據(jù)油價(jià)網(wǎng)2023年8月21日?qǐng)?bào)道，美國(guó)獨(dú)立綜合油氣公司二疊紀(jì)資源公司和美國(guó)獨(dú)立油氣勘探生產(chǎn)公司Earthstone能源公司8月21日表示，兩家公司已經(jīng)簽署了一項(xiàng)協(xié)議，前者將以45億美元的全股票交易收購(gòu)后者，預(yù)計(jì)這將在二疊紀(jì)的特拉華盆地創(chuàng)造一個(gè)價(jià)值140億美元的主要頁(yè)巖生產(chǎn)商。

這筆全股票交易的價(jià)值包括了Earthstone能源公司的凈債務(wù)。

根據(jù)交易條款，Earthstone能源公司每股普通股將兌換二疊紀(jì)資源公司1.446股普通股。

兩家公司表示，這筆交易預(yù)計(jì)將提升二疊紀(jì)資源公司作為特拉華盆地獨(dú)立勘探開發(fā)運(yùn)營(yíng)商的領(lǐng)先地位，二疊紀(jì)資源公司在二疊紀(jì)盆地?fù)碛谐^(guò)40萬(wàn)英畝的凈探區(qū)面積，預(yù)計(jì)油氣日產(chǎn)量約為30萬(wàn)桶油當(dāng)量。

這筆交易將增加現(xiàn)金流，并將立即增加二疊紀(jì)資源公司的股東回報(bào)。二疊紀(jì)資源公司計(jì)劃從2024年第一季度開始將季度基本股息提高20%，至每股0.06美元。

二疊紀(jì)資源公司聯(lián)合首席執(zhí)行官詹姆斯·沃爾特表示：“在過(guò)去12個(gè)月評(píng)估了超過(guò)200億美元的潛在交易后，我們堅(jiān)信收購(gòu)Earthstone能源公司是二疊紀(jì)資源公司的最佳交易。它滿足了所有條件，提高了股東價(jià)值，同時(shí)改善了一家已經(jīng)是一流的公司。”

這筆交易是二疊紀(jì)盆地一系列交易中的最新一筆，該交易在第二季度重新成為美國(guó)上游交易市場(chǎng)的熱點(diǎn)。

知名咨詢機(jī)構(gòu)Enverus情報(bào)研究公司(EIR)在上個(gè)月的一份季度報(bào)告中稱，第二季度美國(guó)上游并購(gòu)活動(dòng)蓬勃發(fā)展，共達(dá)成20筆交易，交易額達(dá)240億美元，二疊紀(jì)盆地重新成為并購(gòu)活動(dòng)的中心。

EIR表示，雪佛龍公司收購(gòu)了以科羅拉多州DJ盆地為主的生產(chǎn)商PDC能源公司。

EIR董事安德魯·迪特馬爾表示:：“在今年年初相對(duì)平靜之后，第二季度二疊紀(jì)盆地并購(gòu)活動(dòng)出現(xiàn)了迅猛復(fù)蘇。”

李峻 譯自 油價(jià)網(wǎng)

原文如下：

Latest U.S. Upstream Merger To Create $14-Billion Permian Producer

Permian Resources has signed a deal to buy Earthstone Energy in an all-stock deal valued at $4.5 billion, which is expected to create a $14-billion premier producer in the Delaware basin in the Permian, the companies said on Monday.

The value of the all-stock deal is inclusive of Earthstone’s net debt.

Under the terms of the transaction, each share of Earthstone common stock will be exchanged for 1.446 shares of Permian Resources common stock.

The deal is expected to boost Permian Resources’ position as a leading Delaware Basin independent E&P operator with more than 400,000 Permian net acres, and pro forma production of around 300,000 barrels of oil equivalent per day (boed), the companies said.

The transaction will boost cash flows and will be immediately accretive to Permian Resources’ returns to shareholders. The company plans to increase its quarterly base dividend by 20% to $0.06 per share beginning with its first-quarter 2024 dividend.

“After evaluating over $20 billion of potential transactions during the past twelve months, we firmly believe the acquisition of Earthstone represented the best transaction for Permian Resources. It checks all the boxes, enhancing shareholder value while improving upon an already best-in-class company,” said James Walter, Co-CEO of Permian Resources.

The transaction is the latest of a series of deals in the Permian, which returned in the second quarter as the hottest spot for the U.S. upstream deal-making market.

During the second quarter, U.S. upstream mergers and acquisitions boomed with $24 billion transacted in 20 deals, with the Permian returning to its usual position as the center of M&A activity, Enverus Intelligence Research (EIR) said in a quarterly report last month.

Chevron’s purchase of primarily DJ-focused producer PDC Energy was one notable exception to this Permian-centric quarter, Enverus said.

“The second quarter saw a thunderous return to Permian M&A after a relatively quiet start to the year,” said Andrew Dittmar, director at Enverus.