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 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 MoreEgypt Rumblings on the Ground | EGYPES 2026: Egypt is stable and open for business in tense times for the wider region
The Welligence Energy Analytics team had the privilege of attending the EGYPES – Egypt Energy Show 2026 in Cairo, Egypt. Now in our third year…
Read MoreEGYPES Intelligence Report | Egypt Upstream Focus
Welligence Energy Analytics is proud to be an official EGYPES 2026 Intelligence Partner. We are publishing the third of a total of four reports that…
Read MoreEGYPES Intelligence Report | Global LNG trends and implications for Egypt
Welligence Energy Analytics is proud to be an official EGYPES 2026 Intelligence Partner. We are publishing the third of a total of four reports that…
Read MoreEGYPES Intelligence Report | North Africa M&A
Welligence Energy Analytics is proud to be an official EGYPES 2026 Intelligence Partner. We are publishing the second of a total of four reports that…
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 MoreEgyptian-regasified natural gas starts heading to Lebanon and Syria
The gas itself isn’t tied to a single source: Volumes supplied through Egypt would likely come from a blend of sources, Ross Cassidy VP of…
Read MoreGlobal M&A | Global Upstream deal-making in November 2025 – a summary
Ten deals were announced in November 2025, a big step up from the prior month and above the rolling 12-month average. There were no large…
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…
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