ALE 2436-2BHN - Intelligence Brief

KODA RESOURCES OPERATING, LLC · Divide County, ND · File #43320 · Generated 2026-09-28 03:14

📊 Signals (4)

Tier	Signal	Date	Service Impact
Tier 3	Well pad is located on an aquifer, triggering mandatory NDIC inspection and site-specific stipulations including a closed mud system with no pit and an impermeable liner.⏰ TIME-SENSITIVE 📄 Page 1, Stipulations section This is a high-compliance location requiring specialized environmental safeguards before construction can begin, differing from standard pad requirements.	2026-09-21	Mud / Fluids
Tier 3	MWD Contractor KLX Directional is explicitly named in the approved drilling plan dated August 21, 2026. 📄 Drilling Plan, Section 1: Estimated Formation Tops The vendor is pre-selected and documented in the official plan, indicating a locked-in contract ahead of spud.	2026-08-21	Directional Drilling
Tier 3	All drill cuttings will be disposed at 13 Mile Landfill, Williston, ND, as per the approved drilling plan. 📄 Drilling Plan, Section 4: Drilling Fluids Program Identifies a pre-arranged waste disposal endpoint, which is a specific commercial opportunity not evident from permit data alone.	2026-08-21	General Oilfield Services
Tier 3	Operator plans to submit a sundry notice to waive open hole logs, opting for a cased-hole evaluation program instead. 📄 Evaluation Program section This is a non-standard approach that changes the logging vendor opportunity from open-hole to cased-hole services.	Relative	General Oilfield Services

Tier

Signal

Date

Service Impact

Tier 3

Well pad is located on an aquifer, triggering mandatory NDIC inspection and site-specific stipulations including a closed mud system with no pit and an impermeable liner.⏰ TIME-SENSITIVE
📄 Page 1, Stipulations section
This is a high-compliance location requiring specialized environmental safeguards before construction can begin, differing from standard pad requirements.

2026-09-21

Mud / Fluids

Tier 3

MWD Contractor KLX Directional is explicitly named in the approved drilling plan dated August 21, 2026.
📄 Drilling Plan, Section 1: Estimated Formation Tops
The vendor is pre-selected and documented in the official plan, indicating a locked-in contract ahead of spud.

2026-08-21

Directional Drilling

Tier 3

All drill cuttings will be disposed at 13 Mile Landfill, Williston, ND, as per the approved drilling plan.
📄 Drilling Plan, Section 4: Drilling Fluids Program
Identifies a pre-arranged waste disposal endpoint, which is a specific commercial opportunity not evident from permit data alone.

2026-08-21

General Oilfield Services

Tier 3

Operator plans to submit a sundry notice to waive open hole logs, opting for a cased-hole evaluation program instead.
📄 Evaluation Program section
This is a non-standard approach that changes the logging vendor opportunity from open-hole to cased-hole services.

Relative

General Oilfield Services

💡 Operator Intent

To drill a long lateral well targeting the Middle Bakken formation from a pad located on an aquifer, requiring strict environmental controls.

The permit stipulates 'Closed Mud System with no drilling pit, and impermeable liner is required on the entire location' due to aquifer location, and the target is 'Middle Bakken Target'.

To utilize a cemented production liner with a wet shoe design to enable hydraulic fracturing directly down the intermediate casing.

The drilling plan states 'The liner will be fully cemented using a wet shoe with the ability to frac out the toe' and 'Fracture stimulation will be completed using the plug and perf method and fluids will be pumped via the 7" intermediate casing.'

To waive standard open-hole logging requirements in favor of a cased-hole evaluation program.

The evaluation program notes: 'KODA Resources will be submitting a sundry to waive open hole logs' and plans a 'CBL-VDL-GR-CCL' log on the intermediate casing.

🔧 Service Operator Relevance

Environmental & Containment Services

Mandatory aquifer protections require immediate sourcing of closed-loop mud systems, impermeable liners, and specialized berm construction before location construction can start, as per NDIC stipulation.

Directional Drilling / MWD

KLX Directional is already named as the MWD contractor in the approved plan, indicating this service is awarded. Competitors should note this locked-in vendor relationship for this pad.

Waste Hauling & Disposal

The plan explicitly routes all drill cuttings to '13 Mile Landfill, Williston, ND,' creating a defined hauling and disposal opportunity tied to the drilling schedule.

Cased-Hole Wireline Logging

The operator's intent to waive open-hole logs shifts the logging opportunity to cased-hole services (CBL-VDL-GR-CCL) after casing is set.

🛢️ ALE 2436-2BHN

📊 Signals (4)

💡 Operator Intent

🔧 Service Operator Relevance