Saturday, September 12, 2026

Might President Trump Throw Huge Amounts Of Money To Integrated Oil And US Refiners? Septemper 12, 2026

Locator: 51718REFINERS.

There's an article out there that suggests President Trump is weighing the Defense Production Act to increase production of US refined products within the continental US.  

Link here. 

I doubt there would be one sentient congressman/congresswoman/senator (exceptions: Bernie and the AOC crowd) who would come out publicly against doing this. 

There are only two options that I see but both options will have the same headline: US government throws huge amount of money to US integrated oils and refiners hoping something will stick. The two options for the integrated oils and refiners:

  • building new refineries (good luck with that); and/or,
  • increasing production through improved efficiencies at current refineries (it's hard to believe the refiners could produce that much more by such improvements -- but hope springs eternal). 

There will be strings attached to any US government financial aid but the headline will be enough to provide short-term support for US integrated oil and refiners. See disclaimer. This could be the refinery headline prior to the November mid-term election. Again, the president can sign an executive order but the US Congress controls the actual amount of money that could be provided. 

With diesel at all time highs, something needs to be said. I doubt anything can actually be done before the elections. 

According to the EIA, approximately 80% of diesel produced in US refiners stays in the US; 20% is exported to global markets. Mandating less diesel exports could not be very much but carries a huge risk of a huge recession in Europe.  

We may see a lot of headlines that China can produce diesel from coal, but so-doing won't make much of a dent on the availability of diesel and/or the price of diesel. One wonders to what extent the diesel crunch is hurting Iran's / IGRC's military capabilities. 

China can use coal-to-diesel production to protect its economy from severe oil price shocks, but it cannot use it to significantly lower the everyday retail price of diesel. 
While turning coal into oil is highly profitable during international energy crises, the total amount of fuel these plants can make is simply too small to shift overall domestic price (or apparently availability).

*****************************
Coal Remains King

Link here. 

Posted by at

New Wells Reporting For 4Q26 -- Pending

Locator: 51717B.

October 1, 2026: pending.


Data for 3Q26: 3Q26
Data for 2Q26: 2Q26
Data for 1Q26: 1Q26 

Data for 4Q25: 4Q25
Data for 3Q25: 3Q25
Data for 2Q25: 2Q25
Data for 1Q25: 1Q25

Data for 4Q24: 4Q24
Data for 3Q24: 3Q24
Data for 2Q24: 2Q24
Data for 1Q24: 1Q24

Data for 4Q23: 4Q23
Data for 3Q23: 3Q23
Data for 2Q23: 2Q23
Data for 1Q23: 1Q23
Data for 4Q22: 4Q22
Data for 3Q22: 3Q22
Data for 2Q22: 2Q22
Data for 1Q22: 1Q22

Data for 4Q21: 4Q21
Data for 3Q21: 3Q21
Data for 2Q21: 2Q21
Data for 1Q21:  1Q21

Data for 4Q20: 4Q20
Data for 3Q20: 3Q20
Data for 2Q20: 2Q20
Data for 1Q20: 1Q20

Data for 4Q19: 4Q19
Data for 3Q19:  3Q19
Data for 2Q19: 2Q19
Data for 1Q19: 1Q19
Data for 4Q18: 4Q18
Data for 3Q18: 3Q18
Data for 2Q18: 2Q18
Data for 1Q18: 1Q18
Data for 4Q17: 4Q17
Data for 3Q17: 3Q17
Data for 4Q16: 4Q16
Data for 3Q16: 3Q16
Data for 2Q16: 2Q16
Data for 1Q16: 1Q16
Data for 4Q15: 4Q15
Data for 3Q15: 3Q15
Data for 2Q15: 2Q15
Data for 1Q15: 1Q15
Data for 4Q14: 4Q14
Data for 3Q14: 3Q14
Data for 2Q14: 2Q14
Data for 1Q14: 1Q14
Data for 4Q13: 4Q13
Data for 3Q13: 3Q13
Data for 2Q13: 2Q13
Data for 1Q13: 1Q13
Data for 4Q12: 4Q12
Data for 3Q12: 3Q12
Data for 2Q12: 2Q12
  Data for 1Q12: 1Q12   
Data for 4Q11: 4Q11 
Data for 3Q11: 3Q11 
Data for 2Q11: 2Q11 
 Data for 1Q11: 1Q11  
 Data for 2H10: 2H10 
Through 1H10: 1H10

 

 

 

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Initial Production Data For Wells Soon Coming Off Confidential List -- September 12, 2026

Locator: 51716B.

