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 SSA Corporate | Delivering the next wave of growth – a Major play
Sub-Saharan Africa is set to play a defining role in the Major’s next phase of growth. With capital discipline having constrained investment in recent years,…
Read MoreWelligence LNG Corporate | IOCs’ shifting LNG portfolios amid capital discipline
We take a deep dive into the top 10 IOCs’ shifting global LNG exposures, harnessing Welligence’s latest LNG and upstream analyses plus insights. As market…
Read MoreWelligence SSA Corporate | Benchmarking the Independents
A growing cohort of African-focused independents is stepping up to keep Sub-Saharan Africa’s mid- to late-life assets producing, driving the bulk of recent deal activity…
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 MoreWelligence 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…
Read MoreAtlantic 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…
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…
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