Monday, August 25, 2025

Four New Permits; Eight Permits Renewed -- August 25, 2025

Locator: 48960B.

Intel: this makes the Trump 10% Intel deal sound like a simple, straightforward deal. 

It almost sounds as if this deal simply came up somewhat spontaneously and that there was nothing more to it, Link here. If China, the country/government, owned a piece of a computer company, would the western nations eagerly buy those Chinese chips? LOL. So, what happens if international buyers step away from a chip company "owned" by the American government? Will France want to buy chips from Intel? Will Germany?

*********************************
Back to the Bakken

WTI: $64.74.

Active rigs: 28.

Four new permits, #42249 - #42252, inclusive:

  • Operator: True Oil
  • Field: Bowline, McKenzie County
  • Comments:
    • True Oil has permits for four Michigan Federal wells, lot 3, section 6-147-101, 
      • to be sited 200 FNL and 2387 / 2515 FWL.
    • link here.

Eight permits renewed:

  • MRO (6): Reunion Bay and Four Bears, all in McKenzie County;
  • Neptune Oil Company: one Dorothy permit, Rainbow oil field, Williams County;
  • Formentera Operations: one Olav permit in Divide County.

The Next Big Thing -- Health Care Sector -- August 25, 2025

Locator: 48959NEXTBIGTHING.

"Next Big Thing" is linked at the sidebar at the right. If you can't find it: link here

Most inefficient "sector" in the United States -- possibly even more inefficient than the US government: health care, beginning with "access" and ending with "billing and insurance."

Next big thing: AI intersects with healthcare sector. 

Next time you begin the process -- beginning with accessing medical care -- track through the entire process, all the way to the point of discharge (inpatient or outpatient) to include billing and insurance, and see how many times AI would have been a no-brainer. 

We'll follow AI and the health sector at this page.

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RN-AI HCP

RN-AI HCP: All those laid-off software coders, where can they go? Become RN-AI health care providers. Skill set:

  • "people-persons" (eliminates about 80% of software coders / engineers);
  • must be able to obtain registered nursing (RN) degree/equivalent in two years;
  • gift of gab, compassion, empathy;
  • don't faint with sight of blood.

Health care:

  • ER:
    • check-in: RN-AI HCP.
      • no language barrier 
    • on the gurney: eval, observation, diagnosis, alerts. 
  • ER to in-patient unit: robotic, no touch transportation -- this is a no-brainer
  • in-patient units to diagnostic centers (radiology): also robotic, no-touch transportation, another no-brainer
  • hallway-RNs: to monitor robotic transportation
  • intermodal: take lessons from transportation trucks to trains to ocean-going transportation -- 
    • all radiology scanners: both options seamless -- ambulatory / gurney
    • this moving from gurney to "table" is ridiculous

NDIC Hearing Dockets -- September, 2025

Locator: 48958DOCKETS.

Hearing dockets are found here at the NDIC.

Thursday, September 25, 2025
Link here.
19 pages (no typo -- 19 pages)


These are cases, not permits:

