Upstream Oil & Gas Daily Dose

About Upstream Oil & Gas Daily Dose

Upstream oil and gas news, Monday through Saturday: exploration, discoveries, field development, drilling, production, oilfield services, company developments, regulation and new research worldwide. Each full episode opens with WTI, Brent and Henry Hub futures and the dated Baker Hughes U.S. rig count. Eight to ten minutes, targeting 7 a.m. Central from September 14, 2026, subject to source quality and editorial holds. Monday covers the previous 48 hours; Tuesday through Saturday covers 24 hours. An Energy Dose series from Industry Dose, presented by the synthetic voice of Wesley with AI-assisted research, automated quality checks and an editorial feedback window. Sources and limitations in the notes.

Publisher

Industry Dose

Category

news

Language

en

Explicit

No

First episode

14 Sept 2026

Latest episode

8 Oct 2026

Latest episodes

16 episodes in the feed.

1. 

   8 Oct 2026

   Isaias shuts in a quarter of Gulf oil output | Upstream Oil and Gas Daily Dose — 2026-10-08

   The Marine Minerals Administration reports that, based on operator reports submitted October 7, about 25 percent of Gulf of America oil production and about 16 percent of gas production had been shut in, with personnel evacuated from eight manned platforms; Bloomberg reports the system has since strengthened into Hurricane Isaias with landfall expected late Friday or early Saturday east of the main Louisiana and Texas assets. Shell's October 7 update note guides third-quarter Upstream production to a range that brackets the prior quarter's actual output, with confirmed results due October 29. EPA says a second oil and gas reconsideration proposal is days away, while Valaris, W&T Offshore and Pine Cliff Energy disclosed contract awards, a reserve-based lending conversion and an expanded Alberta drilling program. CHAPTERS 00:00 Top story 00:17 Rundown 00:29 Markets & drilling 00:59 Gulf shut-ins as Isaias strengthens 02:38 Shell's preliminary quarterly outlook 03:42 EPA previews next oil and gas proposal 04:50 Valaris books offshore backlog 06:08 W&T converts revolver to RBL 07:15 Pine Cliff adds Alberta wells 08:09 What to watch 08:45 Sign-off SOURCES • BSEE: MMA Monitors Gulf of America — https://www.bsee.gov/newsroom/latest-news/statements-and-releases/press-releases/mma-monitors-gulf-response-isaias • Energy Connects: Hurricane Isaias Develops — https://www.energyconnects.com/news/oil/2026/october/hurricane-isaias-develops-as-us-oil-producers-shut-in-output/ • Shell: Shell third quarter 2026 — https://shell.gcs-web.com/news-releases/news-release-details/shell-third-quarter-2026-update-note • US Environmental Protection Agency: Administrator Zeldin Announces — https://www.epa.gov/newsreleases/administrator-zeldin-announces-epa-days-away-unveiling-next-oil-gas-proposal • Valaris via Business Wire / Yahoo Finance: Valaris Announces Contract — https://finance.yahoo.com/energy/articles/valaris-announces-contract-awards-fleet-110000698.html • GlobeNewswire: W&T Offshore Completes — https://www.globenewswire.com/news-release/2026/10/07/3376868/0/en/w-t-offshore-completes-conversion-of-revolving-credit-facility-to-reserve-based-lending-structure-enhancing-financial-flexibility.html • Pine Cliff Energy: Pine Cliff expands 2026 — https://www.pinecliffenergy.com/news/pine-cliff-energy-ltd-announces-expanded-2026-development-program-new-credit-facility-and-monthly-dividend-for-october-30-2026 • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/CL=F/ • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/BZ=F/ • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/NG=F/ • Baker Hughes: Dated board observations — https://rigcount.bakerhughes.com/static-files/07b97f18-e525-4a1a-946a-973a03b0ae79 FOOTAGE & IMAGES • Graphics: Industry Dose original evidence graphics and labeled mechanism schematics. • Video by GreenCardShow on Pixabay · https://pixabay.com/videos/id-43629/ • Video by Julián Armando Santos on Pexels · https://www.pexels.com/video/petroleo-pozo-petrolero-27822161/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT Upstream Oil & Gas Daily Dose is an Industry Dose production presented by the synthetic voice of Wesley with AI-assisted research. Episodes undergo automated quality checks and an editorial feedback window. Sources and limitations are in the notes. Corrections: industrydose@gmail.com. General industry reporting, not investment, legal or site-specific operating advice. Podcast: https://llbu.github.io/industry-dose/podcast/upstream/feed.xml Upstream Oil & Gas Daily Dose is an Industry Dose series and publishes Monday through Saturday at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #UpstreamOilAndGas #EnergyDose #OilAndGas Watch the video edition: https://youtu.be/rTSrLSSeQ-I

2. 

   7 Oct 2026

   Chevron agrees to sell Hess Midstream stake | Upstream Oil and Gas Daily Dose — 2026-10-07

   Chevron agreed to sell its stakes in Hess Midstream and in DJ Basin crude oil midstream assets as part of a broader restructuring of its Bakken midstream agreements, taking about 3.7 billion dollars of Hess Midstream debt off its balance sheet at closing in exchange for 200 million dollars in cash and revised contracts, according to BOE Report's account of the companies' statements. The Marine Minerals Administration estimates roughly nine percent of Gulf of America oil production was shut in as of a Tuesday snapshot from one operator's reports ahead of Invest 92L. Vaalco completed its Gabon Phase 3 program and reported an initial stabilized rate of about 2,000 gross barrels of oil per day from its final development well. CHAPTERS 00:00 Top story 00:16 Rundown 00:26 Markets & drilling 00:56 Chevron restructures Bakken midstream 02:30 Gulf of America shut-ins 03:44 Vaalco: Gabon and Baobab 04:56 TechnipFMC wins Petrobras flexibles award 05:47 KBR to engineer Marjan upgrades 06:36 Indonesia Energy preps deeper well 07:39 What to watch 08:16 Sign-off SOURCES • BOE Report: Chevron to divest midstream — https://boereport.com/2026/10/06/chevron-to-divest-midstream-assets-in-bakken-restructuring/ • BSEE: MMA Monitors Gulf of America — https://www.bsee.gov/newsroom/latest-news/statements-and-releases/press-releases/mma-monitors-gulf-activities-invest-92l • Vaalco Energy (issuer): VAALCO Energy Announces — https://www.vaalco.com/investors/news-events/press-releases/detail/453/vaalco-energy-inc-announces-positive-operational-updates • TechnipFMC (issuer): TechnipFMC Awarded Flexibles — https://www.technipfmc.com/en/investors/financial-news-releases/press-release/technipfmc-awarded-flexibles-contract-by-petrobras/ • GlobeNewswire: KBR Awarded Offshore — https://www.globenewswire.com/de/news-release/2026/10/06/3375264/0/en/kbr-awarded-offshore-engineering-contract-supporting-aramco-s-marjan-field-development-program.html • GlobeNewswire: Indonesia Energy Celebrates — https://www.globenewswire.com/news-release/2026/10/06/3375400/0/en/indonesia-energy-celebrates-oil-production-from-k-29-well-and-rig-up-at-new-wk-5-well-location.html • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/CL=F/ • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/BZ=F/ • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/NG=F/ • Baker Hughes: Dated board observations — https://rigcount.bakerhughes.com/static-files/07b97f18-e525-4a1a-946a-973a03b0ae79 FOOTAGE & IMAGES • Graphics: Industry Dose original evidence graphics and labeled mechanism schematics. • Video by GreenCardShow on Pixabay · https://pixabay.com/videos/id-43629/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT Upstream Oil & Gas Daily Dose is an Industry Dose production presented by the synthetic voice of Wesley with AI-assisted research. Episodes undergo automated quality checks and an editorial feedback window. Sources and limitations are in the notes. Corrections: industrydose@gmail.com. General industry reporting, not investment, legal or site-specific operating advice. Podcast: https://llbu.github.io/industry-dose/podcast/upstream/feed.xml Upstream Oil & Gas Daily Dose is an Industry Dose series and publishes Monday through Saturday at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #UpstreamOilAndGas #EnergyDose #OilAndGas Watch the video edition: https://youtu.be/iScAOwr1RP0

3. 

