Friday, April 24, 2026
Alison's Quick Connects -- April 24, 2026
Locator: 50615B.
Alison's quick connects:
• The value of North Dakota oil is rising as Iran war upends markets -- North Dakota Monitor
• America at 250: A boom started in North Dakota that changed the country -- Bismarck Tribune
• Our natural resources, especially underground oil, belong to the people -- Grand Forks Herald
• Kevin Cramer: Domestic oil production plus refining equals energy dominance -- InForum
• County tables decision on power lines; officials say Basin needs township and landowner OKs -- The Journal
• Full impact of Iran war on North Dakota oil production still remains mostly unknown -- Dickinson Press
• Gas production dropped from January to February, oil prices fluctuate in latest Director's Cut -- KX News
• Applied Digital CEO responds to concerns over road damage in south-central North Dakota -- KFGO
• Williston Basin Petroleum Conference returns with focus on next chapter -- The American Oil & Gas Reporter
• Rob Port: Doug Burgum is right to help end preferential treatment for renewables -- Williston Herald
• Oil shipped on Dakota Access Pipeline fetching $7 more per barrel than US benchmark -- Bismarck Tribune
• Report cites 2-degree rise, urges SD leaders to act on climate, renewable energy -- News from the States
• Julie Fedorchak not planning to debate NDGOP opponent Alex Balazs before primary -- Bismarck Tribune
• Voters to weigh whether ND constitutional amendments should be single subject -- North Dakota Monitor
• Security concerns prompt lawmakers to consider keeping addresses confidential -- North Dakota Monitor
• Budget needs balance, not unsustainable growth. Future depends on getting this right. -- Grand Forks Herald
• Unprecedented costs of fertilizer, diesel make for difficult spring planting decisions -- Dickinson Press
• Report: As North Dakota grows, housing costs climb faster than homes can be built -- Dickinson Press
• Former state employee charged with terrorizing after North Dakota Capitol lockdown -- Williston Herald
• Port: Just-completed study shows North Dakotans are still confused about term limits -- Williston Herald
• Survey of 600 North Dakotans shows 80% support term limits for state lawmakers -- North Dakota Monitor
• People's Session invites North Dakotans to bring ideas, inform lawmakers for 2027 session -- KFYR-TV
• 35 of North Dakota's 53 counties have active burn bans due to dry and warmer conditions -- KFYR-TV
• Students from North Dakota schools meet in Fargo to compete in aviation skills competition -- InForum
• LRSC takes steps to stay on trend with emerging international wind technology standards -- Dickinson Press
• DCHS gives students a seat at the table; advisory cabinet offers feedback to administrators -- The Journal
• 'Thank You' in every trash bag: WCHS mobilizes for citywide clean-up event -- McKenzie County Farmer
• Mandan Public Schools announced two principal changes for the next school year -- KFYR-TV
• Beulah school to conduct survey to help improve working environment with NDDPI grant -- The Beacon
• Head Start, Dickinson Rotary Club, Dickinson Public Schools discuss improving literacy -- Dickinson Press
• Alexander Public School and ND Strong of Minot awarded ND250 Commission funding -- Minot Daily News
• City of Alexander announces Bright Minds Daycare open house and ribbon cutting -- Minot Daily News
• $3.6M in school & community-based grants for Rural Health Transformation announced -- NDHHS
• 'We are getting really close': City of Medora prepares to welcome thousands this summer -- InForum
• Mercer County Commission hears update from planning board on data center ordinance draft -- The Beacon
• Watford City attorney Ariston E. Johnson announces run for North Dakota Supreme Court -- Williston Herald
• McKenzie County Farmer publisher announces sale to Forum Communications -- McKenzie County Farmer
• Bowman not currently in drought, not expected to develop for next three months -- Bowman County Pioneer
• McKenzie County Commission invests in workforce, housing projects and quality of life -- Minot Daily News
• The Turtle Mountain Band of Chippewa Tribe is shaping its future project by project -- Minot Daily News