The wells:

  • 42294, conf, Phoenix Operating, Charlene Ferrari 9-4 6H-LL, Big Meadow, 
DateOil RunsMCF Sold
7-20261238217752
6-20261327211042
5-20261341313062
4-2026158345891
  • 42293, conf, Phoenix Operating, Charlene Ferrari 9-4 1H-LL, Big Meadow,
DateOil RunsMCF Sold
7-20261427718999
6-20261419213351
5-20261883020102
4-2026188096767
  • 41979, conf, Phoenix Operating, Charlene Ferrari 9-4 5H, Big Meadow,
DateOil RunsMCF Sold
7-20261147417032
6-20261165811353
5-20261367614550
4-2026144975663
  • 41978, conf, Phoenix Operating, Charlene Ferrari 9-4 4H, Big Meadow, 
DateOil RunsMCF Sold
7-20261424322365
6-20261368214852
5-20261738520228
4-2026169106516
  • 41977, conf, Phoenix Operating, Charlene Ferrari 9-4 3H, Big Meadow,
DateOil RunsMCF Sold
7-20261740027502
6-20261906919327
5-20261615617960
4-2026164446194
  • 41976, conf, Phoenix Operating, Charlene Ferrari 9-4 2H, Big Meadow, 
DateOil RunsMCF Sold
7-20261302518253
6-20261463814896
5-20261980222065
4-2026186836927
  • 41535, conf, Devon, Borsheim 33-28 4H, Todd, 
DateOil RunsMCF Sold
7-20261880219685
6-20262114022275
5-20262638723099
4-20262706023540
3-202626702600
  • 41534, conf, Devon, Borsheim 33-28 5H, Todd, 
DateOil RunsMCF Sold
7-20261715821241
6-20261977122032
5-20262448422698
4-2026129259979
  • 42395, conf, KODA Resources, Ale 2436-1BHN, East Goose Lake,
DateOil RunsMCF Sold
7-2026245930
6-2026293620
5-2026321760
4-2026166630
  • 42284, conf, Formentera, Fonda 23-02-BAL N518HF, Noonan, npd,
  • 42283, conf, Formentera, Fonda-23-02-BAL N516HF, Noonan, npd,
  • 42282, conf, Formentera, Fonda-23-02-BAL N513HF, Noonan, npd,
  • 42281, conf, Formentera, Fonda-23-02-BAL N611HF, Noonan, npd,
  • 41769, conf, Hess, EN-Will Trust A-157-94-2734H-5, Big Butte, 
DateOil RunsMCF Sold
7-20261468121695
6-20261774324972
5-20261382318252
4-20262174530822
3-202648554643
  • 41533, conf, Devon Energy, Borsheim 33-28 4H, Todd,
DateOil RunsMCF Sold
7-20262141229129
6-20262332125111
5-20262626523308
4-20262119916468
3-20261275110903
  • 41731, conf, BR, HBU Hazel 10S MBH, Haystack Butte, npd, 
  • 41723, conf, BR, HBU Hazel 5N MBH, Haystack Butte, npd, 
  • 41730, conf, BR, HBU Hazel 9S MBH, Haystack Butte, npd, 
  • 41722, conf, BR, HBU Hazel 4N MBH, Haystack Butte, npd, 
  • 42026, conf, Oasis, Milkweed 5302 14-36 3B, Indian Hill, 
DateOil RunsMCF Sold
7-20262085814280
6-20262327514735
5-20262149413538
4-20262091213874
3-202677494631
  • 41729, conf, BR, HBU Hazel 8S MBH, Haystack Butte, npd,
  • 41639, conf, BR, HBU Badlands 10S MBH-ULW, Haystack Butte, npd,
  • 41721, conf, BR, HBU Hazel 3N MBH, Haystack Butte, npd,
  • 41638, conf, BR, HBU Badlands 5N TFH-ULW, Haystack Butte, npd,
  • 41728, conf, BR, HBU Hazel 7S MBH, Haystack Butte, npd,
