世界石油

（彭博社）据 Tortoise Capital Advisors LLC 称，Diamondback Energy Inc. 对 Endeavor Energy Resources LP 的重磅交易使该公司的股票成为投资德克萨斯州多产的二叠纪盆地的最佳方式。

“鉴于 Diamondback 规模较大，它将在 2025 年成为收购目标，”Tortoise 高级投资组合经理 Rob Thummel 在周二的一份报告中表示。康菲石油公司、埃克森美孚公司和雪佛龙公司似乎都是可能的收购候选者，因为它们希望扩大在德克萨斯州的业务。与此同时，Diamondback 是“投资二叠纪盆地纯粹运营商的最佳方式”，Thummel 说。

Diamondback Energy 股价周一上涨 9.1%，这是该股自 2021 年 4 月以来最好的一天，此前这家总部位于德克萨斯州米德兰的石油生产商达成协议收购 私人持有的 Endeavor，促使分析师将平均目标股价提高至 187 美元a 股，意味着进一步上涨 12%。

该交易受到分析师的广泛赞扬。彭博资讯分析师 Vincent Piazza 在一份报告中表示，“这笔 260 亿美元的交易延续了买方通过并购实现增长的战略，并创建了最大、最重要的国内独立液体生产商。”

Thummel 表示，西方石油公司 (Occidental Petroleum Corp.) 收购 Crown Rock 的交易和 Diamondback 收购 Endeavor 的交易，在运营商寻求扩大二叠纪盆地规模之际，将两个私人收购目标排除在董事会之外。还有私营梅伯恩石油公司(Mewbourne Oil Co.)，该公司已表示不想出售。

他说，该盆地的小型运营商，包括二叠纪资源公司、SM能源公司和斗牛士资源公司，需要进行整合，然后埃克森美孚、雪佛龙或康菲石油公司等公司才会考虑收购它们。

据图梅尔说，响尾蛇本身现在就拥有德克萨斯州油田“最好的社区中最好的房地产”。

响尾蛇公司、雪佛龙公司、康菲公司和埃克森公司没有立即回应置评请求。

World Oil

(Bloomberg) – Diamondback Energy Inc.’s blockbuster deal for Endeavor Energy Resources LP makes the company’s shares the best way to invest in the prolific Permian basin in Texas, according to Tortoise Capital Advisors LLC.

“Diamondback will become an acquisition target in 2025 given its larger size,” Tortoise senior portfolio manager Rob Thummel said in a note Tuesday. ConocoPhillips Co., Exxon Mobil Corp. and Chevron Corp. appear as likely buyout candidates as they look to scale up their businesses in Texas. In the meantime, Diamondback is “best way to invest in a pure-play Permian basin operator,” Thummel said.

Diamondback Energy shares climbed 9.1% Monday, marking the stock’s best day since April 2021, after the Midland, Texas-based oil producer struck an agreement to acquire privately-held Endeavor, prompting analysts to raise their price targets to an average of $187 a share, implying a 12% further upside.

The deal was widely praised by analysts. “The $26 billion transaction continues the buyer’s strategy of growing through M&A and creates the largest, most important independent domestic liquids producer,” Bloomberg Intelligence analyst Vincent Piazza said in a note.

Occidental Petroleum Corp.’s deal for Crown Rock and Diamondback’s purchase of Endeavor have taken two private takeover targets off the board at a time when operators are looking to scale up in the Permian basin, according to Thummel. There’s also private Mewbourne Oil Co., which has indicated it doesn’t want to sell.

Smaller operators in the basin including Permian Resources Corp., SM Energy Co. and Matador Resources Co. will need to consolidate before the likes of Exxon, Chevron or Conoco would consider buying them, he said.

This leaves Diamondback itself, which now boasts “some of the best real estate in the best neighborhood” in the Texas oil field, according to Thummel.

Diamondback, Chevron, Conoco and Exxon didn’t immediately respond to a request for comment.