据 Hart Energy 获悉，对冲基金巨头Citadel已以 12 亿美元收购了 Haynesville Shale E&P Paloma Natural Gas 。

据熟悉交易的消息人士透露，此次交易包括土地、生产资产和约 60 个未开发的海恩斯维尔地点。

由私募股权公司EnCap Investments LP支持的 Paloma Natural Gas 表示，它于 2025 年 2 月出售给了 Citadel 。

Hart Energy 已联系 Citadel、EnCap 和 Paloma 以获取更多信息。

根据路易斯安那州的数据，Paloma Natural Gas LLC 在 2024 年生产了近 1400 亿立方英尺天然气，约合每天 3.8225 亿立方英尺。

Rextag 的数据显示，该公司在路易斯安那州卡多、德索托、博西尔、萨宾、红河、韦伯斯特和比恩维尔教区拥有资产。

2021 年，Paloma 以 4.8 亿美元现金收购了 Goodrich Petroleum Corp. 的 Haynesville 资产。

专家表示，随着美国天然气价格上涨以及对液化天然气出口、人工智能数据中心和发电的需求不断增长，买家希望获得海恩斯维尔页岩的投资。

芝加哥商品交易所集团的数据显示，在摆脱去年创下的历史最低价格后，亨利中心地带原油价格在未来 12 个月内平均约为 4.58 美元/千立方英尺。

总部位于迈阿密的 Citadel 管理着约 650 亿美元的资产，在由商家、能源生产商和公用事业公司主导的天然气交易市场中，它已成为一股不同寻常的力量。

据彭博社报道，受天然气交易的推动，Citadel 的大宗商品业务去年创造了约 40 亿美元的利润。

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有关的

Aethon：Haynesville E&Ps 不愿在天然气价格维持在 5 美元以下的情况下进行钻探

Hedge fund giant Citadel has acquired Haynesville Shale E&P Paloma Natural Gas for $1.2 billion, Hart Energy has learned.

The transaction includes acreage, producing assets and approximately 60 undeveloped Haynesville locations, according to sources familiar with the transaction.

Paloma Natural Gas, backed by private equity firm EnCap Investments LP, said it sold to Citadel in February 2025.

Hart Energy has reached out to Citadel, EnCap and Paloma for more information.

Paloma Natural Gas LLC produced nearly 140 Bcf of natural gas in 2024, or about 382.25 MMcf/d, according to Louisiana state data.

The company has assets across Caddo, De Soto, Bossier, Sabine, Red River, Webster and Bienville parishes, Louisiana, according to Rextag data.

Paloma acquired the Haynesville assets of Goodrich Petroleum Corp. for $480 million in cash in 2021.

Experts say buyers want Haynesville Shale exposure as U.S. natural gas prices rise and gas demand grows to fuel LNG exports, AI data centers and power generation.

After coming off record low prices seen last year, Henry Hub strip prices average about $4.58/Mcf over the next 12 months, according to CME Group data.

Miami-based Citadel, with about $65 billion in assets under management, has emerged as an unusual force in natural gas trading in a market dominated by merchants, energy producers and utilities.

Citadel’s commodities business generated around $4 billion of profit last year, driven by natural gas trading, Bloomberg reported.

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