據(jù)能源世界網(wǎng)7月14日休斯頓報(bào)道,據(jù)周一發(fā)布的數(shù)據(jù)顯示,隨著能源和股票價(jià)格的上漲導(dǎo)致更大規(guī)模的油田交易,上季度美國(guó)油氣并購(gòu)交易激增,規(guī)模超過(guò)10億美元的并購(gòu)交易創(chuàng)下2014年以來(lái)的最高紀(jì)錄。
隨著石油和天然氣價(jià)格從去年的低迷中復(fù)蘇,美國(guó)頁(yè)巖油生產(chǎn)商正在整合,本月的價(jià)格達(dá)到多年高點(diǎn)。在一些大型石油公司將收購(gòu)重點(diǎn)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(gòu)不需要的資產(chǎn),押注石油和天然氣需求將持續(xù)增長(zhǎng)。
據(jù)能源數(shù)據(jù)提供商 Enverus估計(jì),上季度報(bào)告的40筆交易的總價(jià)值為330億美元,高于去年全年的445億美元。
Enverus的高級(jí)并購(gòu)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(jià)值的五分之一用于美國(guó)東部的天然氣資產(chǎn)。
隨著美國(guó)天然氣價(jià)格今年上漲40%,天然氣成為人們關(guān)注的焦點(diǎn),促使西南能源公司(Southwestern Energy)以27億美元收購(gòu)了Indigo Natural Resources, EQT Corp以29億美元收購(gòu)了東北天然氣生產(chǎn)商Alta Resources。
Dittmar援引股價(jià)回升以及尋求出售的私募股權(quán)支持公司數(shù)量稱,市場(chǎng)仍有很多活動(dòng)。上市公司沒(méi)有完成整合“較小、緊密持股的生產(chǎn)商”,如果大宗商品價(jià)格保持強(qiáng)勢(shì),我們將看到今年下半年相當(dāng)活躍。
由于買家興趣日益濃厚,包括荷蘭皇家殼牌、雪佛龍、??松梨诤臀鞣绞凸驹趦?nèi)的多家頂級(jí)石油公司正在考慮或已經(jīng)將美國(guó)石油資產(chǎn)推入市場(chǎng)。
CABOT-CIMAREX排名榜
按價(jià)格計(jì)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(gòu) 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(gòu)雙點(diǎn)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(jì)盆地( Permian Basin )擁有資產(chǎn)。
KKR & Co旗下的獨(dú)立能源公司(Independence Energy)與Contango油氣公司(Contango Oil & Gas)合并,交易價(jià)值約為57億美元(包括債務(wù)),并將成為收購(gòu)其他生產(chǎn)商的平臺(tái)。
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.
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