  • 41637, conf, BR, HBU Badlands 9S MBH, Haystack Butte, npd,
  • 42027, conf, Oasis, Milkweed 5302 14-36 4B, Indian Hill, 
DateOil RunsMCF Sold
7-20261944012627
6-20262418114886
5-20262365715155
4-20262109513384
3-202697956078
  • 41720, conf, BR, HBU Hazel 2N, MBH, Haystack Butte, npd,  
  • 41636, conf, BR, HBU Badlands 4N MBH, Haystack Butte, npd, 
  • 42028, conf, Oasis, Milkweed 5302 14-365B, Indian Hill, 
DateOil RunsMCF Sold
7-20261933012509
6-20262373814370
5-20262113412865
4-20261840311989
3-2026102836576
  • 41996, conf, Hess, EN-Will Trust C-157-94-2215H-6, White Earth, 
DateOil RunsMCF Sold
7-20261274022615
6-2026500
5-2026965510430
4-20261638920610
3-20261395013790
  • 41993, conf, Hess, EN-Will Trust A-157-94-2734H-4, Big Butte, 
DateOil RunsMCF Sold
7-202638547446
6-20261731625831
5-20261490515618
4-20262291316041
3-20261404313335
  • 41727, conf, BR, HBU Hazel 6S MBH, Haystack Butte, npd,
  • 41631, conf, BR, HBU Badlands 8S MBH, Haystack Butte, npd,
  • 41719, conf, BR, HBU Hazel 1N MBH, Haystack Butte, npd,
  • 41630, conf, BR, HBU Badlands 3N MBH, Haystack Butte, npd,
  • 41629, conf, BR, HBU Badlands 7S MBH, Haystack Butte, npd, 
  • 41570, conf, Oasis, Dolls Daisy Federal 5301 31-31 6B, Indian Hill, 
DateOil RunsMCF Sold
7-20262195315548
6-20262681017370
5-20262941420107
4-20262268215371
3-2026137409011
  • 40916, conf, Zavanna, Rennerfeldt 13-36 4H, Stockyard Creek, 
DateOil RunsMCF Sold
7-20263603656954
6-20263767460271
5-20263718172062
4-20263938556277
3-20263141349382
  • 42236, conf, KODA Resources, Amber 2104-5BH, Fertile Valley, 
DateOil RunsMCF Sold
7-20262179311532
6-2026230278713
5-2026277699817
4-2026300138039
  • 41628, conf, BR, HBU Badlands 2N MBH, Haystack Butte, npd, 
  • 41569, conf, Oasis, Dolls Daisy 5301 31-31 5B, Indian Hill, 
DateOil RunsMCF Sold
7-20261903013650
6-20262447016279
5-20262563017641
4-20261893412263
3-2026147259521
  • 40917, conf, Zavanna, Rennerfeldt 13-26 4H, Stockyard Creek, 
DateOil RunsMCF Sold
7-20263711470459
6-20263820864252
5-20264064671020
4-20263899857634
3-20262960245789
  • 41627, conf, BR, HBU Badlands 6S MBH, Haystack Butte, npd, 
  • 41568, conf, Oasis, Dolls Daisy 5301 31-31 4B, Indian Hill, 
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN7-2026312012620123631291637414201621
BAKKEN6-20263022849228557042917213143561145
BAKKEN5-2026312222022212816641653614350435
BAKKEN4-2026251751817589712971345111879204
BAKKEN3-202622142761410163312112449549273
  • 41567, conf, Oasis, Dolls Daisy 5301 31-31 3B, Indian Hill, 
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN7-2026312001220013613761633714169619
BAKKEN6-20263023435234447201318263152321215
BAKKEN5-2026312325523233812811828515868481
BAKKEN4-2026291610316197691351192910535181
BAKKEN3-2026231547715287615671213210303295


