Enverus Intelligence Research 表示，由于收购目标减少，收购库存的质量正在下降，2024 年盈亏平衡平均为 50 美元/桶，而 2022 年和 2023 年为 45 美元/桶。
根据 Enverus Intelligence Research (EIR) 1 月 21 日发布的 2025 年展望，在过去两年内，并购交易总额达到 3000 亿美元之后，交易规模将大幅缩小。
其中超过一半（1880 亿美元）是上市公司热衷于合并的结果，共有 11 笔上市公司交易，总额超过 20 亿美元，而且可供收购的目标较少。
EIR 预计，到 2025 年，平均交易规模将下降，而收购库存的盈亏平衡经济效益将上升。
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With fewer acquisition targets, Enverus Intelligence Research said the quality of acquired inventory is declining, with breakevens averaging $50/bbl in 2024 versus $45/bbl in 2022 and 2023.
Following $300 billion of M&A in the past two years, deals are poised to get considerably smaller, according to a 2025 outlook released by Enverus Intelligence Research (EIR) on Jan. 21.
More than half of that figure—$188 billion—has been the rush by public companies to consolidate, with 11 public deals of more than $2 billion and fewer targets to pursue.
EIR expects average deal size to fall and breakeven economics of acquired inventory to rise in 2025.
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