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 Latin America Q3 2026 M&A Quarterly | Latin America’s busiest quarter in years, despite price volatility
This quarter saw a significant uptick in M&A activity across the region, with notable transactions in countries where activity has been limited lately. Latin America…
Read MoreRumblings 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…
Read MoreWelligence Mexico Corporate | Splitting Pemex: what if taxes were never the problem?
Six years of tax cuts have left Pemex producing no more than in 2019, and the State now puts more money into the company than…
Read MoreWelligence Mexico M&A | Talos acquires stake in Repsol’s Chinwol-Polok development
On 27 July 2026, Talos Energy announced it is to acquire a 50% non-operating stake in Repsol’s Block 29, a deepwater block in Mexico that…
Read MoreWelligence | 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…
Read MoreWelligence Latin America Q2 2026 M&A Quarterly | Deal-making in Latin America holds steady amid market turmoil
Deal-making in Latin America continues to be (in large part) shaped by larger companies redirecting their portfolios towards major resource opportunities in areas like Argentina’s…
Read MoreWelligence Global Corporate | European listed E&Ps – Does the sector need to consolidate?
Just over a decade ago, there were around 30 European-listed E&Ps (excluding the Majors), with a combined market capitalisation of just over US$105 billion (as…
Read MoreWelligence Latin America Corporate | Benchmarking the independents – who is driving growth?
In our latest note, we analyze and benchmark the region’s top 26 independents.
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 More