My submission (one page) is attached. Main points:
Removing the same-season-relief-well (SSRW) requirements is an essential precursor to the renewal of arctic drilling activity. The SSRW provisions make Arctic operations cost prohibitive while at the same time increasing safety and environmental risks.
The potential risks and benefits of a subsea isolation device (SSID) should be assessed on a case-by-case basis considering water depth, temperature related BOP failure risks, wellhead integration, ice and vessel traffic exposure, and other factors.
As is the case for floating drilling operations anywhere, the focus in the Arctic should be on well design, integrity, and control, including carefully verifying casing and cement integrity, ensuring complete barrier redundancy, and having standby capping and containment capability.
Platform Hondo modernization and operational commissioning are complete. (Hondo is the last of the 3 platforms to come online.)
Sable anticipates Federal (MMA) approval of the Platform Hondo instrumentation, control, and safety commissioning this month.
Each of Hondo’s 9 perforation additions (Perf Adds) are expected to add ~600 barrels of oil per day to the base well production at a cost of approximately $800,000 per operation.
Completing the Los Flores Canyon (LFC) operational and facility upgrades ahead of the restart of Platform Hondo is expected to allow the flow of all SYU wells, maintain continuous operations and reduce downtime in Q4 2026.
Sable’s preliminary estimate of oil sales during the months of July and August is approximately 32 thousand gross barrels of oil per day averaged over the two months, with September oil sales volumes expected to be approximately 34 thousand gross barrels of oil per day.
Sable is working with midstream and downstream partners to alleviate third party sales constraints experienced in the second half of August and September 2026. (This is presumably why July/Aug sales were lower than previously forecast.)
Nominations to Sable’s crude purchaser are expected to increase to an average of 38 thousand gross barrels of oil per day in October 2026. An October 2026 estimated exit rate of approximately 45 thousand bopd prior to the expected addition of Hondo volumes.
Sable expects increasing oil sales rates after this month.
Also Sable related:
Gov. Newsome has signed AB 1448 which adds more obstacles for Sable and other OCS producers. (More on AB 1448.)
The EIA’s Gulf production revisions have been more significant in recent months. For example, May production was increased by 48,000 bopd over the past 2 months. Yesterday’s report increased June production by 44,000 bopd.
The July production bump in the Pacific was slightly less than expected. Given that Sable reported July production of 38,000 bopd and the production estimate for the other platforms is ~12,000 bopd, a total of 50,000+ bopd was expected.
I asked two AI wizards if they could tell me the total number of lawsuits filed against Sable Offshore or the Federal govt regarding the restart and transport of production from the Santa Ynez Unit. One said the total fluctuates as new petitions are filed and consolidated. (Duh! 😉)
Grok gave it a good shot, qualifying the answer as appropriate:
“There is no single official or comprehensive public tally of every lawsuit ever filed on this topic. As of late September 2026, reporting describes roughly a dozen active/related lawsuits tied to the Santa Ynez Unit (SYU) pipelines and restart; many more have been filed overall (some resolved, consolidated, or mooted).” (Reasonable answer.)
The most recent Court filing is by a group of NGOs challenging PHMSA’s June 25, 2026, order granting a “Special Permit” to Sable Offshore. The Special Permit, which is the subject of a number of lawsuits pertinent to the restart of Santa Ynez Unit production, applies to onshore pipeline segments CA-324 and CA-325. The pipeline originates at Las Flores Canyon in Santa Barbara County and terminates at Pentland Station in Kern County (map above).
In brief, the petitioners claim that the Special Permit and related documents were issued in excess of PHMSA’s statutory jurisdiction and authority and were issued unlawfully, and that PHMSA’s conclusions are arbitrary, capricious, and an abuse of discretion. Petitioners also challenge FWS’s concurrence with PHMSA’s determination that its order(s) will not likely adversely affect endangered species.
Here is a link to the complete Court filing, courtesy of Politico. For those who are following these matters, the PHMSA permit and related documents are included as exhibits. This compilation is helpful.
Presumably, existing Gulf State reefing programs and private initiatives for repurposing offshore platforms will be integrated into the new Federal program. Where State reefing legislation is unworkable (California), liability issues will have to be resolved. John Smith has made a proposal in that regard.
Full text of Section 6:
Sec. 6. Fast-Tracking Artificial Reefs and Habitat Creation. (a) Within 60 days of the date of this order, the Secretary of the Interior, acting through the Marine Minerals Administration, shall establish a Federal Outer Continental Shelf Reef-in-Place Program (Program) to facilitate the conversion of decommissioned offshore oil and gas and other-use structures, with the exception of infrastructure associated with offshore wind energy facilities, into permanent artificial reefs through reef-in-place, topple-in-place, or other approved reefing methods, where consistent with applicable law.
(b) The Program shall be available to qualifying offshore structures and leaseholders that satisfy all applicable statutory, regulatory, environmental, navigational, and safety requirements. The Secretary of the Interior shall establish criteria and standards for the program that ensure protection of navigation and national security interests.
