Welligence | Weekly Quick Takes
This report provides our clients with access to the key postings on our LinkedIn page. It is regularly updated, with the most recent posts sitting…
Read MoreWelligence Global LNG | The Iran War pushes LNG’s oversupply to 2028 and accelerates its commoditization
The Iran War has raised Asian LNG spot prices forecasts sharply to ~US$14/MMbtu this year, confounding expectations of a balanced 2026 market and delaying the…
Read MoreWelligence North America Q1 2026 M&A Quarterly | Market Uncertainty Rules with No Deals
North America had a quiet start to 2026, with no announced transactions in the US Gulf of America, Alaska, offshore Canada, or the Canadian oil…
Read MoreAlaska Licensing | Shell is back – big success in Alaska’s latest lease sale
The exploration renaissance momentum continues with the success of Alaska’s latest bid round – the NPR-A lease sale saw the return of Shell to the…
Read MoreWelligence North America Q4 2025 M&A Quarterly | Harbour makes a splash in an otherwise quiet year
Q4 2025 deal activity was limited to a single announced transaction, consistent with deal-making throughout the year – this reflects market caution given political volatility…
Read MoreWelligence 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…
Read MoreWelligence 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…
Read MoreWelligence Global Q3 2025 M&A Quarterly | Has global deal-making reached a nadir?
Around US$17 billion was spent on M&A globally in Q3, across 37 transactions. Spend was the lowest quarterly average of the post-Covid era. North America…
Read MoreWelligence North America Q3 2025 M&A Quarterly | MEG Energy takeover is the highlight, LLOG could be next
In Q3 2025, one major deal was announced in the Canadian Oil Sands with Cenovus reaching an initial agreement to acquire MEG Energy. Activity in…
Read MoreWelligence Global | Beyond Fiscal Terms: Turning Reforms into Results
This report is the second in our two-part series on the evolving fiscal and regulatory landscape and what actions help realise tangible projects. CLIENT ACCESS…
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