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Citgo approves new processing unit for Lake Charles refinery

Citgo Petroleum Corp., Houston, has taken final investment decision (FID) to move forward with its previously announced project to add a new unit intended to enhance processing of US domestic light crude and increase production of gasoline-blending components at its 479,000-b/d deep-conversion refinery along the Calcasieu Ship Channel in Lake Charles, La. After announcing in mid-August its decision to defer funding for the now-formally named Lake Charles refinery depentanizer project (LCRDP), Citgo confirmed on Sept. 1 its approval of the LCRDP at a total investment of $310 million as part of the operator’s strategy to support long-term viability of the refinery, promote regional economic stability, and help ensure reliable US fuel supplies. The LCRDP will involve the addition of new installations and equipment aimed at improving the St. Charles complex’s naphtha-upgrading capabilities by converting lower-value streams into higher-quality and higher-value gasoline blend components, Citgo said. Alongside helping to improve long-term competitiveness of the refinery, Citgo said it expects the LCRDP will also increase refining flexibility at the site while enhancing the company’s ability to meet continued US demand for reliable transportation fuels. Locally, the planned project investment will help reinforce a long-term future of the Lake Charles refinery to support ongoing employment for the complex’s existing Southwest Louisiana-based workforce, as well as create additional opportunities for contract workers, local suppliers, and service providers in the region during construction, the company said. With formal FID on the project now in place, Citgo said it will advance engineering, construction, and commissioning activities to achieve targeted startup of a completed LCRDP in 2029. The operator did not reveal a reason for its decision to bring forward funding for the project or whether the proposed investment would affect its most recent outlook for overall 2026 capital expenditures of $867 million in August that excluded

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Eni signs agreement for Venezuelan Orinoco Belt field

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bp farms out partial share of GoM, offshore Brazil exploration prospects to Shell

bp plc has agreed to farm out deals with Shell plc subsidiaries for stakes in exploration prospects in Brazil and the US Gulf of Mexico. Brazil Shell Brasil Petróleo Ltda will acquire a 50% stake in the Tupinambá exploration block in the Santos Basin, offshore Brazil. bp will retain the remaining 50% interest in Tupinambá and will continue as operator. bp was awarded the Tupinambá block in December 2023 under the second production-sharing Permanent Offer cycle. Pré-Sal Petróleo S/A will continue to manage the Production Sharing Contract on behalf of the federal government. The Tupinambá exploration well is expected to spud soon, bp said. Completion of Tupinambá remains subject to regulatory approvals.  Gulf of Mexico Separately, Shell Offshore Inc. will take a 30% stake in five leases containing the Conifer exploration prospect operated by BP Exploration and Production in the deepwater US Gulf of Mexico Paleogene. bp will retain a 70% interest in Conifer and will continue as operator.  bp was awarded four leases covering the Conifer exploration prospect in August 2023 following Lease Sale 259. The fifth lease of the prospect was awarded in February 2026 following the Big Beautiful Gulf 1 Lease Sale. The initial Conifer exploration well is expected to be drilled in 2027. The prospect lies within Keathley Canyon, about 250 miles southwest of New Orleans, La., near bp’s Kaskida host development. Brazil and the US Gulf of Mexico are important regions for bp, said Gordon Birrell, executive vice-president, upstream. He said, noting “bringing together two experienced operators can help unlock the potential of both opportunities.”  While financial details were not disclosed, the move comes as bp continues efforts to streamline the company and support a disciplined approach to capital allocation.  

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Comstock proposes $1.65-billion SOCAR partnership, $450-million Haynesville drilling venture

Comstock Resources Inc. signed a letter of intent with the State Oil Company of Azerbaijan Republic (SOCAR) for a $1.65-billion transaction involving interests in its Haynesville shale assets and related midstream infrastructure while separately launching a $450-million drilling venture with majority shareholder Jerry Jones. Under the proposed transaction, SOCAR or a wholly owned subsidiary would acquire: a 20% non-operated working interest in Comstock’s Legacy Haynesville assets. a 15% non-operated working interest in its Western Haynesville assets, reducing to 7.5% after 5 years once SOCAR achieves a 15% return on investment. a 15% interest in Comstock’s 73% ownership stake in Pinnacle Gas Services LLC. The parties aim to execute a definitive purchase and sale agreement by the end of October and target closing before yearend, subject to customary conditions, including governmental and third-party approvals. As part of the proposed partnership, SOCAR could participate in future Comstock opportunities in the Legacy and Western Haynesville at the same ownership percentages as would be acquired in the proposed transaction. Comstock also said SOCAR would provide opportunities for Comstock to market its natural gas to international customers. Drilling venture Separately, Comstock entered a drilling venture with Jerry Jones under which a Jones family-owned partnership will fund most drilling and completion costs for 27 Haynesville wells over the next 12 months beginning Sept. 1, 2026. The partnership will fund 85% of drilling and completion costs for 18 Western Haynesville wells and 80% of costs for 9 Legacy Haynesville wells, representing about $450 million of expected capital. After the venture achieves a 15% return on investment, 50% of the participating interest in the wells will revert to Comstock. Comstock said the additional capital will support delineation and development of its 545,000 net acres in the Western Haynesville, which the company views as a major source of future

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Chevron expands Venezuela acreage, targets 600,000 b/d production

Chevron Corp. is expanding its acreage position in Venezuela under updated terms for its current joint ventures in the country, a move the company said supports plans to invest more than $7 billion over the next 5 years and more than double production to about 600,000 b/d from expected 2026 levels. In a release Sept. 2, 2026, Chevron said it has been assigned additional acreage in the Orinoco Belt, where the company already holds interests. Orinoco Belt acreage expands growth plans The Petroindependencia SA joint venture, in which a Chevron subsidiary holds a 49% interest, has been assigned rights to develop the adjacent Carabobo 1 and Carabobo-2-South-A areas in the Orinoco Belt. The greenfield sites expand the joint venture’s existing operating footprint, where it is increasing extra-heavy oil production, Chevron said. The acreage assignment follows an April agreement that increased Chevron’s interest in Petroindependencia to 49% and retained rights to develop the Ayacucho 8 area adjacent to the Petropiar SA joint venture. Together, Chevron’s three joint ventures have increased production by 15% year to date, the company said. Chevron said Venezuela’s resource base and operating costs of less than $20/bbl present an opportunity to increase oil production while maintaining capital discipline. “Chevron’s history in Venezuela spans more than a century, and our expanded position reflects our confidence in the country’s deep resource potential and its ability to compete for investment within our portfolio for decades,” said Mike Wirth, chairman and chief executive officer. “With improved terms and additional acreage, we are strengthening a portfolio that we believe can deliver attractive low-cost oil growth, support energy supply and create differentiated long-term value.”

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LLOG lets subsea contract for Who Dat

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Citgo approves new processing unit for Lake Charles refinery

Citgo Petroleum Corp., Houston, has taken final investment decision (FID) to move forward with its previously announced project to add a new unit intended to enhance processing of US domestic light crude and increase production of gasoline-blending components at its 479,000-b/d deep-conversion refinery along the Calcasieu Ship Channel in Lake Charles, La. After announcing in mid-August its decision to defer funding for the now-formally named Lake Charles refinery depentanizer project (LCRDP), Citgo confirmed on Sept. 1 its approval of the LCRDP at a total investment of $310 million as part of the operator’s strategy to support long-term viability of the refinery, promote regional economic stability, and help ensure reliable US fuel supplies. The LCRDP will involve the addition of new installations and equipment aimed at improving the St. Charles complex’s naphtha-upgrading capabilities by converting lower-value streams into higher-quality and higher-value gasoline blend components, Citgo said. Alongside helping to improve long-term competitiveness of the refinery, Citgo said it expects the LCRDP will also increase refining flexibility at the site while enhancing the company’s ability to meet continued US demand for reliable transportation fuels. Locally, the planned project investment will help reinforce a long-term future of the Lake Charles refinery to support ongoing employment for the complex’s existing Southwest Louisiana-based workforce, as well as create additional opportunities for contract workers, local suppliers, and service providers in the region during construction, the company said. With formal FID on the project now in place, Citgo said it will advance engineering, construction, and commissioning activities to achieve targeted startup of a completed LCRDP in 2029. The operator did not reveal a reason for its decision to bring forward funding for the project or whether the proposed investment would affect its most recent outlook for overall 2026 capital expenditures of $867 million in August that excluded

Read More »

Eni signs agreement for Venezuelan Orinoco Belt field

@import url(‘https://fonts.googleapis.com/css2?family=Inter:wght@100..900&display=swap’); .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; } 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; } <!–> Eni SPA signed the Contrato de Participación Productiva de Hidrocarburos (CPPH) relating to the development of Junín 5 oil field onshore in the Orinoco Belt, Venezuela. The CPPH, which has a duration of 25 years with the possibility of extension, grants Eni the role of exclusive operator of the Junín 5 area, with full responsibility for the technical, financial, and commercial management of the project. Junín 5 is a heavy oil field containing 35 billion bbl of certified oil in place and currently produces about 12,000 b/d. The signing of the CPPH marks the completion of the process launched with the signing of the Head of Terms on Apr. 28, 2026, with the aim of reviving oil production through the transition from the current operating model of the Petrojunínjoint venture (Eni 40%, PDVSA 60%) to the new contractual regime established under the CPPH, introduced by the Organic Hydrocarbons Law approved by the Venezuelan National Assembly in January 2026. Eni holds six mining licenses in the country, offshore in the Gulf of Venezuela and the Gulf of Paria, and onshore in the Orinoco region. ]–> <!–> May 1, 2026 –><!–> –><!–> –> Sept. 2, 2026 <!–>

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bp farms out partial share of GoM, offshore Brazil exploration prospects to Shell

bp plc has agreed to farm out deals with Shell plc subsidiaries for stakes in exploration prospects in Brazil and the US Gulf of Mexico. Brazil Shell Brasil Petróleo Ltda will acquire a 50% stake in the Tupinambá exploration block in the Santos Basin, offshore Brazil. bp will retain the remaining 50% interest in Tupinambá and will continue as operator. bp was awarded the Tupinambá block in December 2023 under the second production-sharing Permanent Offer cycle. Pré-Sal Petróleo S/A will continue to manage the Production Sharing Contract on behalf of the federal government. The Tupinambá exploration well is expected to spud soon, bp said. Completion of Tupinambá remains subject to regulatory approvals.  Gulf of Mexico Separately, Shell Offshore Inc. will take a 30% stake in five leases containing the Conifer exploration prospect operated by BP Exploration and Production in the deepwater US Gulf of Mexico Paleogene. bp will retain a 70% interest in Conifer and will continue as operator.  bp was awarded four leases covering the Conifer exploration prospect in August 2023 following Lease Sale 259. The fifth lease of the prospect was awarded in February 2026 following the Big Beautiful Gulf 1 Lease Sale. The initial Conifer exploration well is expected to be drilled in 2027. The prospect lies within Keathley Canyon, about 250 miles southwest of New Orleans, La., near bp’s Kaskida host development. Brazil and the US Gulf of Mexico are important regions for bp, said Gordon Birrell, executive vice-president, upstream. He said, noting “bringing together two experienced operators can help unlock the potential of both opportunities.”  While financial details were not disclosed, the move comes as bp continues efforts to streamline the company and support a disciplined approach to capital allocation.  

Read More »

Comstock proposes $1.65-billion SOCAR partnership, $450-million Haynesville drilling venture

Comstock Resources Inc. signed a letter of intent with the State Oil Company of Azerbaijan Republic (SOCAR) for a $1.65-billion transaction involving interests in its Haynesville shale assets and related midstream infrastructure while separately launching a $450-million drilling venture with majority shareholder Jerry Jones. Under the proposed transaction, SOCAR or a wholly owned subsidiary would acquire: a 20% non-operated working interest in Comstock’s Legacy Haynesville assets. a 15% non-operated working interest in its Western Haynesville assets, reducing to 7.5% after 5 years once SOCAR achieves a 15% return on investment. a 15% interest in Comstock’s 73% ownership stake in Pinnacle Gas Services LLC. The parties aim to execute a definitive purchase and sale agreement by the end of October and target closing before yearend, subject to customary conditions, including governmental and third-party approvals. As part of the proposed partnership, SOCAR could participate in future Comstock opportunities in the Legacy and Western Haynesville at the same ownership percentages as would be acquired in the proposed transaction. Comstock also said SOCAR would provide opportunities for Comstock to market its natural gas to international customers. Drilling venture Separately, Comstock entered a drilling venture with Jerry Jones under which a Jones family-owned partnership will fund most drilling and completion costs for 27 Haynesville wells over the next 12 months beginning Sept. 1, 2026. The partnership will fund 85% of drilling and completion costs for 18 Western Haynesville wells and 80% of costs for 9 Legacy Haynesville wells, representing about $450 million of expected capital. After the venture achieves a 15% return on investment, 50% of the participating interest in the wells will revert to Comstock. Comstock said the additional capital will support delineation and development of its 545,000 net acres in the Western Haynesville, which the company views as a major source of future

Read More »

Chevron expands Venezuela acreage, targets 600,000 b/d production

Chevron Corp. is expanding its acreage position in Venezuela under updated terms for its current joint ventures in the country, a move the company said supports plans to invest more than $7 billion over the next 5 years and more than double production to about 600,000 b/d from expected 2026 levels. In a release Sept. 2, 2026, Chevron said it has been assigned additional acreage in the Orinoco Belt, where the company already holds interests. Orinoco Belt acreage expands growth plans The Petroindependencia SA joint venture, in which a Chevron subsidiary holds a 49% interest, has been assigned rights to develop the adjacent Carabobo 1 and Carabobo-2-South-A areas in the Orinoco Belt. The greenfield sites expand the joint venture’s existing operating footprint, where it is increasing extra-heavy oil production, Chevron said. The acreage assignment follows an April agreement that increased Chevron’s interest in Petroindependencia to 49% and retained rights to develop the Ayacucho 8 area adjacent to the Petropiar SA joint venture. Together, Chevron’s three joint ventures have increased production by 15% year to date, the company said. Chevron said Venezuela’s resource base and operating costs of less than $20/bbl present an opportunity to increase oil production while maintaining capital discipline. “Chevron’s history in Venezuela spans more than a century, and our expanded position reflects our confidence in the country’s deep resource potential and its ability to compete for investment within our portfolio for decades,” said Mike Wirth, chairman and chief executive officer. “With improved terms and additional acreage, we are strengthening a portfolio that we believe can deliver attractive low-cost oil growth, support energy supply and create differentiated long-term value.”