  • 32103, Murex, Writing Rock-Bakken, two overlapping 1920-acre units; five wells on each, Divide County;
  • 32104, Murex, Fortuna-Bakken, two overlapping stadup 1920-acre units; five wells on each; Divide County;
  • 32105, Hess, Big Butte-Bakken, an overlapping 2560-acre unit; one well; Mountrail County;
  • 32106, Hess, Alger-Bakken, two overlapping 2560-acre units; one well on each unit; Mountrail County;
  • 32107, Hess, Manitou-Bakken, well siting, completion, Mountrail County;
  • 32108, Oasis, West Bank-Bakken, 1920-acre unit; four wells, Williams County;
  • 32109, Oasis, Dublin and/or Marmon-Bakken, an overlapping standup 2560-acre unit; four wells; an overlapping standup 2560-acre unit; three wells an overlapping standup 5120-acre unit one well; Williams County;
  • 32110, Oasis, Dublin-Bakken, an overlapping standup 2560-acre unit, four wells; Williams County;
  • 32111, Oasis, Cottonwood-Bakken, two overlapping laydown 2560-acre unit; four wells each unit; two overlapping laydown 5120-acre units, one well on each; Mountrail County;
  • 32112, Oasis, Cottonwood-Bakken, an overlapping standup 2560-acre unit, four wells; Mountrail County;
  • 32113, Oasis, Cottonwood-Bakken, an overlapping standup 2560-acre unit; three wells; Mountrail County;
  • 32114, Oasis, Enget Lake and/or Cottonwood-Bakken, an overlapping laydown 2560-acre unit; four wells; Mountrail County;
  • 32115, Oasis, Enget Lake, Cottonwood and/or Sorkness-Bakken, an overlapping laydown 5120-acre unit; one well; Mountrail County;
  • 32116, Oasis, legalese affecting Silver Hill Energy,
  • 32117, Oasis, legalese affecting Silver Hill Energy,
  • 32118, Enerplus, Heart Butte-Bakken, an overlapping laydown 2560 acre unit; six wells; Dunn County;'
  • 32119, Kraken, Blue Ridge and/or Winner-Bakken, two overlapping standup 2560-acre units; three wells; an overlapping standup 5120-acre unit; one well; Williams County;
  • 32120, BR, Boxcar Butte and/or South Boxcar-Bakken, an overlapping laydown 1280-acre unit; four wells; McKenzie County;
  • 32121, Phoenix Operating, Black Slough / Leaf Mountain-Bakke, an overlapping 3840-acre unit; one well; Burke County;
  • 32122, Phoenix Operatig, Black Slough-Bakken, an overlapping 3840-acre unit; Burke County;
  • 32123, Phoenix Operating, Kittleson Slough-Bakken, well siting, completion, Mountrail County;
  • 32124, Phoenix Operating, Ranch Creek and/or Lone Butte-Bakken, an overlapping 5120-acre unit; one well; McKenzie County;
  • 32125, Phoenix Operating, Bully-Bakken; a standup 1920-acre unit; four wells; McKenzie County;
  • 32126, Phoenix Operating, Heart Butte-Bakken, a laydown 2560-acre unit; eight wells; Dunn and McLean counties;
  • 32127, Murex, pooling;
  • 32128, Murex, pooling;
  • 32129, Murex, pooling;
  • 32130, Murex, pooling;
  • 32131, Murex, pooling;
  • 32132, Murex, pooling;
  • 32133, Murex, pooling;
  • 32134, Murex, pooling;
  • 32135, Murex, pooling;
  • 32136, Murex, pooling;
  • 32137, Murex, pooling;
  • 32138, Murex, pooling;
  • 32139, Murex, pooling;
  • 32140, Hess, pooling;
  • 32141, Hess, pooling;
  • 32142, Hess, pooling;
  • 32143, Hess, commingling;
  • 32144, Hess, commingling;
  • 32145, Hess, commingling;
  • 32146, Enerplus, pooling; 
  • 32147, Oasis, pooling; 
  • 32148, Oasis, pooling; 
  • 32149, Oasis, pooling; 
  • 32150, Oasis, pooling; 
  • 32151, Oasis, pooling; 
  • 32152, Oasis, pooling; 
  • 32153, Oasis, pooling; 
  • 32154, Oasis, pooling; 
  • 32155, Oasis, pooling; 
  • 32156, Oasis, pooling; 
  • 32157, Oasis, pooling; 
  • 32158, Oasis, pooling; 
  • 32159, Oasis, pooling; 
  • 32160, Oasis, pooling; 
  • 32161, Oasis, Enget Lake and/or Cottonwood-Bakken, two wells on an overlapping 2560-acre unit; Moutrail County;
  • 32162, Oasis, commingling;
  • 32163, Oasis, commingling;
  • 32164, BR, pooling;
  • 32165, Phoeix Operating, commingling;
  • 32166, Firebird Services, SWD,
  • 32167, Firebird Services, SWD,

Friday, September 26, 2025
Link here. 
8 pages


These are cases, not permits:

