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Aviz Networks launches enterprise-grade community SONiC distribution
First, the company enabled FRR (Free Range Routing) features that exist in the community code but aren’t consistently implemented across different ASICs. VRRP (Virtual Router Redudancy Protocol) provides router redundancy for high availability. Spanning tree variants prevent network loops in layer 2 topologies. MLAG allows two switches to act as a single logical device for link aggregation. EVPN enhancements support layer 2 and layer 3 VPN services over VXLAN overlays. These protocols work differently depending on the underlying silicon, so Aviz normalized their implementation across Broadcom, Nvidia, Cisco and Marvell chips. Second, Aviz fixed bugs discovered in production deployments. One customer deployed community SONiC with OpenStack and started migrating virtual machines between hosts. The network fabric couldn’t handle the workload and broke. Aviz identified the failure modes and patched them. Third, Aviz built a software component that normalizes monitoring data across vendors. Broadcom’s Tomahawk ASIC generates different telemetry formats than Nvidia’s Spectrum or Cisco’s Silicon One. Network operators need consistent data for troubleshooting and capacity planning. The software collects ASIC-specific logs and network operating system telemetry, then translates them into a standardized format that works the same way regardless of which silicon vendor’s chips are running in the switches. Validated for enterprise deployment scenarios The distribution supports common enterprise network architectures. IP CLOS provides the leaf-spine topology used in modern data centers for predictable latency and scalability. EVPN/VXLAN creates layer 2 and layer 3 overlay networks that span physical network boundaries. MLAG configurations provide link redundancy without spanning tree limitations. Aviz provides validated runbooks for these deployments across data center, edge and AI fabric use cases.

Morocco Gets Closer to Creating $1B LNG Import Hub
Morocco is getting closer to creating an almost $1 billion liquefied natural gas hub at a new deep-sea port on its Mediterranean coast, as it plans to boost imports to curb the use of dirtier fuels. The nation this week issued a tender for a company to supply a floating storage and regasification unit that will be moored at the Nador West Med port that’s due to start operating next year. It’s also looking to pick firms to build, finance and operate new pipelines connecting the port to major industrial areas. Morocco aims to become a player in LNG imports, with the government planning to spend $3.5 billion to boost gas consumption from 1.2 billion cubic meters to 12 billion cubic meters by 2030. The new projects will help counter the loss of Algerian supplies in 2021 following a diplomatic dispute, while gas is an important bridge fuel for manufacturing industries that export goods to Europe. The Ministry of Energy Transition and Sustainable Development estimated the FSRU would cost about $273 million, while the new pipelines would require investments of $681 million. The pipelines will be connected to the Maghreb-Europe link, through which Morocco imports gas from Europe, as the projects will also form the backbone of a gas network that may one day carry green hydrogen both home and abroad. The country’s gas plans involve spending $1.5 billion on infrastructure to import LNG to replace dirtier feedstocks such as fuel oil and coal in the industrial sector, and investing $2 billion to construct gas-fired plants that would triple the amount of power generated by gas. Morocco plans to decarbonize its economy by 2050 — phasing out coal along the way — including by expanding in solar and wind generation as well as battery-storage facilities. Authorities expect about $11 billion in investment to add

Geopolitical risks outweigh bearish sentiment for oil prices
Oil, fundamental analysis Crude prices moved higher this week as geopolitical risk entered again with Russia/Ukraine and US/Venezuela both inferring potential losses of supply. The weekly inventory report showed a modest increase in crude but large gains in refined products. However, the dominant bearish sentiment took a back seat to the more bullish signals this week. WTI prices managed to finally crest the key $60.00/bbl mark with the weekly high of $60.50/bbl on Friday after a low of $58.30 Tuesday. Brent followed a similar pattern, hitting its high of $65.10/bbl on Tuesday with its weekly low of $61.85 on Friday as well. Both grades settled higher vs. last week while the WTI/Brent spread has tightened to ($4.00). Prospects for a Russia/Ukraine peace agreement dimmed this week as Ukraine continues to attack Russian oil infrastructure. Despite these events, Russia has managed to increase tanker loading this month. However, Kazakhstani exports have been curtailed by as much as 50% due to damage to the Caspian Pipeline Consortium which moves about 80% of Kazakhstan’s exports. Tensions between the US and Venezuela increased this week as President Donald Trump ordered President Maduro to leave his country, which he has refused to do. The Trump administration appears to be building a case for military action on Venezuelan soil with the USS Gerald Ford Carrier Strike Group situated off the coast. During its meeting last Sunday, the OPEC+ group agreed to hold output at current levels into early 2026 but pledged to re-assess each member’s maximum sustainable production. Meanwhile, Saudi Arabia has once again lowered its lowest selling price in 5 years to Asia for January, countering some of the bullish sentiment. On another note, the EU is ironing-out a plan to end all imports of Russian natural gas by 2027 through the imposition of a

Equinor makes HPHT gas, condensate discoveries in North Sea
Equinor Energy AS has discovered gas and condensate in Lofn and Langemann wells in the Sleipner area of the North Sea. In a release Dec. 5, Equinor said preliminary estimates indicate that the reservoirs may contain 5-18 million std cu m of recoverable oil equivalents (30-110 MMboe), the operator’s largest discoveries so far this year, and that the find could be developed for the European market through existing infrastructure. Drilling details Wells 15/5-8 S (Lofn) and 15/5-8 A (Langemann) are the first and second exploration wells to be drilled in production license (PL) 1140, 40 km northwest of Sleipner A between Gudrun and Eirin fields 240 km west of Stavanger. The wells were drilled by the Deepsea Atlantic rig in 107 m of water. Exploration targets for both wells were to prove petroleum in two separate prospects in Middle Jurassic reservoir rocks in the Hugin formation and Triassic reservoir rocks in the Skagerrak formation, according to a separate release from the Norwegian Offshore Directorate (NOD). Lofn was drilled to 4,636 m MD and 4,319 m TVD subsea, and Langemann was drilled to 4,932 m MD and 4,357 m TVD subsea. Both landed in the Skagerrak formation and both are classified as high-pressure, high temperature (HPHT) wells. Lofn encountered gas-condensate-bearing sandstone layers in the Hugin formation with a thickness of 116 m, 36 m of which were sandstone layers with moderate to very good reservoir quality. The gas-water contact was not encountered. The well encountered a 173-m thick reservoir interval in the Skagerrak formation, 59 m of which were sandstone layers with moderate to very poor reservoir quality. The reservoir was aquiferous. Langemann encountered gas-condensate-bearing sandstone layers in the Hugin formation with a thickness of 125 m, 31 m of which were sandstone layers with moderate to good reservoir quality. A possible gas-water contact

Chevron takes FID for Gorgon Stage 3 development, northwest Western Australia
Chevron Australia and the Gorgon joint venture participants have taken a final investment decision (FID) to proceed with Gorgon Stage 3 development off the northwest coast of Western Australia (WA). The $3-billion (Aus.) backfill development will connect offshore Geryon and Eurytion natural gas fields in the Greater Gorgon Area to Gorgon’s existing subsea gas gathering infrastructure and processing infrastructure on Barrow Island, the company said in a release Dec. 5. Chevron Australia president Balaji Krishnamurthy said the development would maintain production at Gorgon, enabling the long-term supply of domestic gas for WA, and liquefied natural gas (LNG) for international customers in Asia. “With the development of the Geryon and Eurytion fields – to join the existing Gorgon and Jansz-Io fields in providing gas supply for the processing facilities – we can continue providing the reliable energy the world needs, maintaining thousands of highly skilled jobs in Australia, supporting regional WA communities and contributing to government revenue.” Gorgon Stage 3 is part of the original development plan for Gorgon and is the first in a series of planned subsea tiebacks. Development involves installation of three manifolds and a 35-km production flowline among other associated infrastructure. Six wells will be drilled in the two fields, which lie about 100 km northwest of Barrow Island in water depths of about 1,300 m. “Gorgon Stage 3 is a cost-competitive development which will optimize existing infrastructure and complement the well-progressed Jansz-Io Compression Project and previously completed Gorgon Stage 2 infill development,” Krishnamurthy said.

4 FSRUs in 3 months
U.S.–Egypt LNG Collaboration Reaches New Heights A central theme of the evening was the exceptional contribution of U.S. LNG to Egypt’s supply balance in 2025. According to data from commodity analytics firm Kpler, 90% of all LNG cargoes delivered into Egypt so far this year—93 out of 103 shipments—originated from the United States. Energos Infrastructure’s FSRUs have played a pivotal role in regasifying these volumes. Since July alone, the company’s vessels have received 48 cargoes, 44 of which were U.S.-sourced—a continuous inflow that has strengthened national grid stability during periods of peak demand. H.E. Ambassador Herro Mustafa Garg, United States Ambassador to Egypt, underscored the significance of this cooperation. She praised the public-private partnership between Energos, EGAS, and the Ministry of Petroleum, calling it a model of innovation, reliability, and shared benefit. Delivering Four FSRUs in Three Months Energos Infrastructure CEO Arthur Regan highlighted the technical and operational scale of the joint achievements with EGAS. Deploying four FSRUs in a three-month window required precise coordination across global shipping partners, U.S. export terminals, offshore marine operations, Egyptian port authorities, and national grid operators. The result: approximately 35% of Egypt’s natural gas demand is now supplied via Energos-operated regasification units—a level of offshore LNG capacity rarely achieved so quickly on a national scale. Regan noted that this outcome demonstrates what can be delivered when partners are aligned: “This is what partnership looks like. This is what delivery looks like for Energos.”

