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| 2020-01-08 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 据今日油价1月6日报道，不算十年来最大的收购交易，即西方对阿纳达科的570亿美元收购，2019年只有390亿美元的石油和天然气交易。但是，如果仅仅在12月的110亿美元交易还有什么进展的话，那么2020年就有望成为该行业并购的又一个主要年份。而且全部仍然是关于二叠纪盆地的。 这是因为美国页岩区的更大的参与者仍在从他们的同行运营商那里寻找廉价资产，这些运营商无法忍受股东提供现金和利润的压力。 2019年的暗示是，真正的并购活动可能才刚刚开始。虽然许多人预计，欧美-阿纳达科的交易将立即引发一系列收购，但时机只是有点偏离。 如今唯一的问题是：接下来会发生什么？ 2019年390亿美元的交易是在四月份令人震惊的西方阿纳达科（Occidental-Anadarko）收购之后进行的，其中包括七月份卡隆石油公司(Callon Petroleum Co.)以32亿美元与卡里佐油气公司(Carrizo Oil and Gas Inc.)的合并，是美国页岩气领域的第二大交易。这次是在特拉华州/鹰福特。 还包括Parsley能源公司和Jagged Peak Energy Inc之间的全股票合并，该合并也是在特拉华盆地，在10月份的估值约低于23亿美元。 八月份，希尔科能源公司(Hilcorp Energy)以56亿美元的价格收购英国石油公司阿拉斯加资产。 但正是12月发生的事情引起了每个人对2020年的关注。 郝芬 译自 今日油价 原文如下： The Hottest Permian Takeover Targets For 2020 Not counting the decade’s largest acquisition deal, the $57-billion Occidental takeover of Anadarko, 2019 saw only $39 billion in oil and gas deals. But if the $11 billion deals in December alone are anything to go by, 2020 is on track to be another major year for M&A in the industry. And it’s all about the Permian basin--still. That’s because the bigger players in the American shale patch are still hunting for cheap assets from their fellow operators who can’t stand the heat of shareholder pressure to deliver cash and profits. What 2019 suggests is that the real M&A activity might just be getting started. While many expected the Occidental-Anadarko deal to spark a flurry of buyouts right away, the timing was just a bit off. The only question now is: What comes next? The $39 billion in 2019 deals outside of the stunning Occidental-Anadarko takeover in April included Callon Petroleum Co.’s $3.2-billion merger in July with Carrizo Oil and Gas Inc. as the second biggest deal in the U.S. shale patch, this time in the Delaware/Eagle Ford. It also included the all-stock merger between Parsley Energy Inc and Jagged Peak Energy Inc--also in the Delaware basin--for an estimated value of just under $2.3 billion in October. Hilcorp Energy’s $5.6-billion acquisition of BP’s Alaska assets was the highlight of August. But it’s what happened in December that has caught everyone’s attention for 2020.
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