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Welligence | Weekly Quick Takes

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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…

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Rumblings on the Ground | Gastech Exhibition & Conference 2026

The Welligence team recently participated in the Gastech exhibition and conference (Gastech) in Bangkok. The event provided excellent and well-attended forums for industry leaders and…

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Welligence 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…

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Welligence | LNG Coverage Update – What you need to know

We have added more than 130 live LNG M&A opportunities to the platform, covering available stakes across the upstream and liquefaction chain. Each includes a…

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Welligence Sub-Saharan Africa | What to look for in 2026 – H2 Update

At the start of 2026, we highlighted a selection of key events, challenges and opportunities in Sub-Sahara’s upstream to keep a close eye on in…

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Welligence 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…

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Welligence Sub-Saharan Africa | What to look for in 2026

Upstream activity in Sub-Saharan Africa enters a pivotal year in 2026 as operators push frontier and mature plays. Onshore efforts in Uganda, Kenya, Namibia and…

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Welligence 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…

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Welligence 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…

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Offshore 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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