NDIC Hearing Dockets -- September, 2026

Locator: 51298DOCKETS. 

Hearing dockets are found here at the NDIC.

Note: typographical and content errors are still present. Proceed at hour own risk.

September, 2026, hearing dockets.  

As usual this is done very quickly and using shorthand for my benefit. There will be factual and typographical errors on this page. Do not quote me on any of this. It's for my personal use to help me better understand the Bakken. Do not read it. If you do happen to read it, do not make any investment, financial, job, relationship, or travel plans based on anything you read here or think you may have read here. If this stuff is important to you, and I doubt that it is, but if it is, go to the source. These are cases to be considered by the NDIC, not permits. If approved by the NDIC, then operators can go ahead and submit permits to drill wells within the parameters of the cases that were passed.  

Wednesday, September 23, 2026
Link here.
9 pages.

Remember, these are cases, not permits:  

• 33188, XTO, Bear Creek-Bakken and/or Corral Creek-Bakken, Dunn County, establish a 2560-acre unit; 15 wells; terminate two existing 1280-acre unit but authorize the drilling of a well on each existing 1280-acre unit, this doesn't make sense to me. I must be missing something.
• 33189, EOG, Parshall-Bakken, Mountrail County, establish an overlapping 1920-acre unit; one well.
• 33190, a very, very long case, EOG, Parshall-Bakken, Mountrail County, establish one overlapping 3530-acre unit; one well; establish one overlapping 2880-acre unit, one well; establish one overlapping 3520-acre unit; one well.
• 33191, similarly long, EOG, Parshall-Bakken, Mountrail County; establish one overlapping 2240-acre unit; one well; establish one overlapping 2240-acre unit; one well; establish one overlapping 1280-acre unit; one well.
•  

 

 

Wednesday, September 24, 2026 
Link here.
12 pages.

Remember, these are cases, not permits: 

• 33152, Petro-Hunt, MonDak-Bakken, McKenzie County, establish an overlapping standup 1280-acre unit; two wells.
• 33153, Petro-Hunt, MonDak-Bakken, McKenzie County, terminate an existing 1280-acre unit; establish two overlapping laydonw 1920-acre units; four wells on each unit.
• 33154, Petro-Hunt, MonDak-Bakken. McKenzie County, establish an overlapping standup 1920-acre unit; four wells.
• 33155, Petro-Hunt, MonDak-Bakken, McKenzie County; establish an overlapping standup 2560-acre uinit; four wells.
• 33156, Petro-Hunt, MonDak-Bakken, McKenzie County; establish two overlapping standup 2560-acre units, authorize four well on each unit.
• 33157, Petro-Hune, Pierre Creek-Bakken, McKenzie County; establish an overlapping standup 2560-acre unit; four wells.
• 33158, Petro-Hunt, Pierre Creek-Bakk, McKenzie County; establish an overlapping 2560-acre unit; four wells.
• 33159, Petro-Hunt, Pierre Creek and/or Flat Top Butte-Bakken, McKenzie County; terminate two existing 1280-acre units; establish two overlapping standup 1920-acre units; four wells on each unit.
• 33160, 

 

TACO Tuesday -- August 25, 2026

Locator: 51539B. 

Dick's: worst day in its history, stock drops 25%; it will be interesting to hear what's going on.  They have incredibly high prices; big box Walmart and online Amazon can easily beat them. 

Iran: says it will retaliate. WTI falls. Okay. The strait? NOC.  

Turkey: David Farber on Turkey -- completely missed Cramer's point on Cramer's first hour. Cramer's right. 

Thought for the day: 

• DSA rising -- increased entitlements -- no one will dare vote no --
• Druckenmiller -- TWSJ -- this is going to end badly -- link here.
• short term: DSA wins
• long term: we'll see.

NVDA: earnings today.

We profiled this yesterday -- it was a huge story -- I didn't realize it would be this huge -- 

 The USAF just can't get away from manned a/c. Barron's story link here.

Boeing defense and space margins:  $210 million in first-half operating profit and sales of $15.2 billion. Do the math. Pathetic.

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Back to the Bakken 

WTI: $82.21. Dropping fast. The strait is irrelevant. 

