MRO Pads In Lost Bridge -- THIS BLOG IS PENDING COMPLETION -- September 29, 2026

 A huge thanks to a reader who alerted me to these wells. Pending.

 Two pads sited in section 13-148-96, Lost Bridge in various degrees of completiont:

38025, loc/A, MRO, Osking USA 14-12A, Lost Bridge, t12/21; cum 639K 8/26;

ool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	8-2026	18	3314	3385	2191	0	0	0
BAKKEN	7-2026	0	0	9	0	516	0	516
BAKKEN	6-2026	8	786	769	549	2445	2061	337
BAKKEN	5-2026	31	3000	2890	2492	8064	7343	542
BAKKEN	4-2026	13	926	896	946	2986	2454	469
BAKKEN	3-2026	31	3187	3282	2259	9177	8496	503
BAKKEN	2-2026	28	3017	2903	2109	7690	7102	434
BAKKEN	1-2026	31	3546	3414	2375	8055	7269	617

21839, PNC, MRO
21837, 1,398, MRO, Deep Creek USA 14-12RTFH, Lost Bridge, t3/13; cum 494K 8/26; huge halo effect;

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	8-2026	28	14182	13960	9748	0	0	0
BAKKEN	7-2026	0	0	0	0	0	0	0
BAKKEN	6-2026	2	46	67	39	240	175	51
BAKKEN	5-2026	20	1013	1045	911	3301	3115	118
BAKKEN	4-2026	30	1655	1685	1407	4919	4655	168
BAKKEN	3-2026	31	1774	1763	1663	6418	6102	190
BAKKEN	2-2026	25	1387	1433	1196	4094	3888	11

21838, PNC, 
32434, 4,679, MRO, Stillwell 21-13H, Lost Bridge, t9/20; cum 708K 8/26; huge halo effect;
21840, 1,380, MRO, Deep Creek 21-13TFH, Lost Bridge, t2/13, cum 502K 6/25; 

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	8-2026	0	0	74	0	0	0	0
BAKKEN	7-2026	0	0	0	0	0	0	0
BAKKEN	6-2026	8	189	177	357	1131	854	207
BAKKEN	5-2026	31	1608	1618	2178	5786	5478	188
BAKKEN	4-2026	30	1679	1703	1849	6453	6155	171
BAKKEN	3-2026	31	1680	1671	1905	6067	5768	180

 

39666, drl, MRO, Ratcliffe USA 11-13H, Lost Bridge, t--, cum --; 
39669,
39668, 
39667,
39670,
39671, drl, MRO, Strobeck USA 34-12TFH, Lost Bridge, t--, cum --; 

 

 

Five New Permits; Two DUCs Reported As Completed -- September 28, 2026

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Tomorrow's Bakken Report

WTI: $92.85.

Wells coming off confidential list:

Tuesday, September 29, 2026: 54 for the month, 134 for the quarter, 491 for the year,

• 42395, conf, KODA Resources, Ale 2436-1BHN, 
• 42284, conf, Formentera, Fonda 23-02-BAL N518HF, 

Monday, September 28, 2026: 52 for the month, 132 for the quarter, 489 for the year,

• 42283, conf, Formentera, Fonda-23-02-BAL N516HF, 

RBN Energy: economics, LNG exporters' needs to determine which gulf coast gas storage gets built. Link here. Archived.

Just a few years ago, natural gas storage capacity along the Gulf Coast was widely available at low cost, but that has all changed. The operators of existing and planned LNG export terminals have locked up most of the old storage surplus and much of the incremental storage capacity on the drawing boards. But more storage is needed, and the competition among developers to provide that space is heating up. There will be winners and losers. In today’s RBN blog, we begin an in-depth series on Gulf Coast gas storage — why the market flipped from bust to boom, what’s being planned, and how to predict which projects will make it over the finish line.

The scale is enormous. More than 350 Bcf of new gas storage capacity — most of it salt cavern storage with high injection and withdrawal rates — is known to be under active development in Texas, Louisiana and Mississippi, and it’s safe to say that at least a couple more projects are still flying under the radar. There are several drivers behind this ongoing, multibillion-dollar buildout, chief among them (1) the proliferation of new and expanded LNG export terminals along the Gulf Coast and (2) terminal operators’ need for a place to quickly store large volumes of gas in the event of a liquefaction plant outage.

This is key: Without nearby storage capacity to serve as an at-the-ready buffer for gas supply, terminals could expose themselves to major financial losses, either by not having the gas they need to operate or, most ominously, by being forced to dump billions of cubic feet of gas into the market during an outage event. In essence, gas storage serves as relatively low-cost insurance. (Note that, as a rule of thumb, an LNG export terminal requiring 800 MMcf/d of feedgas should have 15 to 20 days of storage capacity — that is, 12 to 16 Bcf — under contract.)

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Daily Activity Report 
Monday, September 28, 2026

WTI: $93.97. What is Trump waiting for. 

Active rigs: 33.

Five new permits, #43347 - #43351, inclusive --

• Operator: Hess
• Field: Rainbow, Williams County
• Comments: 
• Hess has permits for four GO-Beyer permits and one GO-Binde permit, lot 2, section 3-157-98, 
• to be sited 350 FNL and 1916 / 2048 FEL.