Aviz Networks launches enterprise-grade community SONiC distribution
First, the company enabled FRR (Free Range Routing) features that exist in the community code but aren’t consistently implemented across different ASICs. VRRP (Virtual Router Redudancy Protocol) provides router redundancy for high availability. Spanning tree variants prevent network loops in layer 2 topologies. MLAG allows two switches to act as a single logical device for link aggregation. EVPN enhancements support layer 2 and layer 3 VPN services over VXLAN overlays. These protocols work differently depending on the underlying silicon, so Aviz normalized their implementation across Broadcom, Nvidia, Cisco and Marvell chips. Second, Aviz fixed bugs discovered in production deployments. One customer deployed community SONiC with OpenStack and started migrating virtual machines between hosts. The network fabric couldn’t handle the workload and broke. Aviz identified the failure modes and patched them. Third, Aviz built a software component that normalizes monitoring data across vendors. Broadcom’s Tomahawk ASIC generates different telemetry formats than Nvidia’s Spectrum or Cisco’s Silicon One. Network operators need consistent data for troubleshooting and capacity planning. The software collects ASIC-specific logs and network operating system telemetry, then translates them into a standardized format that works the same way regardless of which silicon vendor’s chips are running in the switches. Validated for enterprise deployment scenarios The distribution supports common enterprise network architectures. IP CLOS provides the leaf-spine topology used in modern data centers for predictable latency and scalability. EVPN/VXLAN creates layer 2 and layer 3 overlay networks that span physical network boundaries. MLAG configurations provide link redundancy without spanning tree limitations. Aviz provides validated runbooks for these deployments across data center, edge and AI fabric use cases.

Morocco Gets Closer to Creating $1B LNG Import Hub
Morocco is getting closer to creating an almost $1 billion liquefied natural gas hub at a new deep-sea port on its Mediterranean coast, as it plans to boost imports to curb the use of dirtier fuels. The nation this week issued a tender for a company to supply a floating storage and regasification unit that will be moored at the Nador West Med port that’s due to start operating next year. It’s also looking to pick firms to build, finance and operate new pipelines connecting the port to major industrial areas. Morocco aims to become a player in LNG imports, with the government planning to spend $3.5 billion to boost gas consumption from 1.2 billion cubic meters to 12 billion cubic meters by 2030. The new projects will help counter the loss of Algerian supplies in 2021 following a diplomatic dispute, while gas is an important bridge fuel for manufacturing industries that export goods to Europe. The Ministry of Energy Transition and Sustainable Development estimated the FSRU would cost about $273 million, while the new pipelines would require investments of $681 million. The pipelines will be connected to the Maghreb-Europe link, through which Morocco imports gas from Europe, as the projects will also form the backbone of a gas network that may one day carry green hydrogen both home and abroad. The country’s gas plans involve spending $1.5 billion on infrastructure to import LNG to replace dirtier feedstocks such as fuel oil and coal in the industrial sector, and investing $2 billion to construct gas-fired plants that would triple the amount of power generated by gas. Morocco plans to decarbonize its economy by 2050 — phasing out coal along the way — including by expanding in solar and wind generation as well as battery-storage facilities. Authorities expect about $11 billion in investment to add

Geopolitical risks outweigh bearish sentiment for oil prices
Oil, fundamental analysis Crude prices moved higher this week as geopolitical risk entered again with Russia/Ukraine and US/Venezuela both inferring potential losses of supply. The weekly inventory report showed a modest increase in crude but large gains in refined products. However, the dominant bearish sentiment took a back seat to the more bullish signals this week. WTI prices managed to finally crest the key $60.00/bbl mark with the weekly high of $60.50/bbl on Friday after a low of $58.30 Tuesday. Brent followed a similar pattern, hitting its high of $65.10/bbl on Tuesday with its weekly low of $61.85 on Friday as well. Both grades settled higher vs. last week while the WTI/Brent spread has tightened to ($4.00). Prospects for a Russia/Ukraine peace agreement dimmed this week as Ukraine continues to attack Russian oil infrastructure. Despite these events, Russia has managed to increase tanker loading this month. However, Kazakhstani exports have been curtailed by as much as 50% due to damage to the Caspian Pipeline Consortium which moves about 80% of Kazakhstan’s exports. Tensions between the US and Venezuela increased this week as President Donald Trump ordered President Maduro to leave his country, which he has refused to do. The Trump administration appears to be building a case for military action on Venezuelan soil with the USS Gerald Ford Carrier Strike Group situated off the coast. During its meeting last Sunday, the OPEC+ group agreed to hold output at current levels into early 2026 but pledged to re-assess each member’s maximum sustainable production. Meanwhile, Saudi Arabia has once again lowered its lowest selling price in 5 years to Asia for January, countering some of the bullish sentiment. On another note, the EU is ironing-out a plan to end all imports of Russian natural gas by 2027 through the imposition of a

Equinor makes HPHT gas, condensate discoveries in North Sea
Equinor Energy AS has discovered gas and condensate in Lofn and Langemann wells in the Sleipner area of the North Sea. In a release Dec. 5, Equinor said preliminary estimates indicate that the reservoirs may contain 5-18 million std cu m of recoverable oil equivalents (30-110 MMboe), the operator’s largest discoveries so far this year, and that the find could be developed for the European market through existing infrastructure. Drilling details Wells 15/5-8 S (Lofn) and 15/5-8 A (Langemann) are the first and second exploration wells to be drilled in production license (PL) 1140, 40 km northwest of Sleipner A between Gudrun and Eirin fields 240 km west of Stavanger. The wells were drilled by the Deepsea Atlantic rig in 107 m of water. Exploration targets for both wells were to prove petroleum in two separate prospects in Middle Jurassic reservoir rocks in the Hugin formation and Triassic reservoir rocks in the Skagerrak formation, according to a separate release from the Norwegian Offshore Directorate (NOD). Lofn was drilled to 4,636 m MD and 4,319 m TVD subsea, and Langemann was drilled to 4,932 m MD and 4,357 m TVD subsea. Both landed in the Skagerrak formation and both are classified as high-pressure, high temperature (HPHT) wells. Lofn encountered gas-condensate-bearing sandstone layers in the Hugin formation with a thickness of 116 m, 36 m of which were sandstone layers with moderate to very good reservoir quality. The gas-water contact was not encountered. The well encountered a 173-m thick reservoir interval in the Skagerrak formation, 59 m of which were sandstone layers with moderate to very poor reservoir quality. The reservoir was aquiferous. Langemann encountered gas-condensate-bearing sandstone layers in the Hugin formation with a thickness of 125 m, 31 m of which were sandstone layers with moderate to good reservoir quality. A possible gas-water contact

Chevron takes FID for Gorgon Stage 3 development, northwest Western Australia
Chevron Australia and the Gorgon joint venture participants have taken a final investment decision (FID) to proceed with Gorgon Stage 3 development off the northwest coast of Western Australia (WA). The $3-billion (Aus.) backfill development will connect offshore Geryon and Eurytion natural gas fields in the Greater Gorgon Area to Gorgon’s existing subsea gas gathering infrastructure and processing infrastructure on Barrow Island, the company said in a release Dec. 5. Chevron Australia president Balaji Krishnamurthy said the development would maintain production at Gorgon, enabling the long-term supply of domestic gas for WA, and liquefied natural gas (LNG) for international customers in Asia. “With the development of the Geryon and Eurytion fields – to join the existing Gorgon and Jansz-Io fields in providing gas supply for the processing facilities – we can continue providing the reliable energy the world needs, maintaining thousands of highly skilled jobs in Australia, supporting regional WA communities and contributing to government revenue.” Gorgon Stage 3 is part of the original development plan for Gorgon and is the first in a series of planned subsea tiebacks. Development involves installation of three manifolds and a 35-km production flowline among other associated infrastructure. Six wells will be drilled in the two fields, which lie about 100 km northwest of Barrow Island in water depths of about 1,300 m. “Gorgon Stage 3 is a cost-competitive development which will optimize existing infrastructure and complement the well-progressed Jansz-Io Compression Project and previously completed Gorgon Stage 2 infill development,” Krishnamurthy said.

4 FSRUs in 3 months
U.S.–Egypt LNG Collaboration Reaches New Heights A central theme of the evening was the exceptional contribution of U.S. LNG to Egypt’s supply balance in 2025. According to data from commodity analytics firm Kpler, 90% of all LNG cargoes delivered into Egypt so far this year—93 out of 103 shipments—originated from the United States. Energos Infrastructure’s FSRUs have played a pivotal role in regasifying these volumes. Since July alone, the company’s vessels have received 48 cargoes, 44 of which were U.S.-sourced—a continuous inflow that has strengthened national grid stability during periods of peak demand. H.E. Ambassador Herro Mustafa Garg, United States Ambassador to Egypt, underscored the significance of this cooperation. She praised the public-private partnership between Energos, EGAS, and the Ministry of Petroleum, calling it a model of innovation, reliability, and shared benefit. Delivering Four FSRUs in Three Months Energos Infrastructure CEO Arthur Regan highlighted the technical and operational scale of the joint achievements with EGAS. Deploying four FSRUs in a three-month window required precise coordination across global shipping partners, U.S. export terminals, offshore marine operations, Egyptian port authorities, and national grid operators. The result: approximately 35% of Egypt’s natural gas demand is now supplied via Energos-operated regasification units—a level of offshore LNG capacity rarely achieved so quickly on a national scale. Regan noted that this outcome demonstrates what can be delivered when partners are aligned: “This is what partnership looks like. This is what delivery looks like for Energos.”