New wells reporting;

• Wednesday, August 26, 2026: 52 for the month, 93 for the quarter, 437 for the year,
• 41971, conf, Devon Energy, Thunderbolt 10-12 2H, 
• 40937, conf, Zavanna Energy, Hereford 13-36 2TFH, 
• 21562, conf, Devon Energy, Borsheim Trust 32-28 2H, 
• Tuesday, August 25, 2026: 49 for the month, 90 for the quarter, 434 for the year,
• 42429, conf, Oasis, Prestwick Federal 5602 12-23 3B,

RBN Energy: West Coast LPG export capacity set to jump next year and beyond. Link here. Archived.

The startup of two propane export terminals in British Columbia since 2019 has helped drive significant growth of Western Canadian LPG exports to Asia over the past several years, averaging nearly 150 Mb/d last year. With limited opportunities for expansions at those two terminals, as well as one in Washington state, AltaGas and partner Vopak have been busy building the first phase of what they hope will eventually become a 200-Mb/d (or larger) LPG export facility. The Ridley Island Energy Export Facility (REEF) will also be Canada’s first marine facility to move butane. In today’s RBN blog, the second of this short series, we’ll go over industry plans to more than double LPG export capacity on North America’s west coast over the next several years.

As we said in Part 1, AltaGas recently announced a short delay to the planned startup of its 56-Mb/d REEF project on the northwestern coast of British Columbia (BC) from year-end 2026 to March 2027. Phase 1 of REEF is expected to be the first of several planned projects to add LPG export capacity along the BC coast over the next few years. That is coming at the same time that more LNG export capacity is also being built (see our Shut Up and Drive mini-series), and more crude oil pipeline capacity to the west coast is also in the works, as industry and governments in Canada look to expand hydrocarbon exports and further diversify customer bases.

Total LPG marine export capacity from the area is currently about 180 Mb/d, comprised of 85 Mb/d of propane capacity at AltaGas and Vopak’s Ridley Island Propane Export Terminal (RIPET; orange diamond in Figure 1 below) near Prince Rupert, BC; 25 Mb/d of propane capacity at Pembina Pipeline’s Prince Rupert Terminal (PRT; blue diamond) about a mile east of RIPET; and 70 Mb/d of propane/butane capacity at AltaGas’s Ferndale facility (dark-green diamond) in Washington state. Japan, South Korea, and increasingly China have bought the vast majority of west coast LPG exports in recent years.

Every Day The Strait Becomes More Irrelevant -- August 24, 2026

Locator: 51538ARCHIVES. 

Iran: Announced today by one source, because no one cares (NOC). The strait has become irrelevant. The IRGA may like it but the "official" Iranian government knows this is not helping their country's situation. Trump must love Plan B: no war, no peace. And no nuclear weapon. 

The Mideast will become North Korea if they can't get this turned around. From today:

Yemen’s Houthi militant group targeted a Saudi Arabian supertanker sailing through the Red Sea today.

No one cares. 

Seriously, do you care? 

I stopped caring some weeks ago. 

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The Book Page

Wow, wow, wow.

If you haven't read it, rush out now and get it. Buy it, find it at the library, order of Amazon, but if you haven't read it, get it.

The Thinking Machine, Jensen Huang, Nvidia, and The World's Most Coveted Microship, Stephen Witt, c. 2025.

The author has two previous books which also look like must-read books for those interested in the history of AI.  

Along the way, you will meet Stephen Witt and Sir Tim Berners-Lee.

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SNL

"The Continental (SNL)." "The Making Of."  

Link here.  

It helps if you a) love anything Chrisopher Walkin does; and, b) you've seen "The Continental" on SNL. Otherwise, I can't recommend this to you. 

Amazon's "Project Tetromino" -- August 24, 2026

Locator: 51537AMZN. 

More on this later. 

USAF Update: F-15 Eagle Crest -- Another $130-Billion Upgrade Program -- August 24, 2026

Locator: 51536USAF. 

Wow, wow, wow! This was my primary a/c as far back as the 1980s. Just announced today:

This extends a most incredible triad: the F-15EX; the F-22; and the F35. We talked a little bit about this just a few days ago: link here.

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From The Air Force