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 Brazil Licensing | Pre-salt and concession rounds: Petrobras dominates as the Majors largely sit out
Brazil’s ANP awarded 7 of 13 pre-salt blocks in the 4th OPP and 49 of 308 blocks in the 6th OPC on 7 October 2026,…
Read MoreWelligence Brazil Politics | Lula & Bolsonaro head to a run-off in Brazil’s election
Brazilians went to the polls on Sunday, 4 October 2026, for the first round of the country’s presidential election. With no candidate securing more than…
Read MoreWelligence Brazil Exploration | Morpho – Petrobras’ Equatorial Margin breakthrough
Petrobras has confirmed the identification of hydrocarbons at the Morpho exploration (1-BRSA-1405-APS), in block FZA-M-59 in the Foz do Amazonas Basin, offshore Amapa, at a…
Read MoreBrazil Rumblings on the ground | Five topics shaping the upstream investment landscape
Welligence recently visited Rio de Janeiro to meet with key stakeholders across Brazil’s Energy Sector. We assessed the five most consequential topics currently shaping the…
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.
Read MoreWelligence Brazil M&A | Ecopetrol buys 26% of Brava Energia, setting course for majority control
On April 23, 2026, Ecopetrol (BVC: ECOPETROL; NYSE: EC), Colombia’s NOC, announced it had entered into a Share Purchase Agreement (SPA) with a group of…
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…
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