NDIC Hearing Dockets -- September, 2026

Locator: 51298DOCKETS. 

Hearing dockets are found here at the NDIC.

Note: typographical and content errors are still present. Proceed at hour own risk.

September, 2026, hearing dockets.  

As usual this is done very quickly and using shorthand for my benefit. There will be factual and typographical errors on this page. Do not quote me on any of this. It's for my personal use to help me better understand the Bakken. Do not read it. If you do happen to read it, do not make any investment, financial, job, relationship, or travel plans based on anything you read here or think you may have read here. If this stuff is important to you, and I doubt that it is, but if it is, go to the source. These are cases to be considered by the NDIC, not permits. If approved by the NDIC, then operators can go ahead and submit permits to drill wells within the parameters of the cases that were passed.  

Wednesday, September 23, 2026
Link here.
9 pages.

TACO Tuesday -- August 25, 2026

Locator: 51539B. 

Iran: says it will retaliate. WTI falls. Okay. The strait? NOC.  

Turkey: David Farber on Turkey -- completely missed Cramer's point on Cramer's first hour. Cramer's right. 

Thought for the day: 

• DSA rising -- increased entitlements -- no one will dare vote no --
• Druckenmiller -- TWSJ -- this is going to end badly -- link here.
• short term: DSA wins
• long term: we'll see.

NVDA: earnings today.

We profiled this yesterday -- it was a huge story -- I didn't realize it would be this huge -- 

 The USAF just can't get away from manned a/c. Barron's story link here.

Boeing defense and space margins:  $210 million in first-half operating profit and sales of $15.2 billion. Do the math. Pathetic.

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Back to the Bakken 

WTI: $82.21. Dropping fast. The strait is irrelevant. 

New wells reporting;

• Wednesday, August 26, 2026: 52 for the month, 93 for the quarter, 437 for the year,
• 41971, conf, Devon Energy, Thunderbolt 10-12 2H, 
• 40937, conf, Zavanna Energy, Hereford 13-36 2TFH, 
• 21562, conf, Devon Energy, Borsheim Trust 32-28 2H, 
• Tuesday, August 25, 2026: 49 for the month, 90 for the quarter, 434 for the year,
• 42429, conf, Oasis, Prestwick Federal 5602 12-23 3B,

RBN Energy: West Coast LPG export capacity set to jump next year and beyond. Link here. Archived.

The startup of two propane export terminals in British Columbia since 2019 has helped drive significant growth of Western Canadian LPG exports to Asia over the past several years, averaging nearly 150 Mb/d last year. With limited opportunities for expansions at those two terminals, as well as one in Washington state, AltaGas and partner Vopak have been busy building the first phase of what they hope will eventually become a 200-Mb/d (or larger) LPG export facility. The Ridley Island Energy Export Facility (REEF) will also be Canada’s first marine facility to move butane. In today’s RBN blog, the second of this short series, we’ll go over industry plans to more than double LPG export capacity on North America’s west coast over the next several years.

As we said in Part 1, AltaGas recently announced a short delay to the planned startup of its 56-Mb/d REEF project on the northwestern coast of British Columbia (BC) from year-end 2026 to March 2027. Phase 1 of REEF is expected to be the first of several planned projects to add LPG export capacity along the BC coast over the next few years. That is coming at the same time that more LNG export capacity is also being built (see our Shut Up and Drive mini-series), and more crude oil pipeline capacity to the west coast is also in the works, as industry and governments in Canada look to expand hydrocarbon exports and further diversify customer bases.

Total LPG marine export capacity from the area is currently about 180 Mb/d, comprised of 85 Mb/d of propane capacity at AltaGas and Vopak’s Ridley Island Propane Export Terminal (RIPET; orange diamond in Figure 1 below) near Prince Rupert, BC; 25 Mb/d of propane capacity at Pembina Pipeline’s Prince Rupert Terminal (PRT; blue diamond) about a mile east of RIPET; and 70 Mb/d of propane/butane capacity at AltaGas’s Ferndale facility (dark-green diamond) in Washington state. Japan, South Korea, and increasingly China have bought the vast majority of west coast LPG exports in recent years.