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Tuesday, April 28, 2026

Tuesday, April 28, 2026

Locator: 50653B.

Three pipelines to buy in April, link here:

  • EPD: great distribution record and a high yield;
  • ENB: an impressive dividend streak, an attractive yield, and offers unique diversification;
  • Enerty Transfer: high yield, focused on turning partnerships into a more reliable income investment.

GM earnings

Windmills Of Your Mind: link here.

Talk about a gorgeous day -- poolside.  

Yesterday we went swimming for the first time this season, but today the water is a bit too cold to get into. But still, it's 87° on the deck. Overcast. Tornado warnings for next six hours or so. It was supposed to thunderstorm, but it didn't. 
What amazes me and should amaze everyone: it's not the fact that there is water on this earth but that there is so much water! That's what is amazing; not that there is water on the earth but that there's so much water on the earth.
Later, at 7:00 p.m. CT, after the storm that wasn't, I returned to the deck. I think the thermometer said 79° but can't remember for sure. Regardless, it is/was a beautiful night.

Poolside reading:

  • The History of Palo Alto, Malcolm Harris;
  • The Jewish Annotated New Testament. 

OpenAI to partner with AWS? Link here

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Back to the Bakken

WTI: $99.93. Dropped back from $100.50 earlier in the day. 

Active rigs: 23.

Five new permits, #42875 - #42879, inclusive:

  • Operators: XTO (3); Devon Energy (2);
  • Fields: Lost Bridge, Dunn County; Foreman Butte, McKenzie County;
  • Comments:
    • XTO has permits for three more Nautilus Federal wells, NWSE 19-148-96, 
      • to be sited 2492 / 2551 FSL and 2301 / 2310 FSL;
    • Devon Energy has permits for two Albert wells, one running south, one running north, NENE 34-151-102; and one NESE 27-151-102; 
      • one is to be sited in section 34, 1216 FL and 873 FEL; 
      • the other is to be sited in section 27, 1669 FSL and 417 FEL.

Five permits renewed:

  • Enerplus (4): Madrigal, Quartet, Opera and Rhythm, SWSE 18-148-93;
  • Oasis: Aune Federal, Eightmile, Williams County.

Nine producing wells (DUCs) reported as completed:

  • 34291, 3,405, BR, State Dodge...McKenzie;
  • 34292, 3,171, BR, State Dodge...McKenzie;
  • 39520, 2,889, BR, State Dodge...McKenzie;
  • 39521, 2,163, BR, State Dodge...McKenzie;
  • 39522, 4,611, BR, Rader Dodge...Camel Butte, McKenzie;
  • 41064, 1,407, BR, Tilton.....McKenzie;
  • 41065, 1,491, BR, Tilton.....McKenzie;
  • 41068, 1,698, BR, Tilton.....McKenzie;
  • 41069, 432, BR, Tilton Tee.....McKenzie;