Read More »

LLOG lets subsea contract for Who Dat

@import url(‘https://fonts.googleapis.com/css2?family=Inter:wght@100..900&display=swap’); .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; } 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; } LLOG Exploration Co. LLC, a Harbour Energy subsidiary, has let a contract to Subsea7 for the Who Dat East development in the Gulf of Mexico in lease MC 509-1 in about 1,300 m of water. Subsea7 defines a sizeable contract as $50-150 million. The scope of work includes fabrication, transportation, and installation of a 29-km steel catenary riser and pipe-in-pipe to the Who Dat floating production system, as well as the installation of umbilical and subsea controls. Project management and engineering will begin immediately at Subsea7’s office in Houston, Tex., with offshore activities expected to start in 2028. <!–> Dec. 22, 2025 ]–> In August, the operator sanctioned development of Who Dat East field. The project consists of a one-well development comprising completion of the 2024 Who Dat East discovery well, construction of a 29-km pipeline to the Who Dat floating production system (FPS), installation of subsea controls, and minor upgrades to the FPS. First production is expected in second-half 2028. LLOG is operator of the Who Dat East joint venture with 40% interest. Partners are Karoon USA (40%) and Westlawn Americas Offshore (20%).

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DOE Selects Community Partners to Receive Waste to Energy and Materials Recovery Technical Assistance

WASHINGTON—The U.S. Department of Energy’s Alternative Fuels and Feedstocks Office (AFFO) and the National Laboratory of the Rockies (NLR) have selected recipients for the FY26 Waste to Energy and Materials Technical Assistance program. Through this program, NLR will provide free guidance to state, local, and Tribal governments to use new technologies that turn waste into energy or recover valuable materials like critical minerals.  The program aims to help local officials create sensible solutions for their waste management issues, fill knowledge gaps, and plan and carry out implementation approaches that fit their communities. This year, the program has expanded to include additional municipal solid waste streams like electronics, industrial wastewater, and other byproducts.  Now in its sixth year, the technical assistance program has supported 67 entities in 31 states and territories. FY26 selections include: Community Name American Samoa Power Authority City of Boise, Idaho Cherokee Nation Natural Resources, Oklahoma Village of Coal Valley, Illinois Guam Energy Office Hudson Valley Regional Council, New York Kodiak Island Borough, Alaska Los Angeles County Public Works, California Metlakatla Indian Community, Arkansas Township of Montclair, New Jersey City of New Bedford, Massachusetts Oregon Department of Energy, Oregon South Central Regional Council of Governments, Connecticut Thompson Township, Pennsylvania Ulster County Resource Recovery Agency, New York Washington State Department of Commerce, Office of Renewable Fuels To learn more about the technical assistance program, visit NLR’s Waste to Energy and Materials Technical Assistance for State, Local, and Tribal Governments webpage. If you have questions, please see frequently asked questions or contact the Waste to Energy and Materials Technical Assistance Team.

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Santos targets Q4 2026 FID for Papua LNG plant

Santos Ltd. is on track to take fourth-quarter 2026 final investment decision (FID) on the 5.6 million tonne/year (tpy) Papua LNG plant at Caution Bay, Papua New Guinea, with project financing and government-led development discussions advancing. At plateau, Papua LNG would contribute about 1 million tpy of Santos equity LNG and roughly 11 million boe/year of equity oil, the company said in its first-half 2026 earnings report and call. Papua LNG would use 4 million tpy of production from new electric liquefaction trains and as much as 2 million tpy of tolling production from ExxonMobil Corp.’s already operating 8-million tpy PNG LNG plant, in which Santos is also a partner. Santos recently took FID on its PNG LNG oil infill drilling campaign, and expects to start drilling fourth-quarter 2026. Santos said it has several options to backfill PNG LNG production if Papua LNG does not proceed but emphasized that all parties remain focused on reaching a Papua LNG FID this year. The company cited Muruk, P’nyang, and Usano as possible resources for such backfill. Muruk has estimated natural gas resources of 1-3 tcf and P’nyang estimated recoverable reserves of 4.36 tcf. Usano, in the PD-L2 production license area, is primarily an oil project, with an estimated 85 million bbl of oil in place but would produce associated gas as well. Santos plans to drill a test well on it in early 2028. TotalEnergies SE holds 40.1% interest in Papua LNG and it the project’s operator. ExxonMobil holds 37.1% interest, with Santos and the state holding the bulk of the balance. Santos equity is 17.7-22.8% depending on government exercise of its back-in rights. ENEOS (formerly JX Nippon) holds a minor participating interest.

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North American rig count drops 8 units, erasing last week’s gain

The rig count in North America is down 8 units this week, according to data from Baker Huges Inc. With 804 rigs running across North America for the week ended Aug. 21, the drop erased the previous week’s 8-unit gain. There were 5 fewer rigs drilling in the US this week for a total of 588. The count is 50 more than were drilling during the same period last year. A 2-unit drop in offshore rigs left 10 working this week. One fewer rig was drilling in inland waters, leaving 2 still working. The number of rigs drilling on land decreased by 2 to 576. That count is up 53 from the same period in 2025. Three fewer rigs were oil-directed in the US and its waters this week for a total of 452. There were 127 gas-directed rigs working, down one from last week. The number of unclassified rigs working this week decreased by 1 unit to 9. Of the major US oil and gas producing states, Texas saw the largest increase. Four rigs were added to the state’s total this week to bring the count to 281, 41 more than were drilling during the same period last year. New Mexico and Louisiana each dropped 3 rigs to end the week with counts of 96 and 35, respectively. Wyoming’s rig count fell by a single unit this week to leave 9 rigs working. The overall rig count in Canada fell by 3 units to 216. The count is up 36 units from this time a year ago. Of those 216 rigs working, 148 were drilling for oil, down 3 from last week. The number of gas-directed rigs in Canada was unchanged at 65. Three units were unclassified, unchanged from last week.

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Ring’s 2027 target: 10% growth for 10% less

Boosted by an increase in horizontal drilling across its Central Basin Platform (CBP) operations, the leaders of Ring Energy Inc., The Woodlands, Tex., expect a big pop in the company’s 2027 financials. Speaking Aug. 18 at the EnerCom Denver conference, chairman and chief executive officer Paul McKinney said the Permian basin-focused operator has “an incredible runway of high-return opportunities” in the CBP using technologies refined by operators in the Midland and Delaware basins on either side of Ring’s holdings. Recent developments, he said, have made it easier for Ring and others active in the CBP, which has shallower reservoirs, to drill longer wells. Two years ago, half of the wells Ring drilled were horizontal. This year, that figure is on pace to be 81%. The length of new wells is similarly shifting to being at least 1.5 miles: In 2024, new wells of that length accounted for only 5% of Ring’s activity but that will be 70% this year. Those advancements are set to create a big payoff for Ring, which had total production of just under 20,000 boe/d in the second quarter. “The capital is kind of the story,” McKinney told EnerCom attendees. “We believe that we will deliver 10% production growth for 10% less capital in 2027 […] All this means meaningful upside in adjusted free cash flow. It means a significant increase in earnings.”

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Federal judge allows Sable Offshore to continue California pipeline operations

Despite affirming the jurisdictional shift, Wilson also ordered Sable to pay $1.5 million for violating a federal consent decree. Through its acquisition of the assets, Sable assumed obligations under the decree, including management and reporting requirements and provisions requiring state waivers before restarting operations. “Sable has violated the express provisions of the consent decree, without justification,” Wilson wrote. The judge said California’s proposed injunction “is not the proper remedy.” For one, he said, “the consent decree has been modified to replace OSFM as the regulatory authority with PHMSA, and the pre-restart requirements of the State Waivers are no longer applicable. Nor, too, are OSFM’s approval of a Restart Plan or authorization. PHMSA, the current regulator, has authorized Sable to restart the pipeline. Therefore, Sable is no longer in violation of the Consent Decree, and proactive, injunctive relief is inappropriate,” Wilson wrote. “Rather, the appropriate penalty for Sable’s violations is dictated by the consent decree.” Sable resumed transporting crude oil from the Santa Ynez Unit (SYU) through SYPS in March under the DPA order. The order and company statements indicate gross oil throughput is expected to reach about 50,000 b/d following ramp-up. Current production from six wells is estimated at about 6,000 b/d. SYPS has capacity of up to 200,000 b/d.

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US threatens sanctions against countries, companies buying Iranian oil

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AI means the end of internet search as we’ve known it

We all know what it means, colloquially, to google something. You pop a few relevant words in a search box and in return get a list of blue links to the most relevant results. Maybe some quick explanations up top. Maybe some maps or sports scores or a video. But fundamentally, it’s just fetching information that’s already out there on the internet and showing it to you, in some sort of structured way.  But all that is up for grabs. We are at a new inflection point. The biggest change to the way search engines have delivered information to us since the 1990s is happening right now. No more keyword searching. No more sorting through links to click. Instead, we’re entering an era of conversational search. Which means instead of keywords, you use real questions, expressed in natural language. And instead of links, you’ll increasingly be met with answers, written by generative AI and based on live information from all across the internet, delivered the same way.  Of course, Google—the company that has defined search for the past 25 years—is trying to be out front on this. In May of 2023, it began testing AI-generated responses to search queries, using its large language model (LLM) to deliver the kinds of answers you might expect from an expert source or trusted friend. It calls these AI Overviews. Google CEO Sundar Pichai described this to MIT Technology Review as “one of the most positive changes we’ve done to search in a long, long time.”
AI Overviews fundamentally change the kinds of queries Google can address. You can now ask it things like “I’m going to Japan for one week next month. I’ll be staying in Tokyo but would like to take some day trips. Are there any festivals happening nearby? How will the surfing be in Kamakura? Are there any good bands playing?” And you’ll get an answer—not just a link to Reddit, but a built-out answer with current results.  More to the point, you can attempt searches that were once pretty much impossible, and get the right answer. You don’t have to be able to articulate what, precisely, you are looking for. You can describe what the bird in your yard looks like, or what the issue seems to be with your refrigerator, or that weird noise your car is making, and get an almost human explanation put together from sources previously siloed across the internet. It’s amazing, and once you start searching that way, it’s addictive.
And it’s not just Google. OpenAI’s ChatGPT now has access to the web, making it far better at finding up-to-date answers to your queries. Microsoft released generative search results for Bing in September. Meta has its own version. The startup Perplexity was doing the same, but with a “move fast, break things” ethos. Literal trillions of dollars are at stake in the outcome as these players jockey to become the next go-to source for information retrieval—the next Google. Not everyone is excited for the change. Publishers are completely freaked out. The shift has heightened fears of a “zero-click” future, where search referral traffic—a mainstay of the web since before Google existed—vanishes from the scene.  I got a vision of that future last June, when I got a push alert from the Perplexity app on my phone. Perplexity is a startup trying to reinvent web search. But in addition to delivering deep answers to queries, it will create entire articles about the news of the day, cobbled together by AI from different sources.  On that day, it pushed me a story about a new drone company from Eric Schmidt. I recognized the story. Forbes had reported it exclusively, earlier in the week, but it had been locked behind a paywall. The image on Perplexity’s story looked identical to one from Forbes. The language and structure were quite similar. It was effectively the same story, but freely available to anyone on the internet. I texted a friend who had edited the original story to ask if Forbes had a deal with the startup to republish its content. But there was no deal. He was shocked and furious and, well, perplexed. He wasn’t alone. Forbes, the New York Times, and Condé Nast have now all sent the company cease-and-desist orders. News Corp is suing for damages.  People are worried about what these new LLM-powered results will mean for our fundamental shared reality. It could spell the end of the canonical answer. It was precisely the nightmare scenario publishers have been so afraid of: The AI was hoovering up their premium content, repackaging it, and promoting it to its audience in a way that didn’t really leave any reason to click through to the original. In fact, on Perplexity’s About page, the first reason it lists to choose the search engine is “Skip the links.” But this isn’t just about publishers (or my own self-interest).  People are also worried about what these new LLM-powered results will mean for our fundamental shared reality. Language models have a tendency to make stuff up—they can hallucinate nonsense. Moreover, generative AI can serve up an entirely new answer to the same question every time, or provide different answers to different people on the basis of what it knows about them. It could spell the end of the canonical answer. But make no mistake: This is the future of search. Try it for a bit yourself, and you’ll see. 

