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| 2019-05-14 来源： 中国石化新闻网 |
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石化新闻 |
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中国石化新闻网讯 据World Oil网卡尔加里5月13日消息 尽管以380亿美元收购阿纳达科石油公司的交易被视为美国石油行业整合浪潮的潜在催化剂，但美国边境以北的能源交易市场仍然低迷，几乎看不到任何潜在的火花。 截至周五，已有14家公司宣布收购加拿大勘探和生产资产，总价值3,090万美元。这只是去年同期价值36亿美元的33宗交易的一小部分。 与美国相比，这个数字微不足道。截至上周五，美国共宣布了84宗交易，总价值914亿美元。 加拿大Torys律师事务所负责并购业务的合伙人Stephanie Stimpson表示，加拿大的交易冻结在很大程度上可以追溯到该国无法建造新的输油管道，这给当地的重质原油价格带来了压力。 Stimpson在接受采访时表示，"市场波动和不确定性太大，各方都暂停了。" 这种不确定性破坏潜在交易的一个主要例子发生在今年1月，当时赫斯基能源（Husky Energy）放弃了以33亿加元(合25亿美元)敌意收购竞争对手油砂生产商MEG Energy。赫斯基曾在去年10月提出收购麦格，当时还没有实施减产计划。 尽管赢得了超过50％的MEG股票持有者的支持，但赫斯基在1月份放弃了这笔交易，理由是削减供应和新管道建设缺乏进展带来了不确定性。MEG的持股比例超过50%，是该公司继续推进收购的必要条件。 Stimpson说:"这很好地说明，各方即使希望更早达成协议，也持不同看法。" 这种不确定性也可能令Devon Energy 2月宣布的计划复杂化。该公司计划在今年年底前出售或剥离加拿大资产，专注于美国页岩气业务。过去两周，森科尔能源公司(Suncor Energy)和麦格(MEG)这两家重要的油砂开采企业都表示，他们没有与Devon就收购这些资产进行谈判。 Stimpson称，由于缩减计划仍在实施且预计今年不会新建管道，因此市场短期内几乎没有改善迹象。 吴慧丹 摘译自 World Oil 原文如下： As Anadarko ignites Permian M&A, energy deals ice over in Canada While the $38 billion takeover of Anadarko Petroleum has been seen as a potential catalyst for a wave of U.S. oil industry consolidation, the market for energy deals north of the border remains frigid, with few potential sparks seen on the horizon. There have been 14 announced offers for Canadian exploration and production assets for a total value of $30.9 million this year through Friday. That’s a fraction of the 33 deals with a total value of $3.6 billion in the same period a year earlier. It’s an even more minuscule amount when compared to the U.S., where there were 84 announced deals with a total value of $91.4 billion this year through Friday. The deals freeze in Canada can be traced largely to the country’s inability to get new pipelines built, which has weighed on local heavy crude prices, said Stephanie Stimpson, a partner at law firm Torys in Calgary, who works on mergers and acquisitions. “There’s just been so much volatility and uncertainty that parties have gone on hold,” Stimpson said in an interview. A prime example of that uncertainty unraveling potential deals took place in January, when Husky Energy abandoned its hostile C$3.3 billion ($2.5 billion) bid for rival oil-sands producer MEG Energy. Husky had offered to buy MEG in October, before the curtailment program was implemented. Despite winning the support of holders of more than 50% of MEG’s shares, which it needed to continue to press its fight, Husky backed away from the deal in January, citing uncertainty created by the curtailment and the lack of progress on new pipelines. “That put it to a fine point that parties, even if they had wanted to transact earlier, have taken a different view,” Stimpson said. The uncertainty also may be complicating Devon Energy’s plans, announced in February, to sell or spin off its Canadian assets by the end of the year to focus on its U.S. shale operation. In the past two weeks, Suncor Energy and MEG, two other significant oil-sands players, have said they aren’t in discussions with Devon about buying those assets. With the curtailment program still in effect and no new pipelines expected to be built this year, there’s little indication the market will improve in the near term, Stimpson said.
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