Monday, February 9, 2026

Monday, February 9, 2026

Locator: 49943B. 

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Back to the Bakken

WTI: $64.33.

Active rigs: 26.

One new permit, #42702:

  • Operator: WGO Resources
  • Field: Sentinel Butte (Golden Valley)
  • Comments: 
    • Sentinel Butte has a permit for a Moe well, NWSW 34-140-104,
      •  to be sited 1592 FSL and 964 FWL, spacing unit, W/2 section 34 = 320 acres.

Six permits renewed:

  • Silver Hill Energy: six permits -- two LFM2 permits, Leaf Mountain, Burke County; three Rice permits, East Tioga, Burke County; and, one Oliver W permit, Gros Ventre, Burke County.

The Market -- February 9, 2026

Locator: 49942MARKET.

This is for my extended family, not for general readership; this is the fastest way to get information out to all extended family member. See the blog's disclaimer.

The Dow finishes at a new record, BRK-B finishes lower, again:

BRK-B finishes lower, again: 

Spam Musubi, Apple, And Investing -- February 9, 2026

Locator: 49941SPAM.

Spam musubi: has its own wiki page

Amazon: important to read this entire thread.  

Oracle: at Barron's

Above was posted before I checked the market today, up over 10% today:

Fracking: for those who can think -- https://www.foxnews.com/opinion/ive-done-thousands-fracking-jobs-heres-truth-activists-wont-tell.

Top 3 stocks -- top Wall Street analysts: link here. Long term growth potential.

  • #1: Apple
  • #2: MongoDB
  • #3: Western Digital

Steve Jobs: a remembrance. Link here

Holy Mackerel! The Number Of New Products, Updates Being Released By Apple Over The Next Few Months Could Be Staggering -- February 9, 2026

Locator: 49940AAPL.

Steve Jobs.

Steve Jobs kept it simple. Like an iceberg. 

Link to MacRumors. Scroll through the entries. It is simply amazing.

Apple's 50th anniversary coincides with America's 250th anniversary. 

Link here

Tim Cook only needs to release this again.


Best presentation ever by any CEO? It helps to have a great product but it's even better to have it presented the way only Steve Jobs could do it.

The Bakken -- February 9, 2026

Locator: 49938B.

Fracking: for those who can think -- https://www.foxnews.com/opinion/ive-done-thousands-fracking-jobs-heres-truth-activists-wont-tell. 

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Back to the Bakken

WTI: $63.85.

New wells reporting:

  • Tuesday, February 10, 2026: 16 for the month, 69 for the quarter, 69 for the year,
    • None.
  • Monday, February 9, 2026: 16 for the month, 69 for the quarter, 69 for the year,
    • 41815, conf, BR, Rolla 6B,
    • 41354, conf, Hess, GO-Dustin Brose-156-98-2932H-3,
  • Sunday, February 8, 2026: 14 for the month, 67 for the quarter, 67 for the year,
    • 41335, conf, Hess, BW-Stoveland-149-1003H-4,
  • Saturday, February 7, 2026: 13 for the month, 66 for the quarter, 66 for the year,
    • None.

RBN Energy: the sunshine state is a heavyweight in natural gas consumption. Link here. Archived.

Florida is the nation’s fourth-largest consumer of natural gas, but unlike the three states ahead of it — Texas, Louisiana and California — the Sunshine State produces virtually no gas of its own. And get this: Florida’s gas consumption has tripled over the past 25 years, mostly due to the development of nearly 30 gigawatts (GW) of new gas-fired power plants. That buildout spurred the expansion of existing gas pipelines and the construction of new ones. In today’s RBN blog, we examine Florida’s remarkable growth and whether additional pipeline capacity might be needed.

This is an awesome time of year to go to Florida, so long as you’re OK with alligators, long lines at Walt Disney World and $38 hamburgers. Hurricane season is long past, the weather is balmy, and February is one of the driest months, so the odds are good that your round of golf or afternoon at the beach won’t be marred by a nasty thunderstorm. If you haven’t visited in a few years, you’ll be amazed at how crowded it is. The state is now home to more than 24 million (up from 16 million in 2000), and during the winter months “snowbirds” from up north swell the population by a million or so and shorter-term tourists add another half-a-mil, mostly in Orlando and along the coasts.

All that growth — and the shift away from coal-fired generation to other sources — has helped to transform Florida’s energy profile, especially gas. Back in 2000, the state’s natural gas consumption averaged just under 1.5 Bcf/d; by 2024-25, usage had 3X’ed to more than 4.6 Bcf/d. Gas consumption there is heavily weighted toward power generation. As shown in Figure 1 below, an astonishing 87% (blue bar segments) is now used to fuel gas-fired combined-cycle and combustion-turbine units the state’s electric utilities have been building with abandon, mostly to keep pace with the double-headed monster of population growth and air-conditioning demand. The rest is split between industrial use (orange bar segments; 8%) and residential/commercial (res/comm; green bar segments; 5%).