   6 Oct 2026

   Gulf exports rebound as Hormuz share stays low | Upstream Oil and Gas Daily Dose — 2026-10-06

   Gulf export routes and pending Canadian oil deals lead today’s briefing. CHAPTERS 00:00 Top story 00:17 Rundown 00:57 Gulf exports and the Hormuz share 02:53 Cenovus to buy Athabasca Oil 04:00 Suncor sells offshore stakes to Ithaca 05:03 Baker Hughes signs Venezuela frameworks 06:16 Ghana FPSO gas upgrade 07:12 Centalion buys Haynesville gas 08:09 What to watch 08:57 Sign-off SOURCES • OilPrice.com: https://oilprice.com/Latest-Energy-News/World-News/Gulf-Oil-Exports-Recover-to-81-of-Pre-War-Levels.html • OilPrice.com: https://oilprice.com/Energy/Crude-Oil/Standard-Chartered-Says-Hormuz-Oil-Flows-Are-Far-From-Normal.html • gCaptain: https://gcaptain.com/kuwait-oil-output-at-75-of-prewar-as-hormuz-transits-rise/ • Rigzone: https://www.rigzone.com/news/wire/tankers_sought_as_iraq_pushes_on_with_hormuz_oil_exports-06-oct-2026-184778-article/?rss=true • Rigzone: https://www.rigzone.com/news/wire/aramco_ceo_says_oil_supply_buffer_is_scarily_thin-05-oct-2026-184773-article/?rss=true • BOE Report: https://boereport.com/2026/10/05/oil-market-turmoil-could-last-for-years-executives-say/ • BOE Report: https://boereport.com/2026/10/05/oils-new-problem-isnt-supply-its-logistics-bousso/ • BOE Report: https://boereport.com/2026/10/05/cenovus-announces-agreement-to-acquire-athabasca-oil-corporation/ • BOE Report: https://boereport.com/2026/10/05/cenovus-energy-signs-deal-to-buy-athabasca-oil-in-deal-valued-at-5-7-billion/ • BOE Report: https://boereport.com/2026/10/05/athabasca-oil-announces-agreement-to-be-acquired-by-cenovus-energy/ • Upstream: https://www.upstreamonline.com/finance/cenovus-lines-up-4-billion-deal-to-buy-fellow-canadian-player/2-1-2053947 • Energy-pedia: https://www.energy-pedia.com/article.aspx?articleid=205544 • BOE Report: https://boereport.com/2026/10/05/suncor-selling-non-core-offshore-assets-to-ithaca-energy/ • Rigzone: https://www.rigzone.com/news/suncor_sells_assets_off_canadian_east_coast_to_ithaca-05-oct-2026-184771-article/?rss=true • Energy-pedia: https://www.energy-pedia.com/article.aspx?articleid=205550 • NGI: https://naturalgasintel.com/news/baker-hughes-signs-deals-to-boost-venezuelas-natural-gas-lng-sector/ • Offshore Energy: https://offshore-energy.biz/2026/10/05/yinson-production-and-eni-amplifying-african-fpsos-gas-capacity • Upstream: https://www.upstreamonline.com/rigs-and-vessels/gas-upgrade-for-ghana-fpso-gives-yinson-major-boost/2-1-2053756 • PR Newswire: https://www.prnewswire.com/news-releases/centalion-acquires-haynesville-upstream-and-midstream-natural-gas-assets-from-silver-hill-energy-partners-302898948.html • Upstream: https://www.upstreamonline.com/finance/trader-centalion-acquires-natural-gas-acreage-in-us-shale-plays/2-1-2053965 • BOE Report: https://boereport.com/2026/10/05/oil-stocks-in-us-strategic-petroleum-reserve-fall-to-lowest-level-since-1982-4/ • Rigzone: https://www.rigzone.com/news/usa_continues_strategic_petroleum_reserve_release-05-oct-2026-184770-article/?rss=true • BOE Report: https://boereport.com/2026/10/05/chevron-announces-senior-leadership-changes-5/ • Upstream: https://www.upstreamonline.com/people/chevron-shifts-cfo-to-new-role-in-leadership-shake-up/2-1-2053884 • Energy-pedia: https://www.energy-pedia.com/article.aspx?articleid=205553 • Energy-pedia: https://www.energy-pedia.com/article.aspx?articleid=205562 • Yahoo Finance: https://finance.yahoo.com/quote/CL=F/ • Yahoo Finance: https://finance.yahoo.com/quote/BZ=F/ • Yahoo Finance: https://finance.yahoo.com/quote/NG=F/ • Baker Hughes: https://rigcount.bakerhughes.com/static-files/07b97f18-e525-4a1a-946a-973a03b0ae79 FOOTAGE & IMAGES • Graphics: Industry Dose original evidence graphics and labeled mechanism schematics. • Video by GreenCardShow on Pixabay · https://pixabay.com/videos/id-43629/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT Upstream Oil & Gas Daily Dose is an Industry Dose production presented by the synthetic voice of Wesley with AI-assisted research. Episodes undergo automated quality checks and an editorial feedback window. Sources and limitations are in the notes. Corrections: industrydose@gmail.com. General industry reporting, not investment, legal or site-specific operating advice. Podcast: https://llbu.github.io/industry-dose/podcast/upstream/feed.xml Upstream Oil & Gas Daily Dose is an Industry Dose series and publishes Monday through Saturday at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #UpstreamOilAndGas #EnergyDose #OilAndGas Watch the video edition: https://youtu.be/I6JUYITIhIE

4. 

   5 Oct 2026

   Cenovus and Ithaca agree Canadian oil acquisitions | Upstream Oil and Gas Daily Dose — 2026-10-05

   Cenovus Energy has signed a definitive agreement to acquire Athabasca Oil Corporation in a cash-and-stock deal Bloomberg reported at about US$4 billion of enterprise value, with closing expected in December subject to shareholder and regulatory approvals. Ithaca Energy agreed to buy Suncor's non-core offshore Atlantic Canada assets for US$860 million upfront plus up to US$250 million in Brent-linked contingent payments. Saudi Aramco cut its November Arab Light differential to Asia to five dollars a barrel below the regional benchmark, per pricing documents reported by Bloomberg, while the OPEC+ seven held November required production at September's levels. CHAPTERS 00:00 Top story 00:19 Rundown 00:57 Cenovus to acquire Athabasca Oil 03:06 Ithaca to buy Suncor's offshore Canada assets 04:59 Aramco cuts November Asia differential 06:28 OPEC+ seven keep November production requirements 07:12 Change at Iran's oil ministry 07:27 What to watch 07:58 Sign-off SOURCES • Cenovus issuer release via GlobeNewswire: https://www.globenewswire.com/de/news-release/2026/10/05/3374300/0/en/cenovus-announces-agreement-to-acquire-athabasca-oil-corporation.html • BOE Report: https://boereport.com/2026/10/05/cenovus-announces-agreement-to-acquire-athabasca-oil-corporation/ • BOE Report: https://boereport.com/2026/10/05/athabasca-oil-announces-agreement-to-be-acquired-by-cenovus-energy/ • Bloomberg via Yahoo Finance: https://finance.yahoo.com/energy/articles/cenovus-buy-athabasca-oil-4-104839914.html • Offshore Energy upstream leads: https://offshore-energy.biz/2026/10/05/dollar860m-play-for-offshore-oil-assets-powers-ithacas-entry-into-canadian-energy-game • BOE Report: https://boereport.com/2026/10/05/suncor-selling-non-core-offshore-assets-to-ithaca-energy/ • BOE Report: https://boereport.com/2026/10/04/suncor-to-divest-non-core-offshore-assets-and-increase-shareholder-returns/ • Upstream: https://www.upstreamonline.com/finance/ithaca-signs-1-1-billion-deal-to-buy-suncors-offshore-canada-assets/2-1-2053541 • Energy Connects: https://www.energyconnects.com/news/oil/2026/october/saudis-slash-oil-prices-to-asia-in-battle-for-market-share/ • BOE Report: https://boereport.com/2026/10/04/saudi-arabia-unexpectedly-cuts-oil-prices-to-asia/ • OilPrice.com: https://oilprice.com/Latest-Energy-News/World-News/Aramco-Cuts-Asia-Oil-Prices-to-Six-Year-Low-Raises-Prices-for-Europe.html • OPEC: https://www.opec.org/pr-detail/1891616-4-october-2026.html • Energy-pedia: https://www.energy-pedia.com/article.aspx?articleid=205537 • Rigzone: https://www.rigzone.com/news/opec_7_reveal_production_plan_for_november-05-oct-2026-184768-article/?rss=true • BOE Report: https://boereport.com/2026/10/04/irans-oil-minister-resigns-no-reason-given/ • Rigzone: https://www.rigzone.com/news/wire/iran_oil_minister_quits_as_exports_dry_up-05-oct-2026-184767-article/?rss=true • Yahoo Finance (delayed): https://finance.yahoo.com/quote/CL=F/ • Yahoo Finance (delayed): https://finance.yahoo.com/quote/BZ=F/ • Yahoo Finance (delayed): https://finance.yahoo.com/quote/NG=F/ • Baker Hughes: https://rigcount.bakerhughes.com/static-files/07b97f18-e525-4a1a-946a-973a03b0ae79 FOOTAGE & IMAGES • Graphics: Industry Dose original evidence graphics and labeled mechanism schematics. • Video by GreenCardShow on Pixabay · https://pixabay.com/videos/id-43629/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT Upstream Oil & Gas Daily Dose is an Industry Dose production presented by the synthetic voice of Wesley with AI-assisted research. Episodes undergo automated quality checks and an editorial feedback window. Sources and limitations are in the notes. Corrections: industrydose@gmail.com. General industry reporting, not investment, legal or site-specific operating advice. Podcast: https://llbu.github.io/industry-dose/podcast/upstream/feed.xml Upstream Oil & Gas Daily Dose is an Industry Dose series and publishes Monday through Saturday at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #UpstreamOilAndGas #EnergyDose #OilAndGas Watch the video edition: https://youtu.be/BVqLc6xXWuE

5. 