Two producing wells (DUCs) reported as completed:

• 42314, 1,631, EOG, Hawkeye 33-1324H, McKenzie County;
• 42324, 1,901, EOG, Hawkeye 31-1336H, McKenzie County. 

Schwab.Com Appears To Be Back Up And Working -- The Site Had Been Down For About An Hour -- Posted 9:34 A.M. CT -- September 28, 2026

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SpaceX: successfully launched its "massive" Starship rocket into Earth orbit this morning, on time, carrying 26-next-generation Starlink V3 satellites.

 

Early morning tickers:

 

For Monday Morning -- Posted Sunday, September 27, 2026

Locator: 51829B.  

WTI: surprise, surprise .... WTI up 1.74% Sunday night; pre-market, up $1.61; trading at $94. 

President Trump says he has no plans to even look at Iran's proposal to open the strait. Good for him. Trump has already completed the trifecta in his first year or so in office -- trifecta plus many other "smaller" successes, though those successes would hardly be considered "small" in any other administration. 

New wells reporting:

• Tuesday, September 29, 2026: 54 for the month, 134 for the quarter, 491 for the year,
• 42395, conf, KODA Resources, Ale 2436-1BHN, 
• 42284, conf, Formentera, Fonda 23-02-BAL N518HF, 
• Monday, September 28, 2026: 52 for the month, 132 for the quarter, 489 for the year,
• 42283, conf, Formentera, Fonda-23-02-BAL N516HF, 
• Sunday, September 27, 2026: 51 for the month, 131 for the quarter, 488 for the year,
• 42282, conf, Formentera, Fonda-23-02-BAL N513HF, 
• Saturday, September 26, 2026: 50 for the month, 130 for the quarter, 487 for the year,
• 42281, conf, Formentera, Fonda-23-02-BAL N611HF,

RBN Energy: potential plans to limit US diesel exports come with plenty of downside risk. Link here. Archived. [President Trump's advisors convinced the same for President Trump and at the moment he has no plans to ban exports of diesel fuel. Wow. Amazing.]

It’s been a banner year for U.S. refiners, especially those able to consistently run at high rates and maximize their production of diesel. The U.S. Gulf Coast diesel crack spread surpassed $100/bbl for the first time in August and has remained elevated ever since, driven by a series of disruptions to global refining capacity and refined-product flows significant enough to raise the prospect of a ban on U.S. diesel exports as a way to keep prices in check. In today’s RBN blog, we look at where things stand and how a U.S. export ban could result in a number of unintended short- and long-term consequences.

Geopolitical tensions and upset trade flows have been the central theme of this year’s energy markets. Middle Eastern refineries have been affected by damage inflicted during the Iran conflict and disruptions around the Strait of Hormuz, while Russian refining and exports have been repeatedly set back by Ukrainian drone attacks. Those developments come at a time when global refining capacity is already tight due to a number of permanent shutdowns (many during the COVID years) and limited new capacity coming online (a subject addressed in detail in our recently released Future of Fuels report), leading to sharply higher prices for crude oil and refined products.

The diesel market is particularly exposed to those types of disruptions because global supply remains constrained and demand is comparatively (vs. gasoline) resilient, leaving little cushion when disruptions occur. The U.S. has historically been the biggest supplier of diesel to the global market, so it should be no surprise that exports have increased this year, with foreign buyers pulling harder on a system that is already near its limit. U.S. distillate exports averaged about 1.4 MMb/d in H1 2026, up from 1.25 MMb/d in 2025 and about 7X the volumes from 20 years ago. Imports have also declined this year, leading to a record level of net exports.

Standup Paddleboard Racing -- Galveston, TX -- September 27, 2027

Locator: 51828TX. 

For more on open ocean paddleboarding see this link. Link: https://share.google/aimode/RppBQQuU2af7eorL0. 

Our adult daughter, Kiri, 40+ years old, is in a standup paddleboard race off Stewart Beach, Galveston, TX. 

To say the least, it looks very, very daunting, even doing this will friends. Going out against the tide must be incredibly difficult, but perhaps easier when coming in with the tide. 

YouTube link: https://www.youtube.com/watch?v=Sb4-JngmLhU.  

 

The course is one-mile long. They kayak or paddleboard out to the buoy one-half mile off the coast, come around and back to the start/finish buoy along the shore, for a one-mile lap. Racers choose the distance they want. This is Kiri's first time on the open ocean so she is racing a short race, only three miles. Her experienced friend is racing five miles. I didn't ask the expected time, but based on first one-mile lap, this looks like an hour per mile.

The granddaddy of US river/lake racing is the Chattajack in / near Nashville, TN -- a 31-mile race on the Tennessee River Gorge -- start-point Chattanooga, TN, -- which Kiri has done for the past four years (?). On the fifth completed race, they earn a huge belt buckle which she should earn this year. 

The race start: I missed it. I was moving the car so it wouldn't get towed!! The race started about 11:15 a.m.

12:15 p.m.: Kiri and her friend finished 3.5 miles in less than an hour. After the first lap, they had to sit down to finish the race. That's how hard it was. 

Final link. Link: https://share.google/aimode/JcG3v8KDPjevUny5c.