First dot: the CLR 60-well Long Creek project. A Harold Hamm project.
Second dot: the failed attempt for a $4 billion petrochemical plant. Harold Hamm involved. Link here.
Third: state concerned about flaring. And it's only going to get worse. Link here. Archived.
Fourth dot? Yes there is a fourth dot, but I will leave that for a later date. Hint: there are actually two dots connect to this fourth dot and both involve Harold Hamm.
Fifth dot? Financial. Money is cheap. 30-year Treasury at 2%. That is an all-time low. Link here if you want to read a scary note. The 10-year at 1.7%. In addition, the Fed has rules it can use to force banks to lend money if there's a downturn. Hasn't been used before, but now being talked about.