OPEC+ keeps output increase on hold, approves new quota system
OPEC and its allies (OPEC+) agreed on Sunday, Nov. 30, to keep oil production policy unchanged into early 2026 while approving a new capacity-based quota system that will reshape how the group allocates output from 2027 onward. Meeting virtually, the eight participating OPEC+ members—Algeria, Iraq, Kazakhstan, Kuwait, Oman, Russia, Saudi Arabia, and the UAE—reaffirmed their Nov. 2 decision to maintain current production levels through first-quarter 2026. They will continue meeting monthly to track adherence and discuss any need for additional action, with the next gathering set for Jan. 4, 2026. Since April 2025, the OPEC+ group has introduced about 2.9 million b/d into the market, while continuing to restrict around 3.24 million b/d of supply, which accounts for roughly 3% of global demand. The meeting took place amid renewed US efforts to negotiate a peace agreement between Russia and Ukraine. A successful deal could potentially increase global oil supply if sanctions on Russia are lifted. In parallel, the broader OPEC+ ministerial meeting confirmed group-wide 2026 quotas previously agreed earlier this year, signaling that no fresh changes in baseline targets are planned before the end of next year unless market conditions deteriorate sharply. New Maximum Sustainable Capacity audits Beyond near-term policy, the most consequential move from the Nov. 30 meetings was approval of a new quota framework based on audited Maximum Sustainable Production Capacity (MSC), which will be used to set production baselines starting in 2027. Under the mechanism, OPEC+ will commission third-party audits of most its members’ sustainable production capacity between January and September 2026. A US consultancy, DeGolyer and MacNaughton, will assess most producers, while separate arrangements will be used for Russia and Venezuela and domestic figures for Iran because of sanctions and data-sharing constraints. MSC is defined as the level of output a country can sustain for a

EIA: US crude inventories up 600,000 bbl
US crude oil inventories for the week ended Nov. 28, excluding the Strategic Petroleum Reserve, increased by 600,000 bbl from the previous week, according to data from the US Energy Information Administration. At 427.5 million bbl, US crude oil inventories are about 3% below the 5-year average for this time of year, the EIA report indicated. EIA said total motor gasoline inventories increased by 4.5 million bbl from last week and are about 2% below the 5-year average for this time of year. Finished gasoline inventories and blending components inventories both increased last week. Distillate fuel inventories increased by 2.1 million bbl last week and are about 7% below the 5-year average for this time of year. Propane-propylene inventories decreased by 700,000 bbl from last week and are about 15% above the 5-year average for this time of year, EIA said. US crude oil refinery inputs averaged 16.9 million b/d for the week ended Nov. 28, which was 433,000 b/d more than the previous week’s average. Refineries operated at 94.1% of capacity. Gasoline production increased, averaging 9.8 million b/d. Distillate fuel production increased by 53,000 b/d, averaging 5.1 million b/d. US crude oil imports averaged 6.0 million b/d, down 456,000 b/d from the previous week. Over the last 4 weeks, crude oil imports averaged about 5.9 million b/d, 14.4% less than the same 4-week period last year. Total motor gasoline imports averaged 772,000 b/d. Distillate fuel imports averaged 190,000 b/d.

CNOOC starts oil production at Weizhou development project
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Eni, bp start up jointly owned Angolan gas processing project
Azule Energy Holdings Ltd.—a 50:50 joint venture of Eni SPA and bp PLC—has commissioned the onshore natural gas treatment plant to handle production from the first phase of the New Gas Consortium (NGC), Angola’s first dedicated non-associated gas development project. Located at Soyo in Angola’s northern province of Zaire and operated by Azule Energy, the NGC gas plant is equipped with capacities to process 400 MMcfd of gas and 20,000 b/d of condensate from two wellhead platforms in NGC’s Quiluma and Moboquerio shallow-water offshore gas fields, Azule Energy and Eni said in separate statements. Started for construction in October 2023, the new plant began processing its first gas volumes 24 months later during November 2025, putting the project 6 months ahead of its originally planned schedule, Azule Energy said. Additional potential gas feedstock for the onshore gas plant could also come from NGC Phase 1’s Blocks 2, 3, and 15/14 areas, according to Azule Energy’s website. The companies said formal commissioning of the new plant—which connects directly to Angola LNG Ltd.’s Soyo 1.1-bcfd gas plant that produces up to 5.2 million tonnes/year (tpy) of LNG—marks a major step in Angola’s plan to expand non-associated gas production and supply feedstock to Angola LNG. Gas volumes processed at NGC’s plant are delivered to Angola LNG’s plant for export and domestic consumption, with Angola LNG marketing the gas as LNG with condensates sold directly by NGC owners, which include Azule Energy (37.4%), TotalEnergies SE subsidiary TotalEnergies EP Angola Development Gaz (11.8%), Chevron Corp. subsidiary Cabinda Gulf Oil Co. Ltd. (31%), and Sociedade Nacional de Combustíveis de Angola EP (Sonangol) subsidiary Sonangol Pesquisa e Produção SA (19.8%). With the associated gas project now online, “Angola [has taken] a decisive step toward establishing itself as a strategic force in the global natural gas market, [and] Azule Energy

PetroNor to withdraw from license offshore Gambia
PetroNor E&P ASA, an Africa-focused independent oil and gas exploration and production company, will withdraw from the exploration license for Block A4 offshore Gambia. The company is relinquishing its rights to the license following the conclusion of discussions with the Gambian government regarding options after the initial exploration phase of the license expired in November. As part of its third-quarter 2025 report, PetroNor said it had entered the discussions to extend the license without a drilling commitment and the outcome “may result in relinquishment of the block.” PetroNor, which had agreed to terms settling arbitration related to the 1,376-sq km A4 license in 2020, thanked the Ministry of Petroleum and Energy, the Petroleum Commission, and its partner, state-owned Gambia National Petroleum Corp. (GNPC), “for their support and close collaboration over the past years of the license term.” The A4 license lies “within the same proven play trend as Senegal and Sangomar field, a play which is expected to extend southward into The Gambia,” PetroNor notes on its website. PetroNor held a 90% interest in the license. The Gambian government held the remaining 10%.

Equinor starts oil production from Norwegian Sea Verdande field
@import url(‘https://fonts.googleapis.com/css2?family=Inter:[email protected]&display=swap’); a { color: var(–color-primary-main); } .ebm-page__main h1, .ebm-page__main h2, .ebm-page__main h3, .ebm-page__main h4, .ebm-page__main h5, .ebm-page__main h6 { font-family: Inter; } body { line-height: 150%; letter-spacing: 0.025em; font-family: Inter; } button, .ebm-button-wrapper { font-family: Inter; } .label-style { text-transform: uppercase; color: var(–color-grey); font-weight: 600; font-size: 0.75rem; } .caption-style { font-size: 0.75rem; opacity: .6; } #onetrust-pc-sdk [id*=btn-handler], #onetrust-pc-sdk [class*=btn-handler] { background-color: #c19a06 !important; border-color: #c19a06 !important; } #onetrust-policy a, #onetrust-pc-sdk a, #ot-pc-content a { color: #c19a06 !important; } #onetrust-consent-sdk #onetrust-pc-sdk .ot-active-menu { border-color: #c19a06 !important; } #onetrust-consent-sdk #onetrust-accept-btn-handler, #onetrust-banner-sdk #onetrust-reject-all-handler, #onetrust-consent-sdk #onetrust-pc-btn-handler.cookie-setting-link { background-color: #c19a06 !important; border-color: #c19a06 !important; } #onetrust-consent-sdk .onetrust-pc-btn-handler { color: #c19a06 !important; border-color: #c19a06 !important; } Equinor Energy AS started production from Verdande field about 7 km north of Norne field and 200 km from Sandnessjøen in the Norwegian Sea. Verdande is primarily an oil field with some associated gas. It comprises the Cape Vulture and Alve Nord East discoveries, proven in 2017 and 2020, respectively, and contains 36 million bbl of reserves. The field has been developed with three wells in a template tied back to the Norne field FPSO via pipeline. Six subsea fields tie back to the Norne FPSO, including Andvare, which started in September, and now Verdande. Equinor Energy AS is operator at (59.3%) with partners Petoro AS (22.4%), DNO Norge AS (10.5%), Aker BP ASA (3.5%), Japex Norge AS (3.5%) and Orlen Upstream Norway AS (0.8%). DNO Norge AS previously agreed to acquire Aker BP ASA’s and Orlen Upstream Norway AS’s equity interests, subject to government approval.

LG rolls out new AI services to help consumers with daily tasks
Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More LG kicked off the AI bandwagon today with a new set of AI services to help consumers in their daily tasks at home, in the car and in the office. The aim of LG’s CES 2025 press event was to show how AI will work in a day of someone’s life, with the goal of redefining the concept of space, said William Joowan Cho, CEO of LG Electronics at the event. The presentation showed LG is fully focused on bringing AI into just about all of its products and services. Cho referred to LG’s AI efforts as “affectionate intelligence,” and he said it stands out from other strategies with its human-centered focus. The strategy focuses on three things: connected devices, capable AI agents and integrated services. One of things the company announced was a strategic partnership with Microsoft on AI innovation, where the companies pledged to join forces to shape the future of AI-powered spaces. One of the outcomes is that Microsoft’s Xbox Ultimate Game Pass will appear via Xbox Cloud on LG’s TVs, helping LG catch up with Samsung in offering cloud gaming natively on its TVs. LG Electronics will bring the Xbox App to select LG smart TVs. That means players with LG Smart TVs will be able to explore the Gaming Portal for direct access to hundreds of games in the Game Pass Ultimate catalog, including popular titles such as Call of Duty: Black Ops 6, and upcoming releases like Avowed (launching February 18, 2025). Xbox Game Pass Ultimate members will be able to play games directly from the Xbox app on select LG Smart TVs through cloud gaming. With Xbox Game Pass Ultimate and a compatible Bluetooth-enabled

