ALE 1534-1BHN - Intelligence Brief

KODA Resources Operating, LLC · Divide County, ND · File #42622 · Generated 2026-02-06 17:15

📊 Signals

Tier	Signal	Date	Service Impact
Tier 3	Surface Use Agreement in negotiations with verbal permission granted for permit submission⏱ URGENT Affidavit dated January 5, 2026 and November 6, 2025	2026-01-05	General Oilfield Services
Tier 3	Request for waiver of three-day waiting period prior to construction/operations following APD approval⏱ URGENT Affidavit dated November 14, 2025	2025-11-14	Drilling Rigs
Tier 3	Wellbore enters Bakken Petroleum System outside target spacing unit, requiring waiver from NDIC Order 31973 Letter to NDIC dated November 6, 2025	2025-11-06	Regulatory / Permitting
Tier 3	Anti-collision avoidance modeling submitted for offset wells Drilling Plan and KLX Anti-collision Report dated November 4, 2025	2025-11-04	Directional Drilling
Tier 3	Waiver submitted to NDIC for open hole logs Drilling Plan	Unknown	Regulatory / Permitting
Tier 3	Plug and perf method for lateral stimulation using 7" intermediate casing Drilling Plan	Unknown	Completions / Frac
Tier 3	Hydraulic fracturing planned without diesel compounds Drilling Plan	Unknown	Completions / Frac

Tier

Signal

Date

Service Impact

Tier 3

Surface Use Agreement in negotiations with verbal permission granted for permit submission⏱ URGENT
Affidavit dated January 5, 2026 and November 6, 2025

2026-01-05

General Oilfield Services

Tier 3

Request for waiver of three-day waiting period prior to construction/operations following APD approval⏱ URGENT
Affidavit dated November 14, 2025

2025-11-14

Drilling Rigs

Tier 3

Wellbore enters Bakken Petroleum System outside target spacing unit, requiring waiver from NDIC Order 31973
Letter to NDIC dated November 6, 2025

2025-11-06

Regulatory / Permitting

Tier 3

Anti-collision avoidance modeling submitted for offset wells
Drilling Plan and KLX Anti-collision Report dated November 4, 2025

2025-11-04

Directional Drilling

Tier 3

Waiver submitted to NDIC for open hole logs
Drilling Plan

Unknown

Regulatory / Permitting

Tier 3

Plug and perf method for lateral stimulation using 7" intermediate casing
Drilling Plan

Unknown

Completions / Frac

Tier 3

Hydraulic fracturing planned without diesel compounds
Drilling Plan

Unknown

Completions / Frac

🎯 Operator Intent

Expedite project timeline through waivers and verbal agreements

↳ Multiple waiver requests (three-day waiting period, Order 31973) and reliance on verbal surface use permission indicate intent to minimize delays

Prioritize environmental compliance and operational efficiency

↳ Use of closed-loop mud system, no diesel in frac fluids, and specific cement additives suggest focus on reducing environmental impact and optimizing drilling fluids

Maximize lateral length and resource access across spacing units

↳ Wellbore design to enter Bakken outside target unit and waiver from Order 31973 imply intent to optimize reservoir exposure

🔧 Service Relevance

Directional Drilling and MWD Services

KLX Directional pre-selected; anti-collision report dated November 4, 2025, signals immediate need for precise surveying and drilling to avoid offsets

Rig Services

Stoneham #17 specified in drilling plan; with waiver requests approved, drilling could commence soon, creating urgency for rig mobilization

Hydraulic Fracturing Services

Plug and perf method planned without diesel; post-drilling timing implies frac services needed shortly after TD, potentially in early 2026

Surveying and Engineering

UELS, LLC involved in plats and access; recent survey dates (August 27, 2025) indicate ongoing site prep, with potential for immediate access road construction

🛢️ ALE 1534-1BHN

📊 Signals

🎯 Operator Intent

🔧 Service Relevance