The North Dakota Industrial Commission is mulling a proposal to slow the state's oil production in the Bakken to control natural gas burn-off at well sites. But oil companies want to fix the situation themselves, possibly by installing natural-gas-gathering pipes before well permits are issued and possibly adding fueling stations at the well sites.

In this video, Fool contributor Tyler Crowe and energy analyst Joel South discuss whether the commission's plan has any chance of being imposed and whether pure plays such as Kodiak Oil and Gas (UNKNOWN:KOG.DL) or Triangle Petroleum (NYSEMKT:TPLM) would be hurt by it.