Wells Coming Off Confidential List -- Through Mid-October -- October 3, 2026

Locator: 51864B.

Wednesday, October 21, 2026: 53 for the month, 53 for the quarter, 552 for the year, 
41920, conf, Hess, GO-Barb-LE-157-97-3523H-1,
41475, conf, Enerplus, Crying Tree 147-97-8-5-8H, 
41474, conf, Enerplus, Crying Tree 147-97-8-5-7H,

Tuesday, October 20, 2026: 49 for the month, 49 for the quarter, 548 for the year,  
41473, conf, Enerplus, Crying Tree 147-97-8-5-6H, 

Monday, October 19, 2026: 48 for the month, 48 for the quarter, 547 for the year,  
41472, conf, Enerplus, Crying Tree 147-97-8-5-5H, 

Sunday, October 18, 2026: 47 for the month, 47 for the quarter, 546 for the year,  
42227, conf, Whiting, Paulson 5104 44-13 4B,
42139, conf, XTO, GBU Sophia Federal 44X- 10B-S,
41471, conf, Enerplus, Crying Tree 147-97-8-5-4H, 

Saturday, October 17, 2026: 44 for the month, 44 for the quarter, 543 for the year, 
42138, conf, XTO, GBU Sophia Federal 44X-10E-S, 
42137, conf, XTO, GBU Sophia Federal 44X-10A-S,
41921, conf, Hess, GO-Lemire-157-97-3613H-1, 
41470, conf, Enerplus, Crying Tree 147-97-8-5-3H, 
41160, conf, Silver Hill, Christine 158-93-9-4-20MBH, 
35767, conf, Silver Hill, LTM 158-93-10-3-1MBH, 
35766, conf, Silver Hill, Christine 158-93-9-4-4MBH,  

Friday, October 16, 2026: 37 for the month, 37 for the quarter, 536 for the year,  
42564, conf, XTO, GBU Sophia Federal 44X-10F-N, 

Thursday, October 15, 2026: 36 for the month, 36 for the quarter, 535 for the year, 
42563, conf, XTO, GBU Sophia Federal 44X-10BN, 
42230, conf, Whiting, Cliffside Federal 5103 41-7 3B, 
41913, conf, Devon, Scha 33-34 5H,  
41768, conf, Oasis, Davidson 5795 31-33 6BX,
41767, conf, Oasis, Davidson 5795 31-33 5B, 

Wednesday, October 14, 2026: 31 for the month, 31 for the quarter, 530 for the year, 
42562, conf, XTO, GBU Sophia 44X-103E-N
42226, conf, Whiting, Paulson 5104 44-13 3B, 
41766, conf, Oasis, Davidson 5795 31-33 4B, 

Tuesday, October 13, 2026: 28 for the month, 28 for the quarter, 527 for the year, 
42561, conf, XTO, GBU Sophia 44X-10A-N, 
42231, conf, Whiting, Cliffside Federal 5103 41-7 3B, 
41765, conf, Oasis, Davidson 5795 31-33 3B, 
41764, conf, Oasis, Davidson 5795 31-33 2B, 
36548, conf, Oasis, Thelen 5297 11-6 4B, 
34479, conf, Whiting, Moen 41-2-5H, 
33509, conf, Whiting, Vance 44-9THF, 
32932, conf, Whiting, Koala 31-2H
32075, conf, Whiting, Koala 14-32HU, 
24197, conf, Whiting, P Evans 154-99-2-24-18-1H, 

Monday, October 12, 2026: 18 for the month, 18 for the quarter, 517 for the year, 
42232, conf, Whiting, Cliffside Federal 5103 41-7 4B,

Sunday, October 11, 2026: 17 for the month, 17 for the quarter, 516 for the year, 
41974, conf, KODA Resources, Amber 2133-1BH,

Saturday, October 10, 2026: 16 for the month, 16 for the quarter, 515 for the year, 
42225, conf, Whiting, Paulson 5104 44-13 2B, 
41922, conf, Hess, GO-Lemire-157-973613H-2,  

Friday, October 9, 2026: 14 for the month, 14 for the quarter, 513 for the year, 
41914, conf, Devon Energy, Scha 33-34 6H, 

Thursday, October 8, 2026: 13 for the month, 13 for the quarter, 512 for the year,  
42233, conf, Whiting, Cliffside Federal 5103 41-7 5B, 
41485, conf, Devon Energy, Barbara 31-30F 3H, 

Wednesday, October 7, 2026: 11 for the month, 11 for the quarter, 510 for the year, 
42152, conf, Whiting, Toonie 5001 11-18 5B,
42151, conf, Whiting, Toonie 5001 11 18 4B,

Tuesday, October 6, 2026: 9 for the month, 9 for the quarter, 508 for the year, 
42234, conf, Whiting, Cliffside 5103 41-7 6BX,
41912, conf, Devon, Scha 33-34 XN 1H, 

Monday, October 5, 2026: 7 for the month, 7 for the quarter, 506 for the year, 

Sunday, October 4, 2026: 7 for the month, 7 for the quarter, 506 for the year, 
41536, conf, Devon, Cherrey (sic) 34-27 6H,

Saturday, October 3, 2026: 6 for the month, 6 for the quarter, 505 for the year, 
42025, conf, Oasis, Milkweed 5302 14-36 2B, 
41923, conf, Hess, GO-Lemire-157-97-3613H-3, 

Daily Activity Report -- Three New Permits -- October 2, 2026

Locator: 51863B.

