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 Regulatory | Transboundary Resources Part II: The Eastern Caribbean Energy Arc
Offshore exploration is returning to the agenda at a time when the world is becoming more geopolitically fragmented and access to new resources is gaining strategic importance.…
Read MoreWelligence Latin America Q2 2026 M&A Quarterly | Deal-making in Latin America holds steady amid market turmoil
Deal-making in Latin America continues to be (in large part) shaped by larger companies redirecting their portfolios towards major resource opportunities in areas like Argentina’s…
Read MoreWelligence Global Corporate | European listed E&Ps – Does the sector need to consolidate?
Just over a decade ago, there were around 30 European-listed E&Ps (excluding the Majors), with a combined market capitalisation of just over US$105 billion (as…
Read MoreWelligence Latin America Corporate | Benchmarking the independents – who is driving growth?
In our latest note, we analyze and benchmark the region’s top 26 independents.
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 Latin America Q1 2026 M&A Quarterly | Outside of L48 Latin America leads in deal count
13 deals were announced during Q1 2026, three of which failed, bringing the total to ten deals, compared with five in Q4 2025 and 14…
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 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…
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