據(jù)海上工程師網(wǎng) 2022年1月13日報道，根據(jù)分析公司Enverus周四發(fā)布的數(shù)據(jù)，2021年第四季度美國石油和天然氣行業(yè)的并購交易價值比第三季度減少了一半，年度交易總額低于疫情爆發(fā)前的平均水平。
美國石油生產(chǎn)商在2021年最后3個月僅達(dá)成了90億美元的并購交易，比第三季度的185億美元下降了50%。 但由于第二季度創(chuàng)下了兩年來的峰值，去年全年的并購交易總額達(dá)到了660億美元，同比增長了25%。
2020年，美國油氣行業(yè)的并購活動受到疫情的打擊，把油氣價格推至創(chuàng)紀(jì)錄低點。去年大宗商品價格強(qiáng)勁反彈，引發(fā)了一波整合浪潮。
不過，這也推高了估值，使得買賣雙方難以就價格達(dá)成一致，導(dǎo)致交易數(shù)減少但交易規(guī)模擴(kuò)大。根據(jù)Enverus公布的數(shù)據(jù)，2020年和2021年簽訂的上游交易分別為172筆和179筆，而在疫情之前平均每年近400筆。
Enverus在一份新聞稿中表示，“受新冠病毒疫情影響市場的第二年”緩慢結(jié)束，使得2015年至2019年的總交易價值低于720億美元的平均水平。
美國大陸資源公司以32.5億美元從先鋒自然資源公司手中收購特拉華州資產(chǎn)，成為去年第四季美國石油并購交易的榜首，緊隨其后的是西南能源公司以約18.5億美元收購黑石公司支持的GeoSouthern公司在海恩斯維爾的資產(chǎn)。
Enverus的數(shù)據(jù)顯示，二疊紀(jì)盆地的特拉華部分和海恩斯維爾部分是兩個最活躍的部分，占第四季度總交易價值的80%。
Enverus主管安德魯·迪特馬爾說，總的說來，美國油氣并購市場將迎來一個活躍的2022年。
李峻 編譯自 海上工程師網(wǎng)
原文如下：
US Oil and Gas M&A Activity Slows in Q4
Dealmaking in the U.S. oil and gas industry halved in value in the fourth quarter from the third, with the annual total falling short of the pre-pandemic average, according to data published by analytics firm Enverus on Thursday.
Oil producers struck deals worth just $9 billion in the final three months of 2021, a 50% slump from the third quarter's $18.5 billion. But the full year totaled $66 billion, a jump of 25% thanks to a two-year peak in the second quarter.
M&A activity in the industry took a hit in 2020 from the pandemic pushing oil and gas prices to record lows, although commodity prices made a strong rebound last year, sparking a wave of consolidation.
That has, however, also pushed up valuations, making it difficult for buyers and sellers to agree on a price and leading to fewer but larger deals.
Upstream deals signed in 2020 and 2021 totaled 172 and 179, respectively, compared with an average of nearly 400 deals per year before COVID, according to Enverus data.
The slow end to the "second year of a COVID-influenced market" held total deal values below the $72 billion average from 2015 to 2019, Enverus said in a press release.
Continental Resources Inc's $3.25 billion purchase of Delaware assets from Pioneer Natural Resources topped the charts for oil M&A in the fourth quarter, followed by Southwestern Energy Co's takeover of Blackstone-backed GeoSouthern's assets in the Haynesville for about $1.85 billion.
The Delaware part of the Permian basin and Haynesville were the two most active plays, accounting for 80% of total deal value in the fourth quarter, Enverus data showed.
"Overall, the M&A market should be set for an active 2022. Pricing on inventory in areas like the Delaware Basin and Haynesville is still attractive for buyers and additional assets should be available on the market," Enverus director Andrew Dittmar said.
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