签署意向书,收购 Sinu-9 天然气许可证 40% 的经营权益

来源:www.gulfoilandgas.com 2025 年 1 月 20 日,地点:南美洲

¤ 已准备好生产和开发的陆上运营天然气资产,地理位置优越,关键基础设施到位
o 位于 Sinu San Jacinto 盆地,与 Promigas 管道相连,可直接通往哥伦比亚北部的沿海城市和工业区
o 优质资产,配备新开发的设施
o 作为正在进行的长期测试的一部分,于 2024 年 11 月首次产气 o
目前基础设施总产量高达 40 百万立方英尺/天(收购的 40% 工作权益净产量为 16 百万立方英尺/天),预计进一步开发将使产量远远超过这一初始水平

¤ 已探明储量,具有相当大的勘探和评估潜力
o 多产盆地,该地区有多个生产油田,地质连续性强
o 截至 2023 年 12 月 31 日,已探明加概算(2P)和已探明加概算加可能(3P)储量分别为 1588 亿立方英尺和 3408 亿立方英尺(分别为 635 亿立方英尺和1363 亿立方英尺净储量(占已获得的 40% 工作权益)
o 多个勘探区,其中几个可在未来 18 个月内进行钻探

— 哥伦比亚国内天然气市场基本面非常强劲

o 哥伦比亚市场的战略性天然气资源,该市场结构性供应短缺,预计到 2026 年将缺口达到 30%
o 截至 2024 年第四季度,现货国内天然气价格超过 8 美元/百万英热单位
o 供应短缺局面预计至少将持续未来五年,而该国发现的新天然气资源将带来高昂的开发成本(海上油田)

— M&P 在哥伦比亚扩张的战略机遇
o M&P 已在该国存在 20 多年
o 现金流多样化:在稳定的 OECD 石油和天然气管辖区内获得与布伦特原油无关的收入
o 1.5 亿美元的收购对价(自 2025 年 2 月 1 日生效之日起),完全由 M&P 现有的现金资源和可用设施提供资金
o M&P 将拥有从交易完成之日起 12 个月的选择权,以相同条款从 NG Energy 收购 Sinu-9 的额外 5% 的工作权益(相同生效日期的对价为 1875 万美元)


Etablissements Maurel & Prom SA(“M&P”,“集团”)欣然宣布,已与多伦多证券交易所创业板上市的 NG Energy International Corp.(“G Energy”)签署意向书,以 1.5 亿美元的对价收购哥伦比亚 Sinu-9 天然气许可证 40% 的经营权益,自 2025 年 2 月 1 日起生效。根据意向书,双方同意尽最大努力尽快签署与意向书一致的最终协议。M

&P 首席执行官 Olivier de Langavant 表示:“此次收购是 M&P 发展的关键一步,为集团带来了一个多产且前景广阔的天然气许可证的经营权益。”该资产处于早期开发阶段,这使我们能够利用我们的运营专业知识来开发所有现有资源,并将国内天然气资源引入哥伦比亚市场。这是我们在哥伦比亚历史上的一个重要里程碑,重新确立了 M&P 作为该国具有巨大有机增长潜力的运营商的地位。NG Energy 在将该资产首次天然气化方面做得非常出色,我们期待在 Sinu-9 上作为合作伙伴发展关系。

资产描述
Sinu-9 天然气区块位于下马格达莱纳谷,距离哥伦比亚加勒比海岸 75 公里,占地面积约 1,260 平方公里,位于科尔多瓦省。Sinu-9 天然气区块位于 Sinu San Jacinto 盆地,毗邻 Canacol 和 Hocol 持有的生产天然气区块。 NG Energy 目前是该区块的运营商,拥有该许可证 72% 的工作权益,此外还有 Desarrolladora Oleum, SA DE CV(15%)、Clean Energy Resources SAS(7.8%)和 FG Oil & Gas Inc.(5.2%)。

该地区已建立基础设施,可在 Jobo 连接点接入哥伦比亚北部天然气干线 Promigas 管道。Sinu

-9 区块地图:
Sinu-9 于 2024 年 11 月首次产气,这是对 Magico-1X 和 Brujo-1X 井的长期测试。基础设施已到位,总产量高达 40 百万立方英尺/天(收购的 40% 工作权益净产量为 16 百万立方英尺/天),进一步开发将大大提高产量,超过这一初始水平。

