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 LNG Corporate | IOCs’ shifting LNG portfolios amid capital discipline
We take a deep dive into the top 10 IOCs’ shifting global LNG exposures, harnessing Welligence’s latest LNG and upstream analyses plus insights. As market…
Read MoreWelligence | LNG Coverage Update – What you need to know
We have added more than 130 live LNG M&A opportunities to the platform, covering available stakes across the upstream and liquefaction chain. Each includes a…
Read MoreWelligence North America Q2 2026 M&A Quarterly | US GoM Leads North America Deal Activity
North America* recorded limited deal activity in Q2 2026, with only two transactions announced across the US Gulf of America, Alaska, offshore Canada and the…
Read MoreUS Alaska M&A | Apache secures North Slope infrastructure with Savant acquisition
In June 2026, Apache announced the acquisition of Savant, a small Alaska-focused independent producer wholly owned by Glacier Oil & Gas, for US$70 million. The…
Read MoreWelligence SSA Exploration | Creative agreements prime Majors for hopper reload
Faced with declining production post-2030, across Sub-Saharan Africa, the Majors have started the process of reloading their exploration hoppers. In this note we evaluate the…
Read MoreWelligence US Alaska Development | Pikka start-up marks launch of Alaska’s next phase of growth
Pikka marks a major turning point for Alaska production as it comes online. Its start-up begins a new growth phase for the North Slope and…
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…
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