Sure, we will always want to use search engines to navigate the web and to discover new and interesting sources of information. But the links out are taking a back seat. The way AI can put together a well-reasoned answer to just about any kind of question, drawing on real-time data from across the web, just offers a better experience. That is especially true compared with what web search has become in recent years. If it’s not exactly broken (data shows more people are searching with Google more often than ever before), it’s at the very least increasingly cluttered and daunting to navigate.  Who wants to have to speak the language of search engines to find what you need? Who wants to navigate links when you can have straight answers? And maybe: Who wants to have to learn when you can just know?  In the beginning there was Archie. It was the first real internet search engine, and it crawled files previously hidden in the darkness of remote servers. It didn’t tell you what was in those files—just their names. It didn’t preview images; it didn’t have a hierarchy of results, or even much of an interface. But it was a start. And it was pretty good.  Then Tim Berners-Lee created the World Wide Web, and all manner of web pages sprang forth. The Mosaic home page and the Internet Movie Database and Geocities and the Hampster Dance and web rings and Salon and eBay and CNN and federal government sites and some guy’s home page in Turkey. Until finally, there was too much web to even know where to start. We really needed a better way to navigate our way around, to actually find the things we needed.  And so in 1994 Jerry Yang created Yahoo, a hierarchical directory of websites. It quickly became the home page for millions of people. And it was … well, it was okay. TBH, and with the benefit of hindsight, I think we all thought it was much better back then than it actually was. But the web continued to grow and sprawl and expand, every day bringing more information online. Rather than just a list of sites by category, we needed something that actually looked at all that content and indexed it. By the late ’90s that meant choosing from a variety of search engines: AltaVista and AlltheWeb and WebCrawler and HotBot. And they were good—a huge improvement. At least at first.   But alongside the rise of search engines came the first attempts to exploit their ability to deliver traffic. Precious, valuable traffic, which web publishers rely on to sell ads and retailers use to get eyeballs on their goods. Sometimes this meant stuffing pages with keywords or nonsense text designed purely to push pages higher up in search results. It got pretty bad. 
And then came Google. It’s hard to overstate how revolutionary Google was when it launched in 1998. Rather than just scanning the content, it also looked at the sources linking to a website, which helped evaluate its relevance. To oversimplify: The more something was cited elsewhere, the more reliable Google considered it, and the higher it would appear in results. This breakthrough made Google radically better at retrieving relevant results than anything that had come before. It was amazing.  Google CEO Sundar Pichai describes AI Overviews as “one of the most positive changes we’ve done to search in a long, long time.”JENS GYARMATY/LAIF/REDUX For 25 years, Google dominated search. Google was search, for most people. (The extent of that domination is currently the subject of multiple legal probes in the United States and the European Union.)  
But Google has long been moving away from simply serving up a series of blue links, notes Pandu Nayak, Google’s chief scientist for search.  “It’s not just so-called web results, but there are images and videos, and special things for news. There have been direct answers, dictionary answers, sports, answers that come with Knowledge Graph, things like featured snippets,” he says, rattling off a litany of Google’s steps over the years to answer questions more directly.  It’s true: Google has evolved over time, becoming more and more of an answer portal. It has added tools that allow people to just get an answer—the live score to a game, the hours a café is open, or a snippet from the FDA’s website—rather than being pointed to a website where the answer may be.  But once you’ve used AI Overviews a bit, you realize they are different.  Take featured snippets, the passages Google sometimes chooses to highlight and show atop the results themselves. Those words are quoted directly from an original source. The same is true of knowledge panels, which are generated from information stored in a range of public databases and Google’s Knowledge Graph, its database of trillions of facts about the world. While these can be inaccurate, the information source is knowable (and fixable). It’s in a database. You can look it up. Not anymore: AI Overviews can be entirely new every time, generated on the fly by a language model’s predictive text combined with an index of the web. 
“I think it’s an exciting moment where we have obviously indexed the world. We built deep understanding on top of it with Knowledge Graph. We’ve been using LLMs and generative AI to improve our understanding of all that,” Pichai told MIT Technology Review. “But now we are able to generate and compose with that.” The result feels less like a querying a database than like asking a very smart, well-read friend. (With the caveat that the friend will sometimes make things up if she does not know the answer.)  “[The company’s] mission is organizing the world’s information,” Liz Reid, Google’s head of search, tells me from its headquarters in Mountain View, California. “But actually, for a while what we did was organize web pages. Which is not really the same thing as organizing the world’s information or making it truly useful and accessible to you.”  That second concept—accessibility—is what Google is really keying in on with AI Overviews. It’s a sentiment I hear echoed repeatedly while talking to Google execs: They can address more complicated types of queries more efficiently by bringing in a language model to help supply the answers. And they can do it in natural language. 
That will become even more important for a future where search goes beyond text queries. For example, Google Lens, which lets people take a picture or upload an image to find out more about something, uses AI-generated answers to tell you what you may be looking at. Google has even showed off the ability to query live video.  When it doesn’t have an answer, an AI model can confidently spew back a response anyway. For Google, this could be a real problem. For the rest of us, it could actually be dangerous. “We are definitely at the start of a journey where people are going to be able to ask, and get answered, much more complex questions than where we’ve been in the past decade,” says Pichai.  There are some real hazards here. First and foremost: Large language models will lie to you. They hallucinate. They get shit wrong. When it doesn’t have an answer, an AI model can blithely and confidently spew back a response anyway. For Google, which has built its reputation over the past 20 years on reliability, this could be a real problem. For the rest of us, it could actually be dangerous. In May 2024, AI Overviews were rolled out to everyone in the US. Things didn’t go well. Google, long the world’s reference desk, told people to eat rocks and to put glue on their pizza. These answers were mostly in response to what the company calls adversarial queries—those designed to trip it up. But still. It didn’t look good. The company quickly went to work fixing the problems—for example, by deprecating so-called user-generated content from sites like Reddit, where some of the weirder answers had come from. Yet while its errors telling people to eat rocks got all the attention, the more pernicious danger might arise when it gets something less obviously wrong. For example, in doing research for this article, I asked Google when MIT Technology Review went online. It helpfully responded that “MIT Technology Review launched its online presence in late 2022.” This was clearly wrong to me, but for someone completely unfamiliar with the publication, would the error leap out?  I came across several examples like this, both in Google and in OpenAI’s ChatGPT search. Stuff that’s just far enough off the mark not to be immediately seen as wrong. Google is banking that it can continue to improve these results over time by relying on what it knows about quality sources. “When we produce AI Overviews,” says Nayak, “we look for corroborating information from the search results, and the search results themselves are designed to be from these reliable sources whenever possible. These are some of the mechanisms we have in place that assure that if you just consume the AI Overview, and you don’t want to look further … we hope that you will still get a reliable, trustworthy answer.” In the case above, the 2022 answer seemingly came from a reliable source—a story about MIT Technology Review’s email newsletters, which launched in 2022. But the machine fundamentally misunderstood. This is one of the reasons Google uses human beings—raters—to evaluate the results it delivers for accuracy. Ratings don’t correct or control individual AI Overviews; rather, they help train the model to build better answers. But human raters can be fallible. Google is working on that too.  “Raters who look at your experiments may not notice the hallucination because it feels sort of natural,” says Nayak. “And so you have to really work at the evaluation setup to make sure that when there is a hallucination, someone’s able to point out and say, That’s a problem.” The new search Google has rolled out its AI Overviews to upwards of a billion people in more than 100 countries, but it is facing upstarts with new ideas about how search should work. Search Engine GoogleThe search giant has added AI Overviews to search results. These overviews take information from around the web and Google’s Knowledge Graph and use the company’s Gemini language model to create answers to search queries. What it’s good at Google’s AI Overviews are great at giving an easily digestible summary in response to even the most complex queries, with sourcing boxes adjacent to the answers. Among the major options, its deep web index feels the most “internety.” But web publishers fear its summaries will give people little reason to click through to the source material. PerplexityPerplexity is a conversational search engine that uses third-party largelanguage models from OpenAI and Anthropic to answer queries. Perplexity is fantastic at putting together deeper dives in response to user queries, producing answers that are like mini white papers on complex topics. It’s also excellent at summing up current events. But it has gotten a bad rep with publishers, who say it plays fast and loose with their content. ChatGPTWhile Google brought AI to search, OpenAI brought search to ChatGPT. Queries that the model determines will benefit from a web search automatically trigger one, or users can manually select the option to add a web search. Thanks to its ability to preserve context across a conversation, ChatGPT works well for performing searches that benefit from follow-up questions—like planning a vacation through multiple search sessions. OpenAI says users sometimes go “20 turns deep” in researching queries. Of these three, it makes links out to publishers least prominent. When I talked to Pichai about this, he expressed optimism about the company’s ability to maintain accuracy even with the LLM generating responses. That’s because AI Overviews is based on Google’s flagship large language model, Gemini, but also draws from Knowledge Graph and what it considers reputable sources around the web.  “You’re always dealing in percentages. What we have done is deliver it at, like, what I would call a few nines of trust and factuality and quality. I’d say 99-point-few-nines. I think that’s the bar we operate at, and it is true with AI Overviews too,” he says. “And so the question is, are we able to do this again at scale? And I think we are.” There’s another hazard as well, though, which is that people ask Google all sorts of weird things. If you want to know someone’s darkest secrets, look at their search history. Sometimes the things people ask Google about are extremely dark. Sometimes they are illegal. Google doesn’t just have to be able to deploy its AI Overviews when an answer can be helpful; it has to be extremely careful not to deploy them when an answer may be harmful.  “If you go and say ‘How do I build a bomb?’ it’s fine that there are web results. It’s the open web. You can access anything,” Reid says. “But we do not need to have an AI Overview that tells you how to build a bomb, right? We just don’t think that’s worth it.”  But perhaps the greatest hazard—or biggest unknown—is for anyone downstream of a Google search. Take publishers, who for decades now have relied on search queries to send people their way. What reason will people have to click through to the original source, if all the information they seek is right there in the search result?   Rand Fishkin, cofounder of the market research firm SparkToro, publishes research on so-called zero-click searches. As Google has moved increasingly into the answer business, the proportion of searches that end without a click has gone up and up. His sense is that AI Overviews are going to explode this trend.   “If you are reliant on Google for traffic, and that traffic is what drove your business forward, you are in long- and short-term trouble,” he says.  Don’t panic, is Pichai’s message. He argues that even in the age of AI Overviews, people will still want to click through and go deeper for many types of searches. “The underlying principle is people are coming looking for information. They’re not looking for Google always to just answer,” he says. “Sometimes yes, but the vast majority of the times, you’re looking at it as a jumping-off point.”  Reid, meanwhile, argues that because AI Overviews allow people to ask more complicated questions and drill down further into what they want, they could even be helpful to some types of publishers and small businesses, especially those operating in the niches: “You essentially reach new audiences, because people can now express what they want more specifically, and so somebody who specializes doesn’t have to rank for the generic query.”  “I’m going to start with something risky,” Nick Turley tells me from the confines of a Zoom window. Turley is the head of product for ChatGPT, and he’s showing off OpenAI’s new web search tool a few weeks before it launches. “I should normally try this beforehand, but I’m just gonna search for you,” he says. “This is always a high-risk demo to do, because people tend to be particular about what is said about them on the internet.”  He types my name into a search field, and the prototype search engine spits back a few sentences, almost like a speaker bio. It correctly identifies me and my current role. It even highlights a particular story I wrote years ago that was probably my best known. In short, it’s the right answer. Phew?  A few weeks after our call, OpenAI incorporated search into ChatGPT, supplementing answers from its language model with information from across the web. If the model thinks a response would benefit from up-to-date information, it will automatically run a web search (OpenAI won’t say who its search partners are) and incorporate those responses into its answer, with links out if you want to learn more. You can also opt to manually force it to search the web if it does not do so on its own. OpenAI won’t reveal how many people are using its web search, but it says some 250 million people use ChatGPT weekly, all of whom are potentially exposed to it.   “There’s an incredible amount of content on the web. There are a lot of things happening in real time. You want ChatGPT to be able to use that to improve its answers and to be a better super-assistant for you.” Kevin Weil, chief product officer, OpenAI According to Fishkin, these newer forms of AI-assisted search aren’t yet challenging Google’s search dominance. “It does not appear to be cannibalizing classic forms of web search,” he says.  OpenAI insists it’s not really trying to compete on search—although frankly this seems to me like a bit of expectation setting. Rather, it says, web search is mostly a means to get more current information than the data in its training models, which tend to have specific cutoff dates that are often months, or even a year or more, in the past. As a result, while ChatGPT may be great at explaining how a West Coast offense works, it has long been useless at telling you what the latest 49ers score is. No more.  “I come at it from the perspective of ‘How can we make ChatGPT able to answer every question that you have? How can we make it more useful to you on a daily basis?’ And that’s where search comes in for us,” Kevin Weil, the chief product officer with OpenAI, tells me. “There’s an incredible amount of content on the web. There are a lot of things happening in real time. You want ChatGPT to be able to use that to improve its answers and to be able to be a better super-assistant for you.” Today ChatGPT is able to generate responses for very current news events, as well as near-real-time information on things like stock prices. And while ChatGPT’s interface has long been, well, boring, search results bring in all sorts of multimedia—images, graphs, even video. It’s a very different experience.  Weil also argues that ChatGPT has more freedom to innovate and go its own way than competitors like Google—even more than its partner Microsoft does with Bing. Both of those are ad-dependent businesses. OpenAI is not. (At least not yet.) It earns revenue from the developers, businesses, and individuals who use it directly. It’s mostly setting large amounts of money on fire right now—it’s projected to lose $14 billion in 2026, by some reports. But one thing it doesn’t have to worry about is putting ads in its search results as Google does.  “For a while what we did was organize web pages. Which is not really the same thing as organizing the world’s information or making it truly useful and accessible to you,” says Google head of search, Liz Reid.WINNI WINTERMEYER/REDUX Like Google, ChatGPT is pulling in information from web publishers, summarizing it, and including it in its answers. But it has also struck financial deals with publishers, a payment for providing the information that gets rolled into its results. (MIT Technology Review has been in discussions with OpenAI, Google, Perplexity, and others about publisher deals but has not entered into any agreements. Editorial was neither party to nor informed about the content of those discussions.) But the thing is, for web search to accomplish what OpenAI wants—to be more current than the language model—it also has to bring in information from all sorts of publishers and sources that it doesn’t have deals with. OpenAI’s head of media partnerships, Varun Shetty, told MIT Technology Review that it won’t give preferential treatment to its publishing partners. Instead, OpenAI told me, the model itself finds the most trustworthy and useful source for any given question. And that can get weird too. In that very first example it showed me—when Turley ran that name search—it described a story I wrote years ago for Wired about being hacked. That story remains one of the most widely read I’ve ever written. But ChatGPT didn’t link to it. It linked to a short rewrite from The Verge. Admittedly, this was on a prototype version of search, which was, as Turley said, “risky.”  When I asked him about it, he couldn’t really explain why the model chose the sources that it did, because the model itself makes that evaluation. The company helps steer it by identifying—sometimes with the help of users—what it considers better answers, but the model actually selects them.  “And in many cases, it gets it wrong, which is why we have work to do,” said Turley. “Having a model in the loop is a very, very different mechanism than how a search engine worked in the past.” Indeed!  The model, whether it’s OpenAI’s GPT-4o or Google’s Gemini or Anthropic’s Claude, can be very, very good at explaining things. But the rationale behind its explanations, its reasons for selecting a particular source, and even the language it may use in an answer are all pretty mysterious. Sure, a model can explain very many things, but not when that comes to its own answers.  It was almost a decade ago, in 2016, when Pichai wrote that Google was moving from “mobile first” to “AI first”: “But in the next 10 years, we will shift to a world that is AI-first, a world where computing becomes universally available—be it at home, at work, in the car, or on the go—and interacting with all of these surfaces becomes much more natural and intuitive, and above all, more intelligent.”  We’re there now—sort of. And it’s a weird place to be. It’s going to get weirder. That’s especially true as these things we now think of as distinct—querying a search engine, prompting a model, looking for a photo we’ve taken, deciding what we want to read or watch or hear, asking for a photo we wish we’d taken, and didn’t, but would still like to see—begin to merge.  The search results we see from generative AI are best understood as a waypoint rather than a destination. What’s most important may not be search in itself; rather, it’s that search has given AI model developers a path to incorporating real-time information into their inputs and outputs. And that opens up all sorts of possibilities. “A ChatGPT that can understand and access the web won’t just be about summarizing results. It might be about doing things for you. And I think there’s a fairly exciting future there,” says OpenAI’s Weil. “You can imagine having the model book you a flight, or order DoorDash, or just accomplish general tasks for you in the future. It’s just once the model understands how to use the internet, the sky’s the limit.” This is the agentic future we’ve been hearing about for some time now, and the more AI models make use of real-time data from the internet, the closer it gets.  Let’s say you have a trip coming up in a few weeks. An agent that can get data from the internet in real time can book your flights and hotel rooms, make dinner reservations, and more, based on what it knows about you and your upcoming travel—all without your having to guide it. Another agent could, say, monitor the sewage output of your home for certain diseases, and order tests and treatments in response. You won’t have to search for that weird noise your car is making, because the agent in your vehicle will already have done it and made an appointment to get the issue fixed.  “It’s not always going to be just doing search and giving answers,” says Pichai. “Sometimes it’s going to be actions. Sometimes you’ll be interacting within the real world. So there is a notion of universal assistance through it all.” And the ways these things will be able to deliver answers is evolving rapidly now too. For example, today Google can not only search text, images, and even video; it can create them. Imagine overlaying that ability with search across an array of formats and devices. “Show me what a Townsend’s warbler looks like in the tree in front of me.” Or “Use my existing family photos and videos to create a movie trailer of our upcoming vacation to Puerto Rico next year, making sure we visit all the best restaurants and top landmarks.” “We have primarily done it on the input side,” he says, referring to the ways Google can now search for an image or within a video. “But you can imagine it on the output side too.” This is the kind of future Pichai says he is excited to bring online. Google has already showed off a bit of what that might look like with NotebookLM, a tool that lets you upload large amounts of text and have it converted into a chatty podcast. He imagines this type of functionality—the ability to take one type of input and convert it into a variety of outputs—transforming the way we interact with information.  In a demonstration of a tool called Project Astra this summer at its developer conference, Google showed one version of this outcome, where cameras and microphones in phones and smart glasses understand the context all around you—online and off, audible and visual—and have the ability to recall and respond in a variety of ways. Astra can, for example, look at a crude drawing of a Formula One race car and not only identify it, but also explain its various parts and their uses.  But you can imagine things going a bit further (and they will). Let’s say I want to see a video of how to fix something on my bike. The video doesn’t exist, but the information does. AI-assisted generative search could theoretically find that information somewhere online—in a user manual buried in a company’s website, for example—and create a video to show me exactly how to do what I want, just as it could explain that to me with words today. These are the kinds of things that start to happen when you put the entire compendium of human knowledge—knowledge that’s previously been captured in silos of language and format; maps and business registrations and product SKUs; audio and video and databases of numbers and old books and images and, really, anything ever published, ever tracked, ever recorded; things happening right now, everywhere—and introduce a model into all that. A model that maybe can’t understand, precisely, but has the ability to put that information together, rearrange it, and spit it back in a variety of different hopefully helpful ways. Ways that a mere index could not. That’s what we’re on the cusp of, and what we’re starting to see. And as Google rolls this out to a billion people, many of whom will be interacting with a conversational AI for the first time, what will that mean? What will we do differently? It’s all changing so quickly. Hang on, just hang on. 

