Posts by Phatchaya Piriyathanasak
Global 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 MoreOffshore Market Outlook – the Rise and Rise of Deepwater
The deepwater market is showing strong signs of momentum, with robust drilling & subsea activity, a solid pipeline of new projects, and significant investment expected…
Read MoreWelligence Global Corporate | E&P 2026 capex guidance
With reporting season underway, companies are beginning to firm up their 2026 capital budgets. Welligence updates this guidance each week so clients can stay current…
Read MoreGlobal M&A | Global upstream deal-making in February 2026
Six transactions were announced in February 2026 in line with January. The standouts were Vista Energy’s US$1 billion deal in Argentina and competing bids for…
Read MoreHow can CO₂ shipping expand cross-border CCS hubs and markets?
Cross-border CO₂ shipping will only scale in markets where domestic storage is constrained, capture is credibly incentivized and CO₂ needs to move offshore. Many industrialized…
Read MoreE&P 2026 capex – the Majors diverging investment plans, and what to expect in the North Sea
With reporting season underway, companies are beginning to firm up their 2026 capital budgets. Welligence updates this guidance each week so clients can stay current…
Read MoreBallots and Barrels: The Elections to Watch in 2026
Elections that took place in 2025 across oil-relevant states were notable for their frequency, geographic spread, and political intensity, setting an important reference point for…
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