Posts by Phatchaya Piriyathanasak
Global M&A | Global upstream deal-making in August 2026
Twenty transactions were announced in August 2026, the highest count since January 2024 – the total disclosed value is approximately US$2.0 billion. The month’s highlight…
Read MoreQ2 2026 – International M&A Rebounds as Asia Pacific and Europe Drive Activity
Global M&A rebounded sharply in Q2 2026, with an estimated US$26.9 billion of spend across 43 transactions reversing the Q1 slump and defying expectations that…
Read MoreGlobal M&A | Global upstream deal-making in July 2026
Fourteen transactions were announced in July 2026, the highest count in the last 12 months – the total disclosed value of approximately US$4.0 billion, underpinned…
Read MoreGlobal M&A | Global upstream deal-making in June 2026
Eleven transactions were announced in June 2026, in line with the previous month, with total value rising to approximately US$3.5 billion, underpinned by Shell’s US$1.7…
Read MoreGeopolitics Iran | From Ceasefire to Framework: What the US-Iran MoU Means for Oil Markets
Beyond a ceasefire, the US-Iran MoU is a framework for negotiating a broader political, security and economic settlement, and the events of the past week…
Read MoreGlobal M&A | Global upstream deal-making in May 2026
Eleven transactions were announced in May 2026, continuing the recent upward trend. The strong pace of deal-making comes despite the turmoil in the Middle East,…
Read MoreGlobal M&A | Global upstream deal-making in April 2026
Ten transactions were announced in April 2026, the highest level of activity in the year to date this year. The uptick in activity is perhaps…
Read MoreWelligence Global Q1 2026 M&A Quarterly | Lowest global deal count since the depths of Covid
Deal activity in Q1 was the lowest since Q2 2020 and the depths of the market downturn caused by Covid. The Iran War is the…
Read MoreThe Iran War and the impact on global oil supply
The Iran War has upended the oil market. Middle East concentration risk is now a major vulnerability, raising questions about non-OPEC capacity and the future…
Read MoreGlobal M&A | Global upstream deal-making in March 2026
Five transactions were announced in March 2026, down one on February. Prime Infra’s entry to Colombia was the headline move, and transformational for the Philippines-based…
Read More