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<title>Upstream Oil &amp; Gas Daily Dose</title>
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<copyright>&#xA9; 2026 Industry Dose</copyright>
<description>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.</description>
<itunes:summary>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.</itunes:summary>
<itunes:author>Industry Dose</itunes:author>
<itunes:owner><itunes:name>Industry Dose</itunes:name><itunes:email>industrydose@gmail.com</itunes:email></itunes:owner>
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<title>Aramco zeroes Europe term crude | Upstream Oil and Gas Daily Dose — 2026-09-21</title>
<description>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 &amp; 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 &amp; 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 &amp; 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 &amp; 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</description>
<content:encoded><![CDATA[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&#x27;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&#x27;s Trump-Xi meeting could bring a commitment to revive US LNG purchases worth about six billion dollars a year.<br/><br/>CHAPTERS<br/>00:00 Top story<br/>00:18 Rundown<br/>00:31 Markets &amp; drilling<br/>01:12 Aramco zeroes European allocations<br/>03:04 North Field East slips to 2027<br/>04:24 US gas sales to China<br/>05:54 ConocoPhillips takes 71 percent<br/>06:17 Venezuela memorandum<br/>06:58 Payouts and output<br/>07:42 What to watch<br/>08:17 Sign-off<br/><br/>SOURCES<br/>• 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/<br/>• BOE Report: QatarEnergy says Hormuz crisis — https://boereport.com/2026/09/20/qatarenergy-says-hormuz-crisis-may-delay-some-expansion-projects/<br/>• Upstream: ConocoPhillips acquiring $19.8 — https://www.upstreamonline.com/exploration/conocophillips-acquiring-19-8-million-offshore-stake-from-cash-strapped-junior/2-1-2045508<br/>• OilPrice.com: Big Oil’s Production Keeps — https://oilprice.com/Energy/Crude-Oil/Big-Oils-Production-Keeps-Soaring-Despite-Deep-Spending-Cuts.html<br/>• Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/CL=F/<br/>• Baker Hughes: Dated board observations — https://rigcount.bakerhughes.com/static-files/ad65c983-ab99-42c3-9997-0d3118fc72a4<br/>• 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/<br/>• BOE Report: Oil slips as investors assess — https://boereport.com/2026/09/20/oil-slips-as-investors-assess-saudi-export-recovery/<br/>• 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/<br/>• BOE Report: Venezuela leader Rodriguez — https://boereport.com/2026/09/19/venezuela-leader-rodriguez-signs-agreement-with-french-oil-company-total-energies/<br/>• 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/<br/>• Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/BZ=F/<br/>• Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/NG=F/<br/><br/>FOOTAGE &amp; IMAGES<br/>• Graphics: Industry Dose original evidence graphics and labeled mechanism schematics.<br/>• Video by Dio Hasbi Saniskoro on Pexels · https://www.pexels.com/video/dramatic-offshore-oil-rig-at-sunset-34294261/<br/><br/>AUDIO<br/>• Energy Rush — editor-supplied intro music<br/>• Ambient bed — synthetic production music<br/><br/>ABOUT<br/>Upstream Oil &amp; 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.<br/><br/>Podcast: https://llbu.github.io/industry-dose/podcast/upstream/feed.xml<br/>Upstream Oil &amp; Gas Daily Dose is an Industry Dose series and publishes Monday through Saturday at 07:00 Central. Corrections: industrydose@gmail.com<br/>More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily<br/><br/>#UpstreamOilAndGas #EnergyDose #OilAndGas<br/><br/>Watch the video edition: https://youtu.be/yN9euVzGXAY]]></content:encoded>
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<pubDate>Mon, 21 Sep 2026 10:07:51 +0000</pubDate>
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<title>Saudi pipeline outage strains crude routes | Upstream Oil and Gas Daily Dose — 2026-09-19</title>
<description>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 &amp; 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 &amp; 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 &amp; 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 &amp; 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</description>