Big tech must stop passing the cost of its spiking energy needs onto the public
Julianne Malveaux is an MIT-educated economist, author, educator and political commentator who has written extensively about the critical relationship between public policy, corporate accountability and social equity. The rapid expansion of data centers across the U.S. is not only reshaping the digital economy but also threatening to overwhelm our energy infrastructure. These data centers aren’t just heavy on processing power — they’re heavy on our shared energy infrastructure. For Americans, this could mean serious sticker shock when it comes to their energy bills. Across the country, many households are already feeling the pinch as utilities ramp up investments in costly new infrastructure to power these data centers. With costs almost certain to rise as more data centers come online, state policymakers and energy companies must act now to protect consumers. We need new policies that ensure the cost of these projects is carried by the wealthy big tech companies that profit from them, not by regular energy consumers such as family households and small businesses. According to an analysis from consulting firm Bain & Co., data centers could require more than $2 trillion in new energy resources globally, with U.S. demand alone potentially outpacing supply in the next few years. This unprecedented growth is fueled by the expansion of generative AI, cloud computing and other tech innovations that require massive computing power. Bain’s analysis warns that, to meet this energy demand, U.S. utilities may need to boost annual generation capacity by as much as 26% by 2028 — a staggering jump compared to the 5% yearly increases of the past two decades. This poses a threat to energy affordability and reliability for millions of Americans. Bain’s research estimates that capital investments required to meet data center needs could incrementally raise consumer bills by 1% each year through 2032. That increase may

Final 45V hydrogen tax credit guidance draws mixed response
Dive Brief: The final rule for the 45V clean hydrogen production tax credit, which the U.S. Treasury Department released Friday morning, drew mixed responses from industry leaders and environmentalists. Clean hydrogen development within the U.S. ground to a halt following the release of the initial guidance in December 2023, leading industry participants to call for revisions that would enable more projects to qualify for the tax credit. While the final rule makes “significant improvements” to Treasury’s initial proposal, the guidelines remain “extremely complex,” according to the Fuel Cell and Hydrogen Energy Association. FCHEA President and CEO Frank Wolak and other industry leaders said they look forward to working with the Trump administration to refine the rule. Dive Insight: Friday’s release closed what Wolak described as a “long chapter” for the hydrogen industry. But industry reaction to the final rule was decidedly mixed, and it remains to be seen whether the rule — which could be overturned as soon as Trump assumes office — will remain unchanged. “The final 45V rule falls short,” Marty Durbin, president of the U.S. Chamber’s Global Energy Institute, said in a statement. “While the rule provides some of the additional flexibility we sought, … we believe that it still will leave billions of dollars of announced projects in limbo. The incoming Administration will have an opportunity to improve the 45V rules to ensure the industry will attract the investments necessary to scale the hydrogen economy and help the U.S. lead the world in clean manufacturing.” But others in the industry felt the rule would be sufficient for ending hydrogen’s year-long malaise. “With this added clarity, many projects that have been delayed may move forward, which can help unlock billions of dollars in investments across the country,” Kim Hedegaard, CEO of Topsoe’s Power-to-X, said in a statement. Topsoe

Texas, Utah, Last Energy challenge NRC’s ‘overburdensome’ microreactor regulations
Dive Brief: A 69-year-old Nuclear Regulatory Commission rule underpinning U.S. nuclear reactor licensing exceeds the agency’s statutory authority and creates an unreasonable burden for microreactor developers, the states of Texas and Utah and advanced nuclear technology company Last Energy said in a lawsuit filed Dec. 30 in federal court in Texas. The plaintiffs asked the Eastern District of Texas court to exempt Last Energy’s 20-MW reactor design and research reactors located in the plaintiff states from the NRC’s definition of nuclear “utilization facilities,” which subjects all U.S. commercial and research reactors to strict regulatory scrutiny, and order the NRC to develop a more flexible definition for use in future licensing proceedings. Regardless of its merits, the lawsuit underscores the need for “continued discussion around proportional regulatory requirements … that align with the hazards of the reactor and correspond to a safety case,” said Patrick White, research director at the Nuclear Innovation Alliance. Dive Insight: Only three commercial nuclear reactors have been built in the United States in the past 28 years, and none are presently under construction, according to a World Nuclear Association tracker cited in the lawsuit. “Building a new commercial reactor of any size in the United States has become virtually impossible,” the plaintiffs said. “The root cause is not lack of demand or technology — but rather the [NRC], which, despite its name, does not really regulate new nuclear reactor construction so much as ensure that it almost never happens.” More than a dozen advanced nuclear technology developers have engaged the NRC in pre-application activities, which the agency says help standardize the content of advanced reactor applications and expedite NRC review. Last Energy is not among them. The pre-application process can itself stretch for years and must be followed by a formal application that can take two

Qualcomm unveils AI chips for PCs, cars, smart homes and enterprises
Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More Qualcomm unveiled AI technologies and collaborations for PCs, cars, smart homes and enterprises at CES 2025. At the big tech trade show in Las Vegas, Qualcomm Technologies showed how it’s using AI capabilities in its chips to drive the transformation of user experiences across diverse device categories, including PCs, automobiles, smart homes and into enterprises. The company unveiled the Snapdragon X platform, the fourth platform in its high-performance PC portfolio, the Snapdragon X Series, bringing industry-leading performance, multi-day battery life, and AI leadership to more of the Windows ecosystem. Qualcomm has talked about how its processors are making headway grabbing share from the x86-based AMD and Intel rivals through better efficiency. Qualcomm’s neural processing unit gets about 45 TOPS, a key benchmark for AI PCs. The Snapdragon X family of AI PC processors. Additionally, Qualcomm Technologies showcased continued traction of the Snapdragon X Series, with over 60 designs in production or development and more than 100 expected by 2026. Snapdragon for vehicles Qualcomm demoed chips that are expanding its automotive collaborations. It is working with Alpine, Amazon, Leapmotor, Mobis, Royal Enfield, and Sony Honda Mobility, who look to Snapdragon Digital Chassis solutions to drive AI-powered in-cabin and advanced driver assistance systems (ADAS). Qualcomm also announced continued traction for its Snapdragon Elite-tier platforms for automotive, highlighting its work with Desay, Garmin, and Panasonic for Snapdragon Cockpit Elite. Throughout the show, Qualcomm will highlight its holistic approach to improving comfort and focusing on safety with demonstrations on the potential of the convergence of AI, multimodal contextual awareness, and cloudbased services. Attendees will also get a first glimpse of the new Snapdragon Ride Platform with integrated automated driving software stack and system definition jointly

Oil, Gas Execs Reveal Where They Expect WTI Oil Price to Land in the Future
Executives from oil and gas firms have revealed where they expect the West Texas Intermediate (WTI) crude oil price to be at various points in the future as part of the fourth quarter Dallas Fed Energy Survey, which was released recently. The average response executives from 131 oil and gas firms gave when asked what they expect the WTI crude oil price to be at the end of 2025 was $71.13 per barrel, the survey showed. The low forecast came in at $53 per barrel, the high forecast was $100 per barrel, and the spot price during the survey was $70.66 per barrel, the survey pointed out. This question was not asked in the previous Dallas Fed Energy Survey, which was released in the third quarter. That survey asked participants what they expect the WTI crude oil price to be at the end of 2024. Executives from 134 oil and gas firms answered this question, offering an average response of $72.66 per barrel, that survey showed. The latest Dallas Fed Energy Survey also asked participants where they expect WTI prices to be in six months, one year, two years, and five years. Executives from 124 oil and gas firms answered this question and gave a mean response of $69 per barrel for the six month mark, $71 per barrel for the year mark, $74 per barrel for the two year mark, and $80 per barrel for the five year mark, the survey showed. Executives from 119 oil and gas firms answered this question in the third quarter Dallas Fed Energy Survey and gave a mean response of $73 per barrel for the six month mark, $76 per barrel for the year mark, $81 per barrel for the two year mark, and $87 per barrel for the five year mark, that

Harnessing human-AI collaboration for an AI roadmap that moves beyond pilots
In partnership withConcentrix The past year has marked a turning point in the corporate AI conversation. After a period of eager experimentation, organizations are now confronting a more complex reality: While investment in AI has never been higher, the path from pilot to production remains elusive. Three-quarters of enterprises remain stuck in experimentation mode, despite mounting pressure to convert early tests into operational gains. “Most organizations can suffer from what we like to call PTSD, or process technology skills and data challenges,” says Shirley Hung, partner at Everest Group. “They have rigid, fragmented workflows that don’t adapt well to change, technology systems that don’t speak to each other, talent that is really immersed in low-value tasks rather than creating high impact. And they are buried in endless streams of information, but no unified fabric to tie it all together.” The central challenge, then, lies in rethinking how people, processes, and technology work together. Across industries as different as customer experience and agricultural equipment, the same pattern is emerging: Traditional organizational structures—centralized decision-making, fragmented workflows, data spread across incompatible systems—are proving too rigid to support agentic AI. To unlock value, leaders must rethink how decisions are made, how work is executed, and what humans should uniquely contribute.
“It is very important that humans continue to verify the content. And that is where you’re going to see more energy being put into,” Ryan Peterson, EVP and chief product officer at Concentrix. Much of the conversation centered on what can be described as the next major unlock: operationalizing human-AI collaboration. Rather than positioning AI as a standalone tool or a “virtual worker,” this approach reframes AI as a system-level capability that augments human judgment, accelerates execution, and reimagines work from end to end. That shift requires organizations to map the value they want to create; design workflows that blend human oversight with AI-driven automation; and build the data, governance, and security foundations that make these systems trustworthy.
“My advice would be to expect some delays because you need to make sure you secure the data,” says Heidi Hough, VP for North America aftermarket at Valmont. “As you think about commercializing or operationalizing any piece of using AI, if you start from ground zero and have governance at the forefront, I think that will help with outcomes.” Early adopters are already showing what this looks like in practice: starting with low-risk operational use cases, shaping data into tightly scoped enclaves, embedding governance into everyday decision-making, and empowering business leaders, not just technologists, to identify where AI can create measurable impact. The result is a new blueprint for AI maturity grounded in reengineering how modern enterprises operate. “Optimization is really about doing existing things better, but reimagination is about discovering entirely new things that are worth doing,” says Hung. Watch the webcast. This webcast is produced in partnership with Concentrix. This content was produced by Insights, the custom content arm of MIT Technology Review. It was not written by MIT Technology Review’s editorial staff. It was researched, designed, and written by human writers, editors, analysts, and illustrators. This includes the writing of surveys and collection of data for surveys. AI tools that may have been used were limited to secondary production processes that passed thorough human review.

