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 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 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 Global Q3 2025 M&A Quarterly | Has global deal-making reached a nadir?
Around US$17 billion was spent on M&A globally in Q3, across 37 transactions. Spend was the lowest quarterly average of the post-Covid era. North America…
Read MoreWelligence Global | Beyond Fiscal Terms: Turning Reforms into Results
This report is the second in our two-part series on the evolving fiscal and regulatory landscape and what actions help realise tangible projects.
Read MoreWelligence Kurdistan Development | Is Kurdistan set for a gas boost whilst oil uncertainty persists?
Recent licence awards and ongoing development projects have the potential to position the Kurdish region as an emerging gas player but there are still material…
Read MoreWelligence Global Q2 2025 M&A Quarterly | All eyes on XRG’s move for Santos
Around US$39 billion was spent on M&A globally in Q2, across 35 transactions. The majority of deal-making occurred in onshore North America, which accounted for…
Read MoreGlobal Corporate | The shrinking pool of Large International E&Ps – what’s next?
The pool of Large International E&Ps has been shrinking. With Chevron’s completion of its acquisition of Hess, the peer group is almost half its size…
Read More