Still down 57 YoY in the Permian and 41 nationally — but the basins are whispering what the boardrooms won't say yet. Full breakdown + charts (free/paid): afeleaks.substack.com/p/oil-rigs-pee…

The WTI-Brent spread just hit $9/bbl — widest in a decade. Every Permian producer budgeted $65 oil. They're getting $94. And not one has revised guidance upward. Who blinks first? Our bet is inside. afeleaks.substack.com/p/daily-market…

Well of the Day: LIZZY FED ANSCHUTZ EXPLORATION CORPORATION | Campbell, WY Total AFE: ~$10.0M Target: Mowry Perf Interval: 10,457 ft Peak rate: ~259 BOPD / ~2,677 MCFD Get the full cost breakdown, survey, casing & production data at afeleaks.com #oilandgas #welldata #AFELeaks

Battalion Oil (BATL) closed its all-stock acquisition of 7,090 net acres in Ward County's Monument Draw from Sundown Energy, paying 485K shares. The deal adds 30 net drilling locations in Wolfcamp A/B and 3rd Bone Spring to BATL's existing 20,007-acre position.

Well of the Day: BENELLI 7-60 BISON IV OPERATING LLC | Weld, CO Total AFE: ~$8.0M Target: Niobrara Perf Interval: 17,142 ft Peak rate: ~250 BOPD / ~189 MCFD Get the full cost breakdown, survey, casing & production data at afeleaks.com #oilandgas #welldata #AFELeaks #wellcosts

Seadrill Ltd (SDRL) announced Samir Ali, former Chief Commercial Officer since August 2022, as new President and CEO effective immediately, replacing Simon Johnson.

Seadrill Ltd (SDRL) appointed Samir Ali as President and CEO, effective immediately, replacing Simon Johnson. Ali joined as EVP and Chief Commercial Officer in August 2022 after roles at Diamond Offshore, Bain Capital, and Simmons & Company.

Seadrill Ltd (SDRL) promoted Samir Ali from Chief Commercial Officer to CEO, replacing Simon Johnson effective immediately. Ali joined Seadrill in August 2022 after stints at Diamond Offshore and Bain Capital.

Seadrill Ltd (SDRL) names Samir Ali as CEO, effective immediately, succeeding Simon Johnson. Ali joined as Chief Commercial Officer in August 2022 after roles at Diamond Offshore, Bain Capital, and Simmons & Company.

Well of the Day: RD TRIBAL Uinta Wax Operating, LLC | Uintah, UT Total AFE: ~$8.0M Target: CASTLE PEAK Perf Interval: 9,627 ft Get the full cost breakdown, survey, casing & production data at afeleaks.com #oilandgas #welldata #AFELeaks #wellcosts