The Download: political chatbot persuasion, and gene editing adverts
This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. AI chatbots can sway voters better than political advertisements The news: Chatting with a politically biased AI model is more effective than political ads at nudging both Democrats and Republicans to support presidential candidates of the opposing party, new research shows. The catch: The chatbots swayed opinions by citing facts and evidence, but they were not always accurate—in fact, the researchers found, the most persuasive models said the most untrue things. The findings are the latest in an emerging body of research demonstrating the persuasive power of LLMs. They raise profound questions about how generative AI could reshape elections. Read the full story.
—Michelle Kim
The era of AI persuasion in elections is about to begin —Tal Feldman is a JD candidate at Yale Law School who focuses on technology and national security. Aneesh Pappu is a PhD student and Knight-Hennessy scholar at Stanford University who focuses on agentic AI and technology policy. The fear that elections could be overwhelmed by AI-generated realistic fake media has gone mainstream—and for good reason. But that’s only half the story. The deeper threat isn’t that AI can just imitate people—it’s that it can actively persuade people. And new research published this week shows just how powerful that persuasion can be. AI chatbots can shift voters’ views by a substantial margin, far more than traditional political advertising tends to do. In the coming years, we will see the rise of AI that can personalize arguments, test what works, and quietly reshape political views at scale. That shift—from imitation to active persuasion—should worry us deeply. Read the full story. The ads that sell the sizzle of genetic trait discrimination —Antonio Regalado, senior editor for biomedicine
One day this fall, I watched an electronic sign outside the Broadway-Lafayette subway station in Manhattan switch seamlessly between an ad for makeup and one promoting the website Pickyourbaby.com, which promises a way for potential parents to use genetic tests to influence their baby’s traits, including eye color, hair color, and IQ. Inside the station, every surface was wrapped with more of its ads—babies on turnstiles, on staircases, on banners overhead. “Think about it. Makeup and then genetic optimization,” exulted Kian Sadeghi, the 26-year-old founder of Nucleus Genomics, the startup running the ads. The day after the campaign launched, Sadeghi and I had briefly sparred online. He’d been on X showing off a phone app where parents can click through traits like eye color and hair color. I snapped back that all this sounded a lot like Uber Eats—another crappy, frictionless future invented by entrepreneurs, but this time you’d click for a baby. That night, I agreed to meet Sadeghi in the station under a banner that read, “IQ is 50% genetic.” Read on to see how Antonio’s conversation with Sadeghi went. This story first appeared in The Checkup, MIT Technology Review’s weekly biotech newsletter. To receive it in your inbox every Thursday, and read articles like this first, sign up here. The must-reads I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology.
1 The metaverse’s future looks murkier than everOG believer Mark Zuckerberg is planning deep cuts to the division’s budget. (Bloomberg $)+ However some of that money will be diverted toward smart glasses and wearables. (NYT $)+ Meta just managed to poach one of Apple’s top design chiefs. (Bloomberg $) 2 Kids are effectively AI’s guinea pigsAnd regulators are slowly starting to take note of the risks. (The Economist $)+ You need to talk to your kid about AI. Here are 6 things you should say. (MIT Technology Review)
3 How a group of women changed UK law on non-consensual deepfakesIt’s a big victory, and they managed to secure it with stunning speed. (The Guardian)+ But bans on deepfakes take us only so far—here’s what else we need. (MIT Technology Review)+ An AI image generator startup just leaked a huge trove of nude images. (Wired $) 4 OpenAI is acquiring an AI model training startupIts researchers have been impressed by the monitoring and de-bugging tools built by Neptune. (NBC)+ It’s not just you: the speed of AI deal-making really is accelerating. (NYT $)5 Russia has blocked Apple’s FaceTime video calling featureIt seems the Kremlin views any platform it doesn’t control as dangerous. (Reuters $)+ How Russia killed its tech industry. (MIT Technology Review)6 The trouble with AI browsersThis reviewer tested five of them and found them to be far more effort than they’re worth. (The Verge $)+ AI means the end of internet search as we’ve known it. (MIT Technology Review)7 An anti-AI activist has disappeared Sam Kirchner went AWOL after failing to show up at a scheduled court hearing, and friends are worried. (The Atlantic$)8 Taiwanese chip workers are creating a community in the Arizona desertA TSMC project to build chip factories is rapidly transforming this corner of the US. (NYT $) 9 This hearing aid has become a status symbol Rich people with hearing issues swear by a product made by startup Fortell. (Wired $)+ Apple AirPods can be a gateway hearing aid. (MIT Technology Review) 10 A plane crashed after one of its 3D-printed parts melted 🛩️🫠Just because you can do something, that doesn’t mean you should. (BBC) Quote of the day “Some people claim we can scale up current technology and get to general intelligence…I think that’s bullshit, if you’ll pardon my French.” —AI researcher Yann LeCun explains why he’s leaving Meta to set up a world-model startup, Sifted reports.
One more thing ILLUSTRATION SOURCES: NATIONAL HUMAN GENOME RESEARCH INSTITUTE What to expect when you’re expecting an extra X or Y chromosome Sex chromosome variations, in which people have a surplus or missing X or Y, occur in as many as one in 400 births. Yet the majority of people affected don’t even know they have them, because these conditions can fly under the radar.
As more expectant parents opt for noninvasive prenatal testing in hopes of ruling out serious conditions, many of them are surprised to discover instead that their fetus has a far less severe—but far less well-known—condition. And because so many sex chromosome variations have historically gone undiagnosed, many ob-gyns are not familiar with these conditions, leaving families to navigate the unexpected news on their own. Read the full story. —Bonnie Rochman We can still have nice things A place for comfort, fun and distraction to brighten up your day. (Got any ideas? Drop me a line or skeet ’em at me.) + It’s never too early to start practicing your bûche de Noëlskills for the holidays.+ Brandi Carlile, you will always be famous.+ What do bartenders get up to after finishing their Thanksgiving shift? It’s time to find out.+ Pitchfork’s controversial list of the best albums of the year is here!

The ads that sell the sizzle of genetic trait discrimination
One day this fall, I watched an electronic sign outside the Broadway-Lafayette subway station in Manhattan switch seamlessly between an ad for makeup and one promoting the website Pickyourbaby.com, which promises a way for potential parents to use genetic tests to influence their baby’s traits, including eye color, hair color, and IQ. Inside the station, every surface was wrapped with more of its ads—babies on turnstiles, on staircases, on banners overhead. “Think about it. Makeup and then genetic optimization,” exulted Kian Sadeghi, the 26-year-old founder of Nucleus Genomics, the startup running the ads. To his mind, one should be as accessible as the other. Nucleus is a young, attention-seeking genetic software company that says it can analyze genetic tests on IVF embryos to score them for 2,000 traits and disease risks, letting parents pick some and reject others. This is possible because of how our DNA shapes us, sometimes powerfully. As one of the subway banners reminded the New York riders: “Height is 80% genetic.” The day after the campaign launched, Sadeghi and I had briefly sparred online. He’d been on X showing off a phone app where parents can click through traits like eye color and hair color. I snapped back that all this sounded a lot like Uber Eats—another crappy, frictionless future invented by entrepreneurs, but this time you’d click for a baby.
I agreed to meet Sadeghi that night in the station under a banner that read, “IQ is 50% genetic.” He appeared in a puffer jacket and told me the campaign would soon spread to 1,000 train cars. Not long ago, this was a secretive technology to whisper about at Silicon Valley dinner parties. But now? “Look at the stairs. The entire subway is genetic optimization. We’re bringing it mainstream,” he said. “I mean, like, we are normalizing it, right?” Normalizing what, exactly? The ability to choose embryos on the basis of predicted traits could lead to healthier people. But the traits mentioned in the subway—height and IQ—focus the public’s mind toward cosmetic choices and even naked discrimination. “I think people are going to read this and start realizing: Wow, it is now an option that I can pick. I can have a taller, smarter, healthier baby,” says Sadeghi.
Entrepreneur Kian Sadeghi stands under advertising banner in the Broadway-Lafayette subway station in Manhattan, part of a campaign called “Have Your Best Baby.”COURTESY OF THE AUTHOR Nucleus got its seed funding from Founders Fund, an investment firm known for its love of contrarian bets. And embryo scoring fits right in—it’s an unpopular concept, and professional groups say the genetic predictions aren’t reliable. So far, leading IVF clinics still refuse to offer these tests. Doctors worry, among other things, that they’ll create unrealistic parental expectations. What if little Johnny doesn’t do as well on the SAT as his embryo score predicted? The ad blitz is a way to end-run such gatekeepers: If a clinic won’t agree to order the test, would-be parents can take their business elsewhere. Another embryo testing company, Orchid, notes that high consumer demand emboldened Uber’s early incursions into regulated taxi markets. “Doctors are essentially being shoved in the direction of using it, not because they want to, but because they will lose patients if they don’t,” Orchid founder Noor Siddiqui said during an online event this past August. Ask AIWhy it matters to you?BETAHere’s why this story might matter to you, according to AI. This is a beta feature and AI hallucinates—it might get weirdTell me why it matters Sadeghi prefers to compare his startup to Airbnb. He hopes it can link customers to clinics, becoming a digital “funnel” offering a “better experience” for everyone. He notes that Nucleus ads don’t mention DNA or any details of how the scoring technique works. That’s not the point. In advertising, you sell the sizzle, not the steak. And in Nucleus’s ad copy, what sizzles is height, smarts, and light-colored eyes. It makes you wonder if the ads should be permitted. Indeed, I learned from Sadeghi that the Metropolitan Transportation Authority had objected to parts of the campaign. The metro agency, for instance, did not let Nucleus run ads saying “Have a girl” and “Have a boy,” even though it’s very easy to identify the sex of an embryo using a genetic test. The reason was an MTA policy that forbids using government-owned infrastructure to promote “invidious discrimination” against protected classes, which include race, religion and biological sex. Since 2023, New York City has also included height and weight in its anti-discrimination law, the idea being to “root out bias” related to body size in housing and in public spaces. So I’m not sure why the MTA let Nucleus declare that height is 80% genetic. (The MTA advertising department didn’t respond to questions.) Perhaps it’s because the statement is a factual claim, not an explicit call to action. But we all know what to do: Pick the tall one and leave shorty in the IVF freezer, never to be born. This article first appeared in The Checkup, MIT Technology Review’s weekly biotech newsletter. To receive it in your inbox every Thursday, and read articles like this first, sign up here.

