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 Cyprus M&A | Cyprus gas heats up: MOL Group acquires Shell’s stake in the Aphrodite gas discovery
On 31 July 2026, MOL Group announced the acquisition of Shell’s 35% interest in Block 12 (Aphrodite) for up to US$720 million.
Read MoreWelligence UK M&A | bp UK – an opportunity for NEO NEXT+?
In early-June, press reports indicated that Ithaca Energy was in talks for the acquisition of bp’s UK upstream business for US$2.69 billion (£2 billion). Ithaca…
Read MoreWelligence Norway M&A | what does it take to generate value?
In May, Welligence presented at the Norwegian Petroleum Society’s Oil and Finance conference at Lysebu, Oslo, and met with key stakeholders in the upstream and…
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 MoreEurope Development | The next 4 bnboe – key upstream developments to 2030
This analysis reviews the next wave of development projects across Europe. It maps 20 plus material fields across Norway, the UK, continental Europe and Cyprus.…
Read MoreEGYPES Intelligence Report | East Med Exploration and Licensing
Welligence Energy Analytics is proud to be an official EGYPES 2026 Intelligence Partner. We are publishing the first of a total of four reports that…
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…
Read MoreWelligence Global | Beyond Fiscal Terms: Turning Reforms into Results
This report is the second in our two-part series on the evolving fiscal and regulatory landscape and what actions help realise tangible projects.
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