Welligence 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 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 MoreCompany 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 MoreCompany Spotlight | Galp – Repositioning the business and unlocking value via the drill bit
Galp’s selective upstream growth and disciplined decarbonisation strategy has resonated with investors. What’s the outlook for the Portuguese E&P? CLIENT ACCESS REQUEST ACCESS
Read MoreCompany Spotlight | LLOG — A deepwater standout with a transformational growth runway
LLOG has evolved from an onshore Louisiana explorer into one of the most successful privately held deepwater operators in the US Gulf of America (US…
Read MoreNorth American Projects, Players and Deals in LNG’s Spotlight
“In 2025 to-date, five out of the six liquefaction projects reaching Final Investment Decisions (FID) globally, representing around 90% of liquefaction capacity, are located on…
Read MoreThe shrinking pool of large international E&P companies
“The group of large international E&Ps has been steadily shrinking. Over the past five years, companies in the peer group, including Noble Energy, Marathon, and…
Read MoreEquinor prepares to start delayed deepwater project offshore Brazil
“Ultra-deep reservoirs, high pressure, and full gas reinjection have stretched costs and project timelines,” said Andre Fagundes, a vice president at energy consultancy Welligence who…
Read MorePetronas offers another cluster of discoveries
Consultant Welligence Energy Analytics on LinkedIn noted that the Estuary Cluster is located approximately 30 kilometres from the nearest existing infrastructure on EnQuest’s PM8 Extension,…
Read MoreAnother exploration well planned in Australian offshore gas hunt
“The aim is to increase local gas supplies rapidly, as the gas-short Australian East Coast ruminates on importing LNG,” said Welligence Energy Analytics. “The need…
Read More