The era of AI persuasion in elections is about to begin
In January 2024, the phone rang in homes all around New Hampshire. On the other end was Joe Biden’s voice, urging Democrats to “save your vote” by skipping the primary. It sounded authentic, but it wasn’t. The call was a fake, generated by artificial intelligence. Today, the technology behind that hoax looks quaint. Tools like OpenAI’s Sora now make it possible to create convincing synthetic videos with astonishing ease. AI can be used to fabricate messages from politicians and celebrities—even entire news clips—in minutes. The fear that elections could be overwhelmed by realistic fake media has gone mainstream—and for good reason. But that’s only half the story. The deeper threat isn’t that AI can just imitate people—it’s that it can actively persuade people. And new research published this week shows just how powerful that persuasion can be. In two large peer-reviewed studies, AI chatbots shifted voters’ views by a substantial margin, far more than traditional political advertising tends to do. In the coming years, we will see the rise of AI that can personalize arguments, test what works, and quietly reshape political views at scale. That shift—from imitation to active persuasion—should worry us deeply.
The challenge is that modern AI doesn’t just copy voices or faces; it holds conversations, reads emotions, and tailors its tone to persuade. And it can now command other AIs—directing image, video, and voice models to generate the most convincing content for each target. Putting these pieces together, it’s not hard to imagine how one could build a coordinated persuasion machine. One AI might write the message, another could create the visuals, another could distribute it across platforms and watch what works. No humans required. A decade ago, mounting an effective online influence campaign typically meant deploying armies of people running fake accounts and meme farms. Now that kind of work can be automated—cheaply and invisibly. The same technology that powers customer service bots and tutoring apps can be repurposed to nudge political opinions or amplify a government’s preferred narrative. And the persuasion doesn’t have to be confined to ads or robocalls. It can be woven into the tools people already use every day—social media feeds, language learning apps, dating platforms, or even voice assistants built and sold by parties trying to influence the American public. That kind of influence could come from malicious actors using the APIs of popular AI tools people already rely on, or from entirely new apps built with the persuasion baked in from the start.
And it’s affordable. For less than a million dollars, anyone can generate personalized, conversational messages for every registered voter in America. The math isn’t complicated. Assume 10 brief exchanges per person—around 2,700 tokens of text—and price them at current rates for ChatGPT’s API. Even with a population of 174 million registered voters, the total still comes in under $1 million. The 80,000 swing voters who decided the 2016 election could be targeted for less than $3,000. Although this is a challenge in elections across the world, the stakes for the United States are especially high, given the scale of its elections and the attention they attract from foreign actors. If the US doesn’t move fast, the next presidential election in 2028, or even the midterms in 2026, could be won by whoever automates persuasion first. The 2028 threat While there have been indications that the threat AI poses to elections is overblown, a growing body of research suggests the situation could be changing. Recent studies have shown that GPT-4 can exceed the persuasive capabilities of communications experts when generating statements on polarizing US political topics, and it is more persuasive than non-expert humans two-thirds of the time when debating real voters. Two major studies published yesterday extend those findings to real election contexts in the United States, Canada, Poland, and the United Kingdom, showing that brief chatbot conversations can move voters’ attitudes by up to 10 percentage points, with US participant opinions shifting nearly four times more than it did in response to tested 2016 and 2020 political ads. And when models were explicitly optimized for persuasion, the shift soared to 25 percentage points—an almost unfathomable difference. While previously confined to well-resourced companies, modern large language models are becoming increasingly easy to use. Major AI providers like OpenAI, Anthropic, and Google wrap their frontier models in usage policies, automated safety filters, and account-level monitoring, and they do sometimes suspend users who violate those rules. But those restrictions apply only to traffic that goes through their platforms; they don’t extend to the rapidly growing ecosystem of open-source and open-weight models, which can be downloaded by anyone with an internet connection. Though they’re usually smaller and less capable than their commercial counterparts, research has shown with careful prompting and fine-tuning, these models can now match the performance of leading commercial systems. All this means that actors, whether well-resourced organizations or grassroots collectives, have a clear path to deploying politically persuasive AI at scale. Early demonstrations have already occurred elsewhere in the world. In India’s 2024 general election, tens of millions of dollars were reportedly spent on AI to segment voters, identify swing voters, deliver personalized messaging through robocalls and chatbots, and more. In Taiwan, officials and researchers have documented China-linked operations using generative AI to produce more subtle disinformation, ranging from deepfakes to language model outputs that are biased toward messaging approved by the Chinese Communist Party. It’s only a matter of time before this technology comes to US elections—if it hasn’t already. Foreign adversaries are well positioned to move first. China, Russia, Iran, and others already maintain networks of troll farms, bot accounts, and covert influence operators. Paired with open-source language models that generate fluent and localized political content, those operations can be supercharged. In fact, there is no longer a need for human operators who understand the language or the context. With light tuning, a model can impersonate a neighborhood organizer, a union rep, or a disaffected parent without a person ever setting foot in the country. Political campaigns themselves will likely be close behind. Every major operation already segments voters, tests messages, and optimizes delivery. AI lowers the cost of doing all that. Instead of poll-testing a slogan, a campaign can generate hundreds of arguments, deliver them one on one, and watch in real time which ones shift opinions. The underlying fact is simple: Persuasion has become effective and cheap. Campaigns, PACs, foreign actors, advocacy groups, and opportunists are all playing on the same field—and there are very few rules.
The policy vacuum Most policymakers have not caught up. Over the past several years, legislators in the US have focused on deepfakes but have ignored the wider persuasive threat. Foreign governments have begun to take the problem more seriously. The European Union’s 2024 AI Act classifies election-related persuasion as a “high-risk” use case. Any system designed to influence voting behavior is now subject to strict requirements. Administrative tools, like AI systems used to plan campaign events or optimize logistics, are exempt. However, tools that aim to shape political beliefs or voting decisions are not. By contrast, the United States has so far refused to draw any meaningful lines. There are no binding rules about what constitutes a political influence operation, no external standards to guide enforcement, and no shared infrastructure for tracking AI-generated persuasion across platforms. The federal and state governments have gestured toward regulation—the Federal Election Commission is applying old fraud provisions, the Federal Communications Commission has proposed narrow disclosure rules for broadcast ads, and a handful of states have passed deepfake laws—but these efforts are piecemeal and leave most digital campaigning untouched. In practice, the responsibility for detecting and dismantling covert campaigns has been left almost entirely to private companies, each with its own rules, incentives, and blind spots. Google and Meta have adopted policies requiring disclosure when political ads are generated using AI. X has remained largely silent on this, while TikTok bans all paid political advertising. However, these rules, modest as they are, cover only the sliver of content that is bought and publicly displayed. They say almost nothing about the unpaid, private persuasion campaigns that may matter most. To their credit, some firms have begun publishing periodic threat reports identifying covert influence campaigns. Anthropic, OpenAI, Meta, and Google have all disclosed takedowns of inauthentic accounts. However, these efforts are voluntary and not subject to independent auditing. Most important, none of this prevents determined actors from bypassing platform restrictions altogether with open-source models and off-platform infrastructure. What a real strategy would look like The United States does not need to ban AI from political life. Some applications may even strengthen democracy. A well-designed candidate chatbot could help voters understand where the candidate stands on key issues, answer questions directly, or translate complex policy into plain language. Research has even shown that AI can reduce belief in conspiracy theories. Still, there are a few things the United States should do to protect against the threat of AI persuasion. First, it must guard against foreign-made political technology with built-in persuasion capabilities. Adversarial political technology could take the form of a foreign-produced video game where in-game characters echo political talking points, a social media platform whose recommendation algorithm tilts toward certain narratives, or a language learning app that slips subtle messages into daily lessons. Evaluations, such as the Center for AI Standards and Innovation’s recent analysis of DeepSeek, should focus on identifying and assessing AI products—particularly from countries like China, Russia, or Iran—before they are widely deployed. This effort would require coordination among intelligence agencies, regulators, and platforms to spot and address risks. Second, the United States should lead in shaping the rules around AI-driven persuasion. That includes tightening access to computing power for large-scale foreign persuasion efforts, since many actors will either rent existing models or lease the GPU capacity to train their own. It also means establishing clear technical standards—through governments, standards bodies, and voluntary industry commitments—for how AI systems capable of generating political content should operate, especially during sensitive election periods. And domestically, the United States needs to determine what kinds of disclosures should apply to AI-generated political messaging while navigating First Amendment concerns.
Finally, foreign adversaries will try to evade these safeguards—using offshore servers, open-source models, or intermediaries in third countries. That is why the United States also needs a foreign policy response. Multilateral election integrity agreements should codify a basic norm: States that deploy AI systems to manipulate another country’s electorate risk coordinated sanctions and public exposure. Doing so will likely involve building shared monitoring infrastructure, aligning disclosure and provenance standards, and being prepared to conduct coordinated takedowns of cross-border persuasion campaigns—because many of these operations are already moving into opaque spaces where our current detection tools are weak. The US should also push to make election manipulation part of the broader agenda at forums like the G7 and OECD, ensuring that threats related to AI persuasion are treated not as isolated tech problems but as collective security challenges.
Indeed, the task of securing elections cannot fall to the United States alone. A functioning radar system for AI persuasion will require partnerships with our partners and allies. Influence campaigns are rarely confined by borders, and open-source models and offshore servers will always exist. The goal is not to eliminate them but to raise the cost of misuse and shrink the window in which they can operate undetected across jurisdictions. The era of AI persuasion is just around the corner, and America’s adversaries are prepared. In the US, on the other hand, the laws are out of date, the guardrails too narrow, and the oversight largely voluntary. If the last decade was shaped by viral lies and doctored videos, the next will be shaped by a subtler force: messages that sound reasonable, familiar, and just persuasive enough to change hearts and minds. For China, Russia, Iran, and others, exploiting America’s open information ecosystem is a strategic opportunity. We need a strategy that treats AI persuasion not as a distant threat but as a present fact. That means soberly assessing the risks to democratic discourse, putting real standards in place, and building a technical and legal infrastructure around them. Because if we wait until we can see it happening, it will already be too late. Tal Feldman is a JD candidate at Yale Law School who focuses on technology and national security. Before law school, he built AI models across the federal government and was a Schwarzman and Truman scholar. Aneesh Pappu is a PhD student and Knight-Hennessy scholar at Stanford University who focuses on agentic AI and technology policy. Before Stanford, he was a privacy and security researcher at Google DeepMind and a Marshall scholar.