根据 NG Energy 最新认证储量报告,截至 2023 年 12 月 31 日,该区块的总 2P 和 3P 储量分别为 1588 亿立方英尺和 3408 亿立方英尺(2P/3P 储量净额为 635 亿立方英尺和 1363 亿立方英尺,扣除 40% 的已获得工作权益),该报告由独立合格储量评估机构 Sproule International Limited(“Proule”)编制,该报告采用《加拿大石油和天然气评估手册》中概述的准则编制。

Sinu-9 拥有巨大的勘探和评估潜力,位于一个非常富产的天然气盆地,该地区有多个生产油田。未来 18 个月内,多个线索和前景准备就绪,预计将大大增加资源基础。Sinu-

9 已获得哥伦比亚国家环境许可证局 (NLA) 颁发的环境批准,可在 11 个地点钻探 22 口井。开发第一阶段的基础设施已完全到位,总处理和出口能力为 4000 万立方英尺/天。M

&P 在哥伦比亚的经验
该集团在哥伦比亚活跃了 20 多年,这笔交易标志着其重新成为该国生产资产的运营商。迄今为止,M&P 已成功在哥伦比亚投资近 10 亿美元,获得了非常丰厚的回报。哥伦比亚是一个稳定且成熟的石油和天然气管辖区,M&P 对此非常熟悉,这对我们在非洲和拉丁美洲的其他业务具有战略补充作用。随着资产的近期增长和发展,预计的交易将使 M&P 利用其运营能力在哥伦比亚扩大规模。由于

大型成熟油田的衰退,哥伦比亚的天然气市场目前面临着当地产需失衡的问题,导致价格高企,并依赖液化天然气进口。现货国内天然气价格一直在上涨,截至 2024 年第四季度,已超过每百万英热单位 8 美元。预计这种供应短缺将至少持续到 2030 年,因为开发可能的额外生产能力将付出高昂的成本。

融资
1.5 亿美元的对价将从 M&P 现有的现金资源和可用的信贷额度(截至 2024 年 12 月 31 日为 2.6 亿美元)中拨出。

条件
交易的完成取决于双方协商并签署最终协议、获得监管部门批准(包括哥伦比亚国家碳氢化合物管理局(“NH”)的批准)以及满足其他惯例成交条件。M

&P 将在交易完成后的 12 个月内拥有从 NG Energy 收购 Sinu-9 额外 5% 工作权益的选择权,条件相同:对价 1875 万美元,生效日期为 2025 年 2 月 1 日。

顾问
Hannam & Partners 担任 M&P 的独家财务顾问。Herbert Smith Freehills LLP、Torys LLP 和 Martínez Quintero Mendoza González Laguado & De La Rosa 担任 M&P 的法律顾问。

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原文链接/GulfOilandGas

Signing of LOI for the acquisition of a 40% operating working interest in the Sinu-9 gas licence

Source: www.gulfoilandgas.com 1/20/2025, Location: South America

• Producing and development-ready onshore operated gas asset, strategically located with key infrastructure in-place
o Located in the Sinu San Jacinto basin and connected into the Promigas pipeline with direct access to the coastal urban and industrial areas in the north of Colombia
o High quality asset with recently developed facilities
o First gas achieved in November 2024 as part of the ongoing long term test
o Current infrastructure in place for gross production of up to 40 mmcfd (16 mmcfd net to the acquired 40% working interest) with further development expected to increase production well beyond this initial level

• Proven reserves with considerable exploration and appraisal upside
o Prolific basin, with multiple producing fields in the area and strong geological continuities
o Gross proven plus probable (2P) and proven plus probable plus possible (3P) reserves of respectively 158.8 bcf and 340.8 bcf as of 31 December 2023 (respectively 63.5 bcf and 136.3 bcf net to the 40% acquired working interest)
o Multiple prospects, of which several ready to be drilled over the next 18 months

• Very strong fundamentals for the Colombian domestic gas market

o Strategic gas resource for a Colombian market that is structurally short in supply, projected to be short 30% of demand by 2026
o Spot domestic gas prices in excess of $8/mmBtu as of Q4 2024
o Supply shortfall situation expected to last at least for the next five years, whilst identified new gas resources in the country will come with high development costs (offshore fields)

• Strategic opportunity for M&P to expand in Colombia
o M&P has been present in the country for over 20 years
o Cash flow diversification: non-Brent linked revenues in a stable OECD oil and gas jurisdiction
o $150 million acquisition consideration (as of effective date of 1 February 2025), fully funded from M&P’s existing cash resources and available facilities
o M&P will have a 12-month option from closing to acquire an additional 5% working interest in Sinu-9 from NG Energy under the same terms ($18.75 million consideration with the same effective date)


Etablissements Maurel & Prom S.A. ("M&P", the “Group”) is pleased to announce that it has entered into a letter of intent with NG Energy International Corp. (“NG Energy”), listed on the TSX Venture Exchange of Toronto, to acquire a 40% operated working interest in the Sinu-9 gas licence in Colombia for a consideration of $150 million as of the effective date of 1 February 2025. Pursuant to the letter of intent, the parties have agreed to use their best endeavours to expeditiously enter into a definitive agreement consistent with the letter of intent.

