Posts by Fernando Tamayo
Company Spotlight | LLOG Value Sensitivities: Key Levers, Risks, and Upside
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…
Read MoreWelligence CCUS | Can the UK’s CCS incentives unlock bankable upstream-level IRRs?
The UK’s new Greenhouse Gas Removals (GGR) Business Model is set to reshape carbon capture economics by providing a 15-year Contract for Difference (CfD) framework…
Read MoreEU MERR Primer – Dates, definitions, obligations, and implications for the global oil and gas sector
Methane emissions regulation is transforming the global oil and gas sector. The EU’s Methane Emissions Reporting Regulation (MERR) framework sets new measurement, reporting, and verification…
Read MoreWelligence Energy Transition | Quantifying the Advantage: Emissions Lessons from the US L48
The U.S. upstream oil and gas sector, particularly in the US Lower 48 (L48), represents the most diverse upstream ecosystem in the world. This region…
Read MoreEnergy Transition | The EU’s Oil & Gas CCS Mandate: Balancing Ambition with Reality
The EU has passed legislation that obligates 29 leading oil & gas companies to provide a collective 50 MMtpa of CO2 storage and injection capacity…
Read MoreLetter on carbon: Meet America’s first CCS major
CCUS pipeline picture is mixed, analysis shows
Deepwater Emissions: Trends, Challenges and Opportunities
By benchmarking the portfolios of the largest reserve holders, we will examine critical trends, differentiation factors, and explore the outlook for this segment over the…
Read MoreEnergy Transition | ‘Green-plating’ – a guide to cheap and effective decarbonization
In the oil & gas industry, ‘gold-plating’ emerged as a strategy for consortiums to increase revenue by driving up development costs. However, with a global…
Read MoreEnergy Transition | How cancelling Jackdaw and Rosebank will increase the UK’s emissions
A Scottish court has ruled that the approvals for the Rosebank and Jackdaw oil and gas fields were unlawful due to inadequate environmental impact assessments,…
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