AI chatbots can sway voters better than political advertisements
In 2024, a Democratic congressional candidate in Pennsylvania, Shamaine Daniels, used an AI chatbot named Ashley to call voters and carry on conversations with them. “Hello. My name is Ashley, and I’m an artificial intelligence volunteer for Shamaine Daniels’s run for Congress,” the calls began. Daniels didn’t ultimately win. But maybe those calls helped her cause: New research reveals that AI chatbots can shift voters’ opinions in a single conversation—and they’re surprisingly good at it. A multi-university team of researchers has found that chatting with a politically biased AI model was more effective than political advertisements at nudging both Democrats and Republicans to support presidential candidates of the opposing party. The chatbots swayed opinions by citing facts and evidence, but they were not always accurate—in fact, the researchers found, the most persuasive models said the most untrue things. The findings, detailed in a pair of studies published in the journals Nature and Science, are the latest in an emerging body of research demonstrating the persuasive power of LLMs. They raise profound questions about how generative AI could reshape elections. “One conversation with an LLM has a pretty meaningful effect on salient election choices,” says Gordon Pennycook, a psychologist at Cornell University who worked on the Nature study. LLMs can persuade people more effectively than political advertisements because they generate much more information in real time and strategically deploy it in conversations, he says.
For the Nature paper, the researchers recruited more than 2,300 participants to engage in a conversation with a chatbot two months before the 2024 US presidential election. The chatbot, which was trained to advocate for either one of the top two candidates, was surprisingly persuasive, especially when discussing candidates’ policy platforms on issues such as the economy and health care. Donald Trump supporters who chatted with an AI model favoring Kamala Harris became slightly more inclined to support Harris, moving 3.9 points toward her on a 100-point scale. That was roughly four times the measured effect of political advertisements during the 2016 and 2020 elections. The AI model favoring Trump moved Harris supporters 2.3 points toward Trump. In similar experiments conducted during the lead-ups to the 2025 Canadian federal election and the 2025 Polish presidential election, the team found an even larger effect. The chatbots shifted opposition voters’ attitudes by about 10 points.
Long-standing theories of politically motivated reasoning hold that partisan voters are impervious to facts and evidence that contradict their beliefs. But the researchers found that the chatbots, which used a range of models including variants of GPT and DeepSeek, were more persuasive when they were instructed to use facts and evidence than when they were told not to do so. “People are updating on the basis of the facts and information that the model is providing to them,” says Thomas Costello, a psychologist at American University, who worked on the project. The catch is, some of the “evidence” and “facts” the chatbots presented were untrue. Across all three countries, chatbots advocating for right-leaning candidates made a larger number of inaccurate claims than those advocating for left-leaning candidates. The underlying models are trained on vast amounts of human-written text, which means they reproduce real-world phenomena—including “political communication that comes from the right, which tends to be less accurate,” according to studies of partisan social media posts, says Costello. In the other study published this week, in Science, an overlapping team of researchers investigated what makes these chatbots so persuasive. They deployed 19 LLMs to interact with nearly 77,000 participants from the UK on more than 700 political issues while varying factors like computational power, training techniques, and rhetorical strategies. The most effective way to make the models persuasive was to instruct them to pack their arguments with facts and evidence and then give them additional training by feeding them examples of persuasive conversations. In fact, the most persuasive model shifted participants who initially disagreed with a political statement 26.1 points toward agreeing. “These are really large treatment effects,” says Kobi Hackenburg, a research scientist at the UK AI Security Institute, who worked on the project. But optimizing persuasiveness came at the cost of truthfulness. When the models became more persuasive, they increasingly provided misleading or false information—and no one is sure why. “It could be that as the models learn to deploy more and more facts, they essentially reach to the bottom of the barrel of stuff they know, so the facts get worse-quality,” says Hackenburg. The chatbots’ persuasive power could have profound consequences for the future of democracy, the authors note. Political campaigns that use AI chatbots could shape public opinion in ways that compromise voters’ ability to make independent political judgments. Still, the exact contours of the impact remain to be seen. “We’re not sure what future campaigns might look like and how they might incorporate these kinds of technologies,” says Andy Guess, a political scientist at Princeton University. Competing for voters’ attention is expensive and difficult, and getting them to engage in long political conversations with chatbots might be challenging. “Is this going to be the way that people inform themselves about politics, or is this going to be more of a niche activity?” he asks. Even if chatbots do become a bigger part of elections, it’s not clear whether they’ll do more to amplify truth or fiction. Usually, misinformation has an informational advantage in a campaign, so the emergence of electioneering AIs “might mean we’re headed for a disaster,” says Alex Coppock, a political scientist at Northwestern University. “But it’s also possible that means that now, correct information will also be scalable.” And then the question is who will have the upper hand. “If everybody has their chatbots running around in the wild, does that mean that we’ll just persuade ourselves to a draw?” Coppock asks. But there are reasons to doubt a stalemate. Politicians’ access to the most persuasive models may not be evenly distributed. And voters across the political spectrum may have different levels of engagement with chatbots. “If supporters of one candidate or party are more tech savvy than the other,” the persuasive impacts might not balance out, says Guess. As people turn to AI to help them navigate their lives, they may also start asking chatbots for voting advice whether campaigns prompt the interaction or not. That may be a troubling world for democracy, unless there are strong guardrails to keep the systems in check. Auditing and documenting the accuracy of LLM outputs in conversations about politics may be a first step.
Engineering more resilient crops for a warming climate
Scientists are using AlphaFold in their research to strengthen an enzyme that’s vital to photosynthesis, paving the way for more heat-tolerant crops.As global warming accompanies more droughts and heatwaves, harvests of some staple crops are shrinking. But less visible is what is happening inside these plants, where high heat can break down the molecular machinery that keeps them alive.At the heart of that machinery lies a sun-powered process that supports virtually all life on Earth: photosynthesis. Plants use photosynthesis to produce the glucose that fuels their growth via an intricate choreography of enzymes inside plant cells. As global temperatures rise, that choreography can falter.Berkley Walker, an associate professor at Michigan State University, spends his days thinking about how to keep that choreography in step. “Nature already holds the blueprints for lots of enzymes that can handle heat,” he says. “Our job is to learn from those examples and build that same resilience into the crops we depend on.”Walker’s lab focuses on a vital enzyme in photosynthesis called glycerate kinase (GLYK), an enzyme that helps plants recycle carbon during photosynthesis.One hypothesis is that, if it gets too hot, GLYK stops working, and photosynthesis fails.Walker’s team set out to understand why. Because the structure of GLYK has never been determined experimentally, they turned to AlphaFold to predict its 3D shape, not only in plants but also in a heat-loving algae that thrives in volcanic hot springs. By taking AlphaFold’s predicted shapes and plugging them into sophisticated molecular simulations, the researchers could watch as these enzymes flexed and twisted as the temperature rose.That’s when the problem came into focus: three flexible loops in the plant version of GLYK wobbled out of shape at high heat.Experiments alone could never deliver such insights, says Walker: “AlphaFold enabled access to experimentally unavailable enzyme structures and helped us identify key sections for modification.”Armed with this knowledge, the researchers in Walker’s lab made a series of hybrid enzymes that replaced the unstable loops in the plant GLYK with more rigid ones borrowed from the algae’s GLYK. One of these performed spectacularly, remaining stable at temperatures up to 65 °C.

