Deep Dives
Iran and the Middle East escalation: Implications for gas and LNG supply
Over the weekend, the United States and Israel carried out a major coordinated military operation against the Islamic Republic of Iran under the banner of…
Read MoreAtlantic Margin Exploration | Exploration insights across the Atlantic Margin
The Atlantic Margin is one of the most consistently successful exploration provinces globally, delivering material discoveries across multiple basins and exploration cycles. Since 2010, more…
Read MoreWelligence Russia & Caspian Q4 2025 M&A Quarterly | Lukoil and new licences lead in Q4 M&A
Q4 2025 was relatively quiet for M&A in Russia and the Caspian, with just one announced upstream transaction for developed assets. The period was, however,…
Read MoreSoutheast Asia Rumblings on the Ground | Momentum builds across licensing, gas growth and strategic repositioning
Southeast Asia is accelerating upstream licensing activity, with Malaysia, Thailand, Indonesia, Brunei and even Myanmar launching or preparing bid rounds to drive investment and replace…
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 MoreIran and the Middle East escalation: Implications for global oil markets
Over the weekend, the United States and Israel carried out a major coordinated military operation against the Islamic Republic of Iran under the banner of…
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 MoreEquatorial Guinea M&A | Panoro Energy doubles down in Equatorial Guinea, acquiring Kosmos Energy’s stake in Block G
On 24 February, Panoro Energy agreed to acquire a 40.375% non-operated interest in Block G offshore Equatorial Guinea from Kosmos Energy for up to US$219.5…
Read MoreEurope Development | The next 4 bnboe – key upstream developments to 2030
This analysis reviews the next wave of development projects across Europe. It maps 20 plus material fields across Norway, the UK, continental Europe and Cyprus.…
Read MoreEGYPES Intelligence Report | North Africa M&A
Welligence Energy Analytics is proud to be an official EGYPES 2026 Intelligence Partner. We are publishing the second of a total of four reports that…
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