   30 Sept 2026

   Banks see Mideast crude exports near pre-war levels | Upstream Oil and Gas Daily Dose — 2026-09-30

   Bloomberg reports Saudi Arabia has restored flows through its East-West pipeline to at least 3.5 million barrels per day, and a September 29 JPMorgan note puts Middle East crude exports at 17.5 million barrels per day, or 98 percent of pre-war levels, on a ten-day average. The US Department of Energy issued a request for proposals on September 29 for an exchange of up to 40 million barrels from the Strategic Petroleum Reserve, with bids due October 6. Also covered: SLB OneSubsea's Rovuma subsea award from ExxonMobil, GeoPark's reported $7 billion plan for Venezuela's Bare field, Europa's extended EG-08 farm-out deadline and S&P Global Energy's record Canadian oil sands forecast. CHAPTERS 00:00 Top story 00:18 Rundown 00:29 Markets & drilling 01:01 Mideast export arteries 02:11 Reserve exchange bids 03:08 Rovuma subsea award 04:27 GeoPark in Venezuela 05:30 EG-08 farm-out delay 06:43 Oil sands forecast 07:35 What to watch SOURCES • Energy Connects: Oil Holds Decline as Middle — https://www.energyconnects.com/news/oil/2026/september/oil-holds-decline-as-middle-east-exports-seen-near-pre-war-level/ • Energy-pedia: US: The United States Energy — https://www.energy-pedia.com/article.aspx?articleid=205486 • BOE Report: US to release 40 million — https://boereport.com/2026/09/29/us-to-release-40-million-barrels-of-crude-from-strategic-petroleum-reserve-energy-department-says/ • US Department of Energy: DOE opens bidding for final — https://www.energy.gov/articles/united-states-energy-department-continues-execution-strategic-reserve-release-commitments • Offshore Energy upstream leads: Subsea production systems — https://offshore-energy.biz/2026/09/29/subsea-production-systems-for-mozambiques-deepwater-lng-project-ordered-from-onesubsea • SLB OneSubsea: SLB OneSubsea wins subsea — https://www.onesubsea.slb.com/resources/news/2026/slb-onesubsea-awarded-major-subsea-systems-contract-for-rovuma-basin-development • Reuters via Boursorama: GeoPark targets $7 billion — https://www.boursorama.com/bourse/actualites/geopark-va-investir-7-milliards-de-dollars-pour-augmenter-la-production-d-un-gisement-petrolier-venezuelien-5ae69e39f086a39dd39d31639c5a9017 • Europa Oil and Gas: Europa Oil & Gas pushes EG-08 — https://www.europaoil.com/wp-content/uploads/2026/09/20260929-Change-of-Longstop-Date-Longstop-FINAL.pdf • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/CL=F/ • Baker Hughes: Dated board observations — https://rigcount.bakerhughes.com/static-files/f686dcd4-6693-44a3-8a39-4d9a329f0679 • Energy Connects: JPMorgan and Goldman See — https://www.energyconnects.com/news/oil/2026/september/jpmorgan-and-goldman-see-mideast-oil-flows-near-pre-war-levels/ • Energy-pedia: Mozambique: SLB OneSubsea — https://www.energy-pedia.com/article.aspx?articleid=205481 • BOE Report: GeoPark to invest $7 billion — https://boereport.com/2026/09/29/geopark-to-invest-7-billion-to-lift-output-at-venezuelan-oilfield/ • Energy-pedia: Equatorial Guinea: Europa Oil — https://www.energy-pedia.com/article.aspx?articleid=205492 • BOE Report: Canadian Oil Sands Production — https://boereport.com/2026/09/29/canadian-oil-sands-production-expected-to-grow-for-25th-straight-year-reaching-new-record/ • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/BZ=F/ • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/NG=F/ FOOTAGE & IMAGES • Graphics: Industry Dose original evidence graphics and labeled mechanism schematics. • Video by Julián Armando Santos on Pexels · https://www.pexels.com/video/petroleo-pozo-petrolero-27822161/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT Upstream Oil & Gas Daily Dose is an Industry Dose production presented by the synthetic voice of Wesley with AI-assisted research. Episodes undergo automated quality checks and an editorial feedback window. Sources and limitations are in the notes. Corrections: industrydose@gmail.com. General industry reporting, not investment, legal or site-specific operating advice. Podcast: https://llbu.github.io/industry-dose/podcast/upstream/feed.xml Upstream Oil & Gas Daily Dose is an Industry Dose series and publishes Monday through Saturday at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #UpstreamOilAndGas #EnergyDose #OilAndGas Watch the video edition: https://youtu.be/ItABv-p-nUI

6. 

   28 Sept 2026

   TotalEnergies sanctions Absheron full-field development | Upstream Oil and Gas Daily Dose — 2026-09-28

   TotalEnergies said on September 26 that it and partners SOCAR and XRG took a final investment decision for full-field development of the Absheron gas and condensate field in the Caspian Sea, targeting six billion cubic meters of gas a year and 47,000 barrels per day of condensate from 2029. Tullow Oil's half-year results report first-half working-interest production of 43,700 barrels of oil equivalent per day and a signed rig contract for up to ten wells offshore Ghana. Preliminary Kpler data reported by Reuters put September Middle East crude exports at 12.8 million barrels per day. CHAPTERS 00:00 Top story 00:17 Rundown 01:09 Absheron full-field development sanctioned 02:23 Tullow's Ghana half year and next rig 03:43 Middle East crude exports rebound 04:48 Aramco gas unit report 05:44 Shearwater seismic award, South America 06:32 Zephyr's Utah project awaits approval 07:33 What to watch 07:53 Sign-off SOURCES • Energy-pedia: Azerbaijan: TotalEnergies — https://www.energy-pedia.com/article.aspx?articleid=205449 • Upstream: TotalEnergies gives go-ahead — https://www.upstreamonline.com/field-development/totalenergies-gives-go-ahead-for-full-field-development-of-giant-gas-field/2-1-2050129 • TotalEnergies: Absheron full-field FID — https://totalenergies.com/newsroom/azerbaidjan-totalenergies-annonce-la-decision-finale-dinvestissement-du-developpement-full-field-dabsheron-501076/?lang=eng • Offshore Energy upstream leads: Noble’s 2013-built drillship — https://offshore-energy.biz/2026/09/28/nobles-2013-built-drillship-scoops-up-10-well-job-in-africa-with-tullow-oil • Tullow Oil: 2026 Half Year Results — https://www.tullowoil.com/media/press-releases/2026-half-year-results/ • BOE Report: Mideast oil exports rebound — https://boereport.com/2026/09/27/mideast-oil-exports-rebound-in-september-as-saudi-arabia-boosts-shipments/ • Shearwater: Multi-year OBN contract — https://www.shearwatergeo.com/press-releases/shearwater-awarded-multi-year-obn-contract-offshore-south-america/ • Zephyr Energy RNS: RNS5296W: interim results — https://polaris.brighterir.com/public/zephyr_energy/news/rns/story/ry082kx • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/CL=F/ • Baker Hughes: Dated board observations — https://rigcount.bakerhughes.com/static-files/f686dcd4-6693-44a3-8a39-4d9a329f0679 • Energy-pedia: Tullow Oil announces 2026 Half — https://www.energy-pedia.com/article.aspx?articleid=205455 • BOE Report: Oil heads higher as US-Iran — https://boereport.com/2026/09/27/__trashed-16/ • BOE Report: Saudi Aramco is working — https://boereport.com/2026/09/26/saudi-aramco-is-working-with-evercore-on-gas-unit-plans-bloomberg-news-reports/ • Energy-pedia: Shearwater awarded multi-year — https://www.energy-pedia.com/article.aspx?articleid=205457 • Energy-pedia: US: Zephyr Energy announces — https://www.energy-pedia.com/article.aspx?articleid=205456 • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/BZ=F/ • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/NG=F/ FOOTAGE & IMAGES • Graphics: Industry Dose original evidence graphics and labeled mechanism schematics. • Video by Dio Hasbi Saniskoro on Pexels · https://www.pexels.com/video/dramatic-offshore-oil-rig-at-sunset-34294261/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT Upstream Oil & Gas Daily Dose is an Industry Dose production presented by the synthetic voice of Wesley with AI-assisted research. Episodes undergo automated quality checks and an editorial feedback window. Sources and limitations are in the notes. Corrections: industrydose@gmail.com. General industry reporting, not investment, legal or site-specific operating advice. Podcast: https://llbu.github.io/industry-dose/podcast/upstream/feed.xml Upstream Oil & Gas Daily Dose is an Industry Dose series and publishes Monday through Saturday at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #UpstreamOilAndGas #EnergyDose #OilAndGas Watch the video edition: https://youtu.be/P29Plcafq2c

7. 