Aviz Networks launches enterprise-grade community SONiC distribution
First, the company enabled FRR (Free Range Routing) features that exist in the community code but aren’t consistently implemented across different ASICs. VRRP (Virtual Router Redudancy Protocol) provides router redundancy for high availability. Spanning tree variants prevent network loops in layer 2 topologies. MLAG allows two switches to act as a single logical device for link aggregation. EVPN enhancements support layer 2 and layer 3 VPN services over VXLAN overlays. These protocols work differently depending on the underlying silicon, so Aviz normalized their implementation across Broadcom, Nvidia, Cisco and Marvell chips. Second, Aviz fixed bugs discovered in production deployments. One customer deployed community SONiC with OpenStack and started migrating virtual machines between hosts. The network fabric couldn’t handle the workload and broke. Aviz identified the failure modes and patched them. Third, Aviz built a software component that normalizes monitoring data across vendors. Broadcom’s Tomahawk ASIC generates different telemetry formats than Nvidia’s Spectrum or Cisco’s Silicon One. Network operators need consistent data for troubleshooting and capacity planning. The software collects ASIC-specific logs and network operating system telemetry, then translates them into a standardized format that works the same way regardless of which silicon vendor’s chips are running in the switches. Validated for enterprise deployment scenarios The distribution supports common enterprise network architectures. IP CLOS provides the leaf-spine topology used in modern data centers for predictable latency and scalability. EVPN/VXLAN creates layer 2 and layer 3 overlay networks that span physical network boundaries. MLAG configurations provide link redundancy without spanning tree limitations. Aviz provides validated runbooks for these deployments across data center, edge and AI fabric use cases.

Morocco Gets Closer to Creating $1B LNG Import Hub
Morocco is getting closer to creating an almost $1 billion liquefied natural gas hub at a new deep-sea port on its Mediterranean coast, as it plans to boost imports to curb the use of dirtier fuels. The nation this week issued a tender for a company to supply a floating storage and regasification unit that will be moored at the Nador West Med port that’s due to start operating next year. It’s also looking to pick firms to build, finance and operate new pipelines connecting the port to major industrial areas. Morocco aims to become a player in LNG imports, with the government planning to spend $3.5 billion to boost gas consumption from 1.2 billion cubic meters to 12 billion cubic meters by 2030. The new projects will help counter the loss of Algerian supplies in 2021 following a diplomatic dispute, while gas is an important bridge fuel for manufacturing industries that export goods to Europe. The Ministry of Energy Transition and Sustainable Development estimated the FSRU would cost about $273 million, while the new pipelines would require investments of $681 million. The pipelines will be connected to the Maghreb-Europe link, through which Morocco imports gas from Europe, as the projects will also form the backbone of a gas network that may one day carry green hydrogen both home and abroad. The country’s gas plans involve spending $1.5 billion on infrastructure to import LNG to replace dirtier feedstocks such as fuel oil and coal in the industrial sector, and investing $2 billion to construct gas-fired plants that would triple the amount of power generated by gas. Morocco plans to decarbonize its economy by 2050 — phasing out coal along the way — including by expanding in solar and wind generation as well as battery-storage facilities. Authorities expect about $11 billion in investment to add

Geopolitical risks outweigh bearish sentiment for oil prices
Oil, fundamental analysis Crude prices moved higher this week as geopolitical risk entered again with Russia/Ukraine and US/Venezuela both inferring potential losses of supply. The weekly inventory report showed a modest increase in crude but large gains in refined products. However, the dominant bearish sentiment took a back seat to the more bullish signals this week. WTI prices managed to finally crest the key $60.00/bbl mark with the weekly high of $60.50/bbl on Friday after a low of $58.30 Tuesday. Brent followed a similar pattern, hitting its high of $65.10/bbl on Tuesday with its weekly low of $61.85 on Friday as well. Both grades settled higher vs. last week while the WTI/Brent spread has tightened to ($4.00). Prospects for a Russia/Ukraine peace agreement dimmed this week as Ukraine continues to attack Russian oil infrastructure. Despite these events, Russia has managed to increase tanker loading this month. However, Kazakhstani exports have been curtailed by as much as 50% due to damage to the Caspian Pipeline Consortium which moves about 80% of Kazakhstan’s exports. Tensions between the US and Venezuela increased this week as President Donald Trump ordered President Maduro to leave his country, which he has refused to do. The Trump administration appears to be building a case for military action on Venezuelan soil with the USS Gerald Ford Carrier Strike Group situated off the coast. During its meeting last Sunday, the OPEC+ group agreed to hold output at current levels into early 2026 but pledged to re-assess each member’s maximum sustainable production. Meanwhile, Saudi Arabia has once again lowered its lowest selling price in 5 years to Asia for January, countering some of the bullish sentiment. On another note, the EU is ironing-out a plan to end all imports of Russian natural gas by 2027 through the imposition of a

Equinor makes HPHT gas, condensate discoveries in North Sea
Equinor Energy AS has discovered gas and condensate in Lofn and Langemann wells in the Sleipner area of the North Sea. In a release Dec. 5, Equinor said preliminary estimates indicate that the reservoirs may contain 5-18 million std cu m of recoverable oil equivalents (30-110 MMboe), the operator’s largest discoveries so far this year, and that the find could be developed for the European market through existing infrastructure. Drilling details Wells 15/5-8 S (Lofn) and 15/5-8 A (Langemann) are the first and second exploration wells to be drilled in production license (PL) 1140, 40 km northwest of Sleipner A between Gudrun and Eirin fields 240 km west of Stavanger. The wells were drilled by the Deepsea Atlantic rig in 107 m of water. Exploration targets for both wells were to prove petroleum in two separate prospects in Middle Jurassic reservoir rocks in the Hugin formation and Triassic reservoir rocks in the Skagerrak formation, according to a separate release from the Norwegian Offshore Directorate (NOD). Lofn was drilled to 4,636 m MD and 4,319 m TVD subsea, and Langemann was drilled to 4,932 m MD and 4,357 m TVD subsea. Both landed in the Skagerrak formation and both are classified as high-pressure, high temperature (HPHT) wells. Lofn encountered gas-condensate-bearing sandstone layers in the Hugin formation with a thickness of 116 m, 36 m of which were sandstone layers with moderate to very good reservoir quality. The gas-water contact was not encountered. The well encountered a 173-m thick reservoir interval in the Skagerrak formation, 59 m of which were sandstone layers with moderate to very poor reservoir quality. The reservoir was aquiferous. Langemann encountered gas-condensate-bearing sandstone layers in the Hugin formation with a thickness of 125 m, 31 m of which were sandstone layers with moderate to good reservoir quality. A possible gas-water contact

Chevron takes FID for Gorgon Stage 3 development, northwest Western Australia
Chevron Australia and the Gorgon joint venture participants have taken a final investment decision (FID) to proceed with Gorgon Stage 3 development off the northwest coast of Western Australia (WA). The $3-billion (Aus.) backfill development will connect offshore Geryon and Eurytion natural gas fields in the Greater Gorgon Area to Gorgon’s existing subsea gas gathering infrastructure and processing infrastructure on Barrow Island, the company said in a release Dec. 5. Chevron Australia president Balaji Krishnamurthy said the development would maintain production at Gorgon, enabling the long-term supply of domestic gas for WA, and liquefied natural gas (LNG) for international customers in Asia. “With the development of the Geryon and Eurytion fields – to join the existing Gorgon and Jansz-Io fields in providing gas supply for the processing facilities – we can continue providing the reliable energy the world needs, maintaining thousands of highly skilled jobs in Australia, supporting regional WA communities and contributing to government revenue.” Gorgon Stage 3 is part of the original development plan for Gorgon and is the first in a series of planned subsea tiebacks. Development involves installation of three manifolds and a 35-km production flowline among other associated infrastructure. Six wells will be drilled in the two fields, which lie about 100 km northwest of Barrow Island in water depths of about 1,300 m. “Gorgon Stage 3 is a cost-competitive development which will optimize existing infrastructure and complement the well-progressed Jansz-Io Compression Project and previously completed Gorgon Stage 2 infill development,” Krishnamurthy said.

4 FSRUs in 3 months
U.S.–Egypt LNG Collaboration Reaches New Heights A central theme of the evening was the exceptional contribution of U.S. LNG to Egypt’s supply balance in 2025. According to data from commodity analytics firm Kpler, 90% of all LNG cargoes delivered into Egypt so far this year—93 out of 103 shipments—originated from the United States. Energos Infrastructure’s FSRUs have played a pivotal role in regasifying these volumes. Since July alone, the company’s vessels have received 48 cargoes, 44 of which were U.S.-sourced—a continuous inflow that has strengthened national grid stability during periods of peak demand. H.E. Ambassador Herro Mustafa Garg, United States Ambassador to Egypt, underscored the significance of this cooperation. She praised the public-private partnership between Energos, EGAS, and the Ministry of Petroleum, calling it a model of innovation, reliability, and shared benefit. Delivering Four FSRUs in Three Months Energos Infrastructure CEO Arthur Regan highlighted the technical and operational scale of the joint achievements with EGAS. Deploying four FSRUs in a three-month window required precise coordination across global shipping partners, U.S. export terminals, offshore marine operations, Egyptian port authorities, and national grid operators. The result: approximately 35% of Egypt’s natural gas demand is now supplied via Energos-operated regasification units—a level of offshore LNG capacity rarely achieved so quickly on a national scale. Regan noted that this outcome demonstrates what can be delivered when partners are aligned: “This is what partnership looks like. This is what delivery looks like for Energos.”
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