Welligence 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 | 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 Latin America Q1 2026 M&A Quarterly | Latin America leads globally in deal count
This quarter saw an increase in activity, with 13 deals announced, three of which failed, bringing the total to ten deals. Surpassing the five deals…
Read MoreWelligence Rumblings on the Ground | Deepwater’s playbook for delivering growth
The Deepwater Development Conference is the leading conference addressing technical issues related to engineering, development, and production of oil and gas in deepwater and ultra…
Read MoreNigeria Rumblings on the Ground | Is Nigeria’s upstream sector entering a new growth cycle?
Nigeria upstream and NNPC reforms are in focus for Welligence. The team recently visited Lagos and the Nigeria International Energy Summit in Abuja. We met…
Read MoreLNG2026 Rumblings on the Ground | LNG’s momentum pivots to upcoming suppliers and M&A
Welligence recently participated in the LNG2026 conference, hosted by QatarEnergy in Doha, to meet with key LNG stakeholders and discuss the industry’s latest outlooks, opportunities…
Read MoreArgentina M&A | Vista Energy acquires Vaca Muerta assets from Equinor for US$1.03 billion
On 2 February 2026, Vista Energy announced the acquisition of Equinor’s Vaca Muerta portfolio. This includes 30% non-operated interest in Bandurria Sur, 50% non-operated interest…
Read MoreWelligence Latin America Q4 2025 M&A Quarterly | Argentina and Brazil continue to lead M&A activity
Latin America Q4 2025 ended with five deals announced, keeping pace with the five deals in Q3 2025 and surpassing the three deals in Q4…
Read MoreArgentina M&A | YPF continues portfolio transformation towards pure play shale with US$575 million Manantiales Behr sale
On 16 January 2026, YPF announced the sale of its Manantiales Behr conventional asset, along with three associated oil transport concessions and field inventories, to…
Read MoreArgentina M&A | Continental Resources expands Vaca Muerta portfolio with acquisition from PAE
On 5 January 2026, Continental Resources (CLR) announced the acquisition of 20% non-operated stakes of Pan American Energy’s (PAE) participation in four Vaca Muerta shale…
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