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Upstream Oil & Gas Daily Dose

Upstream Oil & Gas Daily Dose

Written by: Industry Dose
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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.© 2026 Industry Dose Politics & Government
Episodes
  • Aramco zeroes Europe term crude | Upstream Oil and Gas Daily Dose — 2026-09-21
    Sep 21 2026
    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
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    9 mins
  • Saudi pipeline outage strains crude routes | Upstream Oil and Gas Daily Dose — 2026-09-19
    Sep 19 2026
    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
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    8 mins
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