Monday, February 23, 2026

The Sixth (Fourth) Industrial Revolution -- On Days Like This, The Market Helps To Clear One's Mind -- February 23, 2026

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Wow, talk about a volatile market.

I may or may not post the tickers later, but quite amazing, those companies that most fascinate me right now:

  • AAPL
  • AVGO
  • AMZN
  • MU: down today, but up 262% over the past six months;  
  • GLW
  • SCCO: up 3.3%; up almost $7 / share at the moment, near its high for the day as we move into the last 30 minutes of trading. I think it's closing high was $213 about a month ago; today trading at $208.
  • WMT

For investors, it's on days like this that help clear one mind. 

The most exciting thing for me, as an investor -- this is easily a ten-year journey. The volatility is a huge, huge deal for traders, and for investors, one can zig and zag on a yearly basis. 

With regard to AAPL: Jensen Huang announces plans to get back into laptop CPU business.   

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AVGO

Beth. 

Be sure to read the entire thread.

Part of the thread:

I will continue later. Going biking. It's 58°F with the bright sunshine, no clouds, no wind, it feels like 70, 74.

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Book For The Day

Code Breaker, Walter Isaacson. 

I will finish the book over the next several weeks and then re-read it and do a single page bio on each of the major players -- probably no less than 18 such players.


 

 

 

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Rockport Energy Solutions, LLC -- Activity In The Bakken Update -- February 23, 2026

Locator: 50038DOCKETS.

Rockport Energy Solutions with cases in the March, 2026, hearing dockets. Link here.

Past activity in North Dakota. 

File NoCTB NoAPI NoWell TypeWell StatusStatus DateDTDLocationOperatorWell NameField
407312407313305310264OGA10/18/202421780SWNE 15-146-98ROCKPORT ENERGY SOLUTIONS LLCCamden 10-3 3HRANCH COULEE
407552407313305310275OGA10/18/202422695SWNE 15-146-98ROCKPORT ENERGY SOLUTIONS LLCChandler 14-23 1HRANCH COULEE
41831
3305310575SWDA10/26/20256200SWSE 16-146-98ROCKPORT ENERGY SOLUTIONS LLCSofia 16 1 SWDRANCH CREEK
41832
3305310576OGNC7/29/202527108SWSE 16-146-98ROCKPORT ENERGY SOLUTIONS LLCSofia 21-28-33 2HRANCH CREEK
42036
3305310615OGNC7/16/202527383SWSE 16-146-98ROCKPORT ENERGY SOLUTIONS LLCSofia 21-28-33 1HRANCH CREEK
42037
3305310616OGNC8/9/202527080SWSE 16-146-98ROCKPORT ENERGY SOLUTIONS LLCSofia 21-28-33 3HRANCH CREEK
42038
3305310617OGNC8/17/202527390SWSE 16-146-98ROCKPORT ENERGY SOLUTIONS LLCSofia 21-28-33 4HRANCH CREEK
408232408233305310287OGA12/1/202422194NENE 18-146-98ROCKPORT ENERGY SOLUTIONS LLCMary Carson 8-5 1HRANCH CREEK
409092408233305310307OGA12/2/202427210NENE 18-146-98ROCKPORT ENERGY SOLUTIONS LLCMerritt 18-19-30 4HRANCH CREEK
409152408233305310312OGA8/29/202527238NENE 18-146-98ROCKPORT ENERGY SOLUTIONS LLCAnnie 7-6-31 4HRANCH CREEK
42186
3305310658OGNC9/25/202527114NENW 18-146-98ROCKPORT ENERGY SOLUTIONS LLCAnnie 7-6-31 1HRANCH CREEK
42201
3305310664OGNC10/20/202527116NENW 18-146-98ROCKPORT ENERGY SOLUTIONS LLCMerritt 18-19-30 1HRANCH CREEK
42202
3305310665OGNC10/8/202527145NENW 18-146-98ROCKPORT ENERGY SOLUTIONS LLCMerritt 18-19-30 2HRANCH CREEK
42203
3305310666OGNC9/12/202527105NENW 18-146-98ROCKPORT ENERGY SOLUTIONS LLCAnnie 7-6-31 2H

 

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Valkyrie Operating, LLC -- Activity In The Bakken Update -- February 23, 2026

Locator: 50037DOCKETS.

Valkyrie Operating with cases in the March, 2026, hearing dockets. Link here.

Past activity in North Dakota. 