  • 32168, CLR, Ross-Bakken, 5120-acre unit; one well, Mountrail County;
  • 32169, CLR, Corinth-Bakken, 2560-acre unit; four wells; Williams County;
  • 32170, CLR, Frazier-Bakken, two overlapping 2560-acre units; three wells on each; Divide County;
  • 32171, CLR, Hanson-Bakken and/or South Meadow-Bakken, two overlapping 2560-acre units; five wells on each; Williams County;
  • 32172, Hunt Oil, Stanley-Bakken and/or Parshall-Bakken, a 1920-acre unit; four wells on that unit; Mountrail County;
  • 32173, Hut Oil, Thompson Lake-Bakken, an overlapping 3840-acre unit; one well; Burke County;
  • 32174, XTO, Bear Den-Bakken, one well on either side of a common section lie, between two 1280-acre units; McKenzie County;
  • 32175, Stephens Williston, dba SEG Williston, Bluffton-Bakken, an overlapping 1920-acre standup unit, eight wells; Divide County;
  • 32176, CLR, pooling;
  • 32177, CLR, pooling;
  • 32178, CLR, pooling;
  • 32179, CLR, pooling;
  • 32180, CLR, pooling;
  • 32181, CLR, pooling;
  • 32182, CLR, pooling;
  • 32183, Hunt, pooling;
  • 32184, Hunt, pooling;
  • 32185, Hunt, pooling;
  • 32186, Hunt, pooling;
  • 32187, Silver Hill Energy, commingling;
  • 32188, KODA Resources, SWD;
  • 32189, Zavanna, SWD
  • 32190, Stephens Williston dba SEG Williston, pooling;

Off The Net -- Poolside -- Reading -- August 25, 2025

Locator: 48957POOL.

It was really, really humid at 7:00 a.m. and a bit uncomfortable, but all of a sudden it has "cooled" off very, very nicely. Beautiful, beautiful moment poolside. 

Two books now: one on music; one on Alan Turing.

Good luck to all.

***************************
The Book Page

I continue to find this simply amazing. This is a college textbook -- perhaps the best there is /was -- c. 2004. I got my first copy -- in mint condition -- in Portland, Oregon, for $6.00. I got a second copy on line for $15.

On line today, shipping fees can be substantial:

Monday, August 25, 2025 -- At The Pool

Locator: 48956POOL.

Link here

Mis-spoke / mis-labeled -- Monday, August 25th, not the 26th, 2025.

Tommy Fleetwood's First Win On The PGA Circuit -- The Sweetest -- One For The Ages -- August 25, 2025

Locator: 48955GOLF.

By the way, where was Bryson this past weekend. Not competing for $10 million or part of the $40 million pot.

This really was historic. 

I can't even imagine the emotions. 

164 career starts. 

One link.

Another Permian-To-Gulf Pipeline -- August 25, 2025

Locator: 48954B.

Cramer: has it right again. Supports Trump's MAGA. Carl Q not willing to accept. David Faber pushes back. Cramer used the North Dakota Bakken to support his argument. Wow. 

Trump: to create a national sovereign wealth fund. Link here. Doesn't this make a lot more sense than all the Pocahontas - Sanders agencies devised to stop / slow down American potential?

Orsted: shares plummet.

NVDA: earnings out on Wednesday, in two days.

Kilmar Abrego Garcia: 8 billion people on earth; 350 million in the US; liberal media more interested in this guy than 99.999% of all of them; has had more than his 15 minutes of fame. 

Trump: threatening to investigate Chris Christie over "Bridgegate."

Finally: ultra-orthodox Israelis -- free-ride for decades -- now being drafted.

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Back to the Bakken

WTI: $64.08.

New wells:

  • Tuesday, August 26, 2025: 51 for the month, 89 for the quarter, 529 for the year, 
    • 41640, conf, Neptune Operating, Foster 4-9-16 4H,
    • 40948, conf, Hess, TI-H. Bakken-LN-157-94-0712H-1,
  • Monday, August 25, 2025: 49 for the month, 97 for the quarter, 527 for the year,
    • 40800, conf, Silver Hill Energy Operating, Holmen E 159-93-17-5-4TFHX,
    • 40798, conf, Silver Hill Energy Operating, Holmen E 159-93-17-4-3MBHX,  
    • 40785, conf, Oasis, Nordby 5793 13-12 2B,
    • 40519, conf, Neptune Operating, Foster 4-9-16 1H,
  • Sunday, August 24, 2025: 45 for the month, 93 for the quarter, 523 for the year, 
    • 40856, conf, Oasis, Van Berkom 5793 13-11 4B,
    • 40303, conf, Neptune Operating, Foster 4-9-16 2H,
  • Saturday, August 23, 2025: 43 for the month, 91 for the quarter, 521 for the year, 
    • 40947, conf, Hess, TI-H. Bakken-157-94-0712H-4, 
    • 40513, conf, Neptune Operating, Foster 4-9-16 1H,
    • 40452, conf, Hess, TI-H. Bakken-157-94-0712H-2,

RBN Energy: WhiteWater unveils its latest Permian-to-Gulf project: Eiger Express Pipeline. Archived.

