Wednesday, May 27, 2026

BNY To Replace 'BK' Ticker With 'BNY' On NYSE From May 21, 2026 -- May 27, 2026

Locator: 50864BNY.

Link here

NDIC Hearing Dockets -- June, 2026 -- Posted May 27, 2026

Locator: 50863DOCKETS.

Hearing dockets are found here at the NDIC.

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

June, 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 Do not quote me on any of this.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.  

Monday, June 15, 2026
Link here.
One case
.

The case, again, this is a case, not a permit: 

  • 32982, CLR, Brooklyn-Bakken, commingling, Williams County;

Wednesday, June 24, 2026
Link here
12 pages.

The cases, again, these are cases, not permits: 

  • 32917, Jettison, Inc, Stoneview-Silurian, proper spacing; Stoneview-Winnipegosis, commingling, Burke County; 
  • 32918,Murex, Sioux Trail and/or Zahl-Bakken, establish an overlapping standup 2560-are unit, five wells; Divide and Williams counties;
  • 32919, Hess, Dollar Joe-Bakken, establish an overlapping standup 2560-acre, 2 wells, Williams County;
  • 32920, Kraken, Glass Bluff-Bakken, estalish two overlapping standup 2560-acre units, four wells, McKenzie County;
  • 32921, Kraken, Little Muddy and/or Otter-Bakken, terminate and establish an overlapping standup 5120 acre unit; one wells; Williams County;
  • 32922, Oasis, Rosebud-Bakken, establish two overlapping standup 2560-acre units; four wells; Williams County; 
  • 32923, Oasis, Heart Butte-Bakken, establish an overlapping 2560-acre unit, one well; establish three overlapping standup 2840-acre units; one well on each unit; McLean and Mountrail counties;
  • 32924, Oasis, Cottonwood-Bakken, establish two overlapping laydown 2560-acre units; four wells on each unit; Burke County;
  • 32925, Phoenix Operating, Dimond-Bakken, establish a laydown 2560-acre unit; four wells; Burke County;
  • 32926, Phoenix Operating, Dimond-Bakken establish a laydown 2560-acre unit; four wells; Burke County;
  • 32927, Devon Energy, Trailside-Bakken, establish two standup 1920-acre units; five wells on each unit; McKenzie County;
  • 32928, Phoenix Operating, Butte and/or West Butte and/or Trailside-Bakken, establish a laydown 2560-acre unit; four wells on each unit; McKenzie County;
  • 32929, Phoenix Operating, Butte and/or West Butte and/or Trailside-Bakken establish a laydown 2560-acre unit; four wells on each, McKenzie County;
  • 32930, Phoenix Operating, Beicegel Creek-Bakken establish a standup 2560-acre, five wells; McKenzie County;
  • 32931, Devon Energy, Lone Butte-Bakken, five wells on a 1280-acre unit; McKenzie County;
  • 32932, Devon Energy, Trailside-Bakken five wells on a 1280-acre unit; McKenzie County;
  • 32933, Hess, pooling;
  • 32934, Hess, Elm Tree-Bakken, 13 wells on a 1280-acre unit; McKenzie County; 
  • 32935, Oasis, commingling;
  • 32936, Whiting, commingling; 

Thursday, June 25, 2026
Link here. 
18 pages.

The cases, again, these are cases, not permits:  

  • 32937, SOGC, Sanish-Bakken and/or Alger-Bakken,  establish an overlapping 1920-acre unit; 8 wells; establish an overlapping 3840-acre unit, one well;, Mountrail County;
  • 32938, CLR, Juno-Bakken and/or Updalnd-Bakken, establish two overlapping 2560-acre unit; five wells on each; Divide County;
  • 32939, CLR, Wildrose-Bakken and/or Hamlet-Bakken, establish three ovelapping 3840-acre units; one well; establish seven overlapping 5120-acre units, section line wells;
  • 32940, CLR, Hanson-Bakken, establish an overlapping 2560-acre unit five wells; Williams County;
  • 32941, CLR, South Meadow-Bakken, establish an overlapping 2560-acre unit; five wells; Williams County;
  • 32942, CLR, East Fork-Bakken, establish one overlappig 2560-acre unit; one well;s establish three overlapping 3840-acre units; section line wells; Williams County;
  • 32943, XTO Energy, Lost Bridge-Bakken, terminate and establish two overlapping 1920-acre units; 8 wells on each units; drilling of 6 accitional wells on a 1280-acre unit; Dunn County;
  • 32944, KODA Resources, East Goose Lake-Bakken, establish an overlapping 6400-acre unit; one section line wells; Divide County;
  • 32945, KODA Resources, Daneville-Bakken and/or Clinton-Bakken, establish one overlapping 2560-acre unit, four well;s establish four overlapping 3840-acre units; section line wells; establish one overlapping 4800-acre unit, one section line well; establish three overlapping 5120-acre units; section line wells; Divide County;
  • 32946, KODA Resources, Grenor-Bakken Hanks-Bakken and/or Bar Butte-Bakken, establish five overlapping 5120-acre units; section line wells; establish one overlapping 6400-acre unit; one section line well; Williams County;
  • 32947, Formentera Operations, Colgan-Bakken and/or Big Dipper-Bakken, estalibh an overlapping 1920-acre unit; four wells; Divide County;
  • 32948, Petro-Hunt, Colgan and/or Big Dipper-Bakken establish two overlapping standup 1920-acre units; three wells on each; Divide County;
  • 32949, Petro-Hunt, Colgan-Bakken, establish two overlapping laydown 1920-acre units; fhree wells on each, Divide County;
  • 32950, Petro-Hunt, Big Dipper and/or Gooseneck-Bakken establish four overlappig laydown 1920-acre units; three wells on each; Divide County;
  • 32951, Valkyrie Operating, Fortuna-Bakken establish two standup 1920-acre units; five wells on each unit; Divide County;
  • 32952, Formentera, pooling;
  • 32953, SOGC, pooling;
  • 32954, SOGC, pooling; 
  • 32955, CLR, pooling;
  • 32956, CLR, pooling;
  • 32957, CLR, pooling;
  • 32958, CLR, pooling;
  • 32959, CLR, pooling;
  • 32960, CLR, pooling;
  • 32961, CLR, pooling;
  • 32962, CLR, pooling;
  • 32963, CLR, pooling;
  • 32964, CLR, pooling;
  • 32965, CLR, pooling;
  • 32966, CLR, pooling;
  • 32967, CLR, pooling;
  • 32968, CLR, pooling;
  • 32969, CLR, pooling;
  • 32970, CLR, pooling;
  • 32971, CLR, pooling;
  • 32972, CLR, pooling;
  • 32973, CLR, commingling; 
  • 32974, EOG, pooling;
  • 32975, KODA Resources, pooling;
  • 32976, KODA Resources, SWD
  • 32977, Formentera Operations, SWD,
  • 32978, Formentera Operations, SWD,
  • 32979, Formentera Operations, SWD,
  • 32980, Dakota Fluid Solutions, SWD,
  • 32981, Dakota Fluid Solutions, SWD,
  • in progress 

