Sable Offshore (NYSE: SOC) outlines alternative offtake plan, seeks FPSO support

Rhea-AI Filing Summary

Sable Offshore Corp. reported that it has outlined an alternative offtake strategy for its operations. The company issued a press release describing this strategy and made an investor presentation available on its website, both dated in late September 2025 and attached as exhibits for reference.

Sable Offshore also sent a letter to the U.S. Secretaries of the Interior and Energy requesting support to move forward with permitting and installation of a floating, processing, storage and offloading vessel (FPSO) at the Santa Ynez Unit in the Pacific Outer Continental Shelf Area. These communications are being furnished for informational purposes under Regulation FD and are not treated as filed financial statements.

Insights

Energy sector and regulatory disclosure analyst

Sable Offshore outlines a new offtake approach and seeks FPSO support.

Sable Offshore Corp. has released materials describing an alternative offtake strategy and posted an investor presentation, signaling a focus on how its production will be processed and moved to market. While the excerpt does not detail commercial terms or volumes, the reference to offtake strategy indicates attention on midstream and export logistics rather than changes to reserves or ownership.

The company also sent a letter to the U.S. Secretaries of the Interior and Energy seeking support to permit and install an FPSO at the Santa Ynez Unit in the Pacific Outer Continental Shelf Area. This suggests reliance on regulatory engagement for the project’s next steps, but the materials are furnished under Regulation FD and explicitly not deemed filed under the Exchange Act. Subsequent company filings may provide more detail on timing, investment levels, or operational effects if the FPSO initiative progresses.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

_________________________

FORM 8-K

_________________________

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (date of earliest event reported): September 29, 2025

___________________________________

Sable Offshore Corp.

(Exact name of registrant as specified in its charter)

___________________________________

Delaware (State or other jurisdiction of incorporation or organization)			001-40111 (Commission File Number)			85-3514078 (I.R.S. Employer Identification Number)
845 Texas Avenue, Suite 2920
Houston, TX						Houston, TX 77002
(Address of principal executive offices)						(Zip code)
(713) 579-6161
(Registrant's telephone number, including area code)

___________________________________

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐			Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐			Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐			Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐			Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol

Name of each exchange on which registered

Common stock, par value $.0001

SOC

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 12b-2 of the Exchange Act.

Emerging growth company    ☒

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01 Regulation FD Disclosure.

On September 29, 2025, Sable Offshore Corp. (the “Company”) issued a press release announcing an alternative offtake strategy. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.

Also, on September 29, 2025, the Company posted presentation materials on its website, www.sableoffshore.com. The presentation materials are attached hereto as Exhibit 99.2 and incorporated herein by reference. These materials may also be used by the Company at one or more presentations with analysts, investors or other stakeholders.

Additionally, the Company issued a letter to the United States of America’s Secretary of Interior and Secretary of Energy, requesting support to proceed with the permitting and installation of a floating, processing, storage, and offloading vessel (“FPSO”) at the Santa Ynez Unit. A copy of the letter is attached hereto as Exhibit 99.3 and is incorporated herein by reference.

The information contained in the attached press release and presentation materials is summary information that is intended to be considered in the context of the Company’s Securities and Exchange Commission filings and other public announcements. The Company undertakes no duty or obligation to publicly update or revise this information, although it may do so from time to time.

The information furnished pursuant to this Item 7.01, including Exhibits 99.1, 99.2, and 99.3 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that Section and shall not be deemed to be incorporated by reference in any filing made by the Company under the Securities Act of 1933, as amended (the “Securities Act”), or the Exchange Act.

Item 9.01 Financial Statements and Exhibits

(d) Exhibits:

Exhibit No.						Description
99.1						Press Release of Sable Offshore Corp., dated September 29, 2025, Sable Offshore Corp. Announces Alternative Offtake Strategy.
99.2						Presentation materials for the period September 2025.
99.3						Letter to Secretary of the Interior and Secretary of Energy, dated September 19, 2025, Request for Expedited Support of FPSO Santa Ynez Unit – Pacific OCS Area.
104						Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Sable Offshore Corp.

Date:

September 29, 2025

By:

/s/ Gregory D. Patrinely

Name:

Gregory D. Patrinely

Title:

Executive Vice President and Chief Financial Officer

FAQ

What did Sable Offshore Corp. (SOC) disclose in this 8-K?

Sable Offshore Corp. furnished information about an alternative offtake strategy, posted related presentation materials on its website, and described a letter to U.S. government officials seeking support for an FPSO at the Santa Ynez Unit.

What is the focus of Sable Offshore Corp.’s alternative offtake strategy?

The company stated that it announced an alternative offtake strategy, meaning a different approach to how its production will be taken, processed, or transported. The detailed terms of this strategy are contained in the attached press release (Exhibit 99.1).

What did Sable Offshore Corp. request regarding the Santa Ynez Unit?

Sable Offshore sent a letter to the U.S. Secretaries of the Interior and Energy requesting support to proceed with the permitting and installation of a floating, processing, storage and offloading vessel (FPSO) at the Santa Ynez Unit in the Pacific Outer Continental Shelf Area.

Where can investors find Sable Offshore Corp.’s presentation materials from September 2025?

The company noted that it posted presentation materials on its website, www.sableoffshore.com, and also attached them as Exhibit 99.2, which may be used in presentations to analysts, investors, or other stakeholders.

Are Sable Offshore Corp.’s press release and exhibits considered filed financial information?

No. The company specified that the information furnished under Item 7.01, including Exhibits 99.1, 99.2, and 99.3, is not deemed “filed” under Section 18 of the Exchange Act and is not automatically incorporated into other Securities Act or Exchange Act filings.

Which exhibits are included with this Sable Offshore Corp. 8-K?

The 8-K lists: Exhibit 99.1 (press release on the alternative offtake strategy), Exhibit 99.2 (September 2025 presentation materials), Exhibit 99.3 (letter requesting expedited FPSO support at the Santa Ynez Unit), and Exhibit 104 (cover page Inline XBRL data file).