据OGJ11月18日报道称，根据雷斯塔能源公司的最新评估显示，全球石油和天然气行业的巨头们正在寻求出售总价值达275亿美元的资产。
这些公司正在积极地大规模削减资产，为其他地方的高收益投资提供资金，同时还增加了可取悦要求严格资本纪律的股东的额外利益。
雷斯塔能源公司上游团队分析师Ranjan Saxena表示：“预期的交易意味着一些大型石油公司将准备退出某些地区，让地区参与者和独立石油公司有机会购买关键油气田，并通过延长生产寿命和开发新油田来帮助他们保持盈利。”
“尽管石油和天然气巨头们将重点放在核心地区，并剥离地缘政治不稳定地区的成熟资产和利益，但观察人士将密切关注，看看观察投资者的反应以及这些能源巨头在气候担忧加剧中将采取哪些其他步骤来保持利益相关者的兴趣和地缘政治动荡。”
以下是雷斯塔能源公司最新报告中的一些要点：
埃克森美孚 计划在2021年之前剥离价值150亿美元的资产，重点开发在圭亚那和美国二叠纪盆地的油田，以及在莫桑比克和美国墨西哥湾的天然气项目。
雪佛龙公司 需要为哈萨克斯坦的Tengiz、泰国的Contract 3和美国二叠纪盆地的页岩区块等项目筹集资金。此外，该公司正在考虑出售在尼日利亚的资产，价值可能高达20亿美元。
BP 正寻求出售一些位于核心地区以外的美国页岩资产，以帮助为去年斥资105亿美元收购必和必拓在北美子公司提供资金。这家英国公司在市场上投放了七项资产，其中最引人注目的是位于科罗拉多州和新墨西哥州边界、天然气丰富的圣胡安盆地。所有交易的总销售额可达到16亿-20亿美元。
道达尔 计划到2021年剥离价值50亿美元的资产。该公司正寻求出售其在里海哈萨克海域Kashagan巨型油田的16.8％股权的三分之一，可能吸引32亿-40亿美元的报价。
壳牌 计划到2021年剥离价值100亿美元的资产，据报道，壳牌正寻求退出印度尼西亚的Abadi LNG项目，该项目可能为这家超级巨头筹集10亿-16亿美元。
康菲石油公司 已将其全部234,000英亩的资产抛售并投入到路易斯安那州新兴的Austin Chalk区块中，这是该项目首次公开大约一年半的时间之后的事情。估值预计将低于10亿美元。
徐蕾 摘译自 OGJ
原文如下：
Majors’ global selling spree could fetch $27 billion
Global giants of the oil and gas industry – the supermajors – are looking to sell assets that could fetch a total $27.5 billion, according to Rystad Energy’s latest assessment.
These companies are actively shedding mature assets on a massive scale in a bid to finance higher-yielding investments elsewhere, with the added benefit of pleasing shareholders who are calling for stricter capital discipline.
“The expected transactions mean some of the majors are poised to exit certain regions, giving regional players and independents a chance to buy into key fields and help keep them profitable through production-life extensions and new developments,” says Ranjan Saxena, an analyst on Rystad Energy’s upstream team.
“While oil and gas majors increase their focus on core areas and divest mature assets and interests in geopolitically unstable regions, observers will be following closely to see how investors react and what other steps these energy giants will take to keep stakeholders interested amid rising climate concerns and geopolitical volatility,” Saxena added.
Here are some highlights from Rystad Energy’s latest report:
ExxonMobil plans to divest assets worth $15 billion by 2021 as it focuses on developing oilfields in Guyana and the US Permian basin, as well as gas projects in Mozambique and the US Gulf of Mexico.
Chevron needs to raise capital for projects such as Tengiz in Kazakhstan, Contract 3 in Thailand, and its US shale positions in the Permian basin. In addition, the company is considering a sale of assets in Nigeria which could be valued at up to $2 billion.
BP is looking to offload some of the US shale assets that lie outside of its core areas in order to help fund last year’s $10.5 billion purchase of BHP’s North America subsidiary. The British player put seven asset packages on the market, headlined by the gas-rich San Juan basin acreage on the Colorado-New Mexico border. A sale could fetch $1.6-2 billion for all the packages combined.
Total plans to divest assets worth $5 billion by 2021. The company is seeking to sell one-third of its 16.8% stake in the giant Kashagan field in the Kazakh sector of the Caspian Sea, thought likely to attract offers of $3.2-4 billion.
Shell plans to divest assets worth $10 billion by 2021 and is reportedly looking to exit the Abadi LNG project in Indonesia, which could raise $1-1.6 billion for the supermajor.
ConocoPhillips has placed its entire 234,000-acre asset in the emerging Austin Chalk play of Louisiana on the market, about a year-and-a-half after the position was first unveiled. The valuation is expected to be below $1 billion.
