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Welligence Global | LNG’s 2026 focus broadens from the US Gulf to the Pacific

Asian LNG spot prices in 2025 remained range-bound, generally between US$11-13/MMbtu. The latest wave of supply, led by US projects, began ramping up in early-2025…

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Welligence Global | FLNG Outlook: Emerging Trends and Opportunities

FLNG is emerging as a strategic complement to global LNG supply as activity shifts from Africa to the Americas. Welligence shows how floating LNG capacity…

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Welligence Global | Unconventional Hydrocarbon Activity Update

This note reviews the emerging role of international unconventional hydrocarbons alongside deepwater as a source of future supply growth, summarizing current activity and status across…

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Texas is facing a ‘broken’ shale industry. AI’s power needs could be a lifeline.

Markus Mowatt-Larssen, an energy transition analyst at Welligence, noted that West Texas has an abundance of open land suitable for building both data centers and…

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ADIPEC Insights Report | Oil Supply Trends

Welligence Energy Analytics is proud to be an official 2025 ADIPEC Media Partner. As part of this partnership, we are publishing the third of a…

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Energy & Utilities Roundup: Market Talk

“People are talking about too much supply chasing too little demand. There is demand out there, but it has not been growing at the same…

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Welligence Energy Transition | Quantifying the Advantage: Emissions Lessons from the US L48

The U.S. upstream oil and gas sector, particularly in the US Lower 48 (L48), represents the most diverse upstream ecosystem in the world. This region…

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Welligence Middle East Politics and Infrastructure | The strategic importance of the Strait of Hormuz

Israel and Iran have had no diplomatic relations since the Iranian revolution in 1979. Tensions escalated after Iran backed Hamas killed 1,200 Israelis and captured…

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Welligence Trinidad and Tobago Politics | Oil & gas sector uncertainty as T&T votes for change

The United National Congress (UNC), the opposition, has won Trinidad & Tobago’s (T&T) parliamentary election. Party leader Kamla Persad-Bissessar is set for her second term…

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Welligence LNG | Trump’s tariffs – a magnet for US LNG investments?

Since February, the US Department of Energy has been streamlining the approvals process and actively granting export authorisations for many proposed LNG projects. US LNG…

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