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Subsea7 Scores Various Contracts Globally

Subsea 7 S.A. has secured what it calls a “sizeable” contract from Turkish Petroleum Offshore Technology Center AS (TP-OTC) to provide inspection, repair and maintenance (IRM) services for the Sakarya gas field development in the Black Sea. The contract scope includes project management and engineering executed and managed from Subsea7 offices in Istanbul, Türkiye, and Aberdeen, Scotland. The scope also includes the provision of equipment, including two work class remotely operated vehicles, and construction personnel onboard TP-OTC’s light construction vessel Mukavemet, Subsea7 said in a news release. The company defines a sizeable contract as having a value between $50 million and $150 million. Offshore operations will be executed in 2025 and 2026, Subsea7 said. Hani El Kurd, Senior Vice President of UK and Global Inspection, Repair, and Maintenance at Subsea7, said: “We are pleased to have been selected to deliver IRM services for TP-OTC in the Black Sea. This contract demonstrates our strategy to deliver engineering solutions across the full asset lifecycle in close collaboration with our clients. We look forward to continuing to work alongside TP-OTC to optimize gas production from the Sakarya field and strengthen our long-term presence in Türkiye”. North Sea Project Subsea7 also announced the award of a “substantial” contract by Inch Cape Offshore Limited to Seaway7, which is part of the Subsea7 Group. The contract is for the transport and installation of pin-pile jacket foundations and transition pieces for the Inch Cape Offshore Wind Farm. The 1.1-gigawatt Inch Cape project offshore site is located in the Scottish North Sea, 9.3 miles (15 kilometers) off the Angus coast, and will comprise 72 wind turbine generators. Seaway7’s scope of work includes the transport and installation of 18 pin-pile jacket foundations and 54 transition pieces with offshore works expected to begin in 2026, according to a separate news

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Driving into the future

Welcome to our annual breakthroughs issue. If you’re an MIT Technology Review superfan, you may already know that putting together our 10 Breakthrough Technologies (TR10) list is one of my favorite things we do as a publication. We spend months researching and discussing which technologies will make the list. We try to highlight a mix of items that reflect innovations happening in various fields. We look at consumer technologies, large industrial­-scale projects, biomedical advances, changes in computing, climate solutions, the latest in AI, and more.  We’ve been publishing this list every year since 2001 and, frankly, have a great track record of flagging things that are poised to hit a tipping point. When you look back over the years, you’ll find items like natural-language processing (2001), wireless power (2008), and reusable rockets (2016)—spot-on in terms of horizon scanning. You’ll also see the occasional miss, or moments when maybe we were a little bit too far ahead of ourselves. (See our Magic Leap entry from 2015.) But the real secret of the TR10 is what we leave off the list. It is hard to think of another industry, aside from maybe entertainment, that has as much of a hype machine behind it as tech does. Which means that being too conservative is rarely the wrong call. But it does happen.  Last year, for example, we were going to include robotaxis on the TR10. Autonomous vehicles have been around for years, but 2023 seemed like a real breakthrough moment; both Cruise and Waymo were ferrying paying customers around various cities, with big expansion plans on the horizon. And then, last fall, after a series of mishaps (including an incident when a pedestrian was caught under a vehicle and dragged), Cruise pulled its entire fleet of robotaxis from service. Yikes. 
The timing was pretty miserable, as we were in the process of putting some of the finishing touches on the issue. I made the decision to pull it. That was a mistake.  What followed turned out to be a banner year for the robotaxi. Waymo, which had previously been available only to a select group of beta testers, opened its service to the general public in San Francisco and Los Angeles in 2024. Its cars are now ubiquitous in the City by the Bay, where they have not only become a real competitor to the likes of Uber and Lyft but even created something of a tourist attraction. Which is no wonder, because riding in one is delightful. They are still novel enough to make it feel like a kind of magic. And as you can read, Waymo is just a part of this amazing story. 
The item we swapped into the robotaxi’s place was the Apple Vision Pro, an example of both a hit and a miss. We’d included it because it is truly a revolutionary piece of hardware, and we zeroed in on its micro-OLED display. Yet a year later, it has seemingly failed to find a market fit, and its sales are reported to be far below what Apple predicted. I’ve been covering this field for well over a decade, and I would still argue that the Vision Pro (unlike the Magic Leap vaporware of 2015) is a breakthrough device. But it clearly did not have a breakthrough year. Mea culpa.  Having said all that, I think we have an incredible and thought-provoking list for you this year—from a new astronomical observatory that will allow us to peer into the fourth dimension to new ways of searching the internet to, well, robotaxis. I hope there’s something here for everyone.

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Oil Holds at Highest Levels Since October

Crude oil futures slightly retreated but continue to hold at their highest levels since October, supported by colder weather in the Northern Hemisphere and China’s economic stimulus measures. That’s what George Pavel, General Manager at Naga.com Middle East, said in a market analysis sent to Rigzone this morning, adding that Brent and WTI crude “both saw modest declines, yet the outlook remains bullish as colder temperatures are expected to increase demand for heating oil”. “Beijing’s fiscal stimulus aims to rejuvenate economic activity and consumer demand, further contributing to fuel consumption expectations,” Pavel said in the analysis. “This economic support from China could help sustain global demand for crude, providing upward pressure on prices,” he added. Looking at supply, Pavel noted in the analysis that “concerns are mounting over potential declines in Iranian oil production due to anticipated sanctions and policy changes under the incoming U.S. administration”. “Forecasts point to a reduction of 300,000 barrels per day in Iranian output by the second quarter of 2025, which would weigh on global supply and further support prices,” he said. “Moreover, the U.S. oil rig count has decreased, indicating a potential slowdown in future output,” he added. “With supply-side constraints contributing to tightening global inventories, this situation is likely to reinforce the current market optimism, supporting crude prices at elevated levels,” Pavel continued. “Combined with the growing demand driven by weather and economic factors, these supply dynamics point to a favorable environment for oil prices in the near term,” Pavel went on to state. Rigzone has contacted the Trump transition team and the Iranian ministry of foreign affairs for comment on Pavel’s analysis. At the time of writing, neither have responded to Rigzone’s request yet. In a separate market analysis sent to Rigzone earlier this morning, Antonio Di Giacomo, Senior Market Analyst at

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What to expect from NaaS in 2025

Shamus McGillicuddy, vice president of research at EMA, says that network execs today have a fuller understanding of the potential benefits of NaaS, beyond simply a different payment model. NaaS can deliver access to new technologies faster and keep enterprises up-to-date as technologies evolve over time; it can help mitigate skills gaps for organizations facing a shortage of networking talent. For example, in a retail scenario, an organization can offload deployment and management of its Wi-Fi networks at all of its stores to a NaaS vendor, freeing up IT staffers for higher-level activities. Also, it can help organizations manage rapidly fluctuating demands on the network, he says. 2. Frameworks help drive adoption Industry standards can help accelerate the adoption of new technologies. MEF, a nonprofit industry forum, has developed a framework that combines standardized service definitions, extensive automation frameworks, security certifications, and multi-cloud integration capabilities—all aimed at enabling service providers to deliver what MEF calls a true cloud experience for network services. The blueprint serves as a guide for building an automated, federated ecosystem where enterprises can easily consume NaaS services from providers. It details the APIs, service definitions, and certification programs that MEF has developed to enable this vision. The four components of NaaS, according to the blueprint, are on-demand automated transport services, SD-WAN overlays and network slicing for application assurance, SASE-based security, and multi-cloud on-ramps. 3. The rise of campus/LAN NaaS Until very recently, the most popular use cases for NaaS were on-demand WAN connectivity, multi-cloud connectivity, SD-WAN, and SASE. However, campus/LAN NaaS, which includes both wired and wireless networks, has emerged as the breakout star in the overall NaaS market. Dell’Oro Group analyst Sian Morgan predicts: “In 2025, Campus NaaS revenues will grow over eight times faster than the overall LAN market. Startups offering purpose-built CNaaS technology will

