Deep Dives
Singapore International Energy Week: Doubling down on gas | Why the world needs a realistic energy transition plan
Welligence attended this year’s edition of the Singapore International Energy Week (SIEW), from 21-25 October 2024. Notable speakers and guests included Aramco’s CEO Mr Amir Naseer, IEA’s Executive…
Read MoreAPAC Q3 2024 M&A Quarterly | Gas continues underpinning APAC deal-making
In Q3 2024 saw six announced deals, five upstream and one for an LNG liquefaction stake across Malaysia, East Timor and Australia. The region’s M&A…
Read MoreRumblings on the Ground Southeast Asia | Southeast Asia’s upstream rejuvenation continues
Welligence executives recently visited several Southeast Asian countries. We met with key industry stakeholders to gauge the region’s energy outlook and discuss updates on key…
Read MoreSub-Saharan Africa Q3 2024 M&A Quarterly | Deal-making slows but SSA still on track for robust year of M&A
Last quarter saw just one deal in Sub-Saharan Africa, marking a slowdown from the first half of 2024. Despite that, 2024 remains set to be…
Read MoreNorth Africa Benchmarking | Balancing the barrels (part 2): How do North Africa’s fiscal regimes stack up?
Following on from our study on the impact of fiscal policies on Middle Eastern oil finds, published in August, Welligence Energy Analytics has now modelled…
Read MoreWelligence North America Q3 M&A Quarterly | Chevron’s divestment program headlines deal-making
A single deal was announced in Q3 2024, marking another quiet quarter and well below the activity seen in Q4 2023/Q1 2024. But Q4 2024…
Read MoreWelligence MENA Q3 2024 M&A Report | Roc Oil enters MENA, but overall deal activity muted
It was a quiet quarter with just two transactions: Roc Oil’s takeover of Tethys Oil, which concludes the Swedish independent’s strategic review announced in February,…
Read MoreWelligence Mexico Corporate | Debunking the myth: why Pemex’s future depends on portfolio optimization, not fiscal reform
Pemex’s fiscal regime is more favorable than often perceived, with its higher fixed profit share compensating for cost recovery limitations across most assets. ACCESS…
Read MoreLatin America Q3 2024 M&A Quarterly | Uptick in deal activity driven by YPF’s portfolio optimization
Out of the 13 deals announced in Q3 2024, ten occurred in Argentina, one in Brazil, one in Trinidad and Tobago, and one in Mexico.…
Read MoreWelligence Global Benchmarking | Benchmarking the Majors’ deepwater portfolios – who is well positioned for the long-term?
Deepwater is a core part of the upstream playbook for the Majors, even in a low-carbon future. On average, it accounts for around 20%…
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