Welligence Middle East | The Iran War: State of play in the region – Update #3
The ceasefire brokered by Pakistan has paved the way for diplomatic efforts. Meanwhile, Gulf States will be looking to take stock and next steps.
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 Middle East | The Iran War: State of play in the region – Update #2
The conflict in the Middle East has shown signs of de-escalation as the US and Iran announced a two-week ceasefire brokered by Pakistan.
Read MoreWelligence Middle East | The Iran War: State of play in the region
As the Iran war enters its fifth week, material energy flows from the Gulf have remained constricted whilst energy infrastructure have become targets.
Read MoreServices firms feel the squeeze as oil rally from Iran war fails to spur drilling
“A persistent closure of the Strait of Hormuz would severely impact crew mobilizations in the region as well as create logistical challenges for movement of…
Read MoreIran and the Middle East escalation: Implications for gas and LNG supply
Over the weekend, the United States and Israel carried out a major coordinated military operation against the Islamic Republic of Iran under the banner of…
Read MoreIran and the Middle East escalation: Implications for global oil markets
Over the weekend, the United States and Israel carried out a major coordinated military operation against the Islamic Republic of Iran under the banner of…
Read MoreHow crude markets could react on Monday after Iran attack
“Monday’s oil trade is likely to be among the most volatile seen in years,” Carlos Bellorin, executive vice president at Welligence Energy Analytics, told Upstream.…
Read MoreWar in Iran could cause the biggest oil shock in years
Faced with an existential threat, Iran’s leadership – or what remains of it – may see dragging its Gulf neighbours into the crisis as one…
Read MoreIran retaliates with attacks aimed at UAE, Qatar, Kuwait and Saudi Arabia
“For Iran, the stakes are existential,” Carlos Bellorin, EVP at Welligence Energy Analytics, told Upstream. “The regime may be willing to go further than in…
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