TotalEnergies SE and its partners have begun construction for the Ratawi field redevelopment project and a seawater supply project in Iraq, the final components of the country’s over $13 billion Gas Growth Integrated Project (GGIP). The GGIP, launched 2023, comprises four projects. The other two involve the recovery of gas flared from three oilfields in southern Iraq for supply to power plants and the building of a solar farm. Phase I of the Ratawi redevelopment aims to raise the field’s production to 120,000 barrels per day (bpd) by 2026. After the second phase, targeted to be put onstream 2028, Ratawi’s capacity will be 210,000 bpd, according to the French energy giant. “All 160 Mcfd [million cubic feet a day] of associated gas produced every day will be fully processed thanks to the 300 Mcfd Gas Midstream Project (GMP), whose construction began early 2025”, TotalEnergies said in a statement Monday. “The GMP, which will also treat previously flared gas from two other fields in southern Iraq, will deliver processed gas into the national grid where it will fuel power plants with a production capacity of approximately 1.5 GW, providing electricity to 1.5 million Iraqi households. “An early production facility to process 50 Mcfd of associated gas will start early 2026 together with the Ratawi phase I oil production”. The GGIP’s 1 GWac/1.25 GWp solar component is also expected to start up next year, according to the statement. Meanwhile the Common Seawater Supply Project (CSSP), to be operated by Basra, is designed to process and transport five million bpd of seawater to southern Iraq’s main oilfields. It will rise on the coast near the town of Um Qasr, TotalEnergies said. “Treated seawater will be substituted for the freshwater currently taken from the Tigris, Euphrates and aquifers to maintain pressure in the oil wells”, it

Ukraine’s Naftogaz Group said it has so far received 400 million cubic meters (14.13 billion cubic feet) of liquefied natural gas (LNG) from the United States under an agreement with Poland’s ORLEN SA. The supply will be stored for the 2025-26 heating season, Naftogaz said in a statement on its website. The state-owned companies have signed LNG contracts as part of a cooperation pact they penned March, which aims to diversify Ukraine’s gas supply sources. “The import of American gas is carried out through two terminals – Swinoujscie in Poland and Klaipeda in Lithuania”, the statement said. “In total, as of mid-September, about 450 mcm of American LNG has been contracted for delivery to Ukraine”. Naftogaz chief executive Sergii Koretskyi commented, “One of the key sources of supply for us today is American LNG. We are implementing this project in partnership with the Polish state-owned company ORLEN. This allows us not only to diversify gas supplies but also to strengthen our strategic cooperation”. In June ORLEN said it had signed another energy collaboration agreement with Naftogaz. Under the new memorandum of understanding, “the parties will seek to increase natural gas deliveries via Poland to Ukraine and to advance joint projects in oil and gas extraction”, ORLEN said June 2. “These initiatives are expected to strengthen Ukraine’s resource security and flexibility. “Naftogaz also stands to benefit from ORLEN’s technical expertise in the refurbishment of gas infrastructure damaged during the war. “In addition, both companies intend to pursue joint investment projects across fuel distribution and development of the biofuels segment”. ORLEN said in the statement it also continues to supply Ukraine with refined oil products. As of September 10 Ukraine had 74.95 terawatt hours of stored gas, a 23.38 percent filling level, according to the latest update to the online dashboard of the

Prototype technologies will leverage existing feedstocks at U.S. metal processing facilities to reduce foreign dependence and increase efficiency of gallium recovery WASHINGTON – The U.S. Department of Energy’s (DOE) Office of Fossil Energy and Carbon Management today announced up to $6 million in federal funding available for research and development projects to help establish a secure domestic supply chain for gallium—a critical material for the energy, defense, and semiconductor sectors. The Technology for Recovery and Advanced Critical-material Extraction–Gallium (TRACE-Ga) initiative will drive innovative and cost-effective technologies for gallium recovery from U.S. metal processing feedstocks—advancing President Trump’s commitment to strengthen America’s critical minerals supply chain. Developing domestic supply chains for gallium will help strengthen America’s national security by fostering the commercialization of cutting-edge technologies, expanding the nation’s critical materials portfolio, and reducing our reliance on foreign sources. “The U.S. has not recovered primary gallium in nearly four decades,” said Tala Goudarzi, Principal Deputy Assistant Secretary of the Office of Fossil Energy and Carbon Management. “With this funding, we aim to change that by tapping existing processing streams and supporting innovators who can recover gallium here at home—showcasing how American technology can outpace current methods and unlock a new supply.” The TRACE-Ga initiative is managed by ENERGYWERX in partnership with DOE, a collaboration made possible through an innovative Partnership Intermediary Agreement set up by the DOE’s Office of Technology Commercialization. This agreement enables ENERGYWERX to broaden DOE’s engagement with innovative organizations and non-traditional partners, facilitating the rapid development, scaling, and deployment of energy solutions. “The Office of Technology Commercialization’s role is to enable the deployment of technologies that matter most for our nation,” said Anthony Pugliese, DOE Chief Commercialization Officer and Director of the Office of Technology Commercialization. “By supporting innovations that can restart domestic gallium recovery, we are strengthening supply chain security and ensuring U.S. industry

