中國石化新聞網訊 據能源世界網1月7日報導,據分析公司Enverus的一份報告稱,由於疫情對大宗商品價格的影響,引發了頁巖勘探商之間尋求擴大規模和降低成本的整合浪潮,2020年第四季度油氣生產商之間的併購交易達到最高水平。
石油和天然氣生產商在本季度達成了價值271億美元的交易,高於第三季度的210億美元,這得益於在德克薩斯州和新墨西哥州二疊紀盆地進行的三筆數十億美元的收購。
康菲石油公司以133億美元收購了康休資源公司(Concho Resources),這是自2011年以來有史以來最大的純頁巖收購交易,位居榜首。 其次是先鋒自然資源公司以76億美元收購Parsley Energy的交易。
Diamondback Energy還以30億美元的價格接管了上市的QEP資源公司和私人股本支持的Guidon。
Enverus的數據還顯示,2020年的交易流量(或已宣布的交易數量)僅為140筆。這是至少自2006年以來的最低水平,因為許多買家專注於保留現金以償還債務或向股東返還資本。
據Enverus稱,企業整合,特別是需要擴大規模的中小企業,以及非核心資產剝離可能會在2021年出現。
Enverus併購分析師Andrew Dittmar表示,2021年合併的限制因素將是在這非常活躍的一年結束時剩下的有吸引力的合併夥伴的數量。
Enverus補充道,那些在2020年根據破產法第11章進行重組的公司,由於債務負擔規模適中,也可能成為潛在的合併夥伴。
郝芬 譯自 能源世界網
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.