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. CLIENT…
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. CLIENT ACCESS…
Read MoreWelligence Rumblings on the Ground | Deepwater’s playbook for delivering growth
The Deepwater Development Conference is the leading conference addressing technical issues related to engineering, development, and production of oil and gas in deepwater and ultra…
Read MoreNigeria Rumblings on the Ground | Is Nigeria’s upstream sector entering a new growth cycle?
Nigeria upstream and NNPC reforms are in focus for Welligence. The team recently visited Lagos and the Nigeria International Energy Summit in Abuja. We met…
Read MoreLNG2026 Rumblings on the Ground | LNG’s momentum pivots to upcoming suppliers and M&A
Welligence recently participated in the LNG2026 conference, hosted by QatarEnergy in Doha, to meet with key LNG stakeholders and discuss the industry’s latest outlooks, opportunities…
Read MoreGlobal M&A | Global Upstream deal-making in December 2025 – a summary
Ten deals were announced in December 2025, continuing the strong end to the year. The monthly spend level was also the second highest of the…
Read MoreOman M&A | Kistos enters the Middle East as Mitsui reduces its footprint in Oman
Kistos has signed a binding agreement to acquire Mitsui E&P’s 5% and 20% in Block 9 and Blocks 3 & 4, respectively, onshore in Northern…
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…
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