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 MoreThe Gulf’s growing oil storage crunch
Oman’s main crude export terminal at Mina Al Fahal gives the Sultanate a structural advantage over Gulf-facing exporters, Welligence Energy Analytics MENA analyst Eric Soosay…
Read MoreWhen Hormuz shuts, where do the barrels go?
Oman’s main crude export terminal at Mina Al Fahal gives the Sultanate a structural advantage over Gulf-facing exporters, Welligence Energy Analytics MENA analyst Eric Soosay…
Read MoreIraq faces summer blackouts
Oil production has been slashed to about a quarter of prewar levels, according to Welligence analyst Eric Soosay, and Iraq has shut the majority of…
Read MoreWelligence 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. CLIENT…
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. CLIENT ACCESS…
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 | Iraq Elections 2025: What Happened, What’s Next and Implications for the Oil Sector
The RDC claimed victory amidst a high voter turnout in Iraq’s sixth election. What implications does this have for the country’s ambitious oil sector? CLIENT…
Read MoreWelligence Global | Unconventional Hydrocarbon Activity Update
This note reviews the emerging role of international unconventional hydrocarbons alongside deepwater as a source of future supply growth, summarizing current activity and status across…
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