Episodes

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

    Isaias shuts in a quarter of Gulf oil output | Upstream Oil and Gas Daily Dose — 2026-10-08
    Oct 8 2026
    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
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    9 mins
  • Chevron agrees to sell Hess Midstream stake | Upstream Oil and Gas Daily Dose — 2026-10-07

    Chevron agrees to sell Hess Midstream stake | Upstream Oil and Gas Daily Dose — 2026-10-07
    Oct 7 2026
    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
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    9 mins
  • Gulf exports rebound as Hormuz share stays low | Upstream Oil and Gas Daily Dose — 2026-10-06

    Gulf exports rebound as Hormuz share stays low | Upstream Oil and Gas Daily Dose — 2026-10-06
    Oct 6 2026
    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
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    9 mins
  • Cenovus and Ithaca agree Canadian oil acquisitions | Upstream Oil and Gas Daily Dose — 2026-10-05

    Cenovus and Ithaca agree Canadian oil acquisitions | Upstream Oil and Gas Daily Dose — 2026-10-05
    Oct 5 2026
    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
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    8 mins
  • Banks see Mideast crude exports near pre-war levels | Upstream Oil and Gas Daily Dose — 2026-09-30

    Banks see Mideast crude exports near pre-war levels | Upstream Oil and Gas Daily Dose — 2026-09-30
    Sep 30 2026
    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
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    8 mins
  • TotalEnergies sanctions Absheron full-field development | Upstream Oil and Gas Daily Dose — 2026-09-28

    TotalEnergies sanctions Absheron full-field development | Upstream Oil and Gas Daily Dose — 2026-09-28
    Sep 28 2026
    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
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    8 mins
  • BP explored then exited Devon Eagle Ford deal | Upstream Oil and Gas Daily Dose — 2026-09-26

    BP explored then exited Devon Eagle Ford deal | Upstream Oil and Gas Daily Dose — 2026-09-26
    Sep 26 2026
    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
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    8 mins
  • Hormuz deal talk cools oil as strikes bite | Upstream Oil and Gas Daily Dose — 2026-09-25

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