Posted by at

Well Coming Off Confidential List -- September 12, 2026

Locator: 51715B.

Wednesday, September 30, 2026: 62 for the month, 142 for the quarter, 499 for the year, 
42294, conf, Phoenix Operating, Charlene Ferrari 9-4 6H-LL, 
42293, conf, Phoenix Operating, Charlene Ferrari 9-4 1H-LL, 
41979, conf, Phoenix Operating, Charlene Ferrari 9-4 5H, 
41978, conf, Phoenix Operating, Charlene Ferrari 9-4 4H, 
41977, conf, Phoenix Operating, Charlene Ferrari 9-4 3H, 
41976, conf, Phoenix Operating, Charlene Ferrari 9-4 2H, 
41535, conf, Devon, Borsheim 33-28 4H, 
41534, conf, Devon, Borsheim 33-28 5H, 

Tuesday, September 29, 2026: 54 for the month, 134 for the quarter, 491 for the year,
42395, conf, KODA Resources, Ale 2436-1BHN, 
42284, conf, Formentera, Fonda 23-02-BAL N518HF, 

Monday, September 28, 2026: 52 for the month, 132 for the quarter, 489 for the year,
42283, conf, Formentera, Fonda-23-02-BAL N516HF, 

Sunday, September 27, 2026: 51 for the month, 131 for the quarter, 488 for the year,
42282, conf, Formentera, Fonda-23-02-BAL N513HF, 

Saturday, September 26, 2026: 50 for the month, 130 for the quarter, 487 for the year,
42281, conf, Formentera, Fonda-23-02-BAL N611HF,

Friday, September 25, 2026: 49 for the month, 129 for the quarter, 486 for the year,
41769, conf, Hess, EN-Will Trust A-157-94-2734H-5, 
41533, conf, Devon Energy, Borsheim 33-28 4H, 

Thursday, September 24, 2026: 47 for the month, 127 for the quarter, 484 for the year, 
None.

Wednesday, September 23, 2026: 47 for the month, 127 for the quarter, 484 for the year,
41731, conf, BR, HBU Hazel 10S MBH,

Tuesday, September 22, 2026: 46 for the month, 126 for the quarter, 483 for the year,
41723, conf, BR, HBU Hazel 5N MBH,

Monday, September 21, 2026: 45 for the month, 125 for the quarter, 482 for the year,
41730, conf, BR, HBU Hazel 9S MBH,

Sunday, September 20, 2026: 44 for the month, 124 for the quarter, 481 for the year,
41722, conf, BR, HBU Hazel 4N MBH, 

Saturday, September 19, 2026: 43 for the month, 123 for the quarter, 480 for the year,
42026, conf, Oasis, Milkweed 5302 14-36 3B,
41729, conf, BR, HBU Hazel 8S MBH, 
41639, conf, BR, HBU Badlands 10S MBH-ULW, 

Friday, September 18, 2026: 40 for the month, 120 for the quarter, 477 for the year,
41721, conf, BR, HBU Hazel 3N MBH, 
41638, conf, BR, HBU Badlands 5N TFH-ULW, 

Thursday, September 17, 2026: 38 for the month, 118 for the quarter, 475 for the year, 
41728, conf, BR, HBU Hazel 7S MBH,
41637, conf, BR, HBU Badlands 9S MBH, 

Wednesday, September 16, 2026: 36 for the month, 116 for the quarter, 473 for the year,
42027, conf, Oasis, Milkweed 5302 14-36 4B, 
41720, conf, BR, HBU Hazel 2N, MBH, 
41636, conf, BR, HBU Badlands 8S MBH, 

Tuesday, September 15, 2026: 33 for the month, 113 for the quarter, 470 for the year,
42028, conf, Oasis, Milkweed 5302 14-365B, 
41996, conf, Hess, EN-Will Trust C-157-94-2215H-6, 
41993, conf, Hess, EN-Will Trust A-157-94-2734H-4, 
41727, conf, BR, HBU Hazel 6S MBH, 
41631, conf, BR, HBU Badlands 8S MBH,

Monday, September 14, 2026: 28 for the month, 108 for the quarter, 465 for the year,
41719, conf, BR, HBU Hazel 1N MBH, 
41630, conf, BR, HBU Badlands 3N MBH, 

Sunday, September 13, 2026: 26 for the month, 106 for the quarter, 463 for the year,
41629, conf, BR, HBU Badlands 7S MBH, 
41570, conf, Oasis, Dolls Daisy Federal 5301 31-31 6B, 
40916, conf, Zavanna, Rennerfeldt 13-36 4H, 

Saturday, September 12, 2026: 23 for the month, 103 for the quarter, 460 for the year,
42236, conf, KODA Resources, Amber 2104-5BH, 
41628, conf, BR, HBU Badlands 2N MBH, 
41569, conf, Oasis, Dolls Daisy 5301 31-31 5B, 
40917, conf, Zavanna, Rennerfeldt 13-26 4H, 

Friday, September 11, 2026: 19 for the month, 99 for the quarter, 456 for the year,
41627, conf, BR, HBU Badlands 6S MBH, 
41568, conf, Oasis, Dolls Daisy 5301 31-31 4B, 

Thursday, September 10, 2026: 17 for the month, 97 for the quarter, 454 for the year, 
41567, conf, Oasis, Dolls Daisy 5301 31-31 3B, 

Posted by at

Apple Vs Dell; The Anthropic IPO -- September 12, 2026

Locator: 51714APPLE.

Updates

September 12, 2026: I simply do not have time to post all the information that AI can provide. 

