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 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 MoreAlaska Licensing | Shell is back – big success in Alaska’s latest lease sale
The exploration renaissance momentum continues with the success of Alaska’s latest bid round – the NPR-A lease sale saw the return of Shell to the…
Read MoreWelligence Corporate | International BD strategies of the NOCs
The international business development strategies of NOCs have been diverging in recent years. As the macro environment evolves, shaped by the ongoing tensions in the…
Read MoreAtlantic Margin Exploration | Exploration insights across the Atlantic Margin
The Atlantic Margin is one of the most consistently successful exploration provinces globally, delivering material discoveries across multiple basins and exploration cycles. Since 2010, more…
Read MoreWelligence 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…
Read MoreWelligence Nigeria Licensing | Nigeria’s 2025 licensing round – what you need to know
Nigeria’s 2025 licensing round, launched 1 December, offers 50 petroleum prospecting licences across pure exploration blocks and discovered resource opportunities. It targets oil and gas…
Read MoreGlobal M&A | Global Upstream deal-making in November 2025 – a summary
Ten deals were announced in November 2025, a big step up from the prior month and above the rolling 12-month average. There were no large…
Read MoreWelligence 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…
Read MoreWelligence 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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