<content:encoded><![CDATA[Rigzone and OilPrice report oil eased Friday as Saudi Arabia&#x27;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&#x27;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.<br/><br/>CHAPTERS<br/>00:00 Top story<br/>00:18 Rundown<br/>00:29 Markets &amp; drilling<br/>01:13 Saudi workaround and a disrupted Hormuz<br/>03:02 Macron calls G7 on emergency stocks<br/>04:47 Guyana turns toward gas<br/>06:05 Sanctions law signed<br/>07:02 EU weighs a windfall tax<br/>07:32 What to watch<br/>07:47 Sign-off<br/><br/>SOURCES<br/>• EIA Today in Energy: What goes into diesel prices? — https://www.eia.gov/todayinenergy/detail.php?id=68164<br/>• 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/<br/>• The White House: Congressional Bill H.R. 5334 — https://www.whitehouse.gov/briefings-statements/2026/09/congressional-bill-h-r-5334-signed-into-law/<br/>• 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/<br/>• 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<br/>• OilPrice.com: WTI Retreats as Saudi Oil — https://oilprice.com/Energy/Energy-General/WTI-Retreats-as-Saudi-Oil-Workaround-Eases-Supply-Fears.html<br/>• Upstream: EU finance ministers eye new — https://www.upstreamonline.com/energy-security/eu-finance-ministers-eye-new-windfall-tax/2-1-2045890<br/>• Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/CL=F/<br/>• Baker Hughes: Dated board observations — https://rigcount.bakerhughes.com/static-files/ad65c983-ab99-42c3-9997-0d3118fc72a4<br/>• OilPrice.com: Japan&#x27;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<br/>• OilPrice.com: Global Shipping Costs Explode — https://oilprice.com/Energy/Crude-Oil/Global-Shipping-Costs-Explode-as-Hormuz-Disruptions-Hit-Key-Trade-Routes.html<br/>• 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<br/>• OilPrice.com: The Oil Market’s Backup Plan — https://oilprice.com/Energy/Energy-General/The-Oil-Markets-Backup-Plan-Is-Breaking-Down.html<br/>• 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<br/>• Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/BZ=F/<br/>• Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/NG=F/<br/><br/>FOOTAGE &amp; IMAGES<br/>• Graphics: Industry Dose original evidence graphics and labeled mechanism schematics.<br/>• Video by GreenCardShow on Pixabay · https://pixabay.com/videos/id-43629/<br/><br/>AUDIO<br/>• Energy Rush — editor-supplied intro music<br/>• Ambient bed — synthetic production music<br/><br/>ABOUT<br/>Upstream Oil &amp; 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.<br/><br/>Podcast: https://llbu.github.io/industry-dose/podcast/upstream/feed.xml<br/>Upstream Oil &amp; Gas Daily Dose is an Industry Dose series and publishes Monday through Saturday at 07:00 Central. Corrections: industrydose@gmail.com<br/>More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily<br/><br/>#UpstreamOilAndGas #EnergyDose #OilAndGas<br/><br/>Watch the video edition: https://youtu.be/s5uMAxT56VE]]></content:encoded>
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<pubDate>Sat, 19 Sep 2026 11:07:28 +0000</pubDate>
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<item>
<title>Continental signs Venezuela MOU with PDVSA | Upstream Oil and Gas Daily Dose — 2026-09-18</title>
<description>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 &amp; 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 &amp; 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 &amp; 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 &amp; 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</description>
<content:encoded><![CDATA[Continental Resources says it signed a memorandum of understanding with PDVSA to operate and develop the Ayacucho 2 block in Venezuela&#x27;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&#x27;s East-West pipeline, more than earlier assessments found. Guyana&#x27;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.<br/><br/>CHAPTERS<br/>00:00 Top story<br/>00:18 Rundown<br/>00:31 Markets &amp; drilling<br/>01:07 Continental and PDVSA sign Venezuela MOU<br/>02:47 Saudi pipeline damage and Hormuz risk<br/>04:05 Guyana output and gas monetisation<br/>05:12 Petrobras takes eight blocks off Côte d&#x27;Ivoire<br/>06:09 OMV declares Libyan find viable<br/>06:51 BKV closes Barnett acquisition<br/>08:02 What to watch<br/>08:50 Sign-off<br/><br/>SOURCES<br/>• 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/<br/>• Energy-pedia: Venezuela: Continental — https://www.energy-pedia.com/article.aspx?articleid=205352<br/>• OilPrice.com: Saudi Pipeline Outage Could — https://oilprice.com/Energy/Crude-Oil/Saudi-Pipeline-Outage-Could-Deepen-the-Global-Fuel-Crunch.html<br/>• 