US GoM M&A | INEOS makes US Gulf of Mexico debut with acquisition of CNOOC portfolio
On 14 December 2024, INEOS announced the acquisition of CNOOC’s US Gulf of Mexico portfolio for an undisclosed consideration. Key assets include the Shell-operated…
Read MoreGlobal M&A | Kosmos in talks to acquire Tullow
On 12 December 2024, it was confirmed that Kosmos Energy is in preliminary talks to take over Tullow Oil in a potential all-share transaction. Kosmos…
Read MoreWelligence Global | Looking ahead to 2025 – 5 trends shaping the next 12 months
How will the energy sector evolve in 2025? Our latest report highlights five pivotal themes that could shape the landscape next year. ACCESS PDF
Read MoreWelligence US GoM Benchmarking | Benchmarking the independents – who is set for growth?
The US Gulf of Mexico (US GoM) is home to a vibrant pool of independents. In our latest note, we analyze and benchmark their portfolios,…
Read MoreWelligence North America Q3 M&A Quarterly | Chevron’s divestment program headlines deal-making
A single deal was announced in Q3 2024, marking another quiet quarter and well below the activity seen in Q4 2023/Q1 2024. But Q4 2024…
Read MoreWelligence Global Benchmarking | Benchmarking the Majors’ deepwater portfolios – who is well positioned for the long-term?
Deepwater is a core part of the upstream playbook for the Majors, even in a low-carbon future. On average, it accounts for around 20%…
Read MoreUS GoM Development | Chevron’s Anchor development kicks off the 20k era
First oil from Chevron’s Anchor development (12 August 2024) marks a couple of important milestones – not only is it the beginning of production from…
Read MoreWelligence CCUS | Can CCS secure a long-term future for coal?
In April 2024, The Environmental Protection Agency (EPA), under Section 111 of the Clean Air Act, defined new standards to achieve a 90% reduction in…
Read MoreUS LNG exporters looking beyond permitting pause
Although the US is still projected to be one of the dominant LNG forces through the end of the decade, Asian buyers, particularly those in…
Read MoreWelligence Global FPSO Outlook | Tapping into the idle FPSO fleet in the face of high industry costs and project delays
The demand for FPSOs has been picking up since the market slowdown of 2020/2021. But upstream supply chain tightness is now weighing on project…
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