A&D 分钟：Enverus 参与埃克森美孚 60B 美元先锋交易 [观看]

在本周的 A&D 分钟会议上，Enverus 的 Andrew Dittmar 详细分析了如果大型企业决定进行企业级收购，页岩独立公司可能如何成为目标。 

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      A&D 分钟 | EP。57 | 57 2023 年 10 月 11 日

      乔丹·索托（Jordan Soto），哈特能源公司执行制片人：这个消息是今天早上传出的。这是几十年来最大的能源交易，有可能重塑二叠纪盆地。这是由 BOK Financial Securities 提供支持的 A&D 分钟。埃克森美孚以约 600 亿美元的价格收购了二叠纪盆地巨头先锋自然资源公司 ( Pioneer Natural Resources)。Enverus Intelligence Research总监 Andrew Dittmar在此为您揭秘所有页岩油交易之王。

      Enverus Intelligence Research 总监 Andrew Dittmar：我认为我们将看到更多的上市公司整合，作为下一波并购浪潮。既然我们已经过去了所有这些私募股权支持的公司的汇总，我已经预计这将发生在小型市场上。因此，一些 SMID 上限，例如重要潜在目标的日历，也为高端整合打开了大门。因此，如果大型石油公司和最大的独立公司决定介入并真正进行企业收购，我们认为一些最大的页岩独立公司可能会成为整合故事中的买家，但实际上最终可能成为目标。

      JS：这是由 BOK Financial Securities 提供支持的 A&D 分钟。每周三通过我们的 A&D Watch 时事通讯观看新剧集并了解能源行业的所有最新交易。在hartenergy.com/deals上注册。

      原文链接/hartenergy

      A&D Minute: Enverus Weighs in on Exxon's $60B Pioneer Deal [WATCH]

      In this week's A&D Minute, Enverus' Andrew Dittmar breaks down how shale independent companies may become targets if majors decide to pursue corporate level acquisitions. 

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        A&D Minute | EP. 57 | October 11, 2023

        Jordan Soto, executive producer, Hart Energy: And the news broke this morning. This is the biggest energy deal in decades with the potential to reshape the Permian Basin. This is you’re A&D Minute powered by BOK Financial Securities. Exxon reached a roughly $60 billion deal to acquire Permian juggernaut, Pioneer Natural Resources. Andrew Dittmar, director at Enverus Intelligence Research is here to break down the king of all shale deals.

        Andrew Dittmar, director, Enverus Intelligence Research: I think we're going to see more public company consolidation as sort of the next wave of M&A. Now that we've moved past this rollup of all of these private equity backed companies, I'd already anticipated that was going to take place on the small end of the market. So some of the SMID caps, like a calendar of vital potential targets, but also opens the door for consolidation at the top end. So some of the largest shale independence companies that we thought would be buyers in the consolidation story, may actually end up being targets if the majors and largest independents decide to step in and really pursue corporate acquisitions,

        JS: That's your A&D Minute powered by BOK Financial Securities. Watch new episodes and see all the latest transactions in the energy industry with our A&D Watch newsletter every Wednesday. Sign up on hartenergy.com/deals.