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 SSA Corporate | Benchmarking the Independents
A growing cohort of African-focused independents is stepping up to keep Sub-Saharan Africa’s mid- to late-life assets producing, driving the bulk of recent deal activity…
Read MoreWelligence Latin America Q2 2026 M&A Quarterly | Deal-making in Latin America holds steady amid market turmoil
Deal-making in Latin America continues to be (in large part) shaped by larger companies redirecting their portfolios towards major resource opportunities in areas like Argentina’s…
Read MoreWelligence Global Corporate | European listed E&Ps – Does the sector need to consolidate?
Just over a decade ago, there were around 30 European-listed E&Ps (excluding the Majors), with a combined market capitalisation of just over US$105 billion (as…
Read MoreWelligence Latin America Corporate | Benchmarking the independents – who is driving growth?
In our latest note, we analyze and benchmark the region’s top 26 independents. CLIENT ACCESS REQUEST ACCESS
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 Latin America Q1 2026 M&A Quarterly | Outside of L48 Latin America leads in deal count
13 deals were announced during Q1 2026, three of which failed, bringing the total to ten deals, compared with five in Q4 2025 and 14…
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 MoreOffshore Electrification Sinks in the New Tide of Upstream Decarbonization
Offshore electrification in the North Sea is becoming increasingly uneconomic, even with Norwegian carbon prices reaching 237 USD/ton by 2030, pushing Norway and the UK…
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…
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