Dividend watch:

• McDonald's: from $1.86 to $1.93, record date, December 1, 2026; payable, December 16, 2026.
• Microsoft: from $0.91 to $0.98, record date, November 19, 2026; payable, December 10, 2026.

Where did Jane Nielsen go? Link here. Link: https://share.google/aimode/AEGhXncypy5sINrQc. 

The blog: link here. Link: https://share.google/aimode/giRhTgY6L08DhNwLB. 

Flashback, the boom is here to stay: all the way back to July 18, 2014 -- link here. 

Flashback, Saudi Arabia vs shale: all the way back to June 30, 2012 -- link here. 

*******************************
The Daily Activity Report 

WTI: $91.26.

Active rigs: 34.

Three new permits, #43365 - #43367, inclusive:

• Operator: Formentera Operations
• Field: Baukol Noonan, Divide County;
• Comments:
• Formentera Operations has permits for three Laguna Loma wells, SESW 14-162-96; 
• to be sited 660 FSL and 2236 / 2306 FWL.

Change of operator for about 150 wells:

• SOGC, Inc., to SOGC, LLC. 

Alison's Top Bakken Stories - Friday, October 2, 2026

Locator: 51862TOPSTORIES.

Alison's quick connects:

• Phoenix Energy is making its mark in the Bakken and doing it in a hurry -- InForum

• $1.2 billion proposed Uganda pipeline could aid North Dakota businesses -- KX News

• North Dakota consumer group weighs in on MDU electric rate case -- North Dakota Monitor

• North Dakota insurance commissioner issues order against AI company -- Minot Daily News

• Tech industry leaders warn about artificial intelligence; local professor talks current state of AI -- KFYR-TV

• DAPL highway shutdown lawsuit shifts to appeals court, ten years after protest -- Bismarck Tribune

• North Dakota attempts to play catch-up to a nationwide data center development boom -- Dickinson Press

• 2nd planned Fargo-area data center would use double the power of Harwood site -- North Dakota Monitor

• North Dakota farmers will get a break on surging diesel prices as harvest ramps up -- North Dakota Monitor

• McKenzie County solidifies position as ND's premier energy powerhouse in July -- McKenzie County Farmer

• Power boom in eastern South Dakota raises questions about what comes next -- South Dakota Searchlight

• Problem with North Dakota Development Fund controversy is 35 years of little review -- Williston Herald

• The "Speeding Slows You Down" initiative leads to 5,400 citations in North Dakota -- Williston Herald

• Health and Human Services Secretary Robert F. Kennedy Jr coming to North Dakota -- Valley News Live

• Ag commissioner challenger has been most vocal about controversial data centers -- North Dakota Monitor

• Issue spotlight: North Dakota US House candidates differ on solutions to affordability -- North Dakota Monitor

• GOP suing state's top election official over inconsistent enforcement of election rules -- North Dakota Monitor

• US Department of the Interior agrees to overhaul wetland rules on North Dakota farmland -- KFYR-TV

• Property Tax Reform and Relief Committee meets to hear update on property tax relief programs -- KFYR-TV

• Ethics Commission reports record caseload, seeks more staff and resources -- The Center Republican

• Changes to federal funding could gut local K-12 technology budgets in North Dakota -- Williston Herald

• Minot teachers and district administrators evaluate student, implement new strategies -- Minot Daily News

• Firearm found on Alexander School grounds; sheriff says investigation active -- McKenzie County Farmer

• Dickinson Public Schools hosts career day for elementary students, local organizations -- Dickinson Press

• SWCTE architecture and construction programs build confidence among students -- Dickinson Press

• North Dakota Children's Cabinet to gather input with 'road show' stops in 11 cities -- Office of the Governor

• Tribal colleges and universities are delivering strong returns for their communities -- Minot Daily News

• Theodore Roosevelt Presidential Library to open photography exhibition on October 2 -- Dickinson Press

• Greater North Dakota Chamber awards Dickinson business and state representative -- Dickinson Press

• Rare 1963 crop sprayer built in Alexander brought back to life in western North Dakota -- KFYR-TV

• Gov. Armstrong appoints Minot attorney Reierson to fill seat in North Central Judicial District -- KX News