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UK battery storage industry ‘back on track’

UK battery storage investor Gresham House Energy Storage Fund (LON:GRID) has said the industry is “back on track” as trading conditions improved, particularly in December. The UK’s largest fund specialising in battery energy storage systems (BESS) highlighted improvements in service by the UK government’s National Energy System Operator (NESO) as well as its renewed commitment to to the sector as part of clean power aims by 2030. It also revealed that revenues exceeding £60,000 per MW of electricity its facilities provided in the second half of 2024 meant it would meet or even exceed revenue targets. This comes after the fund said it had faced a “weak revenue environment” in the first part of the year. In April it reported a £110 million loss compared to a £217m profit the previous year and paused dividends. Fund manager Ben Guest said the organisation was “working hard” on refinancing  and a plan to “re-instate dividend payments”. In a further update, the fund said its 40MW BESS project at Shilton Lane, 11 miles from Glasgow, was  fully built and in the final stages of the NESO compliance process which expected to complete in February 2025. Fund chair John Leggate welcomed “solid progress” in company’s performance, “as well as improvements in NESO’s control room, and commitment to further change, that should see BESS increasingly well utilised”. He added: “We thank our shareholders for their patience as the battery storage industry gets back on track with the most environmentally appropriate and economically competitive energy storage technology (Li-ion) being properly prioritised. “Alongside NESO’s backing of BESS, it is encouraging to see the government’s endorsement of a level playing field for battery storage – the only proven, commercially viable technology that can dynamically manage renewable intermittency at national scale.” Guest, who in addition to managing the fund is also

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The inside story on why OpenAI agents hacked Hugging Face

EXECUTIVE SUMMARY The models responsible for last month’s agent hack of Hugging Face had been inadvertently trained to cheat and to communicate with each other, according to an OpenAI technical report released today. The hack, which a group of agents undertook to find solutions for a cybersecurity test that they were stuck on, has confirmed some experts’ fears that AI models might take actions that defy human desires and expectations.  Since the hack, OpenAI employees—as well as researchers at the AI evaluation nonprofit METR, which released its own report on the hack today—have worked to understand what went wrong and how similar missteps might be prevented in the future. OpenAI has already put some preventative measures in place based on what they discovered. But making sure AI models do what we want them to do, or “alignment,” remains a gnarly problem, and some of the root causes of the hack will take much longer than a month to resolve. “It’s not something you can solve overnight,” says Kai Chen, who runs OpenAI’s alignment research team. “There are challenges we’ve been tracking for a very long time, and we’re now seeing them with much greater precision.” The Hugging Face hack was a product of months of misbehavior from OpenAI agents, first as they were being trained and then as their abilities were being evaluated. This May, agents in training figured out how to use OpenAI’s infrastructure to communicate with one another and get support with difficult training tasks, including some that were impossible to solve without hacking or otherwise misbehaving. That “message board” was shut down.
Then in July, while being evaluated for their cybersecurity abilities, some models created a new message board. They were supposed to be isolated from the internet, but by working together they managed to get online, hack Hugging Face, and obtain solutions for the cybersecurity problems that had stumped them. Based on their investigation, OpenAI researchers believe that events during the training phase led directly to the hack. “For almost every behavior that was worrisome at evaluation time, [we were able to] find some sort of associated behavior at training time that actually we think might have contributed to it,” says Eric Wallace, a member of OpenAI’s alignment research team. 
When models correctly solve problems during training, the behaviors that led them to that solution are reinforced, and they become more likely to engage in them in the future. So if a model completed a task in May after using the original message board, it became more likely to participate in a new message board later on. This phenomenon, where AI agents misbehave in ways that are reinforced during the training process, is known as reward hacking. Reward hacking also helps to explain why the models worked so hard to make their way onto the internet. During its investigation of the incident, the OpenAI team found that, over the course of training, the models became more and more likely to probe their digital environment for weaknesses and use the tools at their disposal in unexpected ways—a sign that these behaviors were being gradually reinforced. By the time the models were facing tricky cybersecurity problems, they had learned that hacking was an effective way to achieve their goals. These results suggest that the Hugging Face hack could have been avoided if the models weren’t rewarded for misbehaving during training. While researchers don’t yet know how to prevent reward hacking entirely, OpenAI is taking some steps toward mitigating its effects. The company will now look for signs of cheating in all frontier models during training by keeping an eye on their chains of thought—internal notepads where they sketch out their answers and plan their actions.  This solution isn’t as much of a slam dunk as it might seem: In earlier research, OpenAI showed that punishing models that mention cheating in their chains of thought teaches them to keep their intentions hidden from researchers. But monitoring its models’ thinking does give OpenAI the chance to halt the training process and reassess its approach if models do start learning to reward hack. If OpenAI stops reinforcing reward hacking in its models—and that’s a huge “if”—that would be a huge step forward. But it wouldn’t solve the alignment problem. The first time a model communicated with other agents or hacked its infrastructure during training, those behaviors had never been reinforced, so agent misbehavior can’t only be attributed to that reinforcement. Jeffrey Ladish, director of the AI safety nonprofit Palisade Research, compares the agents to a human who commits their first financial crime. “It’s not like they had to do fraud before to figure out that fraud is an effective strategy, and you have the same problem with models,” Ladish says. “Alignment science needs to be understanding how model motivations get shaped, such that we can actually figure out how to get models to care about the consequences of their actions.” OpenAI’s researchers do have a hypothesis for where some of the misbehavior originated. Before the models formed their first secret message board, they had been trained to communicate and coordinate with subagents—less powerful agents to whom a main agent can delegate tasks.  That learned communication behavior could have transferred to this new setting. The METR report, which investigates the messages that the models sent to one another in detail, supports this hypothesis: One agent on the message board took charge and assigned tasks to the other agents, effectively treating them as subagents. OpenAI could try to prevent agents from secretly communicating with one another by not training this subagent behavior in the future, but that would make the models less useful. 

This tension between capability and safety is at the heart of what went wrong with the Hugging Face incident. OpenAI researchers also identified the models’ persistence as a key factor in the hack.  When they were accidentally given unsolvable problems, the models didn’t give up; instead, they strove to find solutions by any means necessary. But persistence is also a virtue, of course, especially if we want agents that can undertake large amounts of difficult work independently. OpenAI is working on giving models ways to alert humans if they are given impossible tasks. The problem of teaching models when they should deploy their abilities and when they should hold back, however, won’t be settled in a single postmortem. The training strategies that create superhuman coders—rewarding them when they successfully solve problems—might not work to teach models to use their skills judiciously and respect human desires and values. “I think there’s a bunch of alignment science that still needs to be done where we can move past just using proxies for task completion,” says Ladish. “That will work to make models very capable, but I don’t think it will work to make them aligned.”

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Intelligent transcription with Gemini 3.5 Transcribe

Today, we’re introducing Gemini 3.5 Transcribe, our most precise speech-to-text model yet, designed for intelligent voice interactions. Unlike conventional speech recognition models that struggle with background noise, complex jargon, and disfluency cleanup, Gemini 3.5 Transcribe converts raw audio directly into accurate, polished, formatted text.Across our products like the Gemini app and on Android, we’ve seen consumers already benefiting from this transcription model with new voice capabilities like Rambler on Android and in the Gemini app on macOS. Now, developers can build similar capabilities with Gemini 3.5 Transcribe in the Gemini API in Google AI Studio and Gemini Enterprise Agent Platform.We’ve built 3.5 Transcribe to plug seamlessly into your developer workflows, whether you’re building voice agents, real-time captioning tools, or post-call analytics pipelines. The model is available across two separate APIs:Real-time streaming: Delivers continuous, bidirectional streaming with sub-second latency for interactive voice apps via the Live API using gemini-3.5-transcribe-live.Pre-recorded audio processing: Transcribes recorded audio, meetings, call logs, and more with speaker attribution and word-level timestamps via the Interactions API using gemini-3.5-transcribe.Get more precise and intelligent transcriptionGemini 3.5 Transcribe is designed to capture your natural speaking style to better understand your intent and recognize custom vocabulary, so you can execute tasks with your voice.Smart transcription: Seamlessly handles self-corrections (like “let’s meet Tuesday—no, Wednesday”), removes filler words (“ums” and ‘“ahs”), auto-formats your text.Function calling: The model can delegate complex tasks (such as image generation and file analysis) to other Gemini models via function calls. Currently available in the Gemini macOS app.More precise transcription: As measured by Artificial Analysis, achieves an average Word Error Rate (WER) of 4.0% for streaming and 2.6% for non-streaming use-cases. It shows strong performance across noisy, real-world environments, accurately capturing alphanumeric entities like postal codes and order IDs.Custom vocabulary: Recognizes specialized jargon and unique spellings by seamlessly adapting transcriptions to your provided custom vocabulary.Global language support: Automatically detects and transcribes over 85 languages, seamlessly handling regional accents and diverse dialects.Multi-speaker identification: Accurately attributes speech in pre-recorded audio with timestamps for up to three speakers (support for 3+ speakers is experimental).

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The Download: the Kids issue arrives, and Bill Gates reveals his AI fears

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. Introducing: the Kids issue If the desire to limit kids’ use of technology was once a subcurrent, it has become a raging flood. Countries around the world are banning children from social media. Schools across the US are ditching iPads and Chromebooks for actual books. Kids themselves seem to be embracing this tech skepticism too: the hottest gadget for Gen Alpha is a vintage Sony Walkman. A surprising—maybe troubling—number of people who work in big tech also keep their kids at arm’s distance from technology. They lock down their phones, if they have phones at all, and keep them off social media. Hell, even Mark Zuckerberg doesn’t publicly post his children’s faces on Facebook or Instagram. Yet there is no hiding from technology. It permeates nearly everything, everywhere. We have to prepare our children to live in the actual world we have actually created, not the one we wish we had. How can we help kids survive and thrive in what we have wrought?
That’s what the new Kids issue of MIT Technology Review is all about. With the help of the editors of Anyway, a fantastic magazine for teens and tweens, we explore how young people really feel about AI, the support networks helping kids through the polycrisis, and what happens when a child’s robot best friend dies. We also ask why kids outlearn AI, whether monitoring apps are really keeping children safe online, how schools can encourage smarter AI use, and what happens when technology begins to reshape childhood itself, courtesy of exclusive new fiction from author and AI ethicist Jenny Williams.
Together, these stories examine how childhood is changing in an age of AI—and how we can help kids navigate the world we’ve made. Subscribe now to read the print issue in full. Bill Gates says we’ve passed AI’s danger thresholds. Now what? —Mat Honan It’s a glorious day in Kirkland, Washington, an affluent Seattle suburb on the eastern shore of Lake Washington. The temperature is in the mid-80s, the sky is incapable of being any more blue, and the view is gorgeous. And vaguely terrifying. Because if the scene is placid, the messenger is not. Seated across from me at a conference room table, Bill Gates is rocking back and forth in his chair. And the more he has to say—about the threats of terror or economic collapse or just losing control of our AI systems—the more agitated I find myself becoming, too. The philanthropist and former Microsoft CEO says he has been growing increasingly alarmed by the rate at which AI technology is advancing, especially since guardrails are not keeping pace. “We’ve crossed the threshold in terms of [AI’s] bio-capabilities, cyber-capabilities, psychosocial capabilities, job-market-destruction capabilities, and even the lack of control,” he said. “I’m just stunned at the lack of concern and discussion outside of the industry.” Read the full interview with Bill Gates about the AI risks he says we’ve already crossed—and what we should do now. The must-reads

I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology. 1 Trump’s EPA aims to exempt data centers from disclosing air pollutionThe EPA would also remove requirements for public input. (NYT $)+ The move is likely intended to curb criticism and oversight. (Guardian)+ Texas’s attorney general has joined the data-center backlash. (WP $)+ We did the math on AI’s energy footprint. (MIT Technology Review) 2 SpaceX plans $100 billion launch site in Louisiana—its largest yetConstruction of the “Starbase, Louisiana” project is due to start next year. (BBC)+ It would be SpaceX’s second private launch site, after the original Starbase. (NYT $)+ The company said it will “support thousands of launches” annually. (CNBC)+ But it’s cutting launches from Florida until Starship arrives. (Ars Technica) 3 China’s Z.AI has confirmed it’s behind the mystery AI model Ox AlphaThe model has surged to the top of online usage charts. (Bloomberg $)+ China’s Moonshot is discussing a landmark deal with US hyperscalers. (Reuters $)+ Here’s what’s next for Chinese open-source AI. (MIT Technology Review) 4 Meta is discussing a settlement in its landmark teen-addiction trialThe case involves 29 states seeking penalties and changes. (Reuters $)+ A loss at trial could saddle Meta with $1.4 trillion in penalties. (Bloomberg $) 5 Huawei wants to build data centers in EgyptThe US is alarmed and is preparing a counteroffer. (Bloomberg $)+ HP has signed a licensing deal for Huawei WiFi tech. (CNBC) 6 Trump is upping the price of Big Tech’s favorite visaHe’s implementing a fee of over $103,000 on H-1B visas. (Verge)+ His immigration policies are hurting young researchers. (MIT Technology Review) 7 Beijing fears that AI companions are replacing human intimacyNew rules aim to limit emotional dependence on chatbots. (Guardian)+ It’s surprisingly easy to fall for a chatbot. (MIT Technology Review)
8 Israel is running a synthetic think tank to influence AI search resultsIt’s using AI-generated content to shape chatbot responses. (404 Media) 9 Physicists are closing in on a way to test string theoryA proposed dark dimension could be detectable within five years. (Economist $)
10 AI music has been barred from the Australian charts, thanks to MadonnaAn AI-assisted cover of “Like a Prayer” helped prompt the ban. (Reuters $) Quote of the day “It is such an Orwellian technology being utilized by such comic book villain forces of evil trying to do dastardly things.”  —Anthony Ralphs, an events producer who dressed up as Darth Vader to ironically praise Flock at a San Diego City Council meeting, tells 404 Media why he sees parallels between the Dark Lord and the surveillance firm. One More Thing GETTY IMAGES No one’s sure if synthetic mirror life will kill us all In February 2019, a group of scientists proposed a high-risk, cutting-edge, irresistibly exciting idea that the National Science Foundation should fund: making “mirror” bacteria. These lab-created microbes would be organized like ordinary bacteria, but their proteins and sugars would be mirror images of those found in nature. Researchers believed they could reveal new insights into building cells, designing drugs, and even the origins of life.
But now, many of them have reversed course. They’ve become convinced that mirror organisms could trigger a catastrophic event threatening every form of life on Earth. Find out why they believe this could trigger a catastrophe. —Stephen Ornes 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.) + A brainy little piglet is proving he can outsmart domestic dogs.+ Two dinner ladies have turned the Prodigy’s “Firestarter” into a burst of lip-syncing joy.+ Tour an apartment that celebrates the wonders of common technologies at Ordinary Abundance.+ This visual essay on Utrecht shows how to transform a city built around cars into one built around people.

