Below is the Q1 2012 production, full year 2012 production guidance, market cap as of yesterday’s close, and acreage of five favorite Bakken players:

• CLR    85.5 boed    91.8      $11.3b  915k+
• WLL    80.7 boed    80.9      $4.5b    701k
• OAS    17.6 boed   18-22k   $2.1b    307k
• KOG    10.6 boed   17-21k   $1.98b  157k
• NOG    8.5 boed     10.9k     $0.96b   170k

Continental and Whiting are not pure plays.  Production is booming as 2012 exit rates will be meaningfully higher than average 2012 production; too bad they are selling oil for under $70 a barrel.  Some guidance will change when they report results in a month, at which time I will update the chart with additional metrics.