   26 Sept 2026

   BP explored then exited Devon Eagle Ford deal | Upstream Oil and Gas Daily Dose — 2026-09-26

   Reuters reporting cited by OilPrice says BP entered the data room for Devon Energy's roughly 90,000-net-acre Eagle Ford business after it opened in late August, and one source said BP ultimately walked away; no transaction has been announced. Horizon Petroleum reports preliminary cleanup-phase flowback of 5.5 million cubic feet per day of gas at its Lachowice-7 well in southern Poland, cautioning the rate is not representative of stabilized production. Vantris Energy says it won two offshore transportation and installation work orders from Petronas Carigali and PTTEP units worth about 441.8 million dollars combined. CHAPTERS 00:00 Top story 00:17 Rundown 00:31 Markets & drilling 01:05 BP and Devon's Eagle Ford 02:31 Lachowice-7 flow test, Poland 03:46 Malaysian offshore awards 04:45 Canadian crude routes to Asia 06:00 Alberta royalty deal 07:07 Chevron and the Pelotas basin 07:44 What to watch 08:01 Sign-off SOURCES • OilPrice.com: BP Eyes Bigger U.S. Shale — https://oilprice.com/Latest-Energy-News/World-News/BP-Eyes-Bigger-US-Shale-Footprint-After-Devon-Deal-Talks.html • Energy-pedia: Malaysia: Vantris Energy — https://www.energy-pedia.com/article.aspx?articleid=205440 • Offshore Energy upstream leads: Vantris Energy rakes in $441.8 — https://www.offshore-energy.biz/vantris-energy-rakes-in-441-8-million-for-petronas-and-pttep-offshore-works-in-malaysia/ • Upstream: Petronas and PTTEP award $440 — https://www.upstreamonline.com/field-development/petronas-and-pttep-award-440-million-offshore-work-to-vantris-energy/2-1-2049339 • Energy Connects: Canadian Oil No Longer Takes — https://www.energyconnects.com/news/oil/2026/september/canadian-oil-no-longer-takes-long-road-to-asia-as-freight-surges/ • BOE Report: Atlas Energy Corp Completes — https://boereport.com/2026/09/25/atlas-energy-corp-completes-c15-0-million-royalty-investment-and-receives-approval-to-exit-tsxv-sandbox/ • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/CL=F/ • Baker Hughes: Dated board observations — https://rigcount.bakerhughes.com/static-files/f686dcd4-6693-44a3-8a39-4d9a329f0679 • Reuters via BOE Report: BP explored deal for Devon’s — https://boereport.com/2026/09/25/bp-explored-deal-for-devons-eagle-ford-asset-sources-say/amp/ • Vantris Energy: Vantris Energy secures RM1.8 — https://www.vantrisenergy.com/press_release/vantris-energy-secures-rm1-8-billion-of-additional-ti-work-in-malaysia-strengthening-order-book-and-execution-momentum/ • PR Newswire: Horizon Petroleum Commences — https://www.prnewswire.com/news-releases/horizon-petroleum-commences-production-testing-at-lachowice-7-well-in-the-bielsko-biala-concession-in-southern-poland-302890349.html • Upstream: Namibia’s twin? Chevron weighs — https://www.upstreamonline.com/exploration/namibia-s-twin-chevron-weighs-up-exploration-drilling-in-brazil-s-pelotas-basin/2-1-2049770 • OilPrice.com: Venezuela Oil Output Could Hit — https://oilprice.com/Energy/Crude-Oil/Venezuela-Oil-Output-Could-Hit-18-Million-Bpd-By-2030-Rystad-Says.html • Upstream: Ecopetrol appoints new chief — https://www.upstreamonline.com/people/ecopetrol-appoints-new-chief-executive/2-1-2049932 • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/BZ=F/ • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/NG=F/ FOOTAGE & IMAGES • Graphics: Industry Dose original evidence graphics and labeled mechanism schematics. • Video by Julián Armando Santos on Pexels · https://www.pexels.com/video/pozo-petrolero-en-produccion-26955493/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT Upstream Oil & Gas Daily Dose is an Industry Dose production presented by the synthetic voice of Wesley with AI-assisted research. Episodes undergo automated quality checks and an editorial feedback window. Sources and limitations are in the notes. Corrections: industrydose@gmail.com. General industry reporting, not investment, legal or site-specific operating advice. Podcast: https://llbu.github.io/industry-dose/podcast/upstream/feed.xml Upstream Oil & Gas Daily Dose is an Industry Dose series and publishes Monday through Saturday at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #UpstreamOilAndGas #EnergyDose #OilAndGas Watch the video edition: https://youtu.be/ytwY8gNVd2g

8. 

   25 Sept 2026

   Hormuz deal talk cools oil as strikes bite | Upstream Oil and Gas Daily Dose — 2026-09-25

   Hormuz talks and export costs, BP’s Devon data room, SLB’s Aramco award, Vostok cargoes, Eni exploration and Kimmeridge’s oil-reserve findings. CHAPTERS 00:00 Top story 00:17 Rundown 00:29 Markets & drilling 01:11 Hormuz diplomacy meets a tight physical market 03:08 BP in the Eagle Ford data room 04:34 SLB's four-contract award from Aramco 05:31 First cargoes from Vostok Oil 06:15 Eni takes Sapukala in the Kutei Basin 07:08 Kimmeridge on shale's oil replacement problem 08:22 What to watch SOURCES Energy Connects: https://www.energyconnects.com/news/oil/2026/september/oil-slips-with-us-and-iran-said-to-be-exploring-hormuz-agreement/ BOE Report: https://boereport.com/2026/09/24/some-60-ships-passed-through-strait-of-hormuz-on-wednesday-us-official-says/ OilPrice.com: https://oilprice.com/Latest-Energy-News/World-News/Saudi-Oil-Export-Costs-Surge-as-Red-Sea-Risks-Mount.html OilPrice.com: https://oilprice.com/Latest-Energy-News/World-News/Vitol-Scoops-Up-25-Million-Barrels-of-Discounted-Iraqi-Crude.html Rigzone: https://www.rigzone.com/news/wire/saudis_ease_asia_oil_crunch-24-sep-2026-184695-article/?rss=true OilPrice.com: https://oilprice.com/Energy/Crude-Oil/5-Energy-Stocks-Positioned-for-a-Prolonged-Iran-War.html BOE Report: https://boereport.com/2026/09/24/oil-jump-sends-30-year-yields-to-two-decade-high/ BOE Report: https://boereport.com/2026/09/24/bp-eyes-devon-energy-asset-amid-renewed-us-ma-ambitions-sources-say/ Energy-pedia: https://www.energy-pedia.com/article.aspx?articleid=205431 Offshore Energy upstream leads: https://www.offshore-energy.biz/slbs-grand-slam-with-aramco-puts-over-450-oil-gas-wells-on-its-plate/ Upstream: https://www.upstreamonline.com/field-development/oilfield-services-giant-secures-four-multi-year-contracts-from-aramco/2-1-2049269 OilPrice.com: https://oilprice.com/Latest-Energy-News/World-News/Russia-Begins-Oil-Exports-From-Its-Giant-Vostok-Arctic-Project.html Energy-pedia: https://www.energy-pedia.com/article.aspx?articleid=205432 Upstream: https://www.upstreamonline.com/exploration/eni-lands-indonesia-exploration-acreage-in-key-gas-basin/2-1-2048954 BOE Report: https://boereport.com/2026/09/24/kimmeridge-publishes-new-white-paper-on-diverging-outlook-for-u-s-oil-and-natural-gas/ Upstream: https://www.upstreamonline.com/environment/supermajor-shell-charged-over-singapore-oil-leaks/2-1-2049273 Upstream: https://www.upstreamonline.com/exploration/zero-exploration-drilling-is-recipe-for-disaster-warns-petrobras-ceo/2-1-2049214 Offshore Energy upstream leads: https://www.offshore-energy.biz/chevron-and-egypt-discuss-next-steps-to-speed-up-mediterranean-gas-project/ Offshore Energy upstream leads: https://www.offshore-energy.biz/go-ahead-for-dnos-north-sea-drilling-ops-with-odfjell-drilling-managed-rig/ Natural Gas Intelligence: https://naturalgasintel.com/news/eqt-eyes-enhanced-recovery-rates-after-record-lateral-in-appalachia/ Yahoo Finance (delayed): https://finance.yahoo.com/quote/CL=F/ Yahoo Finance (delayed): https://finance.yahoo.com/quote/BZ=F/ Yahoo Finance (delayed): https://finance.yahoo.com/quote/NG=F/ Baker Hughes: https://rigcount.bakerhughes.com/static-files/ad65c983-ab99-42c3-9997-0d3118fc72a4 FOOTAGE & IMAGES • Graphics: Industry Dose original evidence graphics and labeled mechanism schematics. • Video by Julián Armando Santos on Pexels · https://www.pexels.com/video/petroleo-pozo-petrolero-27822161/ • Video by Julián Armando Santos on Pexels · https://www.pexels.com/video/pozo-petrolero-en-produccion-26955493/ • Video by CityXcape on Pexels · https://www.pexels.com/video/drone-footage-of-pumpjacks-at-a-desert-10227529/ AUDIO Energy Rush: editor-supplied intro; synthetic ambient production music. Upstream Oil & Gas Daily Dose is an Industry Dose production presented by the synthetic voice of Wesley with AI-assisted research. Episodes undergo automated quality checks and an editorial feedback window. Sources and limitations are in the notes. Corrections: industrydose@gmail.com. General industry reporting, not investment, legal or site-specific operating advice. Podcast: https://llbu.github.io/industry-dose/podcast/upstream/feed.xml Mon–Sat, 07:00 Central. #UpstreamOilAndGas #EnergyDose #OilAndGas Watch the video edition: https://youtu.be/hwSJQ-mICUs

9. 