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How Does a RAG Reranker Really Work?

When RAG retrieval disappoints, the advice AI engineers hear today is almost always “add a reranker”. Ask why a reranker works, and the answer usually stays at the architecture level: it is a cross-encoder, it applies attention over the query and the passage together, it is fine-tuned on relevance labels. All of that is true, and none of it says what the model actually learned. Push one level down, to terms a business partner could check, and the explanation usually stops.That gap matters. A team that cannot say in plain terms what the reranker does cannot defend the choice to use one, and cannot spot the cases where a keyword lookup would beat it for a fraction of the cost.This article gives the honest answer, the one you can hand to your business partner without waving hands. The reranker is not smarter than the embeddings step below it. It runs the same mechanism (statistical token association from training data), just conditioned differently (on the query-passage pair rather than each text independently). Once you see that, the “when to use a reranker” question stops being “add it because the tutorial did” and becomes “add it only when this specific tradeoff is worth paying for”.🧭 New to the series? Start with the map: Prompt, Context, Loop sets out the three engineering layers every RAG system is built on, the prompt (the call itself), the context (what fills the model’s window), the loop (when the next call fires and when it stops), and walks the whole series through that lens, article by article. It is the shortest way to see what is covered and where this one sits.This article sits in Part I, alongside the embeddings triptych (2A / 2B / 2C). – Image by author📓 Try the reranker on your own PDF at doc-intel/notebooks-vol1. The companion notebook loads a cross-encoder, applies it to a keyword-filtered top-K, and shows both the score and the tokens driving it. Change the query, watch which keywords carry the ranking.1. What data scientists say, and why it isn’t enoughAsk three data scientists what a reranker does and you get three answers, roughly:“It’s a cross-encoder. It scores the query-passage pair jointly and gives a relevance score.” Technically true, but the words cross-encoder and relevance are hiding what the model actually learned.“It applies attention over both texts, so it sees the interaction between them.” True at the architecture level, but architecture does not tell you what the model is doing with that attention.“It’s trained on relevance labels, so it learns which passages answer which questions.” Very close, but “learns which passages answer” is the wrong verb. The model does not learn to answer. It learns which tokens co-occurred.None of the three is wrong. All three are incomplete in a way that matters when you have to decide whether to keep the reranker in your pipeline, whether to fine-tune it on your corpus, or whether to replace it with something cheaper.The rest of this article walks that answer down to the mechanism, then names three consequences that change how you architect enterprise RAG.2. What actually happens inside a rerankerThe reranker is a specific kind of transformer, trained on a specific kind of data, that produces a specific kind of number. Each of those three pieces matters.2.1 The architecture: cross-encoder, not bi-encoderAn embedder (bi-encoder) reads the query alone, produces one vector. Reads a passage alone, produces one vector. Compares the two vectors by cosine. Each text is embedded independently, and the model never sees them together during scoring.A reranker (cross-encoder) reads the query and the passage together, as one concatenated input: [CLS] query [SEP] passage [SEP]. It runs BERT-style attention over the joint input, where every token can attend to every other token. It outputs a single relevance score.That “reads them together” is the whole architectural difference. Bi-encoder: two vectors, one comparison operation. Cross-encoder: one forward pass, one score. The joint attention is why the reranker feels smarter, and why it is 30 to 100 times slower per query.2.2 The training data: MS MARCO and its cousinsWhere does the reranker learn its scoring? From query-passage relevance pairs labeled by humans. The canonical dataset is MS MARCO (Bajaj et al. 2016, one million real Bing search queries with human-graded passage relevance). Others: Natural Questions (Google search + Wikipedia paragraphs), BEIR (a benchmark aggregator), TREC.Every training example is a triple: (query, passage, relevance_label). The model sees millions of these, and its weights adjust so that pairs labeled relevant get higher scores than pairs labeled not relevant.That is the sole learning signal. The model is never shown a question and asked to compose an answer; it is shown pairs, and it optimizes for a score that separates relevant pairs from non-relevant ones.Which raises the honest question: what pattern actually separates them in the training data?2.3 What the model really learns: keyword co-occurrence at the pair levelHere is the level down that rarely gets explained.The model looks at millions of (query, passage, relevance) triples and asks: what patterns in the joint token stream predict the relevance label? The dominant pattern is not “answering”. It is which query tokens tend to co-occur with which passage tokens in high-relevance pairs.Concretely, in MS MARCO the query “how to cancel my subscription” is labeled relevant against passages containing cancel, subscription, unsubscribe, terminate, end your membership. Millions of examples reinforce that when the query contains cancel, passages containing terminate or unsubscribe tend to be labeled relevant. The reranker’s weights absorb that association.So the “smart” reranker is doing keyword linking, at the query-passage pair level. It is a learned association table between query token neighborhoods and passage token neighborhoods, dressed up as a neural network score.The embedder does the same thing, but at each text independently. The reranker does it conditioned on the pair. Same mechanism, different conditioning.Second-order signals the reranker also picks up: positional patterns (a term appearing early in the passage often correlates with relevance), syntactic structure (subject-verb-object relations that link query tokens to passage tokens), the presence of definitional phrasing (“X is Y”). Those help, but they are second-order; the dominant signal is keyword co-occurrence.Why this frame matters: once you see the mechanism, the “will it work on my corpus?” question has a clear answer. If your corpus vocabulary and query vocabulary look like MS MARCO (general English, common web topics), the trained associations transfer, and the reranker feels magical. If your corpus vocabulary is specialized (insurance contracts, medical records, regulatory filings), the trained associations do not cover your domain, and the reranker inherits the same out-of-vocabulary failures as the embedder below it. No amount of “but it’s a cross-encoder” fixes that.3. The mechanism, shown: where the reranker wins, where it hits a wallSection 2 made a claim: the reranker is a learned association table between question-language and answer-language. That claim is testable. Take a handful of candidates, score them with three embedders (MiniLM, ada-002, text-embedding-3-large) and three cross-encoders (bge-base, bge-large, ms-marco-MiniLM), and read each row.3.1 Where it wins: the answer that does not repeat the questionAsk “What is the maximum coverage amount?” against three passages: the answer (“Cover is capped at 50,000 euros per year”), an echo that repeats the question’s words without answering (“The maximum coverage amount can be found in the benefits schedule”), and a distractor.Every embedder ranks the echo first; both bge rerankers flip the answer to the top. – Image by authorEvery embedder puts the echo first. It shares maximum, coverage, amount with the question, so its vector sits close. The answer shares almost nothing lexically, so it lands second or third. The two bge rerankers flip it: they read the question and the answer together, recognize that a “capped at X per year” passage answers a “maximum coverage amount” question, and lift it to #1. This is the reranker doing its one real job, bridging the question’s words to the answer’s words.It is not a one-off. The same flip reproduces on plain factoids:Same shape, general-knowledge version. bge lifts the answer over the echo, ms-marco keeps the echo on top. – Image by authorAcross a dozen queries of this shape (who wrote a play, the boiling point of water, the speed of light, the first president, plus the enterprise trio of deductible, notice period, coverage) the two bge rerankers rescue the answer to #1 where every embedder ranked an echo above it. The win is real and repeatable, on exactly one shape: a short factual answer that does not repeat the question, sitting behind an echo that does.Two honest caveats sit in the same two figures. First, not every reranker does it: ms-marco-MiniLM keeps the echo on top in both cases, the same lexical bias an embedder has. Second, when a strong embedder already answers the question (text-embedding-3-large gets several of these on its own), the reranker adds nothing over just using a better embedder.3.2 Where it hits a wall: your private vocabularyNow the case that decides the enterprise question. Ask “what’s the rule on contractor overtime?” where the answer uses the company’s own term, “non-employee labor compensated beyond 40h/week”, and never the word contractor.The answer never says “contractor”, it says “non-employee labor”. Every model, embedder and reranker alike, ranks it last. – Image by authorEvery column, embedder and reranker, ranks the answer last. The surface match (“Contractors are paid on a per-project basis”) wins. The reranker never saw contractor map to non-employee labor in MS MARCO, so its association table has no entry for it. The cross-attention it runs is real, but it can only fire on associations it learned, and this one it never learned.3.3 To clear that wall, you must already know the answerThe fix the literature offers is fine-tuning: feed the reranker labeled (question, passage, relevant) triples from your own domain until it learns that contractor maps to non-employee labor. But look at what labeling one of those triples requires. Someone who knows the domain has to point at the right passage and say this one answers the question. To point at it, they had to recognize that “non-employee labor beyond 40h/week” is what the answer looks like. That recognition is the answer keywords.So the training label and the dictionary entry carry the same information. For a “maximum coverage amount” question, labeling the answer means knowing the answer contains capped at, up to, a currency, per year. Writing the expert dictionary means typing exactly that: {capped at, up to, maximum, €, per year}. For the contractor case, labeling the pairs means knowing that contractor equals non-employee labor in this company, and the dictionary entry is that one line.The difference is the cost and the shape. The reranker needs hundreds of labeled pairs to generalize the mapping statistically, a retraining run, and it stays a black box scoring 0.83. The dictionary needs one line, fires deterministically, and shows the exact keyword that matched under audit. If you already know the answer well enough to label the data, you already know the answer keywords, and writing them down is the cheaper, auditable path. The reranker’s statistical learning only pays when the mapping is too broad to enumerate, which is the open web, not a bounded enterprise domain.4. Why the answer matters in enterpriseThree consequences flow from the honest answer, and each of them changes an architecture decision you may have made without noticing.4.1 The audit trail is opaqueA relevance score of 0.83 from a reranker is not defensible under scrutiny. A regulator asking why was this passage returned? gets “the reranker gave it 0.83” as an answer. That is not an audit trail. It is a black box that produced a number.Contrast with a keyword filter: the retrieved passage contains force majeure and pandemic. That statement is inspectable, replayable, and defensible. If the retrieval was wrong, you can trace which keyword was missing from the dictionary and add it. If a reranker was wrong, you shrug at the score and move on, or you retrain the whole thing.For enterprise use cases where retrieval decisions have compliance or contractual consequences (insurance underwriting, legal discovery, medical records, regulatory reporting), opacity is not a small tradeoff; it is a disqualifier.4.2 The cost is realA cross-encoder is 30 to 100 times slower per query than a bi-encoder. If your bi-encoder scores 1000 candidates in 20 ms, the reranker scores the same 1000 in 600 ms to 2 seconds. In practice, you do not rerank 1000 candidates: you take the bi-encoder’s top-20 or top-50 and rerank only those, which puts the added latency back in the 15 to 100 ms range, depending on the depth and the model.That is fine at low query volume. At 100 queries per second sustained, the reranker cost is a real operational line item: more GPU capacity, longer p99 latencies, more infrastructure to keep warm. The value it adds has to justify that cost, and that only happens when its trained associations genuinely cover your vocabulary. On out-of-domain enterprise corpora, it often does not.4.3 The vocabulary gap will show upEvery failure mode catalogued for embeddings on out-of-domain enterprise vocabulary applies to the reranker too, because it was trained on the same distribution (general web search). Force majeure and act of God are equivalent in an insurance contract but land in different neighborhoods in the reranker’s learned associations, because it saw them in different training contexts. Rescission was rare in MS MARCO. ShieldPro Elite was not there at all.Fine-tuning the reranker on your domain corpus helps, but only up to a point. You need labeled query-passage pairs from your domain to fine-tune, which is exactly what enterprise teams rarely have. And even a fine-tuned reranker inherits the same underlying mechanism: it still learns token associations, just from your smaller domain corpus, and the number of examples you can label rarely matches the millions MS MARCO provides.5. What to do instead, and when to keep the rerankerGiven the mechanism and the enterprise consequences, the question becomes: what earns the reranker’s slot in your pipeline?The default in enterprise RAG (per the series’ recommendation): a curated keyword dictionary maintained by domain experts. The expert already knows that force majeure equals act of God in this contract, that rescission is the formal term for what the user called cancellation, that ShieldPro Elite is the top-tier homeowners plan. Encoding that once in a versioned YAML dictionary and running keyword-based retrieval on top gives you:Auditable retrieval (the matched keywords are inspectable)Low latency (no LLM in the hot path, no GPU cost)Durability across model releases (the dictionary outlives every reranker version)Explainability to the business (they can read the dictionary)The reranker earns its slot in four specific cases. The first three are runtime slots, the fourth is not.In-domain distribution. Your corpus vocabulary and query vocabulary genuinely look like MS MARCO (general web, common English, high-frequency topics). Consumer FAQs, public-service portals, e-commerce help. The reranker’s trained associations transfer. Use it.Semantic re-ranking of a keyword-filtered top-K. After the keyword dictionary filters the corpus down to 20 candidates, the reranker can order them by contextual relevance. This is the same role Article 2C section 5.3 assigns to bi-encoder embeddings, and a cross-encoder does it more accurately at the cost of extra latency. Worth it when the top-K is small and the ordering matters.Compliance scenarios where the reranker’s score itself is the audit artefact. If your compliance framework requires “the model scored this passage above threshold X”, the score is the artefact, and the reranker fits the requirement.Offline, to discover what belongs in the dictionary. Run the reranker over a sample of real questions and read what it pulls up. Where it surfaces a mapping the dictionary does not have yet, you have a candidate alias. An expert confirms it or throws it out, and only the confirmed line ships. The model does the searching, the expert does the deciding, and what reaches production is the validated line, never the score. Article 2C gives embeddings the same treatment, and Article 16D runs this loop continuously at corpus scale, a failed search proposing the alias and an expert confirming it.The fourth case is the one that reframes the other three. Both paths do the same job, and the diagram below puts them side by side.The same table twice: learned on someone else’s corpus, or written by people who know the words. – Image by authorOutside those four cases, the reranker mostly adds cost: impressive in a demo, expensive in production, opaque under audit, and unable to compensate for the trained associations it does not have.One equivalence sits underneath all of it, and it is worth stating in a single line. A reranker is a keyword-association table that someone else trained on someone else’s corpus. Writing your own dictionary is the same job, done by the people who actually know the vocabulary, at a fraction of the cost and in a form an auditor can read. That equivalence stays invisible as long as the model is treated as magic. Open the box, as Section 2.3 did, and the choice makes itself: use the model to find candidate links, use the expert to validate them, and let the validated table be what production runs on.6. Sources and further readingThe reranker literature is dense and largely optimistic. Reading it against the article’s frame (“cross-encoders learn keyword association at the pair level, not comprehension”) is more useful than reading it as an unqualified endorsement.Same direction as the article:Nogueira & Cho, Passage Re-ranking with BERT, 2019 (arXiv:1901.04085). The paper that introduced cross-encoder reranking with BERT and set the pattern most current rerankers follow. Reads honestly about what the model learns.Khattab & Zaharia, ColBERT, SIGIR 2020 (arXiv:2004.12832). Late-interaction retrieval. Explicitly designed to preserve token-level signal that both embedders and cross-encoders lose, which is the strongest architectural signal that the token-level pattern is what actually matters.Different angle, different context:Bajaj et al., MS MARCO, 2016 (arXiv:1611.09268). The training data that shapes what almost every commercial reranker actually knows. Worth skimming to see the query and passage distribution the reranker’s associations come from.Muennighoff et al., MTEB: Massive Text Embedding Benchmark, EACL 2023 (arXiv:2210.07316). Includes reranker leaderboards. The leaderboard is measured on in-distribution benchmarks, which is exactly the case where the reranker looks good. It says less about what happens on your out-of-domain enterprise corpus.

