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 Corporate | IOCs’ shifting LNG portfolios amid capital discipline
We take a deep dive into the top 10 IOCs’ shifting global LNG exposures, harnessing Welligence’s latest LNG and upstream analyses plus insights. As market…
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.
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.
Read MoreThe jewel at the heart of Aramco’s gas strategy
Despite raising the targeted gas growth from 60% up to 80%, no significant new gas projects have been announced by Aramco to meet this increased…
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…
Read MoreOffshore Electrification Sinks in the New Tide of Upstream Decarbonization
Offshore electrification in the North Sea is becoming increasingly uneconomic, even with Norwegian carbon prices reaching 237 USD/ton by 2030, pushing Norway and the UK…
Read MoreWelligence Global | Unconventional Hydrocarbon Activity Update
This note reviews the emerging role of international unconventional hydrocarbons alongside deepwater as a source of future supply growth, summarizing current activity and status across…
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