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Dan Rutherford

Cardium update – Top wells, most active companies and areas of interest – BOE Intel

March 20, 202310:10 AM Dan Rutherford

This BOE Intel report will take a look at activity and production results from the Cardium over the last five years. We have analyzed well data since the beginning of 2018 to determine trends in industry activity levels, as well as who is drilling the best Cardium wells and where those wells are. Our analysis has incorporated over 1,300 well spuds targeting the Cardium in that time. Since the beginning of 2018, Peyto Exploration has drilled the most Cardium wells with 189 spuds, followed [Read more]

Bonterra Energy ORLEN Upstream Peyto Exploration StackDX Intel TAQA Tourmaline Whitecap Resources Yangarra Resources

Pine Cliff shows growth in liquids production – BOE Intel

March 14, 20231:16 PM Dan Rutherford

Pine Cliff Energy reported its Q4 on March 7th. We were taking a look at some BOE Intel charts, and some interesting things jumped out at us. For starters, Pine Cliff is a bit of a unique company. It’s based on an acquisition model, has a very low decline rate, is natural gas focused, and doesn’t spend a lot of money on the drill bit. So what jumped out at us? This chart. It might not look like much at first glance, but that wedge of green (oil production) and purple (NGLs/Condensate) [Read more]

Pine Cliff StackDX Intel

TOP WELL REPORT – January volumes – Ovintiv with the most prolific natural gas wells again, while Hammerhead Resources leads the way on the oil side

March 7, 202311:51 AM Dan Rutherford

The January data is out for the highest producing oil and gas wells in Canada. As always, we use calendar day production metrics so these are real volumes produced in the month. Almost hard to believe, but Ovintiv had all 15 of the top natural gas wells in Canada for the 3rd month in a row. The list of the top 15 liquids wells (oil + condensate) and top 15 natural gas wells based on production from the month of January is below. You can also click on the link below to view the wells all on [Read more]

Baytex Energy Hammerhead Energy Kelt Exploration Ovintiv Spartan Delta StackDX Intel Tamarack Valley Whitecap Resources

Storm Development Corp. acquiring assets from ARC Resources – a use case for BOE Intel

March 6, 20237:16 AM Dan Rutherford

Our loyal BOE Report readers with a keen eye on our AER Transfers page will note an interesting transfer that was recently posted. An application has been filed with the AER to transfer 56 wells, 13 facilities and 21 pipelines from ARC Resources Ltd. to Storm Development Corp. Not much is known about Storm Development Corp., but it’s a good guess that it is a reincarnation of at least part of the old Storm Resources Ltd. team which sold to CNRL back in November of 2021. Management teams will [Read more]

ARC Resources Canadian Natural Resources Leucrotta Exploration StackDX Intel Storm Development Corp. Vermilion Energy

TOP WELL REPORT – Clearwater formation – January volumes

March 1, 20232:16 PM Dan Rutherford

The January data is out for the top Clearwater wells. As always, we use calendar day production metrics so these are real volumes produced in the month. The list of the top 15 Clearwater oil wells from the month of January is below. You can also click on the link below to view the wells all on one map, or click on the UWIs individually to see their location and production profiles on Petro Ninja. TOP 15 CLEARWATER OIL WELLS (see on map) Of note this month: Baytex Energy continues [Read more]

Baytex Energy Canadian Natural Resources Headwater Exploration

BOE Intel spotlight on Whitecap Resources – Costs down across the board in Q4

February 23, 20234:07 PM Dan Rutherford

Whitecap Resources reported its Q4 on Wednesday, and as expected, production reached an all-time high in the quarter. Production of 166,392 boe/d set a record for Whitecap, bolstered by the XTO acquisition in the summer of 2022. Analysts had expected record levels of production, although Whitecap did still find a way to beat consensus estimates by a small amount. Of particular interest to us, was that costs were down across the board in Q4, bucking the trend of inflationary pressures seen [Read more]

StackDX Intel Whitecap Resources XTO Energy

BOE Intel spotlight on ARC Resources – licencing activity in BC up sharply

February 15, 20238:39 PM Dan Rutherford

ARC Resources reported its Q4 late last week. Production of 359,730 boe/d was a record number for the company, and was about 3% ahead of consensus analyst’s estimates which were in the 349-351 mboe/d range. Production was also up 5% from Q3 2022. On a per share basis, volumes grew 16% year over year thanks to the reduction in share count from its NCIB. Guidance for 2023 is 345-350 mboe/d as the company has been holding volumes more or less flat since the Seven Generations acquisition, while the [Read more]

ARC Resources Seven Generations Energy StackDX Intel

TOP WELL REPORT – December volumes – Ovintiv has all 15 top natural gas wells while top liquids wells come from Montney, Clearwater and Charlie Lake producers

February 6, 20232:05 PM Dan Rutherford

The December data is out for the highest producing oil and gas wells in Canada. As always, we use calendar day production metrics so these are real volumes produced in the month. In a truly impressive feat, Ovintiv has claimed all of the top 15 natural gas wells for a 2nd consecutive month. The list of the top 15 liquids wells (oil + condensate) and top 15 natural gas wells based on production from the month of December is below. You can also click on the link below to view the wells all on [Read more]

ARC Resources Baytex Energy Halo Exploration Kelt Exploration Ovintiv Strathcona Resources Tamarack Valley

The HWN Energy acquisition spree continues – set to acquire 642 wells, 145 facilities, 168 pipelines from Whitecap Resources

February 3, 20231:01 PM Dan Rutherford

Just last week, we pointed out that HWN Energy is set to acquire a number of assets from Bonavista Energy, pending approval from the AER. The company is at it again, as today we noticed that HWN has another acquisition pending AER approval. This time it is 642 wells, 145 facilities and 168 pipelines from Whitecap Resources. These assets appear to have been part of the larger Whitecap dispositions announced back in December. Thanks to our AER transfer tool, we are able to map the affected [Read more]

Bonavista Energy HWN Energy Whitecap Resources XTO Energy

Obsidian Energy 2023 guidance through the eyes of BOE Intel

January 31, 20231:34 PM Dan Rutherford

Obsidian Energy released its 2023 guidance last night, see here for all the details. Thanks to BOE Intel, we can quickly compare a few of the company’s guidance metrics to the data that we have. For more information on BOE Intel and the launch of our new software, click here. The charts below are all from BOE Intel. Obsidian 2023 production guidance is 32,000 - 33,500 boe/d. This would suggest production growth of ~7% YoY. Obsidian also announced Q4 2022 production was 31,742 boe/d. [Read more]

Obsidian Energy StackDX Intel

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