Updates

November 24, 2025

WhiteWater today announced the expansion of the Eiger Express Pipeline's mainline capacity from 2.5 billion cubic feet per day (Bcf/d) to 3.7 Bcf/d, having secured additional firm transportation agreements since WhiteWater announced the project in August 2025. In order to effectuate this increase, the mainline has been upsized from a 42" to a 48" diameter pipeline, along with incremental compression being installed. This expansion of Eiger Express Pipeline's capacity is not expected to affect its previously announced expected in-service-date of mid-2028, pending the receipt of customary regulatory and other approvals. 

The increase from 2.5 billion to 3.7 billion represents a 48% increase (almost 50%) in volume.

The Eiger Express Pipeline, designed to transport natural gas from the Permian Basin in West Texas to the Katy area. The joint venture owns long-haul natural gas pipelines which transport natural gas from the Permian Basin to the Gulf Coast with direct connections to LNG export markets. WhiteWater's stake in the Matterhorn.

The Eiger Express is owned by a joint venture among the: 

  • Matterhorn JV (70%), 
    •  owned by WhiteWater (65%), 
    • ONEOK (15%), 
    • MPLX (10%), and 
    • Enbridge (10%).
  • ONEOK (15%),
  • MPLX  (15%). 

Posted Augusts 25, 2025 

Crude oil production in the Permian may or may not have peaked — that’s TBD. What we do know is that even if the shale play’s oil output flatlines, the Permian will generate increasing volumes of natural gas (and NGLs) and virtually all of it will need to be piped to other markets, primarily the Gulf Coast to feed existing and planned LNG export terminals, gas-fired power plants and other large consumers. To keep pace with that undeniable need for more Permian-to-Gulf takeaway capacity, WhiteWater has announced plans, through its Matterhorn joint venture (JV), for yet another mountain-themed gas conduit to the coast. In today’s RBN blog, we discuss WhiteWater’s newly unveiled Eiger Express Pipeline. 

WhiteWater, with financial backing from I Squared Capital and FIC Partners Management, is a midstream powerhouse in Texas. It has developed a number of critically important gas pipelines, typically via JVs with other large midstreamers — a prime example being the 2.5-Bcf/d Matterhorn Express Pipeline, which is co-owned by WhiteWater (65%), ONEOK (15%), MPLX (10%) and Enbridge (10%). WhiteWater announced on August 25 that the company and its Matterhorn partners have made a final investment decision (FID) to build the 42-inch-diameter Eiger Express Pipeline (dashed dark-blue line in Figure 1 below). Eiger Express is 70% owned by the Matterhorn JV, with MPLX and ONEOK each holding 15% stakes incremental to their interests in the JV.

Like Matterhorn Express (dark-green line), the new pipe will run from the Waha Hub in Pecos County, TX, to the Katy area west of Houston. It also will connect to the planned Traverse Pipeline (dashed magenta line) in Wharton County, TX. Supply for Eiger Express will be sourced from multiple connections in the Permian, including gas processing facilities in the Midland Basin, and from the Delaware Basin via the Agua Blanca Pipeline, a JV between WhiteWater, Enbridge and MPLX. (More on Agua Blanca later.)

Eiger Express Pipeline and Other WhiteWater Assets and Projects

Figure 1. Eiger Express Pipeline and Other WhiteWater Assets and Projects. Source: RBN

Wow! Just Arrived Moments Ago -- Paddle Boarding Route Of Older Daughter In Norway -- 7:40 A.M. CT -- August 25, 2025

Locator: 48953FAMILY.

Kiri. Paddle boarding in the Norwegian fjiords. West coast of Norway. North of Bergen. 

Look at those coordinates. 60 degrees north latitude. Just a few degrees east of the Greenwich, the prime, Meridian. Wow. An experience of a lifetime. Can't wait to see the photos. 


Other photos:




INTC: Personal Investing — Flip-Flop, Egg-On-Face, Change Of Heart — Pre-Market — August 25, 2025

Locator: 48952INTC.

Tag: Intel.

In last 24 hours have changed mind three times with regard to INTC. At this moment can’t make case for INTC. 

See disclaimer for blog,

Perhaps more later.