File NoCTB NoAPI NoWell TypeWell StatusStatus DateDTDLocationOperatorWell NameField
275971275973302301161OGA8/29/201819150NENE 17-162-100Valkyrie Operating, LLCAABERG 8-5N-1HWEST AMBROSE
40630
3302301538 Confidential  NENE 17-162-100Valkyrie Operating, LLCAaberg 8-5N-2HWEST AMBROSE
40631
3302301539 Confidential  NENE 17-162-100Valkyrie Operating, LLCAaberg 8-5N-3HWEST AMBROSE
261421261423302301091OGA11/15/201919000LOT1 1-162-101Valkyrie Operating, LLCCHARLOTTE 1-12-1HFORTUNA
241851241853302300935OGA3/14/201318445LOT3 3-162-101Valkyrie Operating, LLCLEININGER 3-10-1HFORTUNA
239001239003302300917OGA2/24/201318280LOT1 5-162-101Valkyrie Operating, LLCWIGNESS 5-8-1HFORTUNA
256641256643302301046OGA5/31/202318165SWSE 7-162-101Valkyrie Operating, LLCHECKMAN 7-6-1HFORTUNA
264011264013302301103OGTA1/2/202518760SESE 23-162-101Valkyrie Operating, LLCREISTAD 23-14-1HFORTUNA
270711270713302301133OGTA1/2/202519030SESE 23-162-101Valkyrie Operating, LLCREISTAD 26-35S-1HFORTUNA
102981102983302300251OGIA3/18/20258850SWNE 14-163-99Valkyrie Operating, LLCSTATE-HENNING 32-14-1AMBROSE
103011103013302300252OGA9/27/202411000SWSE 15-163-99Valkyrie Operating, LLCTORGESON 34-15-1AMBROSE
112841112843302300326OGIA11/18/202510983NWNW 18-163-99Valkyrie Operating, LLCPEDERSON 11-18-1WEST AMBROSE
90275
3302390275SWDA10/15/20174800NWNW 32-163-100Valkyrie Operating, LLCJEGLUM 32 #12 SWDGOOSENECK
263061263063302301100OGA10/15/201417942NWNE 30-163-101Valkyrie Operating, LLCBJNJ 30-31-1HBIG DIPPER
289001289003302301255OGA12/11/201718800NENE 30-163-101Valkyrie Operating, LLCBJNJ 19-18N-1HBIG DIPPER
245441245443302300960OGA4/11/201318416SESE 35-163-101Valkyrie Operating, LLCOLSON 35-26-1HGOOSENECK
256681256683302301049OGA10/15/201318888SESE 35-163-101Valkyrie Operating, LLCOLSON 2-11S-1HFORTUNA
106241106243302300274OGAB11/18/202510760NESE 9-163-102Valkyrie Operating, LLCDRAWBOND 9 3SKJERMO

 

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NDIC Hearing Dockets, March 25 - 26, 2026 -- Posted February 23, 2026

Locator: 50036DOCKETS.

Hearing dockets are found here at the NDIC.

Wednesday, February 25, 2026
Link here.
14 pages.

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

  • 32642, BR, Bull Moose and/or Snowcover-Bakken, standup 1280-acre unit; two wells; McKenzie County;
  • 32643, BR, North Branch and/or Snowcover-Bakken, overlapping standup 1920-acre unit; four wells; McKenzie County;
  • 32644, BR, Trailside-Bakken, overlapping standup 1920-acre unit; four wells; McKenzie County;
  • 32645, BR, Trailside and/or Rough Rider-Bakken, overlapping standup 2560-acre unit, four wells; McKenzie County;
  • 32646, Hess, Rainbow-Bakken, an overlapping standup 2560-acre unit; four wells; overlapping standup 2560-acr unit; one well; Williams County;
  • 32647, Hess, Sorkness-Bakken overlapping 2560-acre unit, one well, Mountrail County;
  • 32648, White Rock, West Butte-Bakken, overlapping standup 1920-acre unit; four wells; McKenzie County; 
  • 32649, White Rock, Grassy Butte-Bakken, establish a standup 1920-acre unit; four wells; McKenzie County;
  • 32650, Devon Energy, Nameless, Foreman Butte and/or Glass Bluff-Bakken, establish two overlapping laydown 1600-acre unit; four wells on each unit; McKenzie County;
  • 32651, Devon Energy, Camp-Bakke; establish two overlapping laydown 2240-acre units; five wells on each unit; McKenzie County
  • 32652, Devon Energy, Buford, Ft Buford and/or Briar Creek-Bakken, establish an overlapping 2560-acre unit; five wells on that unit; McKenzie and Williams counties;
  • 32653, Devon Energy, Briar Creek-Bakken, establish an overlapping standup 2560-acre unit; five wells; McKenzie County;
  • 32654, Devon Energy, Painted Woods-Bakken, establish two overlapping laydown 1920-acre units; five wells on each unit; Williams County;
  • 32655, Whiting, MonDak-Bakken, establish three overlapping laydown 1920-acre units; four wells on each such unit; McKenzie County;
  • 32656, Whiting, Corinth and/or Big Stone-Bakken; establish two overlapping laydown 1920-acre unit; four wells on each; Williams County;
  • 32657, Enerplus, Little Knife-Bakken, establish an overlapping standup 2560-acre unit; four wells; Dunn County;
  • 32658, Enerplus, Baker-Bakken, establish an overlapping 2560-acre unit; one well; McKenzie and Williams counties;
  • 32659, Enerplus, Little Muddy-Bakken, establish an overlapping standup 2560-acre unit; one well; Williams;
  • 32660, Enerplus, Climax-Bakken, establish two overlapping laydown 1920-acre units; four wells on each; Williams County;
  • 32661, Oasis, Heart Butte-Bakken, establish two overlapping standup 1920-acre units, four wells on each unit; Dunn County;
  • 32662, Oasis, Deep Water Creek Bay-Bakken, establish an overlapping 1280-acre unit; four wells on that unit; establish an overlapping 1280-acre 1280-acre unit; three wells; Mclean County;
  • 32663, Oasis, Black Slough-Bakke, establish an overlapping laydown 1920-acre unit; four wells; establish an overlapping laydown 2560-acre unit four wells; Burke County; 
  • 32664, Oasis, Foothills and/or Black Slough-Bakken, three overlapping standup 2560-acre units, three wells on each unit; Burke County;
  • 32665, Oasis, Foothills and/or Leaf Mountain-Bakken, establish an overlapping standup 1920-acre unit; three wells; establish an overlapping standup 2560-acre unit; three wells; Burke County;
  • 32666, Petro-Hunt, Charlson-Bakken, a long-long case to retroactively and prospectively allocate production to protect the correlative rights of all owners; McKenzie and Keee counties;
  •  

