纳斯达克

分析公司 Enverus 表示，美国石油和天然气巨头埃克森美孚和雪佛龙本月的重磅收购可能会引发能源行业的进一步整合，此前该行业第三季度的并购交易较为平静。

资料来源：路透社

Enverus 周二表示，上一季度美国有 25 笔石油勘探和生产交易，价值 140 亿美元。这低于去年同期的 160 亿美元和 2023 年第二季度报告的 240 亿美元。

然而，报告强调，埃克森美孚XOM.N 和雪佛龙 CVX.N的历史性  交易合计价值数千亿美元，可能会引发寻求获得剩余钻探机会的小型能源公司的进一步整合。

Enverus 董事安德鲁·迪特马尔 (Andrew Dittmar) 表示，“正如预期的那样，私营勘探生产企业的整合步伐放缓，因为规模和质量方面的佼佼者已大部分（但并非全部）被收购。”

“整合的下一个合乎逻辑的步骤是公共生产商之间更多的合作。”

雪佛龙 周一同意以 530 亿美元的股票收购赫斯 HES.N ，以获得更大的美国石油足迹，距离埃克森美孚 以 59.5 美元的全股票交易达成收购竞争对手先锋 自然资源 PXD.N 的 交易不到两周 亿美元，这将使其成为 美国最大 油田的最大生产商。

在收购先锋公司向二叠纪盆地扩张之前，埃克森美孚于 7 月同意  以 49 亿美元收购Denbury  Inc  （DEN.N） 。

 第三季度 的其他交易包括Permian Resources以 45亿美元 收购 Earthstone Energy  ESTE.N，以及Energy Transfer以 71 亿美元收购管道竞争对手Crestwood Equity  Partners CEQP.N。

Enverus表示，雪佛龙在收购Hess时将重点放在国际资产上，这为未来进行更多页岩油交易敞开了大门，尽管规模较小。

该公司还表示，大型独立企业可能会针对中小型生产商进行“疯狂收购”，强调了 德文 能源公司 （DVN.N） 和马拉松石油公司（  MRO.N） 以及天然气生产商 切萨皮克 能源公司 （ CHK.O） 和西南石油公司之间的潜在合并。能源 SWN.N。

（Swati Verma 和 Rahul Paswan 班加罗尔报道；Sharon Singleton 编辑）

Nasdaq

Blockbuster takeovers by U.S. oil and gas majors Exxon and Chevron this month may spark further consolidation in the energy industry after a quieter third quarter for mergers and acquisitions in the sector, analytics firm Enverus said.

Source: Reuters

There were 25 U.S. oil exploration and production deals worth $14 billion in the last quarter, Enverus said on Tuesday. This was lower than $16 billion in the same period last year and $24 billion reported in the second quarter of 2023.

However, the historic Exxon XOM.N and Chevron CVX.N deals, worth hundreds of billions of dollars combined, are likely to ignite further consolidation among smaller energy companies seeking to secure remaining drilling opportunities, the report highlighted.

“As anticipated, the pace of consolidation slowed for private E&Ps as the cream of the crop in terms of scale and quality has largely, but not entirely, been bought out,” said Andrew Dittmar, an Enverus director.

“The next logical step in consolidation is more tie-ups between public producers.”

Chevron on Monday agreed to buy Hess HES.N for $53 billion in stock to gain a bigger U.S. oil footprint, less than two weeks after Exxon secured a deal to buy rival Pioneer Natural Resources PXD.N in an all-stock transaction valued at $59.5 billion that would make it the biggest producer in the largest U.S. oilfield.

Prior to its expansion in the Permian Basin with the acquisition of Pioneer, Exxon in July agreed to buy Denbury Inc DEN.N for $4.9 billion.

Other deals in the third quarter included Permian Resources’ PR.N $4.5 billion acquisition of Earthstone Energy ESTE.N, and Energy Transfer’s ET.N $7.1 billion acquisition of pipeline rival Crestwood Equity Partners CEQP.N.

Chevron’s focus on international assets in the acquisition of Hess leaves the door open for more shale deals down the road, albeit at a smaller scale, Enverus said.

The firm also said large independents are likely to go on a “shopping spree” targeting smaller and midsize producers, highlighting potential mergers between Devon Energy DVN.N and Marathon Oil MRO.N and gas producers Chesapeake Energy Corp CHK.O and Southwestern Energy SWN.N.

(Reporting by Swati Verma and Rahul Paswan in Bengaluru; Editing by Sharon Singleton)