Olivier de Langavant, Chief Executive Officer of M&P, declared: “This acquisition represents a key step in M&P’s growth, bringing the Group an operating stake in a prolific and highly prospective gas licence. The asset is at an early stage of development, which allows us to leverage our operational expertise to develop all the resources in place and bring a domestic source of gas to the Colombian market. This marks a significant milestone in our history in Colombia, re-establishing M&P as an operator in the country with significant organic growth potential. NG Energy has done a great job at bringing this asset to first gas, and we look forward to growing the relationship as partners on Sinu-9”.

Asset description
The Sinu-9 gas block lies in the Lower Magdalena Valley, 75km from Colombia’s Caribbean coast, and covers an area of approximately 1,260 square kilometres in the department of Córdoba. The Sinu-9 gas block is located in the Sinu San Jacinto basin, adjacent to producing gas blocks held by Canacol and Hocol. NG Energy is currently the operator of the block and owns a 72% working interest in the licence, alongside Desarrolladora Oleum, S.A. DE C.V (15%), Clean Energy Resources S.A.S. (7.8%), and FG Oil & Gas Inc. (5.2%).

The area has established infrastructure with access to the Promigas pipeline, the northern natural gas trunk line of Colombia, at the Jobo connection point.

Map of the Sinu-9 block:
Sinu-9 achieved first gas production in November 2024, under the ongoing long term test of the Magico-1X and Brujo-1X wells. There is infrastructure in place for gross production of up to 40 mmcfd (16 mmcfd net to the acquired 40% working interest), and further development will considerably increase production beyond this initial level.

The block had gross 2P and 3P reserves of 158.8 bcf and 340.8 bcf, respectively, as of 31 December 2023 (63.5 bcf and 136.3 bcf of 2P/3P reserves net to the 40% acquired working interest), based on NG Energy’s latest certified reserves report prepared by Sproule International Limited (“Sproule”), an independent qualified reserve evaluator, which report was prepared using guidelines outlined in the Canadian Oil and Gas Evaluation Handbook.

Sinu-9 has considerable exploration and appraisal upside, in a very prolific gas basin with multiple producing fields in the area. Multiple leads and prospects are ready to be drilled over the next 18 months and are expected to significantly increase the resource base.

Sinu-9 is fully permitted with environmental approval granted by Colombia’s National Authority of Environmental Licences (“ANLA”) to drill 22 wells from 11 locations. Infrastructure is fully in place for the first phase of the development, with 40 mmcfd of gross treatment and export capacity.

M&P’s experience in Colombia
The Group has been active in Colombia for over 20 years, and this transaction marks its return as an operator of producing assets in the country. M&P has successfully invested close to $1 billion in Colombia to date, yielding very strong returns. Colombia is a stable and established oil and gas jurisdiction, well known to M&P, which strategically complements our other operations across Africa and Latin America. With near-term growth and development of the asset, the envisaged transaction positions M&P to build size and scale in Colombia leveraging its operational capabilities.

As a result of the decline of its large mature fields, Colombia’s natural gas market is currently facing imbalances between local production and demand, leading to high prices and a reliance on imports of liquefied natural gas. Spot domestic gas prices have been constantly rising and are in excess of $8 per mmBtu as of Q4 2024. This supply shortfall is expected to last until at least 2030, with the development of possible additional production capacity will come at a high cost.

Financing
The consideration of $150 million will be funded from M&P’s existing cash resources and available credit facilities ($260 million as of 31 December 2024).

Conditions
Closing of the transaction is subject to negotiation and execution of a definitive agreement between the parties, the receipt of regulatory approvals, including the approval of the Colombian National Hydrocarbons Agency (“ANH”), and the satisfaction of other customary closing conditions.

M&P will have a 12-month option from closing to acquire an additional 5% working interest in Sinu-9 from NG Energy under the same terms: $18.75 million consideration, with the same effective date of 1 February 2025.

Advisors
Hannam & Partners is acting as exclusive financial advisor to M&P. Herbert Smith Freehills LLP, Torys LLP, and Martínez Quintero Mendoza González Laguado & De La Rosa are acting as legal advisors to M&P.

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