• Ray City Commission appoints new commissioner, upgrades city employee health plan -- The Journal

• North Dakota Housing Finance Agency hosts Community Housing Needs Forum -- Dickinson Press

• Minot residents take the opportunity to learn about state government accountability -- Minot Daily News

• Clean up is underway in Minot following the derailment of 19 BNSF Railway cars -- Minot Daily News

• Roosevelt's conservation efforts now aiding the preservation of endangered rhinos -- KFYR-TV

• North Dakota turning to outside 'anchor partners' to manage Rural Health grants -- North Dakota Monitor

• New rural hospital network helping North Dakota's rural hospitals survive, thrive -- Bowman County Pioneer

• Williston residents spot moose on the loose within city limits Thursday morning -- KFYR-TV

• GRID Power Act advances; would fast-track new baseload projects, strengthen reliability -- John Hoeven

• Transportation Dept. finalizes lower fuel economy standards in boost for gas-powered vehicles -- Reuters

• Crude oil exports from the Middle East rebound in September as Saudi Arabia boosts shipments -- Reuters

• Oil stocks in US strategic petroleum reserve fall to 283.8M barrels, the lowest level since 1982 -- Reuters

• US to loan energy companies up to 40 million barrels of oil from SPR, last batch from global deal -- Reuters

• Spain, Portugal, and Luxembourg urge European Union to set renewable energy targets for 2040 -- Oil Price

• Middle East conflict reshaping global energy landscape far beyond high gas prices -- RealClearEnergy

• Canadian oil sands production expected to average record 3.5 MMbpd in 2026, up 3% from 2025 -- World Oil

• EU nations seek energy alternatives after spending over $113 billion extra since Iran war began -- AP News

• Energy Department will spend $2 billion to squeeze more electricity from the aging power grid -- AP News

• OPEC+ oil producers set to keep output targets steady at Sunday meeting, sources say -- Reuters

• The diesel export ban is a trap, US lacks means of transporting it around the country -- RealClearEnergy

• Oil prices rise by about $1 per barrel on stalled US-Iran talks and tighting fuel markets -- Reuters

• Facing potential liability for climate change harms, Big Oil again turns to US Supreme Court -- Reuters

• Measures to weed out speculative projects taking shape amid public backlash to data centers -- Utility Dive

• US oil and gas production increased among firms in Q3 despite extreme oil price volatility -- Oil Price

• Canada to fast track approval process for oil pipeline designed to diversify economy away from US -- Reuters

• Venezuela's oil exports down almost 9% in September amid high freight rates, data shows -- Reuters

• Multiple states call for gas tax suspensions grow as Americans struggle with high prices -- The Hill

• Three oil tankers have been hit by unknown projectiles while transiting the Strait of Hormuz -- Oil Price

• With an executive order, Trump could solve energy affordability once and for all -- Empowerment Alliance

• Coal's real value is optionality, and new plants are now being planned in the U.S. -- RealClearEnergy

• US unshackles its power plants from emission rules, poor nations must do the same -- American Greatness

• We came to climate week in New York looking for eco-activists, but found communists instead -- CFACT

• Trump rolls back Biden fuel-efficiency standards, $1,300 average savings for cars -- Washington Examiner

• Associated Press fumes at Trump for repealing Biden's ridiculous fuel economy regulations -- Newsbusters

Rivian's Biggest Nightmare -- October 2, 2026

Locator: 51861RIVIAN.
Locator: 51862EVS.

My views on pure EVs have not changed. However, I am sold on hybrids. 

Wall Street and Rivian today:

Cramer said the Chinese BYD looked like a $60,000 car.

AI: 

President Trump And Gravitas -- October 2, 2026

Locator: 51860TRUMP.

How overwhelming is President Trump? How much gravitas does President Trump have? Can gravitas be measured? If so, how would one measure gravitas? What would be a unit of gravita?

My answer:

I would argue that the best unit of "gravitas" would be the "Raymond Burr/Perry Mason unit of gravitas." RB/PM would have a gravitas unit of one (1) -- the highest allotted. All other individuals would be a fraction of "one gravitas" or one RB/PM. Jack Nicholson might be worthy of a 0.8 RB/PM; James Dean 0.5; Marlon Brandon, 0.99.  

Trump has been in office (his second term) for two years now? I honestly forgot -- for a moment there -- who his predecessor was.  

Answers to the above question with regard to the unit of gravitas. 

Link here. 

Link: https://chatgpt.com/s/t_6ac010d3c42081918009ef04a78e705d. 

 
Link here.

Link: https://chatgpt.com/s/t_6ac00fff11808191963ac7eba24bd328.  

By the rule, President Trump would be docked at least 0.25 gravirtas units. 

Back to Raymond Burr / Perry Mason: link here. Link: https://share.google/aimode/HVGNIqZjaFV9VKbZi.