I will provide links where I can but I'm not sure the links work. Apple and Dell are now direct competitors for LDC / AI infrastructure at the enterprise level. Apple and Dell are perhaps the leaders in this particular area, and if not, will likely be the leaders sooner than later. I asked the question. The answer at this link: https://share.google/aimode/3dayD4qEDmwHDwNLP. 
Again, it's absolutely fascinating and again, I'm not sure the link works; it works for me; some extended family members tell me it does not work for them. 
If I am correct, that may help account for AAPL's incredible run-up in share price this past week, and a P/E of 38 which I have not seen in recent memory (the past twenty years?) if my memory serves me. Generally, AAPL's P/E runs about 28 - 34, seldom getting above 32, and every talking head on CNBC seems to repeat the mantra that a "30-P/E is very expensive." I think I've heard that for the past ten years. See disclaimer. 
Some say the run-up in the share price of AAPL was this: investors see AAPL as a safe haven during this period of semiconductor (hardware) vs software. I have trouble believing that considering how much the mainstream business media seems to dislike Apple as an investment. At least that's my "take." I'm usually wrong, but it's a starting point.

September 12, 2026: after the huge run-up this past week, I was curious about Apple's revenues for latest quarter and estimates for next quarter (ending September 30, 2026). The current P/E for AAPL is 38 -- the highest I think I've seen in recent memory. 

The September quarter will NOT include revenue from any of the new models recently announced, and earnings could be affected by a) supply chain issues; b) folks putting off purchases until new products are available; and, c) folks putting off purchases pending holiday gift-buying. It's possible folks took advantage of all the sales prior to new models being announced at the beginning of the school year. The Mac Mini sales are a huge mystery.

Original Post 

Fascinating story. 

Link here.  The link: https://share.google/aimode/WJmBLUJnWzLFvCnNk. 

It has an "https" URL so it should work but when I share it with some of my extended family members they say they can't open it. I don't know.

This link may only work for me. I don't know. I'm trying to share the link with all but it seems "sketchy," if that's the right word.  

I was curious because I was curious. how Dell stole the non-Apple laptop / desktop away from IBM and HP.  

Dell (DELL NYSE) market cap: $360 billion.

Apple (AAPL NASDAQ) market cap: $4.85 trillion.

Wow, I wasn't looking. I see that AAPL has surged in the past few months. 

Being announced over night two data points: link here. The link: https://share.google/aimode/UUnnLaYPRQPmB3J8f. Again, it has an "https" URL so it should work but feedback suggests it does not work for all. Don't understand. 

  • Anthropic's IPO is getting closer and closer though delayed until October; rumor
  • Jensen Huang says he will be a $10-billion anchor investor in the IPO; fact (he said it, link here).

Quick: Anthropic's "full name" is Anthropic PBC. What does the "PBC" mean and how does that affect its business strategy??? 

The reason Anthropic shows up on a blog about Dell: Anthropic will have to duplicate what Dell did some years ago. 

By market cap, the trillion-dollar club:

  • #1: NVDA
  • the #2 race: AAPL vs GOOG 

The full list (which is already out-of-date) after this week's run for AAPL was from AI yesterday:

Top Ten Trillion-Dollar Companies
  • Nvidia (NVDA): ~$5.1 trillion  (at close, Sept 11, 2026: $5.26 trillion)
  • Alphabet (GOOG/GOOGL): ~$4.47 trillion (at close, Sept 11, 2026: $4.31 trillion)
  • Apple (AAPL): ~$4.38 trillion (at close, Sept 11, 2026: $4.58 trillion)
  • Microsoft (MSFT): ~$2.82 trillion
  • Amazon (AMZN): ~$2.63 trillion
  • Space Exploration Technologies (SPCX): ~$2.43 trillion
  • Taiwan Semiconductor Manufacturing (TSM): ~$2.1 trillion
  • Broadcom (AVGO): ~$1.96 trillion
  • Meta Platforms (META): ~$1.47 trillion
  • Micron Technology (MU): ~$1.28 trillion

 ************************************************
Top Ten From Evan This Morning -- September 12, 2026


********************************
Disclaimer

Briefly: 

  • I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken.
  • I am inappropriately exuberant about the US economy and the US market.
  • I am also inappropriately exuberant about all things Apple.
  • See disclaimer. This is not an investment site. 
  • Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.
  • If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 
  • Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
  • I am also inappropriately exuberant about all things Apple. 
  • And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution. 
  • I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom. Now, I've added Amazon. And QCOM.
  • Longer version here.
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