Company Spotlight | LLOG Value Sensitivities: Key Levers, Risks, and Upside
November 21, 2025

Following our recent LLOG Company Spotlight, we used Welligence’s new Corporate Model, which will soon be available to clients, to quantify how LLOG’s value shifts under a range of operating and market conditions. The model provides instant company and deal valuations and sensitivities, enabling rapid simulation of mergers, divestments, and acquisitions.
We ran eight scenarios across LLOG’s deepwater portfolio, flexing reserves, development timing, oil price, and cost assumptions. The analysis highlights how much value remains concentrated in a small number of core assets, how resilient cash flow is under downside cases, and which portfolio levers, including price, volume, cost, and timing, have the greatest influence on valuation outcomes.