據(jù)能源世界網(wǎng)7月14日休斯頓報道,據(jù)周一發(fā)布的數(shù)據(jù)顯示,隨著能源和股票價格的上漲導致更大規(guī)模的油田交易,上季度美國油氣并購交易激增,規(guī)模超過10億美元的并購交易創(chuàng)下2014年以來的最高紀錄。
隨著石油和天然氣價格從去年的低迷中復蘇,美國頁巖油生產(chǎn)商正在整合,本月的價格達到多年高點。在一些大型石油公司將收購重點轉(zhuǎn)向可再生能源之際,規(guī)模較小的石油生產(chǎn)商也在搶購不需要的資產(chǎn),押注石油和天然氣需求將持續(xù)增長。
據(jù)能源數(shù)據(jù)提供商 Enverus估計,上季度報告的40筆交易的總價值為330億美元,高于去年全年的445億美元。
Enverus的高級并購分析師 Andrew Ditt mar 表示,該季度7筆10億美元以上的交易主要在德克薩斯州和科羅拉多州的油田,但總價值的五分之一用于美國東部的天然氣資產(chǎn)。
隨著美國天然氣價格今年上漲40%,天然氣成為人們關注的焦點,促使西南能源公司(Southwestern Energy)以27億美元收購了Indigo Natural Resources, EQT Corp以29億美元收購了東北天然氣生產(chǎn)商Alta Resources。
Dittmar援引股價回升以及尋求出售的私募股權(quán)支持公司數(shù)量稱,市場仍有很多活動。上市公司沒有完成整合“較小、緊密持股的生產(chǎn)商”,如果大宗商品價格保持強勢,我們將看到今年下半年相當活躍。
由于買家興趣日益濃厚,包括荷蘭皇家殼牌、雪佛龍、埃克森美孚和西方石油公司在內(nèi)的多家頂級石油公司正在考慮或已經(jīng)將美國石油資產(chǎn)推入市場。
CABOT-CIMAREX排名榜
按價格計算,上季度最大的交易是卡伯特石油和天然氣公司( Cabot Oil and Gas )以 74 億美元收購 Cimare x Energy 和先鋒自然資源公司(Pioneer Natural Resources)的以64億美元合并收購雙點能源公司(DoublePoint Energy),這兩家公司都在西德克薩斯州和新墨西哥州的二疊紀盆地( Permian Basin )擁有資產(chǎn)。
KKR & Co旗下的獨立能源公司(Independence Energy)與Contango油氣公司(Contango Oil & Gas)合并,交易價值約為57億美元(包括債務),并將成為收購其他生產(chǎn)商的平臺。
郝芬 譯自 能源世界網(wǎng)
原文如下:
U.S. oil mergers surge as energy, share prices recover from pandemic
U.S. oil and gas mergers surged last quarter with the most $1 billion plus combinations since 2014, according to data released on Monday, as rising energy and share prices led to larger oilpatch deals.
Producer are consolidating in U.S. shale as oil and natural gas prices recover from last year's pandemic swoon and this month traded at multi-year highs. Smaller producers also are snapping up unwanted properties in a bet on continued demand for oil and gas while some big oil companies shift their acquisition emphasis to renewables.
Total value of the 40 reported deals last quarter was $33 billion, estimated energy data provider Enverus Inc, up from $44.5 billion for all of last year.
The quarter's seven $1 billion plus deals were mostly in Texas and Colorado oilfields but a fifth of the total value was spend on natural gas properties in the U.S. east, said Andrew Dittmar, Enverus' senior M&A analyst.
Natural gas shot into the spotlight with U.S. prices rising 40% this year, helping spark Southwestern Energy's $2.7 billion acquisition of Indigo Natural Resources and EQT Corp's $2.9 billion deal for northeast gas producer Alta Resources.
"There is still a lot of activity out there," said Dittmar, citing recovering share prices and the number of private-equity backed firms looking to sell. "Public companies are not done consolidating" smaller, closely-held producers, he said.
"If commodity prices stay strong, we'll see a fairly active rest of the year," Dittmar said.
A number of top oil companies including Royal Dutch Shell, Chevron, Exxon Mobil, and Occidental Petroleum are considering or have put U.S. oil properties on the market due to rising buyer interest.
CABOT-CIMAREX TOPS LIST
Top deals by price last quarter were Cabot Oil and Gas's $7.4 billion combination with Cimarex Energy and Pioneer Natural Resources' $6.4 billion acquisition of closely held DoublePoint Energy, both for assets in the Permian Basin of West Texas and New Mexico.
KKR & Co's Independence Energy merged with Contango Oil & Gas, a deal that valued the pair at $5.7 billion, including debt, and will become a platform to acquire other producers.
免責聲明:本網(wǎng)轉(zhuǎn)載自其它媒體的文章,目的在于弘揚石化精神,傳遞更多石化信息,并不代表本網(wǎng)贊同其觀點和對其真實性負責,在此我們謹向原作者和原媒體致以敬意。如果您認為本站文章侵犯了您的版權(quán),請與我們聯(lián)系,我們將第一時間刪除。