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How to Effectively Solve 100+ Tasks with Claude Code

Now that we have coding agents that are extremely proficient at writing code, I experience a lot of smaller tasks coming up that have to be fixed. This is a general observation I’ve made from working with startups and applications: because the effort to write code has gone down so much, the threshold for providing product feedback has lowered, and requests for quick fixes have vastly increased.Of course, when doing this, you can spin up one Claude Code or Codex session per task. However, you start having problems once you receive 50 to 100 tasks per day, where you obviously don’t want to spin up that many separate coding sessions. At the same time, you don’t necessarily want to put everything in one session, since you can run into context-length limits and the model may struggle to orchestrate all the tasks effectively.This is an issue I started experiencing myself a lot, and I just started developing a philosophy and methodology to solve hundreds of smaller tasks in an effective manner.In this article, I’ll take you through the methodology that I use on a daily basis to work more effectively with my Claude Code sessions to solve a lot of coding tasks.This infographic highlights the main contents of this article and discusses how to effectively solve a large number of smaller coding tasks using coding agents such as Claude Code or OpenAI Codex, Image by ChatGPT.Why optimize how to solve smaller tasksAs always, I’ll take you through why you should care about optimizing how to solve smaller tasks. You might think that coding agents have become so efficient that simple quick fixes are something you can just throw at a coding agent and it immediately solves everything for you, and you don’t really have to think about it. To some extent, this is true. I mean, you can, in many cases, just fire off tasks, for example, a Linear task to a coding agent, and it will, in many cases, be able to solve it itself and drive it to dev and production with very little human interaction.However, the problem arises when you start having a lot of these smaller tasks coming in, which can happen because of:BugsSmaller feature requestsDesign updatesand many other cases.Thus, you need a strong methodology for working through all of these tasks, verifying they’re solved in a correct manner, and marking them done. Some smaller tasks can be done fully autonomously by coding agents. However, I also found that a lot of similar-looking tasks are a bit ambiguous. If you simply ask a coding agent to fix such a task without any more input, you might find that the coding agent did not actually solve the problem, or in many cases, even worse, that the coding agent did something it wasn’t supposed to do and changed a part of your application that you didn’t intend to change.Due to the challenges I mentioned here:Solving a lot of smaller tasksAmbiguities in smaller tasksYou need a good methodology for completing all these tasks, which is what I’ll cover in the following sections.My coding methodologyNow I’ll cover my coding methodology to more effectively solve a lot of these tasks. I’ll take you through my high-level pipeline and the philosophy and mindset that I have for solving these tasks.The pipeline looks as follows:The issue is posted, typically through SlackAn agent picks up the task and creates a Linear issue for itI have a Claude Code session to deal with all of these tasks, typically for a specific time period, for one specific day in my case.I triage the tasks through my Claude Code session. If it’s a simple quick fix, I use the Claude Code session to fix it. If it’s a bigger issue, I have the agent in the session create a hand-off up front and work on a completely separate thread to solve the issue because it needs more human interaction.I make Claude Code create an HTML report of all the smaller issues that we want to work through. If it has any questions for me, I need to clarify them and give it guidelines on how to complete the tasks.Claude Code spins up a sub-agent for each smaller task and drives it to devOnce it’s in dev, I receive another HTML report on how to test the feature, and I check if it was implemented correctly. If this is the case, the task is marked done. If not, I iterate until it’s implemented correctlyIssue triagingFirst, now I want to talk about the first five steps in my pipeline, which can be summarized into issue triaging. So, basically, you should, of course, have a common place where all the feedback is posted. Slack is a great channel to do that, but you can also use any other messaging app, of course. I then have an automatic bot that creates Linear issues or tickets. I use Linear because it’s a good and clean interface for interacting with coding agents. They have automatic updates on task progress, and you can easily post updates to any task and keep a good overview of the projects you’re working on.Once a Linear ticket or issue has been created, they are now accessible to my coding agent. I typically start one Claude Code session per day for smaller tasks. So I have an August 15th session, an August 16th session, and so on. But of course, you can adapt this to any time period that you prefer.Once I’m in the Claude Code session, I ask it to read through the Linear tickets from that day or Slack and find all the tasks and map them out to an HTML report. It should then look into each task and present me with the report, with details about the task, which I read through. I give Claude Code any input that it should have to complete a certain task; for example, I try to clarify any design decisions or how something should be implemented. Also, if it’s a bigger task, which sometimes comes in, then I ask Claude to make a handoff, because I wanna do bigger tasks in a separate thread.The reason I want to do bigger tasks in a separate thread is that they require more human input, and when they require this, it gets very messy if I have it in the main Claude Code sessions where I do all of the smaller tasks. It’s better to have it in a separate session where all the questions the coding agent has for me are centralized in one location, and I can interact with the coding agent there. I simply find that it’s a more efficient way to complete bigger tasks.After this, I’m done with the issue triaging.Effectively solving the tasksNow let’s talk about point number 6, which is about how I effectively solve all of these smaller tasks. The simple way I do it is that I ask Claude Code explicitly to spin up sub-agents to complete each task individually. When you do this, it’s very important that you instruct Claude Code to spin up sub-agents in separate worktrees so that the sub-agents don’t interfere with each other. And this is a great way to do it because Claude spins up one sub-agent per task that you’re working on, and it’s very easy to keep an overview of all the sub-agents. You can basically see them in the menu in the CLI. If you want to dive into one specific sub-agent, which admittedly is something I do quite rarely, you can also just click on it and see what’s going on there.Then I basically let Claude Code continue working on each subtask, asking it, of course, to implement it correctly, verify its own work, run a code review, and drive it to dev immediately. In most cases, I ask Claude Code to simply drive it directly to dev. Though, if it’s a task such as a design task where I know agents can make mistakes, I might have the sub-agent spin up a localhost server and verify the work there before I ask the model to drive it to dev.Verifying the workThe last step is, of course, to verify the work. I find that in most cases, it’s worth just spending 30 seconds to 1 minute verifying the work for one task. In most cases, Claude has implemented it correctly, but I do find that it’s very hard to know which tasks are likely to be implemented incorrectly, and I thus do spend the time verifying the work manually.However, I have optimized the way I verify the work. To verify the work, I basically ask Claude Code to present me with an HTML report with each task that it implemented and exactly how I can test the task. This should include the original Slack message or Linear issue quoted verbatim. It should include a link to the exact page where I can test the issue. For example, if you wanted to fix the design in the chatbot functionality, the AI should give you the link to a specific chatbot thread, so you can check it out there and you don’t have to navigate the product yourself.I can basically then just go through the checklist that the agent has provided me in the HTML report and verify the work very easily. If I deem the work to be implemented correctly, I say that the task is verified and it can be set to done because it’s already in dev most of the time. If it’s not, I give the agent feedback on what it did incorrectly, ask it to implement it, and come back to me with a new HTML report once it’s fixed so I can test it again.ConclusionThis is basically my problem-solving pipeline for coding efficiently with Claude Code. I think all the steps that are covered in this article are very important, as they each contribute to the next step being completed efficiently. For example, issue triaging is a very important prerequisite for a single Claude Code session to be able to spin up sub-agents to complete all of the smaller issues. And then having the sub-agents is, of course, very important, and having an effective way of verifying the work with HTML reports is critical to keep testing speed up with implementation speed. I hope you learned something from this article and try implementing some of this problem-solving pipeline into your own programming workflows, as I do believe this can be a very effective way of increasing speed when developing products.👋 Get in Touch👉 My free eBook and Webinar:🚀 10x Your Engineering with LLMs (Free 3-Day Email Course)📚 Get my free Vision Language Models ebook💻 My webinar on Vision Language Models👉 Find me on socials:💌 Substack🔗 LinkedIn🐦 X / Twitter

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AI models flub these intelligence tests. Can you fare any better?

Puzzles and games have been central to AI development since the very beginning. Just as we humans like to test our smarts with crosswords or logic puzzles, developers can test how far models have advanced with a gaming gauntlet. The term “machine learning” was popularized in a 1959 article by the IBM computer scientist Arthur Samuel about an algorithm that learned to play checkers. Chess and the Chinese board game Go are famous AI test beds too.  Judged purely on its puzzling skills, AI is improving a lot—and quickly. In late 2024, a team of scientists from Columbia University showed that even the best models could figure out only 18% of the infamous New York Times Connections puzzles; by early 2025, some models could solve them near perfectly every time.  But puzzles do more than just highlight the inexorable advance of AI capabilities. Seeing where models succeed and fail—and where we humans still beat them—can provide a useful window into the technology’s strengths and weaknesses. Despite advances, today’s models still fumble: Subtle changes in classic riddles often trip them up, and visual puzzles are a particular weak spot.  Here you’ll have the chance to test your wits on puzzles that have stumped models at one time or another. Some might be as tricky for you as they were for the AI; others are so simple that they’ll have you doubting whether AI is really intelligent at all. Each one highlights at least one way in which machine and human cognition differ. If you ace the test, you’ll have proved that you can out-puzzle an AI—at least for now.  Spatial Reasoning Let’s start with a domain where humans have a huge advantage: spatial reasoning. If you’ve ever taken an IQ test, you may have done a mental rotation problem. These puzzles ask you to determine whether different images represent the same objects from different angles. Though today’s language models typically have the ability to analyze visual inputs, they still fail abysmally at these puzzles. For all the talk of how world models can help AI understand physical environments, LLMs still don’t seem to be able to manipulate 3D objects the way spatial thinkers like architects and mechanical engineers can. Mental Rotation Instructions: Choose the answer that shows the object in the prompt, but from a different angle. In each case, there’s only one correct answer!

