Locator: 50140B.
Operation EPIC Fury: a quick scan of news overnight suggests nothing new. The Kurd development yesterday will probably turn out to be an incredibly big story. Time to get familiar with the map of Iran:
- provinces: West Azerbaijan, Kurdistan, Kermanshah, and Ilam
- Zagros Mountain region
- Iranian Kurdistan: Rojhelat
- cities:
- Kermashah (largest Kurdish-populated city in Iran; major hub for Southern Kurdish
- Saandaj (Sine): capital of Kurdistan Province
- Marivan: a key, rapidly growing city on the border with Kraqi Kurdistan Region
- Saqqez: Kurdistan Province, a hub of Kurdish political activity
- for full list: use a chatbot prompt
Turkey: a minor story that could become a major story -- when and how will Turkey get involved?
Iran's mobile and menacing missile launchers: slowly, but slowly being removed from action, link here:
- ballistic missile launches down 86% since beginning of hostilities;
- drone launches: down 73%;
- loitering a/c over identified sites are taking out majority of such launches.
Amazing if accurate: no US civilian casualties reported?
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Back to the Bakken
WTI: $76.65. Up 2.7% overnight; up $2.00 overnight.
New wells reporting:
- Monday, March 9, 2026: 9 for the month, 115 for the quarter, 115 for the year,
- None.
- Sunday, March 8, 2026: 9 for the month, 115 for the quarter, 115 for the year,
- None.
- Saturday, March 7, 2026: 9 for the month, 115 for the quarter, 115 for the year,
- 41602, conf, BR, Sivertson 6E,
- 40632, conf, Hess, EN-Hanson A-155-94-0607H-5,
- Friday, March 6, 2026: 7 for the month, 113 for the quarter, 113 for the year,
- None.
- Thursday, March 5, 2026: 7 for the month, 113 for the quarter, 113 for the year,
- None.
RBN Energy: US propane's wild journey from lab discovery to vital consumer fuel. Link here.
Today, U.S. propane is a $75 billion-a-year business involving a maze of natural gas processing plants and salt caverns connected to pipelines, fractionators, rail facilities, truck racks, retail tanks and export docks. But like many vital energy industries, the propane business began with a handful of scientists and entrepreneurs who experimented with something they didn’t really understand. Over decades of development, propane has powered Olympic kitchens, lifted hot-air balloons across the English Channel, and helped turn a quiet “mount” of southeastern Texas into the center of the global NGL universe. Along the way, propane attracted larger-than-life personalities and true “born to be wild” characters who pushed the business forward in unique ways. In today’s RBN blog, we’ll discuss the history of U.S. propane.