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/<br/>• 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<br/>• 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/<br/>• Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/CL=F/<br/>• Baker Hughes: Dated board observations — https://rigcount.bakerhughes.com/static-files/ac9a8c23-3a35-4a0c-88d3-d8678af2f5c6<br/>• 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<br/>• 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/<br/>• Energy-pedia: Cote d&#x27;Ivoire: Petrobras signs — https://www.energy-pedia.com/article.aspx?articleid=205349<br/>• Rigzone: OMV Confirms Viability — https://www.rigzone.com/news/omv_confirms_viability_of_libyan_oil_discovery-17-sep-2026-184637-article/?rss=true<br/>• Energy-pedia: US: BKV completes acquisition — https://www.energy-pedia.com/article.aspx?articleid=205337<br/>• Rigzone: Vitesse Completes Acquisition — https://www.rigzone.com/news/vitesse_completes_acquisition_in_denverjulesburg_basin-17-sep-2026-184645-article/?rss=true<br/>• Energy-pedia: Brazil: Vallourec secures — https://www.energy-pedia.com/article.aspx?articleid=205336<br/>• Energy-pedia: Indonesia: Conrad Asia Energy — https://www.energy-pedia.com/article.aspx?articleid=205348<br/>• Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/BZ=F/<br/>• Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/NG=F/<br/><br/>FOOTAGE &amp; IMAGES<br/>• Graphics: Industry Dose original evidence graphics and labeled mechanism schematics.<br/>• Video by Julián Armando Santos on Pexels · https://www.pexels.com/video/petroleo-pozo-petrolero-27822161/<br/>• Video by CityXcape on Pexels · https://www.pexels.com/video/drone-footage-of-pumpjacks-at-a-desert-10227529/<br/>• Video by Julián Armando Santos on Pexels · https://www.pexels.com/video/pozo-petrolero-en-produccion-26955493/<br/><br/>AUDIO<br/>• Energy Rush — editor-supplied intro music<br/>• Ambient bed — synthetic production music<br/><br/>ABOUT<br/>Upstream Oil &amp; 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.<br/><br/>Podcast: https://llbu.github.io/industry-dose/podcast/upstream/feed.xml<br/>Upstream Oil &amp; Gas Daily Dose is an Industry Dose series and publishes every morning at 07:00 Central. Corrections: industrydose@gmail.com<br/>More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily<br/><br/>#UpstreamOilAndGas #EnergyDose #OilAndGas<br/><br/>Watch the video edition: https://youtu.be/FJGiEtDtcIc]]></content:encoded>
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<pubDate>Fri, 18 Sep 2026 10:05:58 +0000</pubDate>
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<title>Saipem closes Saudi jack-up sale to ADES | Upstream Oil and Gas Daily Dose — 2026-09-16</title>
<description>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 &amp; 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 &amp; 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 &amp; 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 &amp; 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</description>
<content:encoded><![CDATA[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&#x27;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.<br/><br/>CHAPTERS<br/>00:00 Top story<br/>00:16 Rundown<br/>00:29 Markets &amp; drilling<br/>01:03 Saipem completes Saudi shallow-water exit<br/>02:54 Valeura farm-in approval in Thailand<br/>03:36 Borr Drilling reorganises Mexico<br/>04:20 Petrobras composite pipe trial<br/>05:17 Equinor North Sea permit<br/>06:01 Fuel cell power for FPSOs<br/>06:55 What to watch<br/>07:41 Sign-off<br/><br/>SOURCES<br/>• EIA Today in Energy: Corpus Christi LNG expansion — https://www.eia.gov/todayinenergy/detail.php?id=68144<br/>• 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/<br/>• Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/CL=F/<br/>• Baker Hughes: Dated board observations — https://rigcount.bakerhughes.com/static-files/ac9a8c23-3a35-4a0c-88d3-d8678af2f5c6<br/>• 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<br/>• GOV.UK: Government revenues from UK — https://www.gov.uk/government/statistics/announcements/government-revenues-from-uk-oil-and-gas-production-october-2026<br/>• Offshore Energy upstream leads: Valeura advances Gulf — https://www.offshore-energy.biz/valeura-advances-gulf-of-thailand-expansion-with-pttep-farm-in-approval/<br/>• 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/<br/>• 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/<br/>• 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/<br/>• 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/<br/>• Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/BZ=F/<br/>• Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/NG=F/<br/><br/>FOOTAGE &amp; IMAGES<br/>• Graphics: Industry Dose original evidence graphics and labeled mechanism schematics.