并购后,一些“吝啬的”勘探与生产公司计划持有已运营的页岩油库存

在上游行业迅速整合之后,专家们预计会出现一波投资组合合理化和资产剥离的浪潮。但由于优质钻井地点已经稀缺,勘探与生产公司可能会继续持有运营库存。

EQT Corp. 在宾夕法尼亚州格林县开展业务。EQT 已加入非运营趋势,将宾夕法尼亚州东北部非运营 Marcellus 资产部分出售给 Equinor。(来源:EQT Corp.

一年多以来,A&D市场上游“部分”的收购一直是焦点。

现在,是时候让“凄美”部分“禁欲”成为人们关注的焦点了。  

在美国勘探与生产行业经历了历史性的整合之后,生产商目前正在调整其投资组合,考虑出售非核心资产来偿还债务。

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After M&A, Some ‘Stingy’ E&Ps Plan to Hold Operated Shale Inventory

After a whirlwind run of upstream consolidation, experts anticipated a wave of portfolio rationalization and divestitures. But with high-quality drilling locations already scarce, E&Ps may cling to operated inventory.

EQT Corp. operations in Greene County, Pennyslvania. EQT has joined the non-op trend with a partial sale of non-op Marcellus assets in northeast Pennsylvania to Equinor. (Source: EQT Corp.)

For over a year, the “A” part of upstream A&D market—acquisitions—has been center stage.

Now, it’s time for the “D” part—divestitures—to claim the spotlight.  

After a historic run of U.S. E&P industry consolidation, producers are now pruning their portfolios to consider sales of non-core assets to pay down debt.

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