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Welligence | Weekly Quick Takes

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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…

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Alaska 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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Welligence Corporate | International BD strategies of the NOCs

The international business development strategies of NOCs have been diverging in recent years. As the macro environment evolves, shaped by the ongoing tensions in the…

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Atlantic Margin Exploration | Exploration insights across the Atlantic Margin

The Atlantic Margin is one of the most consistently successful exploration provinces globally, delivering material discoveries across multiple basins and exploration cycles. Since 2010, more…

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Welligence Sub-Saharan Africa | What to look for in 2026

Upstream activity in Sub-Saharan Africa enters a pivotal year in 2026 as operators push frontier and mature plays. Onshore efforts in Uganda, Kenya, Namibia and…

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Welligence 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…

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Offshore 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…

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Welligence 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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Sub-Saharan Africa M&A Quarterly | Q3 2025 – The calm before the next wave of deal activity?

Upstream M&A activity in Sub-Saharan Africa slowed sharply in Q3 2025, with no new transactions announced after a busy first half. Despite the pause, the…

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Welligence AEW Rumblings on the Ground | Rhino maintains momentum in Orange Basin

More positive news from the Orange Basin was the headline at Africa Energy Week 2025, as Rhino’s Volans gas-condensate discovery sharpened Namibia’s outlook. Equatorial Guinea…

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