<br/><br/>AUDIO<br/>• Energy Rush — editor-supplied intro music<br/>• Ambient bed — synthetic production music<br/><br/>ABOUT<br/>Upstream Oil &amp; 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.<br/><br/>Podcast: https://llbu.github.io/industry-dose/podcast/upstream/feed.xml<br/>Upstream Oil &amp; Gas Daily Dose is an Industry Dose series and publishes every morning at 07:00 Central. Corrections: industrydose@gmail.com<br/>More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily<br/><br/>#UpstreamOilAndGas #EnergyDose #OilAndGas<br/><br/>Watch the video edition: https://youtu.be/Svyzkiq689o]]></content:encoded>
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<pubDate>Wed, 16 Sep 2026 11:01:37 +0000</pubDate>
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<title>Saudi east-west pipeline outage | Upstream Oil and Gas Daily Dose — 2026-09-14</title>
<description>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 &amp; 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&amp;lang=en-GB&amp;companycode=sa-arab&amp;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 &amp; 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 &amp; 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 &amp; 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</description>
<content:encoded><![CDATA[Reuters reports Saudi Arabia&#x27;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&#x27;s Trinidad drilling and compressor uptime update, an Arabian Drilling five-year, eight-rig gas contract with SLB, Iraq&#x27;s twenty-five-year Ajil field award to KEPPT, and Nigeria&#x27;s August regulator production figures.<br/><br/>CHAPTERS<br/>00:00 Top story<br/>00:17 Rundown<br/>00:27 Markets &amp; drilling<br/>00:55 Saudi pipeline outage<br/>02:33 Touchstone in Trinidad<br/>04:37 Arabian Drilling and SLB<br/>05:39 Iraq&#x27;s Ajil award<br/>06:31 Nigeria&#x27;s August output<br/>07:50 What to watch<br/>08:23 Sign-off<br/><br/>SOURCES<br/>• Saudi Central Bank: Older policy context: official — https://sama.gov.sa/en-US/MediaCenter/News/Pages/news-557.aspx<br/>• Arabian Drilling official Tadawul feed: Arabian Drilling signs — https://ksatools.eurolandir.com/tools/Pressreleases/GetPressRelease/?ID=8136187&amp;lang=en-GB&amp;companycode=sa-arab&amp;v=<br/>• Touchstone Exploration: Touchstone Exploration — https://www.touchstoneexploration.com/wp-content/uploads/2026/09/September-14-2026-Operational-Update-TSX-vF.pdf<br/>• Reuters via Business Recorder: Saudi pipeline outage — https://www.brecorder.com/news/amp/40439290<br/>• Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/CL=F/<br/>• Baker Hughes: Dated board observations — https://rigcount.bakerhughes.com/static-files/ac9a8c23-3a35-4a0c-88d3-d8678af2f5c6<br/>• nuprc.gov.ng: Production Rises by 0.4% — https://www.nuprc.gov.ng/media/news/7a281fbbb3898744a42f44ee<br/>• Reuters via Business Recorder: Iraq signs25-year deal — https://www.brecorder.com/news/40439238/iraq-signs-25-year-deal-to-develop-ajil-oilfield<br/>• Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/BZ=F/<br/>• Yahoo Finance (delayed): Dated board observations — https://finance.yahoo.com/quote/NG=F/<br/><br/>FOOTAGE &amp; IMAGES<br/>• Graphics: Industry Dose original evidence graphics and labeled mechanism schematics.<br/>• Video by GreenCardShow on Pixabay · https://pixabay.com/videos/id-43629/<br/>• Video by CityXcape on Pexels · https://www.pexels.com/video/drone-footage-of-pumpjacks-at-a-desert-10227529/<br/>• Video by Julián Armando Santos on Pexels · https://www.pexels.com/video/petroleo-pozo-petrolero-27822161/<br/><br/>AUDIO<br/>• Energy Rush — editor-supplied intro music<br/>• Ambient bed — synthetic production music<br/><br/>ABOUT<br/>Upstream Oil &amp; 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.<br/><br/>Podcast: https://llbu.github.io/industry-dose/podcast/upstream/feed.xml<br/>Upstream Oil &amp; Gas Daily Dose is an Industry Dose series and publishes every morning at 07:00 Central. Corrections: industrydose@gmail.com<br/>More daily briefings from Industry Dose: https://www.youtube.com/@EnergyDoseDaily<br/><br/>#UpstreamOilAndGas #EnergyDose #OilAndGas<br/><br/>Watch the video edition: https://youtu.be/p_KlOSTF5m0]]></content:encoded>
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