Welligence Global Benchmarking | Benchmarking the Majors’ deepwater portfolios – who is well positioned for the long-term?
Deepwater is a core part of the upstream playbook for the Majors, even in a low-carbon future. On average, it accounts for around 20%…
Read MoreWelligence Global FPSO Outlook | Tapping into the idle FPSO fleet in the face of high industry costs and project delays
The demand for FPSOs has been picking up since the market slowdown of 2020/2021. But upstream supply chain tightness is now weighing on project…
Read MoreLatin America Q2 2024 M&A Quarterly | Consolidation underpins uptick in deal-making
Out of the seven deals announced in Q2 2024, three occurred in Brazil, and one each in Trinidad and Tobago, Bolivia, Peru, and Argentina. The…
Read MoreGlobal LNG | FSRUs increasingly secure supplies for Europe and Asia’s energy transitions
FSRU demand surged in 2022 from European buyers looking to quickly import LNG following drastic cuts to Russian piped gas supplies. The shock more than…
Read MoreGlobal FLNG | Delivering the next wave of FLNG projects will not be smooth sailing
FLNG momentum has been building with recent Floating and Fast LNG projects having created a lot of buzz in the industry. We estimate FLNG and…
Read MoreLatin America Q1 2024 M&A Quarterly | A slow start to the year, but calm before the storm?
There were just three deals announced in the quarter, following a flurry of activity at the end of 2023. The first transaction was in Argentina…
Read MoreAmericas Q4 2023 M&A Quarterly | Deal-making is back on the table
Q4 2023 saw a slight uptick in deal flow anchored by a flurry of transactions in the US Gulf of Mexico and Brazil. We also…
Read MoreAmericas Q3 2023 M&A Quarterly | Deal flow remains sluggish, but opportunity pipeline is strong
The Americas saw continued slow deal flow, with six transactions primarily driven by asset acquisitions in US GoM. There was just one transaction in Latin…
Read MoreAmericas Q2 2023 M&A Quarterly | Is uptick in deal activity precursor to larger transactions?
Opportunities and interest exist, but political uncertainty across Latin America is likely to continue holding back activity. Furthermore, it’s clear that the Petrobras divestment program…
Read MoreWelligence Corporate | Capex guidance — sector set for 16% uplift in investment in 2023
With reporting season largely over, the vast majority of companies have now reported guidance for 2023. ACCESS PDF
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