據(jù)海上工程師網(wǎng)2022年7月15日報道，能源分析公司Enverus Intelligence Research7月14日公布的最新統(tǒng)計數(shù)據(jù)顯示，由于大宗商品價格波動導致買賣雙方在資產(chǎn)價值上發(fā)生沖突，美國第二季度油氣并購交易規(guī)模環(huán)比降至120億美元，接近去年同期348億美元的三分之一。 

Enverus Intelligence Research主管安德魯?迪特馬表示：“爆發(fā)地緣政治沖突以后大宗商品價格飆升，導致并購交易活動暫時陷入停滯，因為買家和賣家在資產(chǎn)價值上存在分歧。”

在爆發(fā)地緣政治沖突以后，美國指標原油期貨CLc1價格在3月初飆升至每桶逾123美元，但隨后因經(jīng)濟衰退擔憂升溫而下跌。

但迪特瑪表示，第二季度的高價格引發(fā)了私募股權(quán)公司的并購興趣，并刺激了一些交易。 Enverus的數(shù)據(jù)顯示，私募股權(quán)賣家約占美國第二季度并購交易總額的80%。

迪特馬表示，今年的高油價導致私人投資者紛紛將美國頁巖地區(qū)的資產(chǎn)推向市場。迪特馬補充說：“挑戰(zhàn)在于找到愿意支付要價的買家。”

位于得克薩斯州西部和新墨西哥州的二疊紀盆地在第二季度的并購交易價值中占了46%，使其成為美國第二季度石油并購交易最活躍的油氣地區(qū)。根據(jù)Enverus的數(shù)據(jù)，落基山脈緊隨其后，占12%，中部地區(qū)占6%，美國墨西哥灣沿岸占5%，西海岸占2%。美國東部的墨西哥灣近海和阿拉斯加州沒有登記并購交易。

大約三分之一的并購交易總價值來自私人公司高露潔能源合作伙伴III公司和百年資源開發(fā)公司的合并。

美國第二季度其他價格最高的并購交易包括Grey Rock投資合作伙伴公司和Executive Network Partnering公司達成的13億美元并購協(xié)議，共同組建Granite Ridge資源公司。

李峻 編譯自 海上工程師網(wǎng)

原文如下：

U.S. Oil Mergers Drop to $12 Billion as Volatility Limits Deals

U.S. oil and gas dealmaking fell to $12 billion last quarter, down from the first quarter and nearly a third of the $34.8 billion in the same period a year ago, as commodity price volatility left buyers and sellers clashing over asset values, according to data released by energy analytics firm Enverus on Thursday.

"The spike in commodity prices that followed the war temporarily stalled M&A as buyers and sellers disagreed on the value of assets," said Andrew Dittmar, a director at Enverus Intelligence Research.

U.S. benchmark crude oil futures CLc1 prices surged to more than $123 a barrel in early March following the war, but prices have since cooled as recession worries moved to the forefront

But last quarter's high prices prompted M&A interest from private equity firms and spurred some deals, Dittmar said. Private equity sellers made up about 80% of quarter's total deal value, Enverus data showed.

This year's oil prices have led to a rush among private investors to put properties across the U.S. shale patch on the market, Dittmar said.

"The challenge is finding buyers willing to pay their asking prices," Dittmar added.

The Permian Basin of west Texas and New Mexico accounted for 46% of last quarter's deal value, making it the most active oil and gas region in the United States. The Rockies followed with 12%, Midcontinent with 6%, U.S. Gulf Coast with 5%, and the West Coast with 2%, according to Enverus data. The offshore Gulf of Mexico, eastern United States, and Alaska did not register deals.

about a third of the total deal value came from a merger between private Colgate Energy Partners III and Centennial Resource Development.

Other top deals by price last quarter included a $1.3 billion agreement between Grey Rock Investment Partners and Executive Network Partnering Corp to form Granite Ridge Resources.