 

Thursday, February 26, 2026
Link here.
11 pages.

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

  • 32688, NDIC, CLR, Murphy Creek-Bakken, injection wells for a pilot operation to test the feasibility of enhanced oil recovery; Dunn County; 
  • 32689, NDIC, CLR, ditto - #32688;
  • 32690, NDIC, CLR, ditto - #32688;
  • 32691, NDIC, CLR, ditto - #32688;
  • 32692, NDIC, CLR, ditto - #32689;
  • 32693, WGO, Sentinel Butte-Red River, flaring, Golden Valley;
  • 32694, KODA Resources, Fertile Valley-Bakken, flaring, Divide County;
  • 32695, KODA Resources, Fertile Valley-Bakken; two overlapping 4800-acre units; one well, Divide County;
  • 32696, Hunt, Vanville-Bakken, two overlapping 2560-acre units; four wells on each; eight wells total; Burke County;
  • 32697, Larson-Bakken, overlapping 3840-acre unit; one well; Burke County;
  • 32698, EOG, Parshall-Bakken, establish two overlapping 1920-acr units; one well on each; establish an overlapping 2560-acre unit; one well; Mountrail County;
  • 32699, EOG, Clear Water-Bakken, establish one overlapping 2560-acre unit, four wells; establish an overlapping 3200-acre unit; two wells; Mountrail County; 
  • 32700, Valkyrie Operating, Colgan-Bakken and/or Big Dipper-Bakken, a standup 1920-acre unit, five wells; Divide County; 
  • 32701, Valkyrie Operating, Big Dipper-Bakken, Colgan-Bakken, Gooseneck-Bakken, West Ambrose-Bakken, and/or Fortuna-Bakken, establish three standup 1920-acre units; five wells on each; establish three standup 2560-acre units; five wells on each; total, 30 wells; Divide County;
  • 32702, Valkyrie Operating, Gooseneck-Bakken and/or Fortuna-Bakken, establish one standup 2560-acre unit; five wells on that unit; Divide County;
  • 32703, Rockport Energy Solutions, Ranch Coulee-Bakken, an overlapping 1920-acre unit; four wells on that unit; McKenzie County;
  • 32704, Phoenix Operating, Strandahl/Bull Butte-Bakken, establish an overlapping 5760-acre unit; one well, Williams County;
  • 32705, Phoenix Operating, Noonan-Bakken, establish an overlapping 3840-acre unit; one well; Divide County;
  • 32706, Phoenix Operating, Noonan-Bakken, establish an overlapping standup 3840-acre unit; one well; Divide County;
  • 32707, Hunt, Vanville-Bakken, pooling; Burke County; 

 

 


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The Keystone XL Is Now The Bridger Expansion -- February 23, 2026

Locator: 50035PIPELINES.

From an earlier post. 

I've always argued the biggest mistake made was calling an oil and gas project an "XL" project. "XL oil and gas" is like waving a red flag in front of the Sierra Club.  

The Bridger Expansion proposal.

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