(c) In establishing the Program, the Secretary of the Interior shall coordinate with the Secretary of Commerce, the Secretary of War, the Commandant of the United States Coast Guard, and the heads of other appropriate agencies to streamline interagency review and permitting to the maximum extent permitted by law, reduce unnecessary administrative delays, and promote timely decisions for qualifying reef projects.
(d) Within 120 days of the date of this order, the Secretary, acting through the NOAA Administrator, in coordination with the Secretary of the Interior, shall review and, as appropriate and consistent with applicable law, revise policies and procedures governing SUPs and other applicable authorizations for the placement and management of artificial reefs within National Marine Sanctuaries and Marine National Monuments. Such revisions shall seek to establish transparent and efficient permitting pathways, identify areas suitable for artificial reef development and other national interest uses, and enhance fisheries, recreational fishing, diving, and other compatible public uses.
Total US gas withdrawals have doubled from 30 years ago when the Gulf accounted for >20% of the US total. Gulf production declined by 87% in that timeframe.
Until the late Triassic period, Virginia, the Carolinas, and Georgia were co-joined with Mauritania and Senegal as part of the Pangea super-continent. These Pangea neighbors share a common ancient geology.
Sadly, Paul is no longer with us 😥. I’m sharing a few of his slides as a reminder of his important work. I have also attached his 2016 report and am linking the 2021 update.
Given the current Atlantic moratoriums and the steep legal, social, and political barriers that would have to be cleared, evaluating the US Atlantic is not imminent. However, nearly all Atlantic nations and their Caribbean and North Sea cousins have exploration programs and some have been wildly successful. Oil and gas consumption will be stable or growing for the foreseeable future, and it’s important to better understand the petroleum potential of our Atlantic continental margin.
United’s massive Walton-Morant license is the size of 896 Gulf of America lease blocks!
United Oil and Gas reported a loss after tax of US$1.25 million for 2025, and closed the year with just US$1.67 million in cash. Their stock trades well below £1 per share (currently 0.22 GBX/share) on the London Exchange.
UOG’s primary asset is the massive Walton-Morant lease offshore Jamaica. The company’s future is dependent on finding a partner to fund an exploratory well. In that regard, UOG’s optimism has yet to result in a farmout deal after years of trying.
“This drilling study marks an important step in our operational planning to advance the Walton-Morant Licence towards a potential future drilling programme. It will provide a current, market-based assessment of rig suitability, availability, commercial conditions, and the long-lead items required to drill Colibri and Thunderball or similar targets.
Colibri and Thunderball represent substantial exploration opportunities within the Licence, with a combined potential of over 1 billion barrelsof mean prospective resources out of the 7 billion barrels of prospective resources identified on the licence to date.
By undertaking this study now, we are positioning the Company for operational readiness ahead of future drilling, whilst providing valuable information to support our on-going work as we push to conclude the Jamaican farm-out process. We look forward to updating the market with the study results in the coming weeks.”
Questions:
After years of trying, UOG has yet to secure a farmout partner. Are their terms unreasonable or are other companies less optimistic about the production potential?
Why has the Govt of Jamaica granted UOG multiple license extensions, the latest through 1/31/2028. Does the govt have that much confidence in a company with such limited financial resources?
Should the Govt of Jamaica have allowed the license to expire and negotiated directly with larger companies?
Was the govt concerned about administrative or political constraints associated with re-offering the massive license area?
I have been following this story for 5 years, and am stillhopeful for a positive outcome for Jamaica.
Below are UOG’s resource assessments for the prospects in their license area.
The Buckskin field (LLOG) is located in Keathley Canyon blocks 785, 828, 829, 830, 871, and 872 in 6,800 ft (2,073 m) of water. The KC 828 lease expired last year and LLOG’s bid for that block at the BBG2 sale was rejected. That bid rejection has been appealed.
We assume the lease expired due to inactivity given that the last well reached total depth more than a year prior to the expiration date. LLOG wanted to reacquire the lease back, but BOEM’s valuation was 20 times higher than LLOG’s bid. It’s also interesting that no other company submitted a bid. Did no one want a lease in an established field? BOEM valued this block far higher than any other block in the sale.
LLOG’s letter of appeal is not publicly available. Below is the summary blurb from the Serial Register Page:
By letter dated May 27, 2026, LLOG Exploration Offshore, L.L.C. appealed the Bureau of Ocean Energy Management’s (BOEM) decision for OCS-G 38173, covering all of Block 828, Keathley Canyon. LLOG Exploration Offshore, L.L.C. is requesting reconsideration of the rejection decision. The Adjudication Section received the written request and statement of reasons within the 15 days of the rejection decision, on May 28, 2026.
According to the applicable regulation, the BOEM/MMA Director is the deciding officer and the decision is not subject to appeal to the Interior Board of Land Appeals. The rejection seems rather straightforward under BOEM’s bid evaluation policies, but perhaps there is much more to the story.
Our guy in Scotland, JL Daeschler, reminds Sunday Times readers that the UK can’t simply summon the return of the long neglected North Sea oil industry.
The editors deleted this sentence from JL’s letter: “Thank you Norway and USA for supplying us energy.” 😉
The West of Shetland area has high oil and gas resource potential. Researchers at the University of Aberdeen are advocating a tailored management system to facilitate development.