   24 Sept 2026

   Oil slips as Hormuz flow estimates clash | Upstream Oil and Gas Daily Dose — 2026-09-24

   Crude eased as Hormuz flow estimates diverged. US senators sought a reserve release amid high diesel prices; the White House denied reported plans for a diesel export ban. TotalEnergies and AMNI sanctioned Ima offshore Nigeria, targeting first gas in 2028. CHAPTERS 00:00 Top story 00:18 Rundown 00:34 Markets & drilling 01:15 Hormuz volumes and the diesel fight 03:41 TotalEnergies sanctions Ima 05:04 Activist pressure at Devon 05:48 Norway warns on decline 06:13 Shore power in the Campos Basin 06:45 In brief 07:56 What to watch 08:06 Sign-off SOURCES • Energy Connects: https://www.energyconnects.com/news/oil/2026/september/oil-turns-lower-as-shipments-from-the-middle-east-reclaim-focus/ • Rigzone: https://www.rigzone.com/news/wire/oil_rises_as_diesel_export_talk_swirls-23-sep-2026-184689-article/?rss=true • OilPrice.com: https://oilprice.com/Latest-Energy-News/World-News/Brent-Holds-Above-102-as-Iran-Talks-Stall-Over-Hormuz-Conditions.html • BOE Report: https://boereport.com/2026/09/23/senators-from-both-parties-ask-trump-to-release-emergency-heating-oil-as-prices-surge/ • Energy-pedia: https://www.energy-pedia.com/article.aspx?articleid=205409 • Offshore Energy upstream leads: https://www.offshore-energy.biz/perenco-on-offshore-platform-electrification-quest-to-power-brazils-shallow-water-fields-from-shore/ • Upstream: https://www.upstreamonline.com/production/perenco-launches-brazil-s-first-offshore-electrification-project/2-1-2048219 • Yahoo Finance (delayed): https://finance.yahoo.com/quote/CL=F/ • Baker Hughes: https://rigcount.bakerhughes.com/static-files/ad65c983-ab99-42c3-9997-0d3118fc72a4 • Africa Oil+Gas Report: https://africaoilgasreport.com/2026/09/gas-monetization/total-announces-the-final-investment-decision-on-ima-field-development-a-gas-export-project/ • OilPrice.com: https://oilprice.com/Energy/Crude-Oil/Hormuz-Workarounds-Keep-Gulf-Oil-Flowingat-a-Steep-Cost.html • BOE Report: https://boereport.com/2026/09/23/feds-goolsbee-says-we-better-be-careful-about-oil-shock/ • Rigzone: https://www.rigzone.com/news/totalenergies_approves_new_upstream_project_for_nigeria_lng-23-sep-2026-184683-article/?rss=true • BOE Report: https://boereport.com/2026/09/23/devon-rises-after-report-activist-toms-capital-urges-sale/ • Rigzone: https://www.rigzone.com/news/shell_exits_bps_na_kika_platform_in_us_gulf-23-sep-2026-184688-article/?rss=true • Upstream: https://www.upstreamonline.com/energy-security/norway-staring-down-production-declines-as-offshore-fields-mature/2-1-2048333 • Energy-pedia: https://www.energy-pedia.com/article.aspx?articleid=205419 • Offshore Energy upstream leads: https://www.offshore-energy.biz/subsea7s-scope-at-turkiyes-largest-natural-gas-field-extended-once-again/ • Yahoo Finance (delayed): https://finance.yahoo.com/quote/BZ=F/ • finance.yahoo.com: https://finance.yahoo.com/quote/NG=F/ • upstreamonline.com: https://www.upstreamonline.com/field-development/petrobras-targets-2031-start-for-first-colombia-gas-production/2-1-2048377 • upstreamonline.com: https://www.upstreamonline.com/production/capricorns-bullish-outlook-clouded-by-takeover-battles-material-uncertainty-/2-1-2048643 • oilprice.com: https://oilprice.com/Energy/Crude-Oil/Canadas-Oil-Patch-On-Track-For-Biggest-MA-Wave-In-A-Decade.html FOOTAGE & IMAGES • Graphics: Industry Dose original evidence graphics and labeled mechanism schematics. • Video by Dio Hasbi Saniskoro on Pexels · https://www.pexels.com/video/dramatic-offshore-oil-rig-at-sunset-34294261/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT Upstream Oil & Gas Daily Dose is an Industry Dose production presented by the synthetic voice of Wesley with AI-assisted research. Episodes undergo automated quality checks and an editorial feedback window. Sources and limitations are in the notes. Corrections: industrydose@gmail.com. General industry reporting, not investment, legal or site-specific operating advice. Podcast: https://llbu.github.io/industry-dose/podcast/upstream/feed.xml Upstream Oil & Gas Daily Dose is an Industry Dose series and publishes Monday through Saturday at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #UpstreamOilAndGas #EnergyDose #OilAndGas Watch the video edition: https://youtu.be/Hj34ANc5Vw8

10. 

    23 Sept 2026

    Saudi East-West pipeline restarts | Upstream Oil and Gas Daily Dose — 2026-09-23

    Reuters, citing people briefed on the matter, reports Saudi Arabia has restarted its East-West pipeline at a low rate, with Aramco working back toward roughly 4 million barrels per day of capacity and a cargo scheduled to load at Yanbu; OilPrice.com reports very large crude carrier costs have pushed into uncharted territory, so the restart alone has not cleared oil-logistics stress. Valeura Energy and operator PTTEP announced a final investment decision on a first-phase gas development at Bussabong in the Gulf of Thailand, with first gas targeted around the end of 2028. Also covered: the North Sea Transition Taskforce's call to bring forward UK oil tax reform, a Petrobras, Shell and Strohm composite flowline qualification with a pre-salt pilot planned for early 2027, Eco Atlantic's completed South African farm-down to Navitas, and Bounty Oil and Gas's planned entry into Liberia's untested Harper Basin fan play. CHAPTERS 00:00 Top story 00:16 Rundown 00:31 Markets & drilling 01:11 Saudi East-West line restarts 02:36 Bussabong phase one sanctioned 03:32 North Sea jobs warning 04:36 Composite flowline qualified 05:44 Block 1 CBK farm-down completes 06:51 Bounty proposes Liberia acquisition 08:09 What to watch 08:49 Sign-off SOURCES • BOE Report: https://boereport.com/2026/09/22/saudi-arabia-restarts-east-west-oil-pipeline-to-resume-exports-from-yanbu-sources-say/ • Rigzone: https://www.rigzone.com/news/wire/oil_dips_as_saudi_pipeline_restarts-22-sep-2026-184678-article/?rss=true • OilPrice.com: https://oilprice.com/Energy/Crude-Oil/Saudi-Pipeline-Restart-Fails-to-End-Oil-Market-Tightness.html • OilPrice.com: https://oilprice.com/Latest-Energy-News/World-News/Saudi-Arabia-Restarts-East-West-Oil-Pipeline.html • Rigzone: https://www.rigzone.com/news/wire/saudis_in_process_of_starting_vital_oil_pipeline-22-sep-2026-184674-article/?rss=true • Rigzone: https://www.rigzone.com/news/wire/aramco_poised_to_resume_oil_exports_at_red_sea_port-22-sep-2026-184668-article/?rss=true • OilPrice.com: https://oilprice.com/Energy/Energy-General/Trump-Proposes-5-Billion-Fund-to-Rebuild-Gulf-Energy-Infrastructure.html • Energy-pedia: https://www.energy-pedia.com/article.aspx?articleid=205395 • Energy-pedia: https://www.energy-pedia.com/article.aspx?articleid=205388 • Offshore Energy upstream leads: https://www.offshore-energy.biz/southeast-asian-offshore-project-crosses-fid-threshold-in-fast-track-move-to-first-gas/ • Energy-pedia: https://www.energy-pedia.com/article.aspx?articleid=205400 • Offshore Energy upstream leads: https://www.offshore-energy.biz/australian-oil-gas-firm-makes-its-first-foray-into-liberias-deepwater-arena/ • Upstream: https://www.upstreamonline.com/exploration/australian-junior-eyes-liberia-block-with-billion-barrel-potential/2-1-2046860 • Energy-pedia: https://www.energy-pedia.com/article.aspx?articleid=205401 • Offshore Energy upstream leads: https://www.offshore-energy.biz/strohms-pilot-ultra-deepwater-tcp-flowline-to-hit-the-water-off-brazil-in-early-2027/ • Energy-pedia: https://www.energy-pedia.com/article.aspx?articleid=205394 • Upstream: https://www.upstreamonline.com/people/uk-north-sea-taskforce-calls-for-workers-income-protection/2-1-2047005 • Energy-pedia: https://www.energy-pedia.com/article.aspx?articleid=205389 • Offshore Energy upstream leads: https://www.offshore-energy.biz/navitas-forges-ahead-in-south-africa-as-it-wraps-up-offshore-acquisition/ • Yahoo Finance (delayed): https://finance.yahoo.com/quote/CL=F/ • Yahoo Finance (delayed): https://finance.yahoo.com/quote/BZ=F/ • Yahoo Finance (delayed): https://finance.yahoo.com/quote/NG=F/ • Baker Hughes: https://rigcount.bakerhughes.com/static-files/ad65c983-ab99-42c3-9997-0d3118fc72a4 FOOTAGE & IMAGES • Graphics: Industry Dose original evidence graphics and labeled mechanism schematics. AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT Upstream Oil & Gas Daily Dose is an Industry Dose production presented by the synthetic voice of Wesley with AI-assisted research. Episodes undergo automated quality checks and an editorial feedback window. Sources and limitations are in the notes. Corrections: industrydose@gmail.com. General industry reporting, not investment, legal or site-specific operating advice. Podcast: https://llbu.github.io/industry-dose/podcast/upstream/feed.xml Upstream Oil & Gas Daily Dose is an Industry Dose series and publishes Monday through Saturday at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #UpstreamOilAndGas #EnergyDose #OilAndGas Watch the video edition: https://youtu.be/dO10Z718BWg

