Friday, September 18, 2026

Whatever Happened To That Proposed Trenton, North Dakota, Refinery? September 18, 2026

Locator: 51755TRENTON.

Whatever happened to the greenfield refinery that was planned for Trenton, North Dakota, Williams County, North Dakota, maybe 15 years ago

The greenfield refinery originally planned for Trenton, North Dakota around 15 years ago—known as the Trenton Diesel Refinery project by Dakota Oil Processing—faced decades-long developmental delays and never broke ground as initially intended.

Much, much, much more at this link. This is amazing! 

See this RBN Energy post: https://rbnenergy.com/daily-posts/blog/crude-loves-rock-n-rail-bakken-oil-express-dakota-plains-bakkenlink-savage

Link here: https://share.google/aimode/UpwkbBc0lr9BbsneP

AI says the specific address is 4622 ND-1804, Trenton, ND 58853. 

MMF Record -- September 18, 2026

Locator: 51754MMF.

Tag: MMF MMFs money market funds 

iPhone 18s hit Apple stores today. 

Excellent discussion on this phenomenon herehttps://share.google/aimode/C431deYE3WA1GTWgo 

Short discussion on MMFs herehttps://share.google/aimode/5ChUDbI5etdkMzZkO.

MMF sets new record: link here.  


Link here.

Warren Buffett Steps Down -- September 18, 2026

Locator: 51753B.

iPhone 18s hit Apple stores today.  

BRK: Warren Buffett steps down. BRK-b drops $10 / share yesterday. Today, stabilizes, flat in pre-market trading. 

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Back to the Bakken

WTI: $100.60. Hope springs eternal. Briefly below $100 overnight. 

New wells reporting:

  • Sunday, September 20, 2026: 44 for the month, 124 for the quarter, 481 for the year,
    • 41722, conf, BR, HBU Hazel 4N MBH, 
  • Saturday, September 19, 2026: 43 for the month, 123 for the quarter, 480 for the year,
    • 42026, conf, Oasis, Milkweed 5302 14-36 3B,
    • 41729, conf, BR, HBU Hazel 8S MBH, 
    • 41639, conf, BR, HBU Badlands 10S MBH-ULW, 
  • Friday, September 18, 2026: 40 for the month, 120 for the quarter, 477 for the year,
    • 41721, conf, BR, HBU Hazel 3N MBH, 
    • 41638, conf, BR, HBU Badlands 5N TFH-ULW, 

RBN Energy: Enbridge's proposed West Texas Express would move natural gas to El Paso and beyond. Link here. Archived.

Enbridge has launched a non-binding open season for West Texas Express, a 150-mile, 2-Bcf/d pipeline that would move Permian natural gas from the Waha Hub to near El Paso. The proposed pipeline, which is targeted for a 2029 startup, is aimed at meeting local power demand, potentially including data centers, while also providing connectivity to markets in the U.S. Southwest and Mexico. In today’s RBN blog, we’ll discuss what the greenfield pipeline would mean for gas flows in West Texas and beyond. 

First, let’s discuss the proposed line. Enbridge is seeking shipper commitments for West Texas Express (WTX), a 42-inch greenfield intrastate natural gas pipeline (dashed yellow line in Figure 1 below) with receipt points near the Waha Hub and delivery points in the greater El Paso area. The project could also include lateral facilities serving Hudspeth County, TX, and delivery points at the U.S.-Mexico border. The company intends to build infrastructure or a connection point in Hudspeth (green square). According to a statement from Enbridge, WTX can be designed to connect with existing pipeline infrastructure based on customer requirements identified through the open season.

Thursday, September 17, 2026

"Digger" With Tom Cruise And VistaVision -- Hollywood Is All Abuzz -- September 17, 2026

Locator: 51752MMF.

Page views go over 108 million.  

Tag: MMF MMFs money market funds 

MMF sets new record: link here.  

The Movie Page

The new movie, Digger, with Tom Cruise was shot on VistaVision. 

Link here

Again, one can see something in passing and get a whole news story out of it. Chatbot replies are not copyrighted.  

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The Elon Musk Page

One might want to watch this to put into perspective what Elon Musk has accomplished and is accomplishing. Truly incredible.

X: 560 million users of worldwide; Blue Sky: 3 million users. Keep that in mind. Starlink: 97% of all satellite internet usage. 

The renaissance: digital media, AI, EVs, satellites, AI, software due to one person. VDH did not mention robots. He created the EV market. The EV market did not exist before Elon Musk.

Elon Musk: Alexander Graham Bell, Thomas edison, and ford

Link here.  

Daily Activity Report -- Two New Permits; Two DUCs Reported As Completed -- Thursday, September 17, 2026

Locator: 51751B.

Uinta: California Resources has sold Uinta basin assets for about $90M. 

The operation is a small part of the business–2.5% of oil production and 8% of natural gas production in 2Q. 
The CEO last month told analysts “it’s hard to see allocating a lot of dollars back into the Uinta” with a focus on building its California network. Tracked here to some extent but not updated in a long time.

Chart of the day

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Back to the Bakken 

WTI: $101.30.

Active rigs: 33.

Two new permits --

  • 43310, KODA Resources, Amber 1704-7BH, SEE 17-160-103, Fertile Valley;
  • 43311, CLR, Peterson 10-29HSL, NENW 21-156-99, East Fork;

Two producing wells (DUCs) reported as completed:

  • 41847, 1,075, BR, Rolla 6F, McKenzie County;
  • 42446, 572, Petro-Hunt, Hoiby 158-94-4C-3-4H, Mountrail County.