世界石油

（彭博社）据知情人士透露，总部位于俄克拉荷马城的石油和天然气公司德文能源公司正在研究主要收购目标，以扩大美国页岩油业务的规模。知情人士称，近几个月来，德文郡已就与马拉松石油公司合并事宜进行了初步谈判。由于此事尚未公开，该人士要求匿名。

资料来源：路透社

这两家公司具有互补性，因为它们都在美国中西部、俄克拉荷马州、德克萨斯州和新墨西哥州的少数盆地开展业务。马拉松的市值约为175亿美元。

知情人士称，另外，德文郡一直在关注 CrownRock LP，这是一家活跃在美国最大、产量最高的油田二叠纪盆地的少数人持股公司。知情人士称，CrownRock 已开始出售，售价可能超过 100 亿美元。

知情人士补充说，尚未做出最终决定，德文郡可能会选择不追求任何一个目标。

周三，Devon 在纽约交易中上涨 0.3%，收于 50.08 美元，该公司市值约为 320 亿美元。该股今年以来已下跌约19%。Marathon 在盘后交易中上涨高达 4.6%，而 Devon 则下跌高达 2.8%。

德文郡和马拉松的代表拒绝置评，而 CrownRock 的代表则没有回应置评请求。路透社上个月报道称，CrownRock 正准备寻求出售。

德文郡的合并雄心凸显出，随着公司寻求增加钻井库存和削减成本，美国页岩油行业的整合浪潮已经成熟。投资者也渴望看到合并，因为勘探者可以通过配对和组装连续的钻探位置来节省资金。

据彭博社本周报道， 切萨皮克能源公司正在考虑 收购竞争对手天然气生产商西南能源公司，而埃克森美孚公司本月同意支付约 600 亿美元收购先锋自然资源公司。是今年最大的一笔交易。

德文郡是美国最大的独立页岩勘探公司之一，在美国五个盆地开展业务，其中以二叠纪盆地为首。Marathon Oil 或 CrownRock 都将是 Devon 自 2021 年以 26 亿美元收购 WPX Energy 以来最大的一笔交易。

World Oil

(Bloomberg) – Devon Energy Corp., an Oklahoma City-based oil and gas company, is studying major acquisition targets as it seeks to gain scale in U.S. shale, according to people familiar with the matter. Devon has held preliminary talks in recent months about a combination with Marathon Oil Corp., said the people, who asked to not be identified because the matter isn’t public.

Source: Reuters

The companies are complementary because both operate in a handful of basins in the Midwestern U.S., Oklahoma, Texas and New Mexico. Marathon has a market value of about $17.5 billion.

Separately, Devon has been looking at CrownRock LP, a closely held company active in the Permian basin, the biggest and most productive oil field in the U.S., the people said. CrownRock has been for sale and could fetch more than $10 billion, the people said.

No final decision has been made and Devon could opt against pursuing either target, the people added.

Devon rose 0.3% to close at $50.08 in New York trading Wednesday, giving the company a market value of about $32 billion. The stock has fallen about 19% this year. Marathon rose as much as 4.6% in post-market trading while Devon fell as much as 2.8%.

Representatives for Devon and Marathon declined to comment, while a representative for CrownRock didn’t respond to requests for comment. Reuters reported last month that CrownRock was preparing to explore a sale.

Devon’s merger ambitions underscore how U.S. shale is ripe for a consolidation wave as companies seek to boost drilling inventory and cut costs. Investors are eager to see mergers too, as explorers can save money by pairing up and assembling contiguous drilling positions.

Chesapeake Energy Corp. is considering an acquisition of rival natural gas producer Southwestern Energy Co., Bloomberg News reported this week, while Exxon Mobil Corp. agreed this month to pay about $60 billion for Pioneer Natural Resources Co. in the largest deal of the year.

Devon is one of the biggest independent shale explorers in the U.S., with operations in five U.S. basins, led by its presence in the Permian. Either Marathon Oil or CrownRock would be Devon’s largest deal since its $2.6 billion takeover in 2021 of WPX Energy.