11. 

    22 Sept 2026

    Libya's Sharara halves as Yanbu restart is signalled | Upstream Oil and Gas Daily Dose — 2026-09-22

    Libya's Sharara field is pumping about 127,000 barrels a day after an armed group shut the pipeline to the Zawiya export terminal, according to people cited by Bloomberg, while Rigzone and OilPrice report traders saying that Saudi Aramco has informally signalled a restart of loadings at Yanbu, shut since a September 10 drone attack on the East-West pipeline. Valeura Energy and operator PTTEP took a final investment decision on the first phase of the Bussabong gas field in the Gulf of Thailand, and Guyana's government is reviewing the field development plan for Longtail, proposed as the Stabroek Block's first gas-centred development. CHAPTERS 00:00 Top story 00:17 Rundown 00:32 Markets & drilling 01:15 Libya, Yanbu and Hormuz 03:00 Bussabong FID 04:07 Guyana's Longtail review 05:06 Suriname Block 58 06:06 North Sea workforce warning 07:08 Block 1 CBK operatorship 08:06 What to watch 08:34 Sign-off SOURCES • Guyana Department of Public Information: Longtail moves closer — https://dpi.gov.gy/longtail-moves-closer-to-becoming-stabroek-blocks-first-gas-focused-development/ • Energy Connects: Oil Edges Higher as Traders — https://www.energyconnects.com/news/oil/2026/september/oil-edges-higher-as-traders-monitor-supply-risks-and-diplomacy/ • Rigzone: Aramco Poised to Resume Oil — https://www.rigzone.com/news/wire/aramco_poised_to_resume_oil_exports_at_red_sea_port-22-sep-2026-184668-article/?rss=true • OilPrice.com: Saudi Oil Lifeline May Reopen — https://oilprice.com/Latest-Energy-News/World-News/Saudi-Oil-Lifeline-May-Reopen-as-Aramco-Eyes-Yanbu-Restart.html • Energy-pedia: Thailand: Valeura Energy takes — https://www.energy-pedia.com/article.aspx?articleid=205395 • Offshore Energy upstream leads: Southeast Asian offshore — https://www.offshore-energy.biz/southeast-asian-offshore-project-crosses-fid-threshold-in-fast-track-move-to-first-gas/ • Upstream: UK North Sea taskforce calls — https://www.upstreamonline.com/people/uk-north-sea-taskforce-calls-for-workers-income-protection/2-1-2047005 • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/CL=F/ • Baker Hughes: Dated board observations — https://rigcount.bakerhughes.com/static-files/ad65c983-ab99-42c3-9997-0d3118fc72a4 • Staatsolie: TotalEnergies CEO Visit — https://www.staatsolie.com/en/news/totalenergies-ceo-visit-underscores-progress-on-granmorgu-project/ • Africa Oil+Gas Report: Fred Kabanda Succeeds “Long — https://africaoilgasreport.com/2026/09/in-the-news/fred-kabanda-succeeds-long-timer-ernest-rubondo-as-ugandas-top-petroleum-regulator/ • OilPrice.com: Oil Tumbles 3% as Iran Floats — https://oilprice.com/Latest-Energy-News/World-News/Oil-Tumbles-3-as-Iran-Floats-Hormuz-Reopening-Within-a-Week.html • OilPrice.com: ING: Supply-Side Risks Stay — https://oilprice.com/Latest-Energy-News/World-News/ING-Supply-Side-Risks-Stay-Elevated-Even-as-Oil-Prices-Pull-Back.html • Rigzone: Crude Falls on Iran Diplomacy — https://www.rigzone.com/news/wire/crude_falls_on_iran_diplomacy_hopes-21-sep-2026-184667-article/?rss=true • OilPrice.com: Oil Prices Reverse Course — https://oilprice.com/Latest-Energy-News/World-News/Oil-Prices-Reverse-Course-as-Traders-Watch-US-Iran-Diplomacy.html • Energy-pedia: Thailand: PTTEP moves forward — https://www.energy-pedia.com/article.aspx?articleid=205388 • Energy-pedia: South Africa: Eco (Atlantic) — https://www.energy-pedia.com/article.aspx?articleid=205389 • Offshore Energy upstream leads: Navitas forges ahead in South — https://www.offshore-energy.biz/navitas-forges-ahead-in-south-africa-as-it-wraps-up-offshore-acquisition/ • Energy-pedia: UK risks losing North Sea — https://www.energy-pedia.com/article.aspx?articleid=205394 • Offshore Energy: GranMorgu project progress — https://www.offshore-energy.biz/totalenergies-staatsolie-and-apa-advancing-12-2b-oil-project-ahead-of-2027-drilling-ops/ FOOTAGE & IMAGES • Graphics: Industry Dose original evidence graphics and labeled mechanism schematics. • Video by Dio Hasbi Saniskoro on Pexels · https://www.pexels.com/video/dramatic-offshore-oil-rig-at-sunset-34294261/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT Upstream Oil & Gas Daily Dose is an Industry Dose production presented by the synthetic voice of Wesley with AI-assisted research. Episodes undergo automated quality checks and an editorial feedback window. Sources and limitations are in the notes. Corrections: industrydose@gmail.com. General industry reporting, not investment, legal or site-specific operating advice. Podcast: https://llbu.github.io/industry-dose/podcast/upstream/feed.xml Upstream Oil & Gas Daily Dose is an Industry Dose series and publishes Monday through Saturday at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #UpstreamOilAndGas #EnergyDose #OilAndGas Watch the video edition: https://youtu.be/ewMcCFaIQOY

12. 

    21 Sept 2026

    Aramco zeroes Europe term crude | Upstream Oil and Gas Daily Dose — 2026-09-21

    Saudi Aramco has told European refining customers they will be allocated no crude next month under long-term agreements while it works to restore its damaged East-West pipeline, Bloomberg reported via Energy Connects, even as US Central Command says Hormuz flows are at a six-month high. Qatar's energy minister said the first North Field East production train now slips to the first half of 2027. Bloomberg also reports that this week's Trump-Xi meeting could bring a commitment to revive US LNG purchases worth about six billion dollars a year. CHAPTERS 00:00 Top story 00:18 Rundown 00:31 Markets & drilling 01:12 Aramco zeroes European allocations 03:04 North Field East slips to 2027 04:24 US gas sales to China 05:54 ConocoPhillips takes 71 percent 06:17 Venezuela memorandum 06:58 Payouts and output 07:42 What to watch 08:17 Sign-off SOURCES • Energy Connects: Qatar’s Energy Chief Sees LNG — https://www.energyconnects.com/news/gas-lng/2026/september/qatar-s-energy-chief-sees-lng-expansion-startup-in-2027/ • BOE Report: QatarEnergy says Hormuz crisis — https://boereport.com/2026/09/20/qatarenergy-says-hormuz-crisis-may-delay-some-expansion-projects/ • Upstream: ConocoPhillips acquiring $19.8 — https://www.upstreamonline.com/exploration/conocophillips-acquiring-19-8-million-offshore-stake-from-cash-strapped-junior/2-1-2045508 • OilPrice.com: Big Oil’s Production Keeps — https://oilprice.com/Energy/Crude-Oil/Big-Oils-Production-Keeps-Soaring-Despite-Deep-Spending-Cuts.html • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/CL=F/ • Baker Hughes: Dated board observations — https://rigcount.bakerhughes.com/static-files/ad65c983-ab99-42c3-9997-0d3118fc72a4 • Energy Connects: Brent Set for Longest Losing — https://www.energyconnects.com/news/oil/2026/september/brent-set-for-longest-losing-run-since-june-focus-on-diplomacy/ • BOE Report: Oil slips as investors assess — https://boereport.com/2026/09/20/oil-slips-as-investors-assess-saudi-export-recovery/ • Energy Connects: Trump-Xi Talks Could Mean $6 — https://www.energyconnects.com/news/gas-lng/2026/september/trump-xi-talks-could-mean-6-billion-of-us-natural-gas-for-china/ • BOE Report: Venezuela leader Rodriguez — https://boereport.com/2026/09/19/venezuela-leader-rodriguez-signs-agreement-with-french-oil-company-total-energies/ • Energy Connects: Pakistan Secures Latest Qatar — https://www.energyconnects.com/news/gas-lng/2026/september/pakistan-secures-latest-qatar-lng-shipment-after-deal-with-iran/ • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/BZ=F/ • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/NG=F/ FOOTAGE & IMAGES • Graphics: Industry Dose original evidence graphics and labeled mechanism schematics. • Video by Dio Hasbi Saniskoro on Pexels · https://www.pexels.com/video/dramatic-offshore-oil-rig-at-sunset-34294261/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT Upstream Oil & Gas Daily Dose is an Industry Dose production presented by the synthetic voice of Wesley with AI-assisted research. Episodes undergo automated quality checks and an editorial feedback window. Sources and limitations are in the notes. Corrections: industrydose@gmail.com. General industry reporting, not investment, legal or site-specific operating advice. Podcast: https://llbu.github.io/industry-dose/podcast/upstream/feed.xml Upstream Oil & Gas Daily Dose is an Industry Dose series and publishes Monday through Saturday at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #UpstreamOilAndGas #EnergyDose #OilAndGas Watch the video edition: https://youtu.be/yN9euVzGXAY

