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 APAC Q4 2025 M&A Quarterly | APAC’s Gas Gold Rush: Record 27-Deal Year Unpacked
Q4 2025 delivered a strong close to the year for the APAC region, making it the most active in terms of deal count since 2020.…
Read MoreWelligence APAC | What to look for in 2026
Asia Pacific upstream in 2026 is shaping up to be a catalyst-driven year, with portfolio rationalisation accelerating alongside a renewed push to explore frontier basins…
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 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 Brunei Darussalam Reaction | Brunei’s Ultra-Deepwater Breakthrough: PETRONAS takes FID at Kelidang Cluster gas project
In early-November 2025, PETRONAS reached the Final Investment Decision for the Kelidang Cluster gas project, in Block CA-2, offshore Brunei Darussalam. The development marks a…
Read MoreWelligence Russia & Caspian Q3 2025 M&A Quarterly | A lull for quarterly M&A
During Q3 we recorded no transactions in upstream developed assets, versus two seen in Q2, although there were several other new contracts signed, progress made…
Read MoreWelligence APAC Q3 2025 M&A Quarterly | Low-risk gas assets dominate deal-making
Five deals were announced across Australia, Indonesia and the Malaysia-Thailand JDA in Q3 2025. This is the same level as Q3 last year but lower…
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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