油气连锁反应:勘探与生产并购引发OFS整合

破纪录的勘探与生产整合正在波及油田服务领域,更多并购正在进行中。

Liberty Energy 作为压力泵领域的顶级行业参与者不断扩张,包括收购 SLB 在北美的陆上水力压裂业务。 (来源:自由能源

在快速、持续的勘探与生产整合浪潮中,Kodiak Gas Services 在 4 月份完成了一项秘密交易,收购 CSI Compressco,并创建业内最大的合同压缩船队。

由于油田服务和中游行业分散,生产石油和天然气的潜在客户减少,承包商意识到他们需要赶上与美国产量创历史新高的最大企业开展更多业务。

在埃克森美孚和雪佛龙大型交易的带动下,从 2023 年初到 3 月份,上游行业完成了近 2500 亿美元的并购交易。这使得 OFS 领域现在正在与似乎对减缓交易竞赛不感兴趣的勘探与生产公司进行追逐。

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原文链接/hartenergy

Oil and Gas Chain Reaction: E&P M&A Begets OFS Consolidation

Record-breaking E&P consolidation is rippling into oilfield services, with much more M&A on the way.

Liberty Energy has continued to expand as a top industry player in pressure pumping, including the acquisition of SLB's onshore hydraulic fracturing business in North America. (Source: Liberty Energy)

Amid a rapid, ongoing wave of E&P consolidation, Kodiak Gas Services closed an under-the-radar deal in April to acquire CSI Compressco and create the industry’s largest contract compression fleet.

With fewer potential customers churning out oil and gas amid fragmented oilfield services and midstream sectors, contractors realize they need to catch up to do more business with the biggest players producing record-high U.S. volumes.

Led by megadeals from Exxon Mobil and Chevron, the upstream sector completed nearly $250 billion in M&A transactions from the beginning of 2023 through March. That leaves the OFS space now playing chase with E&Ps that don’t seem interested in slowing the dealmaking race.

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