13. 

    19 Sept 2026

    Saudi pipeline outage strains crude routes | Upstream Oil and Gas Daily Dose — 2026-09-19

    Rigzone and OilPrice report oil eased Friday as Saudi Arabia's workaround through Sohar and shuttle shipping partly replaced volumes lost when attacks shut the East-West pipeline and loadings stopped at Yanbu, while Strait of Hormuz traffic remains severely disrupted. OilPrice reports French President Macron will convene G7 countries on emergency stocks as EIA data show U.S. retail diesel at six dollars and twenty-nine cents a gallon for the week of September fourteenth. Guyana's natural resources minister says output has passed nine hundred thousand barrels per day and the government is shifting focus to gas monetisation, and the White House confirmed a Russia and Iran sanctions law signed September eighteenth. CHAPTERS 00:00 Top story 00:18 Rundown 00:29 Markets & drilling 01:13 Saudi workaround and a disrupted Hormuz 03:02 Macron calls G7 on emergency stocks 04:47 Guyana turns toward gas 06:05 Sanctions law signed 07:02 EU weighs a windfall tax 07:32 What to watch 07:47 Sign-off SOURCES • EIA Today in Energy: What goes into diesel prices? — https://www.eia.gov/todayinenergy/detail.php?id=68164 • Guyana Department of Public Information: Guyana enters new phase — https://dpi.gov.gy/guyana-enters-new-phase-of-natural-resources-development-as-focus-shifts-to-gas-monetisation/ • The White House: Congressional Bill H.R. 5334 — https://www.whitehouse.gov/briefings-statements/2026/09/congressional-bill-h-r-5334-signed-into-law/ • Senator Katie Britt: President signs Russia — https://www.britt.senate.gov/news/press-releases/u-s-senator-katie-britt-joins-president-trump-in-oval-office-for-signing-of-the-lindsey-o-graham-sanctioning-russia-and-iran-act-of-2026/ • Rigzone: Oil Falls as Supply Fears Ease — https://www.rigzone.com/news/wire/oil_falls_as_supply_fears_ease-18-sep-2026-184657-article/?rss=true • OilPrice.com: WTI Retreats as Saudi Oil — https://oilprice.com/Energy/Energy-General/WTI-Retreats-as-Saudi-Oil-Workaround-Eases-Supply-Fears.html • Upstream: EU finance ministers eye new — https://www.upstreamonline.com/energy-security/eu-finance-ministers-eye-new-windfall-tax/2-1-2045890 • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/CL=F/ • Baker Hughes: Dated board observations — https://rigcount.bakerhughes.com/static-files/ad65c983-ab99-42c3-9997-0d3118fc72a4 • OilPrice.com: Japan's Refiners Have Enough — https://oilprice.com/Latest-Energy-News/World-News/Japans-Refiners-Have-Enough-Crude-to-Last-Through-November-Industry-Body-Says.html • OilPrice.com: Global Shipping Costs Explode — https://oilprice.com/Energy/Crude-Oil/Global-Shipping-Costs-Explode-as-Hormuz-Disruptions-Hit-Key-Trade-Routes.html • OilPrice.com: LNG Tankers Push Through — https://oilprice.com/Latest-Energy-News/World-News/LNG-Tankers-Push-Through-Hormuz-Again-as-Qatar-UAE-Fight-Supply-Crunch.html • OilPrice.com: The Oil Market’s Backup Plan — https://oilprice.com/Energy/Energy-General/The-Oil-Markets-Backup-Plan-Is-Breaking-Down.html • OilPrice.com: Macron Calls for Another — https://oilprice.com/Latest-Energy-News/World-News/Macron-Calls-for-Another-Emergency-Oil-Release-as-Europe-Loses-Supply.html • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/BZ=F/ • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/NG=F/ FOOTAGE & IMAGES • Graphics: Industry Dose original evidence graphics and labeled mechanism schematics. • Video by GreenCardShow on Pixabay · https://pixabay.com/videos/id-43629/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT Upstream Oil & Gas Daily Dose is an Industry Dose production presented by the synthetic voice of Wesley with AI-assisted research. Episodes undergo automated quality checks and an editorial feedback window. Sources and limitations are in the notes. Corrections: industrydose@gmail.com. General industry reporting, not investment, legal or site-specific operating advice. Podcast: https://llbu.github.io/industry-dose/podcast/upstream/feed.xml Upstream Oil & Gas Daily Dose is an Industry Dose series and publishes Monday through Saturday at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #UpstreamOilAndGas #EnergyDose #OilAndGas Watch the video edition: https://youtu.be/s5uMAxT56VE

14. 

    18 Sept 2026

    Continental signs Venezuela MOU with PDVSA | Upstream Oil and Gas Daily Dose — 2026-09-18

    Continental Resources says it signed a memorandum of understanding with PDVSA to operate and develop the Ayacucho 2 block in Venezuela's Orinoco Oil Belt, with a long-term participation contract still to be negotiated. Reuters, cited by OilPrice, reports three pumping stations were damaged on Saudi Arabia's East-West pipeline, more than earlier assessments found. Guyana's natural resources minister told the Department of Public Information that oil output already exceeds nine hundred thousand barrels per day as the government turns to gas monetisation. CHAPTERS 00:00 Top story 00:18 Rundown 00:31 Markets & drilling 01:07 Continental and PDVSA sign Venezuela MOU 02:47 Saudi pipeline damage and Hormuz risk 04:05 Guyana output and gas monetisation 05:12 Petrobras takes eight blocks off Côte d'Ivoire 06:09 OMV declares Libyan find viable 06:51 BKV closes Barnett acquisition 08:02 What to watch 08:50 Sign-off SOURCES • Guyana Department of Public Information: Guyana eyes 600 MW power — https://dpi.gov.gy/guyana-eyes-600-mw-power-expansion-as-oil-production-surpasses-900000-bpd/ • Energy-pedia: Venezuela: Continental — https://www.energy-pedia.com/article.aspx?articleid=205352 • OilPrice.com: Saudi Pipeline Outage Could — https://oilprice.com/Energy/Crude-Oil/Saudi-Pipeline-Outage-Could-Deepen-the-Global-Fuel-Crunch.html • BOE Report: Iran’s IRGC says it struck — https://boereport.com/2026/09/17/irans-irgc-says-it-struck-togo-flagged-tanker-in-strait-of-hormuz/ • Rigzone: Oil Falls as Mideast Flows — https://www.rigzone.com/news/wire/oil_falls_as_mideast_flows_improve-17-sep-2026-184646-article/?rss=true • Offshore Energy upstream leads: Petrobras widens its African — https://www.offshore-energy.biz/petrobras-widens-its-african-offshore-portfolio-with-multiple-blocks-in-cote-divoire/ • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/CL=F/ • Baker Hughes: Dated board observations — https://rigcount.bakerhughes.com/static-files/ac9a8c23-3a35-4a0c-88d3-d8678af2f5c6 • OilPrice.com: Kpler Sees Oil Grinding Higher — https://oilprice.com/Latest-Energy-News/World-News/Kpler-Sees-Oil-Grinding-Higher-as-Diesel-Crunch-Deepens.html • BOE Report: Shell-led LNG Canada could — https://boereport.com/2026/09/17/shell-led-lng-canada-could-approve-phase-2-expansion-by-early-october-sources-say/ • Energy-pedia: Cote d'Ivoire: Petrobras signs — https://www.energy-pedia.com/article.aspx?articleid=205349 • Rigzone: OMV Confirms Viability — https://www.rigzone.com/news/omv_confirms_viability_of_libyan_oil_discovery-17-sep-2026-184637-article/?rss=true • Energy-pedia: US: BKV completes acquisition — https://www.energy-pedia.com/article.aspx?articleid=205337 • Rigzone: Vitesse Completes Acquisition — https://www.rigzone.com/news/vitesse_completes_acquisition_in_denverjulesburg_basin-17-sep-2026-184645-article/?rss=true • Energy-pedia: Brazil: Vallourec secures — https://www.energy-pedia.com/article.aspx?articleid=205336 • Energy-pedia: Indonesia: Conrad Asia Energy — https://www.energy-pedia.com/article.aspx?articleid=205348 • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/BZ=F/ • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/NG=F/ FOOTAGE & IMAGES • Graphics: Industry Dose original evidence graphics and labeled mechanism schematics. • Video by Julián Armando Santos on Pexels · https://www.pexels.com/video/petroleo-pozo-petrolero-27822161/ • Video by CityXcape on Pexels · https://www.pexels.com/video/drone-footage-of-pumpjacks-at-a-desert-10227529/ • Video by Julián Armando Santos on Pexels · https://www.pexels.com/video/pozo-petrolero-en-produccion-26955493/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT Upstream Oil & Gas Daily Dose is an Industry Dose production presented by the synthetic voice of Wesley with AI-assisted research. Episodes undergo automated quality checks and an editorial feedback window. Sources and limitations are in the notes. Corrections: industrydose@gmail.com. General industry reporting, not investment, legal or site-specific operating advice. Podcast: https://llbu.github.io/industry-dose/podcast/upstream/feed.xml Upstream Oil & Gas Daily Dose is an Industry Dose series and publishes every morning at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #UpstreamOilAndGas #EnergyDose #OilAndGas Watch the video edition: https://youtu.be/FJGiEtDtcIc