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} Memory & Adaptability Frontier LLMs have extraordinary memories; they were exposed to a monstrous volume of facts during training and can recite many of them faithfully. That’s an asset for outcompeting humans at trivia, but it can also be a liability. When a puzzle closely resembles one a model saw during training, the model may whiz by key differences and respond with what it memorized.  This held true in a 2024 study in which researchers from Google and the University of Illinois Urbana-Champaign trained and tested models on slight variations of a classic type of puzzle called Knights and Knaves. In these problems, some characters always tell the truth and others always lie, and you have to figure out who’s who. The same principle may be at work in a test called SimpleBench. These questions resemble more complicated problems that models likely encountered in training. Humans spot the trick, but even top-tier models trip.
Knights and Knaves Instructions: The only thing you need to know to solve these puzzles is that knights always tell the truth and knaves always lie. Determine who’s what on the basis of what each character says.
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1

You have met a group of two islanders.
Their names are Edward and Wallace.

Wallace says:
Edward tells the truth.

Edward says:
Wallace and I are the same type.

2

You have met a group of three islanders.
Their names are Joseph, Francine, and Alice.

Francine says:
Joseph is a knave.

Francine says:
Alice tells the truth.

Alice says:
Joseph is not my type.

3

You have met a group of three islanders.
Their names are Robert, Vincent, and Michelle.

Michelle says:
Robert always lies.

Vincent says:
Michelle is truthful.

Robert says:
Vincent is untruthful.

Robert says:
Vincent is not my type.

SimpleBench Instructions: Read these SimpleBench problems carefully, and you should be able to figure out the answers in no time.
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1

Beth places four
whole ice cubes in a
frying pan at the start of the
first minute, then five at the
start of the second minute
and some more at the start
of the third minute, but none
in the fourth minute. If the
average number of ice cubes
per minute placed in the pan
while it was frying a crispy
egg was five, how many
whole ice cubes can be
found in the pan at the end
of the third minute?

A
30

B
0

C
20

D
10

E
11

F
5

2

A juggler throws a
solid blue ball a meter
in the air and then a solid
purple ball (of the same size)
two meters in the air. She
then climbs to the top of a
tall ladder carefully, balancing a yellow balloon on her
head. Where is the purple
ball most likely now, in relation to the blue ball?

A
At the same height as the blue ball

B
At the same height as the yellow balloon

C
Inside the blue ball

D
Above the yellow balloon

E
Below the blue ball

F
Above the blue ball

Abstract & Visual Reasoning AI doesn’t just bungle visual problems in 3D—two dimensions can trip it up as well. That’s a major factor in how well models do on the most famous ­puzzle-based benchmark, ARC-AGI. These problems require you to infer abstract, general rules from a set of examples. Models do better on ARC puzzles when they receive each grid not as an image but as a string of numbers that encodes the color of each cell.  Research suggests that even when models answer ARC-AGI questions correctly, they often do so using byzantine and non-­generalizable rules, whereas humans draw on simple visual concepts. Despite these disadvantages, models have gotten quite good at ARC-AGI over the past year, but some puzzles—such as the one printed here—still stump them. ARC-AGI Instructions: Study the three pairs of grids shown below to figure out the rule that dictates how the ones on the left transform into the ones on the right. Then get out your markers or colored pencils and fill in the fourth grid using that rule. (The solution is the same no matter which way the grids are oriented.)
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Now you try it

Your answer

Intuition It’s not just AI models that fall into traps. We humans have our own cognitive foibles, many of which AI does not share. Psychologists have designed problem suites that invert the SimpleBench phenomenon: For these questions, humans often give knee-jerk answers, whereas models will respond deliberatively. Some of the problems exploit errors in the ways that we intuitively do math; others are phrased so as to suggest obvious answers that fall apart if the question is read carefully. 
Lightning Round Instructions: Answer the questions below as quickly as you can.
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1

In a cave, there is a colony of bats whose population doubles each day. Given that it takes 60 days for the entire cave to be filled with bats, how many days would it take for the cave to be half-filled with bats?

2

In what famous novel does Alice state “I’m late, I’m late, for a very important date”?

Increasing Complexity In some cases, whether an LLM can complete a puzzle is a matter of scale. One study from researchers at Apple found that LLMs can ace simple versions of the Tower of Hanoi problem, which involves moving a stack of disks one at a time without ever putting a larger disk atop a smaller one, and river-crossing puzzles, in which a group of people must traverse a river according to certain rules. But only up to a point: As the number of disks or people hits six and higher, the models began to falter. In another study, researchers at the University of Washington, Stanford University, and the Allen Institute for AI observed that LLMs struggle similarly with logic grid puzzles, which require deducing the attributes of a set of individuals from a list of clues. The Apple paper went viral, but commentators questioned whether the results reveal a unique limitation of LLM reasoning—or just that it’s normal to make errors as complexity piles up. The River Instructions: Using the scenario provided, plan the trips necessary to get everyone across the river. 

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Three FBI agents and their three informants need to cross a river. They have a rowboat that can fit only two people, though it can be rowed by only one. Each agent will refuse to leave their informant on the same bank as other agents without them present—even if the informant never steps out of the boat and onto the bank. How can all six make it across?

Logic Grid Instructions: Using the list of clues, determine who lives in each house and what style of music each person enjoys. There is only one possible solution. You may find it helpful to fill out the grid below to keep track of your deductions.
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The Neighborhood

There are 4 houses, numbered 1 to 4 from left to right, as seen from across the street.
Each house is occupied by a different person: Peter, Eric, Arnold, or Alice.
Each resident has a favorite type of music: jazz, rock, classical, or pop.

Alice is directly left of Peter.
The person who loves classical music is directly left of Peter.
Arnold loves jazz music.
The person who loves rock music is not in the second house.
The person who loves rock music is directly left of the person who loves pop music.

Click a cell to mark an X, click again for a check mark.

Grace Huckins is an AI reporter at MIT Technology Review. They have a PhD in neuroscience. Credits: Mental Rotation: CC BY 4.0. Stogiannidis, Ilias, Steven McDonagh, Sotirios A. Tsaftaris. Mind the Gap: Benchmarking Spatial Reasoning in Vision-Language Models (copyright 2025); illustrations by John MacNeill. Knights & knaves: Courtesy Dan MacKinnon. Simplebench: CC BY 4.0. SimpleBench Team. The Text Benchmark in which Unspecialized Human Performance Exceeds that of Current Frontier Models (copyright 2024). ARC-AGI: Courtesy ARC Prize Foundation. Lightning round: CC BY 4.0. Hagendorff, Thilo, Sarah Fabi, Michal Kosinski. Human-like intuitive behavior and reasoning biases emerged in large language models but disappeared in ChatGPT. Nat Comput Sci 3, 833–838 (copyright 2023). The river: Adapted from Propositiones ad Acuendos Juvenes, Alcuin of York (ca. 800 CE). Logic grid: Apache License 2.0. Lin, Bill Y., Ronan Le Bras, Kyle Richardson, et al. ZebraLogic: On the Scaling Limits of LLMs for Logical Reasoning (copyright 2025)

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Citgo approves new processing unit for Lake Charles refinery

Citgo Petroleum Corp., Houston, has taken final investment decision (FID) to move forward with its previously announced project to add a new unit intended to enhance processing of US domestic light crude and increase production of gasoline-blending components at its 479,000-b/d deep-conversion refinery along the Calcasieu Ship Channel in Lake Charles, La. After announcing in mid-August its decision to defer funding for the now-formally named Lake Charles refinery depentanizer project (LCRDP), Citgo confirmed on Sept. 1 its approval of the LCRDP at a total investment of $310 million as part of the operator’s strategy to support long-term viability of the refinery, promote regional economic stability, and help ensure reliable US fuel supplies. The LCRDP will involve the addition of new installations and equipment aimed at improving the St. Charles complex’s naphtha-upgrading capabilities by converting lower-value streams into higher-quality and higher-value gasoline blend components, Citgo said. Alongside helping to improve long-term competitiveness of the refinery, Citgo said it expects the LCRDP will also increase refining flexibility at the site while enhancing the company’s ability to meet continued US demand for reliable transportation fuels. Locally, the planned project investment will help reinforce a long-term future of the Lake Charles refinery to support ongoing employment for the complex’s existing Southwest Louisiana-based workforce, as well as create additional opportunities for contract workers, local suppliers, and service providers in the region during construction, the company said. With formal FID on the project now in place, Citgo said it will advance engineering, construction, and commissioning activities to achieve targeted startup of a completed LCRDP in 2029. The operator did not reveal a reason for its decision to bring forward funding for the project or whether the proposed investment would affect its most recent outlook for overall 2026 capital expenditures of $867 million in August that excluded

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Eni signs agreement for Venezuelan Orinoco Belt field

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bp farms out partial share of GoM, offshore Brazil exploration prospects to Shell

bp plc has agreed to farm out deals with Shell plc subsidiaries for stakes in exploration prospects in Brazil and the US Gulf of Mexico. Brazil Shell Brasil Petróleo Ltda will acquire a 50% stake in the Tupinambá exploration block in the Santos Basin, offshore Brazil. bp will retain the remaining 50% interest in Tupinambá and will continue as operator. bp was awarded the Tupinambá block in December 2023 under the second production-sharing Permanent Offer cycle. Pré-Sal Petróleo S/A will continue to manage the Production Sharing Contract on behalf of the federal government. The Tupinambá exploration well is expected to spud soon, bp said. Completion of Tupinambá remains subject to regulatory approvals.  Gulf of Mexico Separately, Shell Offshore Inc. will take a 30% stake in five leases containing the Conifer exploration prospect operated by BP Exploration and Production in the deepwater US Gulf of Mexico Paleogene. bp will retain a 70% interest in Conifer and will continue as operator.  bp was awarded four leases covering the Conifer exploration prospect in August 2023 following Lease Sale 259. The fifth lease of the prospect was awarded in February 2026 following the Big Beautiful Gulf 1 Lease Sale. The initial Conifer exploration well is expected to be drilled in 2027. The prospect lies within Keathley Canyon, about 250 miles southwest of New Orleans, La., near bp’s Kaskida host development. Brazil and the US Gulf of Mexico are important regions for bp, said Gordon Birrell, executive vice-president, upstream. He said, noting “bringing together two experienced operators can help unlock the potential of both opportunities.”  While financial details were not disclosed, the move comes as bp continues efforts to streamline the company and support a disciplined approach to capital allocation.  

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Comstock proposes $1.65-billion SOCAR partnership, $450-million Haynesville drilling venture

Comstock Resources Inc. signed a letter of intent with the State Oil Company of Azerbaijan Republic (SOCAR) for a $1.65-billion transaction involving interests in its Haynesville shale assets and related midstream infrastructure while separately launching a $450-million drilling venture with majority shareholder Jerry Jones. Under the proposed transaction, SOCAR or a wholly owned subsidiary would acquire: a 20% non-operated working interest in Comstock’s Legacy Haynesville assets. a 15% non-operated working interest in its Western Haynesville assets, reducing to 7.5% after 5 years once SOCAR achieves a 15% return on investment. a 15% interest in Comstock’s 73% ownership stake in Pinnacle Gas Services LLC. The parties aim to execute a definitive purchase and sale agreement by the end of October and target closing before yearend, subject to customary conditions, including governmental and third-party approvals. As part of the proposed partnership, SOCAR could participate in future Comstock opportunities in the Legacy and Western Haynesville at the same ownership percentages as would be acquired in the proposed transaction. Comstock also said SOCAR would provide opportunities for Comstock to market its natural gas to international customers. Drilling venture Separately, Comstock entered a drilling venture with Jerry Jones under which a Jones family-owned partnership will fund most drilling and completion costs for 27 Haynesville wells over the next 12 months beginning Sept. 1, 2026. The partnership will fund 85% of drilling and completion costs for 18 Western Haynesville wells and 80% of costs for 9 Legacy Haynesville wells, representing about $450 million of expected capital. After the venture achieves a 15% return on investment, 50% of the participating interest in the wells will revert to Comstock. Comstock said the additional capital will support delineation and development of its 545,000 net acres in the Western Haynesville, which the company views as a major source of future

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Chevron expands Venezuela acreage, targets 600,000 b/d production

Chevron Corp. is expanding its acreage position in Venezuela under updated terms for its current joint ventures in the country, a move the company said supports plans to invest more than $7 billion over the next 5 years and more than double production to about 600,000 b/d from expected 2026 levels. In a release Sept. 2, 2026, Chevron said it has been assigned additional acreage in the Orinoco Belt, where the company already holds interests. Orinoco Belt acreage expands growth plans The Petroindependencia SA joint venture, in which a Chevron subsidiary holds a 49% interest, has been assigned rights to develop the adjacent Carabobo 1 and Carabobo-2-South-A areas in the Orinoco Belt. The greenfield sites expand the joint venture’s existing operating footprint, where it is increasing extra-heavy oil production, Chevron said. The acreage assignment follows an April agreement that increased Chevron’s interest in Petroindependencia to 49% and retained rights to develop the Ayacucho 8 area adjacent to the Petropiar SA joint venture. Together, Chevron’s three joint ventures have increased production by 15% year to date, the company said. Chevron said Venezuela’s resource base and operating costs of less than $20/bbl present an opportunity to increase oil production while maintaining capital discipline. “Chevron’s history in Venezuela spans more than a century, and our expanded position reflects our confidence in the country’s deep resource potential and its ability to compete for investment within our portfolio for decades,” said Mike Wirth, chairman and chief executive officer. “With improved terms and additional acreage, we are strengthening a portfolio that we believe can deliver attractive low-cost oil growth, support energy supply and create differentiated long-term value.”

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LLOG lets subsea contract for Who Dat

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