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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

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

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

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

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