15. 

    16 Sept 2026

    Saipem closes Saudi jack-up sale to ADES | Upstream Oil and Gas Daily Dose — 2026-09-16

    Saipem said on 15 September that it has completed the sale of its entire shareholding in Saudi Arabian Saipem Limited to ADES Saudi Limited Company, retaining use of one jack-up in Mexico under a bareboat charter. Offshore Energy separately reported a Valeura farm-in approval in the Gulf of Thailand, Borr Drilling's sale of its Perfomex joint-venture stakes in Mexico, a Petrobras composite pipe trial to 1,500 metres, an Equinor North Sea drilling permit and an ABS qualification milestone for a fuel cell power system on FPSOs. Baker Hughes counted 591 active U.S. rigs in the week ended 11 September, up three from the prior report. CHAPTERS 00:00 Top story 00:16 Rundown 00:29 Markets & drilling 01:03 Saipem completes Saudi shallow-water exit 02:54 Valeura farm-in approval in Thailand 03:36 Borr Drilling reorganises Mexico 04:20 Petrobras composite pipe trial 05:17 Equinor North Sea permit 06:01 Fuel cell power for FPSOs 06:55 What to watch 07:41 Sign-off SOURCES • EIA Today in Energy: Corpus Christi LNG expansion — https://www.eia.gov/todayinenergy/detail.php?id=68144 • Offshore Energy upstream leads: Saipem hands Saudi jack-up — https://www.offshore-energy.biz/saipem-hands-saudi-jack-up-fleet-to-ades-in-strategic-shallow-water-exit/ • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/CL=F/ • Baker Hughes: Dated board observations — https://rigcount.bakerhughes.com/static-files/ac9a8c23-3a35-4a0c-88d3-d8678af2f5c6 • saipem.com: Saipem: divestment of Shallow — https://www.saipem.com/en/media/press-releases/2026-09-15/saipem-divestment-shallow-water-drillings-operations-saudi-arabia • GOV.UK: Government revenues from UK — https://www.gov.uk/government/statistics/announcements/government-revenues-from-uk-oil-and-gas-production-october-2026 • Offshore Energy upstream leads: Valeura advances Gulf — https://www.offshore-energy.biz/valeura-advances-gulf-of-thailand-expansion-with-pttep-farm-in-approval/ • Offshore Energy upstream leads: Borr Drilling keeps three — https://www.offshore-energy.biz/borr-drilling-keeps-three-jack-up-rigs-as-it-reorganizes-mexico-ops-with-stake-sale/ • Offshore Energy upstream leads: Petrobras taps Strohm for up — https://www.offshore-energy.biz/petrobras-taps-strohm-for-up-to-1500-meter-deepwater-tcp-trial-offshore-brazil/ • Offshore Energy upstream leads: Thumbs-up for Equinor’s North — https://www.offshore-energy.biz/thumbs-up-for-equinors-north-sea-drilling-ops-with-cosl-rig/ • Offshore Energy upstream leads: MODEC, Eld Energy chart path — https://www.offshore-energy.biz/modec-eld-energy-chart-path-to-low-carbon-fpso-power-with-abs-milestone/ • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/BZ=F/ • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/NG=F/ FOOTAGE & IMAGES • Graphics: Industry Dose original evidence graphics and labeled mechanism schematics. AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT Upstream Oil & Gas Daily Dose is an Industry Dose production presented by the synthetic voice of Wesley with AI-assisted research. Episodes undergo automated quality checks and an editorial feedback window. Sources and limitations are in the notes. Corrections: industrydose@gmail.com. General industry reporting, not investment, legal or site-specific operating advice. Podcast: https://llbu.github.io/industry-dose/podcast/upstream/feed.xml Upstream Oil & Gas Daily Dose is an Industry Dose series and publishes every morning at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #UpstreamOilAndGas #EnergyDose #OilAndGas Watch the video edition: https://youtu.be/Svyzkiq689o

16. 

    14 Sept 2026

    Saudi east-west pipeline outage | Upstream Oil and Gas Daily Dose — 2026-09-14

    Reuters reports Saudi Arabia's east-west crude pipeline has been shut since Friday after drone attacks, with unnamed industry sources putting rerouted volumes at about four million barrels per day and Yanbu export cover at five to seven days; repair estimates conflict and Riyadh has not commented. Also: Touchstone Exploration's Trinidad drilling and compressor uptime update, an Arabian Drilling five-year, eight-rig gas contract with SLB, Iraq's twenty-five-year Ajil field award to KEPPT, and Nigeria's August regulator production figures. CHAPTERS 00:00 Top story 00:17 Rundown 00:27 Markets & drilling 00:55 Saudi pipeline outage 02:33 Touchstone in Trinidad 04:37 Arabian Drilling and SLB 05:39 Iraq's Ajil award 06:31 Nigeria's August output 07:50 What to watch 08:23 Sign-off SOURCES • Saudi Central Bank: Older policy context: official — https://sama.gov.sa/en-US/MediaCenter/News/Pages/news-557.aspx • Arabian Drilling official Tadawul feed: Arabian Drilling signs — https://ksatools.eurolandir.com/tools/Pressreleases/GetPressRelease/?ID=8136187&lang=en-GB&companycode=sa-arab&v= • Touchstone Exploration: Touchstone Exploration — https://www.touchstoneexploration.com/wp-content/uploads/2026/09/September-14-2026-Operational-Update-TSX-vF.pdf • Reuters via Business Recorder: Saudi pipeline outage — https://www.brecorder.com/news/amp/40439290 • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/CL=F/ • Baker Hughes: Dated board observations — https://rigcount.bakerhughes.com/static-files/ac9a8c23-3a35-4a0c-88d3-d8678af2f5c6 • nuprc.gov.ng: Production Rises by 0.4% — https://www.nuprc.gov.ng/media/news/7a281fbbb3898744a42f44ee • Reuters via Business Recorder: Iraq signs25-year deal — https://www.brecorder.com/news/40439238/iraq-signs-25-year-deal-to-develop-ajil-oilfield • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/BZ=F/ • Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/NG=F/ FOOTAGE & IMAGES • Graphics: Industry Dose original evidence graphics and labeled mechanism schematics. • Video by GreenCardShow on Pixabay · https://pixabay.com/videos/id-43629/ • Video by CityXcape on Pexels · https://www.pexels.com/video/drone-footage-of-pumpjacks-at-a-desert-10227529/ • Video by Julián Armando Santos on Pexels · https://www.pexels.com/video/petroleo-pozo-petrolero-27822161/ AUDIO • Energy Rush — editor-supplied intro music • Ambient bed — synthetic production music ABOUT Upstream Oil & Gas Daily Dose is an Industry Dose production presented by the synthetic voice of Wesley with AI-assisted research. Episodes undergo automated quality checks and an editorial feedback window. Sources and limitations are in the notes. Corrections: industrydose@gmail.com. General industry reporting, not investment, legal or site-specific operating advice. Podcast: https://llbu.github.io/industry-dose/podcast/upstream/feed.xml Upstream Oil & Gas Daily Dose is an Industry Dose series and publishes every morning at 07:00 Central. Corrections: industrydose@gmail.com More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily #UpstreamOilAndGas #EnergyDose #OilAndGas Watch the video edition: https://youtu.be/p_KlOSTF5m0

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