Jul. 4 at 7:10 PM
$RECAF GPT on Viong's analysis
Of everything in the image, the persistence over multiple dates is more informative than any one day's brightness.
If a hotspot repeatedly appears at the same infrastructure location over several satellite passes during an announced testing campaign, that is more suggestive of sustained operations than an isolated anomaly.
Key here is Production testing is expensive. It involves:
specialized equipment,
personnel,
rig time,
service companies,
and opportunity cost.
If, very early in the program, the data clearly indicated there was essentially no prospect of obtaining useful reservoir information or commercial potential, companies will often modify, curtail, or terminate a test rather than continue spending money.
Conversely, continuing through multiple intervals can indicate that:
the test is yielding useful data,
the objectives remain worthwhile,
and management believes the expected value of completing the program exceeds the remaining cost.
