道达尔能源公司阿根廷页岩油区块竞标者出现

乔纳森·吉尔伯特,彭博社 ,2025 年 6 月 27 日

(彭博社)据知情人士透露,法国道达尔能源公司正在与至少两家已对其位于阿根廷的页岩油资产提出竞购请求的竞购者进行谈判。

首席执行官帕特里克·普亚内 (Patrick Pouyanne) 今年早些时候表示,他愿意以合适的价格出售油田的股份,随后撤资行动取得了进展。

道达尔拒绝发表评论。

瓦卡穆埃尔塔页岩油气产量正在增长,4月份日产量突破44.2万桶,同比增长22%。但其中大部分产量来自本土公司。 

埃克森美孚、马来西亚国家石油和道达尔等全球巨头纷纷退出市场,原因是自由主义总统哈维尔·米莱伊推行的改革措施(包括放松资本管制)推高了页岩油气田的估值。这为他们出售资产并将其资本重新配置到其他优先资产打开了机会之窗。

这两个油田分别名为La Escalonada和Rincon La Ceniza,位于主要生产中心以北,地处该地层尚未开发的角落,蕴藏着巨大的潜力。道达尔公司和壳牌公司分别持有这两个油田45%的股份;剩余的10%则属于内乌肯省石油公司(GyP del Neuquen)。

道达尔目前尚未出售其在阿根廷的页岩气资产,该公司甚至正带头努力将阿根廷打造成邻国巴西重要的页岩气供应国。

原文链接/WorldOil

Bidders emerge for TotalEnergies’ Argentina shale oil acreage

Jonathan Gilbert, Bloomberg June 27, 2025

(Bloomberg) — France’s TotalEnergies SE is in talks with at least two suitors who have submitted bids for its shale oil assets in Argentina, according to people familiar with the matter.

Progress with the divestment comes after CEO Patrick Pouyanne said earlier this year that he’d be willing to offload stakes in the fields at the right price.

Total declined to comment.

Crude production in the Vaca Muerta shale formation is growing, topping 442,000 barrels a day in April, 22% more than a year earlier. But much of that is being pumped by homegrown companies. 

Global players like Exxon Mobil Corp., Malaysia’s Petronas and Total are exiting as libertarian President Javier Milei’s reforms, including looser capital controls, boost valuations for shale acreage. That’s opening a window of opportunity for them to sell and reallocate the capital to priority assets elsewhere.

The oil fields, called La Escalonada and Rincon La Ceniza, lie in an underdeveloped corner of the formation with huge potential, north of the main production hub. Total owns 45% of each field and Shell Plc 45%; the remaining 10% belongs to provincial oil company GyP del Neuquen.

Total’s Argentine shale gas assets aren’t currently up for sale and the company is even spearheading efforts to turn Argentina into a noteworthy supplier of the fuel to neighboring Brazil.