Welligence Latin America Q4 2024 M&A Report | Deal-making slows down, but new activity is imminent
The year saw 26 deals announced in Latin America, compared to 16 in 2023. Activity was primarily driven by Argentina, which saw 14 transactions. Nine…
Read MoreWelligence Global | Looking ahead to 2025 – 5 trends shaping the next 12 months
How will the energy sector evolve in 2025? Our latest report highlights five pivotal themes that could shape the landscape next year. ACCESS PDF
Read MoreWelligence Mexico Corporate | Debunking the myth: why Pemex’s future depends on portfolio optimization, not fiscal reform
Pemex’s fiscal regime is more favorable than often perceived, with its higher fixed profit share compensating for cost recovery limitations across most assets. ACCESS…
Read MoreLatin America Q3 2024 M&A Quarterly | Uptick in deal activity driven by YPF’s portfolio optimization
Out of the 13 deals announced in Q3 2024, ten occurred in Argentina, one in Brazil, one in Trinidad and Tobago, and one in Mexico.…
Read MoreWelligence Global Benchmarking | Benchmarking the Majors’ deepwater portfolios – who is well positioned for the long-term?
Deepwater is a core part of the upstream playbook for the Majors, even in a low-carbon future. On average, it accounts for around 20%…
Read MoreWelligence Mexico M&A | PTTEP exits Mexico with Chinwol-Polok divestment to Repsol
On 20 September 2024, PTTEP announced the sale of its 16.67% stake in the Chinwol-Polok asset, located in Block 29, to Repsol for an undisclosed…
Read MoreWelligence Global FPSO Outlook | Tapping into the idle FPSO fleet in the face of high industry costs and project delays
The demand for FPSOs has been picking up since the market slowdown of 2020/2021. But upstream supply chain tightness is now weighing on project…
Read MoreLatin America Q2 2024 M&A Quarterly | Consolidation underpins uptick in deal-making
Out of the seven deals announced in Q2 2024, three occurred in Brazil, and one each in Trinidad and Tobago, Bolivia, Peru, and Argentina. The…
Read MoreMexico’s Zama Drama Eases, but Not Over for Talos, Other IOCs
“Projects such as Zama are expected to aid the long-term production decline that confronts Mexico, Andres Armijos, Welligence’s vice president and head of Latin America…
Read MoreMexico Politics | Mexico’s upstream sector faces uncertainty after Sheinbaum’s landslide victory
In the week before the election, the Welligence team met with various oil and gas companies, government officials, and key stakeholders to gauge sentiment and…
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