去年第四季度油气生产商之间的并购交易达到新高

    中国石化新闻网讯 据能源世界网1月7日报道，据分析公司Enverus的一份报告称，由于疫情对大宗商品价格的影响，引发了页岩勘探商之间寻求扩大规模和降低成本的整合浪潮，2020年第四季度油气生产商之间的并购交易达到最高水平。

    石油和天然气生产商在本季度达成了价值271亿美元的交易，高于第三季度的210亿美元，这得益于在得克萨斯州和新墨西哥州二叠纪盆地进行的三笔数十亿美元的收购。

    康菲石油公司以133亿美元收购了康休资源公司（Concho Resources），这是自2011年以来有史以来最大的纯页岩收购交易，位居榜首。 其次是先锋自然资源公司以76亿美元收购Parsley Energy的交易。

    Diamondback Energy还以30亿美元的价格接管了上市的QEP资源公司和私人股本支持的Guidon。

    Enverus的数据还显示，2020年的交易流量(或已宣布的交易数量)仅为140笔。这是至少自2006年以来的最低水平，因为许多买家专注于保留现金以偿还债务或向股东返还资本。

    据Enverus称，企业整合，特别是需要扩大规模的中小企业，以及非核心资产剥离可能会在2021年出现。

    Enverus并购分析师Andrew Dittmar表示，2021年合并的限制因素将是在这非常活跃的一年结束时剩下的有吸引力的合并伙伴的数量。

    Enverus补充道，那些在2020年根据破产法第11章进行重组的公司，由于债务负担规模适中，也可能成为潜在的合并伙伴。

    郝芬 译自 能源世界网

    原文如下：

    Oil and gas deal-making peaks in Q4 as pandemic spurs consolidation

    Deal making among oil and gas producers was at its highest for the year in the fourth quarter of 2020 as the pandemic-driven fallout in commodity prices spurred a wave of consolidation between explorers looking to scale up and drive down costs, a report from analytics firm Enverus said.

    Oil and gas producers made deals worth $27.1 billion in the quarter, up from $21 billion in the third, helped by three multi-billion dollar acquisitions in the prolific Permian basin of West Texas and New Mexico.

    ConocoPhillips acquired Concho Resources for $13.3 billion, the biggest pure shale acquisition by any company since 2011, topping the list. It was followed by Pioneer Natural Resources' deal to buy Parsley Energy for $7.6 billion.

    Diamondback Energy also took over publicly-traded QEP Resources and private equity-backed Guidon Operating for just over $3 billion.

    Data from Enverus also showed deal flow, or the number of deals announced, was only 140 in 2020. It was the lowest since at least 2006, as a number of buyers focused on preserving cash to pay down debt or returning capital to shareholders.

    According to Enverus, corporate consolidation, especially among small and mid-size companies that require scale, and non-core asset divestments could be seen in 2021.

    "The limiting factor for consolidation in 2021 will be the number of attractive merger partners left at the end of a very active year," Enverus M&A analyst Andrew Dittmar said.

    Companies that went through a Chapter 11 restructuring in 2020 could also emerge as potential merger partners now that debt loads are right-sized, Enverus added.