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 | 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 APAC Q2 2026 M&A Quarterly | Gas-led deal surge lifts APAC announced considerations to a 24-month high
Nine transactions were announced across Asia Pacific, up from five in Q1 2026 but below the 13 of Q2 2025. The disclosed consideration of ~US$1.2…
Read MoreWelligence Asia Pacific Rumblings on the Ground | Asia Pacific’s wake-up call at Hormuz: energy security to the forefront
Welligence recently attended the Southeast Asia Petroleum Exploration Society (SEAPEX) Regional Conference 2026 (SRC 2026) in Manila, Philippines, to meet with and hear from key…
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 Southeast Asia Rumblings 2026 | Southeast Asia upstream: Energy security to drive a new wave of investment
The Welligence team recently attended the biennial Offshore Technology Conference (OTC) Asia 2026 in Kuala Lumpur, Malaysia. In parallel, the team had several insightful discussions…
Read MoreWelligence APAC M&A Report | Horizon Oil moves to acquire Cue Energy via scrip-and-cash takeover
On 2 March 2026, Horizon announced an off-market takeover offer for all fully paid ordinary shares in Cue Resources that it does not already have…
Read MoreSoutheast Asia Rumblings on the Ground | Momentum builds across licensing, gas growth and strategic repositioning
Southeast Asia is accelerating upstream licensing activity, with Malaysia, Thailand, Indonesia, Brunei and even Myanmar launching or preparing bid rounds to drive investment and replace…
Read MoreWelligence APAC Q4 2025 M&A Quarterly | APAC’s Gas Gold Rush: Record 27-Deal Year Unpacked
Q4 2025 delivered a strong close to the year for the APAC region, making it the most active in terms of deal count since 2020.…
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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