（WO）——三菱商事株式会社已同意以 52 亿美元的股权交易收购Aethon Energy 的 Haynesville 页岩气业务，这标志着这家日本贸易公司首次直接进入美国页岩气行业的整个价值链。 

该交易于1月16日宣布，根据协议，三菱商事将从Aethon Energy Management及其现有股东（包括安大略省教师养老金计划和RedBird Capital Partners）手中收购Aethon III LLC、Aethon United LP及相关实体的全部股权。交易预计将于2026年日本财年第一季度（4月至6月）完成，但需获得相关监管机构的批准。

此次收购使三菱公司得以进入美国页岩气市场的核心地带，Aethon公司的资产主要集中在路易斯安那州和德克萨斯州的Haynesville页岩层。该资产组合目前日产约21亿立方英尺天然气，相当于每年1500万吨液化天然气。

海恩斯维尔天然气田地理位置优越，靠近美国墨西哥湾沿岸，可直接接入主要的液化天然气出口基础设施。三菱公司表示，这些资产是对其现有北美能源平台的补充，该平台包括通过CIMA Energy开展的中游营销业务、通过LNG Canada和Cameron LNG开展的液化天然气出口业务，以及通过Diamond Generating Corporation开展的发电业务。三菱公司根据一项加工协议，拥有Cameron LNG的液化产能。

从收购的资产中生产的天然气目前销往美国南部市场，三菱正在评估将一部分天然气以液化天然气的形式出口到亚洲（包括日本）以及欧洲的方案。

此举符合三菱公司“2027企业战略”，该战略强调构建一体化能源价值链。公司表示，此次收购预计将提升其天然气和液化天然气业务的盈利能力，同时支持其在美国发电、数据中心、化工及相关行业的下游增长机遇。

通过此次交易，三菱成为最新一家加深其在美国页岩气投资的国际企业，凸显了海恩斯维尔作为全球液化天然气市场供应中心的日益重要的作用。

(WO) - Mitsubishi Corporation has agreed to acquire Aethon Energy’s Haynesville shale gas business in a $5.2 billion equity transaction, marking the Japanese trading house’s first direct entry into the U.S. shale gas sector across the full value chain. 

The deal, announced Jan. 16, will see Mitsubishi Corporation acquire all equity interests in Aethon III LLC, Aethon United LP and related entities from Aethon Energy Management and existing stakeholders, including Ontario Teachers’ Pension Plan and RedBird Capital Partners. Closing is expected in the first quarter of Japan’s fiscal year 2026 (April–June), subject to customary regulatory approvals.

The acquisition brings Mitsubishi into the core of the U.S. shale gas market, with Aethon’s assets concentrated in the Haynesville Shale across Louisiana and Texas. The portfolio currently produces about 2.1 Bcf/d of natural gas—roughly equivalent to 15 million tonnes per year of LNG.

Haynesville gas is strategically positioned near the U.S. Gulf Coast, providing direct access to major LNG export infrastructure. Mitsubishi said the assets complement its existing North American energy platform, which includes midstream marketing through CIMA Energy, LNG exports via LNG Canada and Cameron LNG, and power generation through Diamond Generating Corporation. Mitsubishi holds liquefaction capacity rights at Cameron LNG under a tolling agreement.

Natural gas produced from the acquired assets is currently sold into the southern U.S. market, with Mitsubishi evaluating options to export a portion of volumes as LNG to Asia, including Japan, as well as to Europe.

The move aligns with Mitsubishi’s Corporate Strategy 2027, which emphasizes building integrated energy value chains. The company said the acquisition is expected to strengthen earnings from its gas and LNG businesses while supporting downstream growth opportunities in power generation, data centers, chemicals and related sectors in the United States.

With the transaction, Mitsubishi becomes one of the latest international players to deepen its exposure to U.S. shale gas, underscoring the Haynesville’s growing role as a supply hub for global LNG markets.