• Progress: $5B in future construction planned at Minot Air Force Base over next 10 years -- Minot Daily News
• US Republicans introduce bill that would shield fossil fuel companies from liability lawsuits -- Bloomberg Law
• Interior's Burgum accused of 'kneecapping' wind and solar power in favor of oil, gas -- North Dakota Monitor
• A project for the conversion of coal to gas in China has been revived and is set to launch this year -- Oil Price
• Summer driving season, continued turbulence in Middle East could extend violent oil price swings -- Oil Price
• World's electricity demand rose 3% in 2025, data centers and EVs pushing power use higher -- Oil Price
• Trump accuses Iran of violating two-week ceasefire, announces Tuesday talks in Islamabad -- The Hill
• The end of EPA's Endangerment Finding is of a greater consequence than the Iran War -- RealClearEnergy
• Chevron's Supreme Court unanimous win offers oil industry easier path to friendlier courts -- E&E News
• DOME, world's first nuclear reactor test bed, ready to test mini nuclear reactors -- Idaho National Laboratory
• Fedorchak speaks on expanding spectrum, powering AI, rebuilding US infrastructure edge -- Julie Fedorchak
• President Trump invokes Defense Production Act to boost oil, coal and energy infrastructure -- The Hill
• API estimates crude oil inventories in the US fell by 4.4M barrels in the week ending April 17 -- Oil Price
• Admin wants energy regulators to act on data centers. They're gearing up to take a big swing. -- E&E News
• Short Term Outlook: US natural gas exports to grow nearly 30% by 2027 as LNG facilities ramp up -- EIA
• U.S. military seizes Guyana-flagged tanker transporting Iranian oil in the Indian Ocean -- KFYR 550 AM
• US House passes Harnessing Energy At Thermal Sources Act to streamline permitting -- Julie Fedorchak
• New Gallup poll released shows that support for wind and solar energy has slipped since 2021 -- The Hill
• How China saw value of rare earths and outmaneuvered the entire western defense industry -- Oil Price
• Traffic via the Strait of Hormuz has been paralyzed again as Iran fires on passing ships -- Oil Price
• US has become world's largest producer of crude, but we do need Persian Gulf oil -- RealClearEnergy
• As its roads crumble, California weighs shifting repair funds to green jet fuel -- Pacific Research Institute
• Obama-appointed judge blocks Trump administration effort to rein in wind and solar expansion -- Breitbart
• Earth Day: Three big signs that the climate movement is running out of momentum -- Fox News op-ed
One New Permit -- April 24, 2026
Locator: 50614B.
NVDA: $5 trillion market cap. I don't know about you but I find that simply amazing. Think about that .... Jensen Huang --- started out in his thirties (?) -- within the last ten years (?) and grows a company to $5 trillion market cap. I find that just amazing.
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Back to the Bakken
WTI: $94.40.
Active rigs: 23.
One new permit --
- 42860, loc, Hess, GO-Daniel-156-98-0322H-3, Wheelock, lot 2, section 3-156-98, to be sited 469 FNL and 1981 FEL, three-section spacing; section 3 / 10 / 15 -156 - 98.
APP ECONOMY: TSLA, TSMC, INTC -- 1Q26
Locator: 50613INTC.
April 24, 2026: APP ECONOMY: INTC, TSLA, and TSM. One is an outlier.
April 24, 2026: I've looked at many, many App Economy income charts and I've never seen one like the 1Q26 INTC chart.
TSMC:
TSLA:
INTC:
Apple Sells Of Friday Afternoon -- On No News? April 24, 2026
Locator: 50612AAPL.
Before we get to AAPL, look at AMD today: up $41 today!
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Now AAPL / Apple
Apple / AAPL: The New York Times story posted two hours ago was no doubt the reason for the sell-off. Nothing new in the article. But as an investment, AAPL worries me also; the products are great but the risks are huge for an investor. I said I would never add to my AAPL position, I'm so overweighted in the stock but when it gets to $164 / share it's hard not to add to my position.
Apple: reports Thursday, April 30, 2026. And, no, Tim Cook will not have stepped down by then.
Meanwhile:
See disclaimer: this is not an investment site.
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