Oil rose, extending a gain from last week, as traders weighed moves to crack down on Russian flows against forecasts for a surplus later in the year. West Texas Intermediate advanced 1% to settle above $63 a barrel, after adding 1.3% last week. Ukraine is ramping up its attacks on Russia’s oil infrastructure, with drones striking the Kinef refinery, one of the nation’s largest, over the weekend. The strike comes days after an attack on the key Baltic export port of Primorsk. US President Donald Trump also reiterated calls that Europe must stop buying oil from Russia, after earlier saying he’s prepared to move ahead with “major” sanctions on crude supply from the OPEC+ member if NATO countries do the same. US Treasury Secretary Scott Bessent later commented that the US wouldn’t follow through with threats to penalize Russian oil unless Europe also does so. Oil has traded in a range of about $5 a barrel since early August, with prices buffeted by the competing forces of geopolitical risks and bearish fundamentals, which led hedge funds to cut their bullish position on US crude to the lowest on record. OPEC+ has started to bring back a new tranche of oil production ahead of schedule — leading the International Energy Agency to project a record surplus next year. The latest Ukrainian drone attacks “reinforced price support above $61,” said Razan Hilal, market analyst at Forex.com. “While this has kept the bullish narrative intact, the chart does not yet confirm a clean uptrend, as demand risks and trade instability weigh on sentiment — especially as OPEC’s recent supply cut unwinds reflect slowdown.” Traders are now looking ahead to a high-stakes US central bank meeting, where the Federal Reserve is largely expected to resume its interest-rate cutting cycle. A rate cut could spur

US President Donald Trump said he’s prepared to move ahead with “major” sanctions on Russian oil if NATO countries do the same. Trump, a day after he said he was losing patience with President Vladimir Putin over the war in Ukraine, said he’s “ready to do major Sanctions on Russia when all NATO Nations have agreed, and started, to do the same thing, and when all NATO Nations STOP BUYING OIL FROM RUSSIA,” in a post on his Truth Social site early Saturday. Many European nations have cut back or stopped purchasing Russian oil, but several NATO allies — including Hungary — have blocked more stringent proposals by the European Union to target Russia’s energy sector.  Bloomberg reported on Friday that the US planned to urge allies in the Group of Seven to impose tariffs as high as 100% on China and India for their purchases of Russian oil, as part of an effort to convince Putin to end Russia’s invasion of its neighbor.   “This, plus NATO, as a group, placing 50% to 100% TARIFFS ON CHINA, to be fully withdrawn after the WAR with Russia and Ukraine is ended, will also be of great help in ENDING this deadly, but RIDICULOUS, WAR,” Trump wrote.  Trump has at times adopted a softer tone toward China as he continues to push for a summit with President Xi Jinping and a trade deal with the world’s second-largest economy. And any move to impose sanctions on China would likely draw a strong retaliatory response from Beijing and disrupt the tentative trade war truce between the US and China.  Treasury Secretary Scott Bessent and US Trade Representative Jamieson Greer are set to meet with Chinese officials in Madrid in the coming days. G-7 finance ministers discussed how to increase pressure on Russia during

VIENNA, AUSTRIA— U.S. Secretary of Energy Chris Wright today delivered the U.S. National Statement at the General Conference of the International Atomic Energy Agency (IAEA) in Vienna, Austria. Secretary Wright’s full remarks from the International Atomic Energy Agency (IAEA) General Conference are below: I am honored to represent the United States of America at the 69th IAEA General Conference. I want to thank Director General Grossi and the Secretariat for your leadership. The United States welcomes the Republic of Maldives as the newest member of the IAEA. As both a lifelong energy entrepreneur and now the U.S. Secretary of Energy, I am uniquely aware of the transformative power of energy, its ability to lift billions out of poverty, drive economic growth and expand opportunity across the globe. I am also acutely aware of the challenge our world faces today in meeting rising demand for affordable, reliable and secure energy—particularly the need for baseload electric power to drive rapid progress in Artificial Intelligence. AI is rapidly emerging as the next highly energy-intensive manufacturing industry. AI manufactures intelligence out of electricity. The nations that lead in this space will also lead transformative progress in technology, healthcare, national security and innovation across the board. The energy required to power this revolution is immense—and progress will be accelerated by rapidly unlocking and deploying commercial nuclear power. The world needs more energy to meet the AI challenge and drive human progress—and the United States is boldly leading the way. With President Trump’s leadership, we are advancing American energy policies that accelerate growth, prioritize safety and enhance global security. Earlier this year, President Trump issued four Executive Orders aimed at reinvigorating America’s nuclear energy industry by modernizing regulation, streamlining reactor testing, deploying reactors for national security, and reinvigorating the nuclear industrial base. As part of these