XTO Energy Inc. is a substantial Bakken operator carrying a total well count of 1,338, with 913 active and 952 producing now — a mature, heavily-producing base. Near-term development activity is narrow: a single pending case (32943) heard June 25, 2026 in Dunn County seeks a 1,920-acre spacing unit in the Lost Bridge-Bakken Pool authorizing up to 8 wells, with a machine-learning progression probability of 56.4% and a historical win rate of 50%. Recent regulatory history in McKenzie County shows a spacing unit amendment win alongside two dismissals in Siverston Field, painting a mixed picture. Work-type exposure spans the full development stack — drilling rigs, frac crews, frac sand, pad construction, and water logistics — but that capacity has little near-term regulatory runway to feed it.
XTO has 1 pending case as of June 25, 2026. Case 32943 is a spacing unit application in Dunn County targeting the Lost Bridge-Bakken Pool across T.148N., R.97W., Sections 1, 2, 11, 12, 13, 14, 23, and 24 — a proposed 1,920-acre unit. The hearing is scheduled for June 25, 2026. The case is at stage rank 0 ('Spacing approved — no permit yet'), with 0 wells spudded and 0 wells permitted to date; 1 prior well exists in the footprint, confirming this is not a greenfield situation. ML progression probability sits at 56.4%, historical win rate at 50%.
XTO's total well inventory stands at 1,338. Of those, 913 are active and 107 are plugged. Notably, 952 wells are producing now — a figure that slightly exceeds the active count, reflecting the way ND classifies well status. The operator's work-type footprint covers drilling rigs, frac crews, frac sand, new-pad dirt and construction, and water logistics and trucking, indicating readiness across the full development cycle. The gap between that operational capacity and the thin near-term authorization pipeline is the defining tension in this dossier.
Three orders were signed in spring 2026. On April 29, 2026, Order 34863 amended a spacing unit and reduced setbacks in the Bear Den-Bakken Pool, McKenzie County — a constructive regulatory outcome. On April 6, 2026, Orders 32868 and 33866 were both signed as dismissals in Siverston Field, McKenzie County. The simultaneous dismissals in the same field on the same date stand out; in ND practice, paired dismissals of this kind often signal a deliberate strategic withdrawal or case consolidation rather than independent failures. No follow-on filings in Siverston are visible in the current bundle.
| Case | County | Pool | Precision | Map |
|---|---|---|---|---|
| 32943 | Dunn | Lost Bridge-Bakken Pool | legal | 📍 map |