Thursday, June 25, 2026
Supplement

Link here.
Two cases

The cases, again, these are cases, not permits: 

  • 32983, Formentera, pooling, Frazier-Bakken
  • 32984, Formentera, pooling, Frazier-Bakken 

Monday, June 29, 2026
Link here.
Two cases
.

 

The cases, again, these are cases, not permits: 

  • 32915, Resonance Exploration, South Westhope-Spearfish / Charles (Wilmot) unitization, Bottineau County;
  • 32916, Resonance Exploration, South Westhope-Spearfish/Charles (Wilmot), unitization, Bottineau County.

The Bakken -- Wedesday, May 27, 2026

Locator: 50862B.

From yesterday, May 26, 2026, four new permits:

  • Operator: Phoenix Operating
  • Field: Ranch Creek (McKenzie County)
  • Comments:
    • Phoenix Operating. has permits for four Morris wells, SESW 11-146-99, to be sited 940 FSL and 2224 / 2314 FWL. 

Today:

WTI: $89.48

New wells reporting:

  • Thursday, May 28, 2026: 55 for the month, 155 for the quarter, 312 for the year, 
    • 41859, conf, Devon Energy, Finn 13-25F 1H,
    • 41031, conf, Hess, BW-Wilson-149-99-3625H-2, 
  • Wednesday, May 27, 2026: 53 for the month, 153 for the quarter, 310 for the year, 
    • 41753, conf, Stout 1301-4BH, 

RBN Energy: the UAE's OPEC exit has ramifications for global oil market, US producers. Link here. Archived here.

The global oil market has been especially volatile this year, mostly due to the conflict in the Middle East and the effective closure of the Strait of Hormuz since the beginning of March. The United Arab Emirates’ (UAE) April 28 announcement that it would cease its OPEC membership, effective May 1, provided the oil market with another jolt, and comes with a number of possible short- and long-term impacts. In today’s RBN blog, we dig into why the UAE chose this path, explain how OPEC and other organizations have influenced oil production and prices over the years, and examine the potential implications for the global market and U.S. producers.

According to the UAE’s Minister of Energy, Suhail Al Mazrouei, the decision to exit OPEC reflects a “policy-driven evolution aligned with long-term market fundamentals.” In this regard, and in the context of how the previous oil cartel evolved (more on that later), the UAE’s departure from OPEC is less surprising than it may at first appear and could be seen as evolutionary rather than revolutionary. The UAE (blue-shaded country in Figure 1 below) has both the desire and the capacity to increase oil production while the OPEC cartel’s raison d’etre broadly favors production restraint and price support. And nations tend to act out of permanent self-interest while alliances and adversaries are temporary.

Figure 1. Remaining OPEC Members and the United Arab Emirates. Source: RBN

Tuesday, May 26, 2026

DFW -- Expansion Accelerated -- From $1.6 Billion To $4.0 Billion -- All Paid For By American Airlines -- May 26, 2026

Locator: 50861DFW.


Yeah, this is a big deal. The second largest airport in the US (passenger movement); fourth largest in the world before the announced expansion.

LDC Map Update -- May 26, 2026

Locator: 50860LDCS.

The new meme: twenty-five proposed LCDs were cancelled this past year. That's accurate but it's a meaningless data point. It's actually good news for many of the hyperscalers.  LCDs are tracked here. See story here. Currently 4,287, up from  4,258 LDCs in the US as of May 7, 2026. 

Large data centers are tracked here: LDCs

Map: Data Center Map -- link here.

Top states, change from previous update (April 1, 2026 -- link here):

  • Virginia: 579 --> 601-->603
  • Texas: 411 --> 441-->461
  • California: 289 --> 288-->287 
  • Illinois: 232 --> 228-->228
  • Georgia: 214 --> 213-->213
  • Ohio: 201-->204-->204
  • Arizona: 163 -->157-->156
  • New York: 133 --> 132 --> 132
  • Indiana: 89 --> 122-->122
  • Iowa: 96 --> 101-->102
  • Missouri: 91 

The USofA currently has 4287data centers listed, from 50 states in USA (America). Click on a state at the link, to explore the data center locations.