据阿拉伯贸易9月14日消息称，数据分析公司GlobalData的数据显示，全球油气行业的并购活动和上游油气行业的融资活动在第二季度猛增至1305亿美元，是上一季度278亿美元的四倍。
报告称，在交易量方面，交易数量从2019年第一季度的316笔小幅下降至2019年第二季度的315笔。
GlobalData石油和天然气分析师Praveen Kumar Karnati表示：“在2019年第二季度，传统领域共记录了107笔并购交易，总价值211亿美元;在非传统领域，记录了44笔交易，总价值623亿美元。”
他表示，通过股票发行筹集资金的交易价值大幅增长，2019年第二季度达到130亿美元，而2019年第一季度为15亿美元。
他补充说，股票发行交易的数量也从2019年第一季度的88笔增加了19%，至2019年第二季度的105笔。
根据该报告，通过债券发行筹集资金，2019年第二季度注册交易数量增加了48％达到49笔，交易价值增加了 62％达到288亿美元，而上一季度的交易数量为33笔交易，交易总价值为178亿美元。
在2019年第二季度的上游行业，共有10笔私募股权/风险投资交易，总价值53亿美元，而在2019年第一季度，共有16笔交易，总价值13亿美元。
Karnati指出，2019年第二季度最大的并购交易是西方石油公司以550亿美元收购阿纳达科石油公司，包括承担阿纳达科的债务。
分析师指出：“截至2018年年底，该公司1P已探明储量约6.67亿桶石油、2.68亿桶天然气凝析液和3.23万亿立方英尺天然气。2018年，该公司的石油产量约为1.4亿桶，天然气凝析油产量约为3800万桶，天然气产量约为3900亿立方英尺。该交易意味着日产量为每桶油当量82,613.17美元，1P储量为每桶油当量37.33美元。”
2019年第二季度最重要的融资交易之一，是西方石油公司(Occidental Petroleum)同意发行10万股累积永久优先股，每股10万美元，以筹集100亿美元的总收益。
曹海斌 摘译自 阿拉伯贸易
原文如下：
Upstream oil and gas M&A volume hits $130.5bn in Q2
The global mergers & acquisitions (M&A) and raising activity in the upstream oil and gas sector has surged to $130.5 billion in the second quarter, a four-fold increase from the $27.8 billion in the previous quarter, according to GlobalData, a leading data and analytics company.
On the volume front, the number of deals decreased marginally from 316 in Q1 2019 to 315 in Q2 2019, said the report.
Praveen Kumar Karnati, Oil and Gas Analyst at GlobalData, said: “A total of 107 M&A deals, with a combined value of $21.1 billion, were recorded in the conventional segment, and 44 deals, with a combined value of $62.3 billion, were recorded in the unconventional segment in Q2 2019.”
Capital raising, through equity offerings, witnessed a substantial increase in deal value, recording $13 billion in Q2 2019, compared with $1.5 billion in Q1 2019, he stated.
The number of equity offering deals also increased by 19% from 88 in Q1 2019 to 105 deals in Q2 2019, he added.
According to the report, capital raising, through debt offerings, registered an increase of 48% in the number of deals and 62% in deal value with 49 deals, with a combined value of $28.8 billion, in Q2 2019, compared with 33 deals, with a combined value of $17.8 billion, in the previous quarter.
In the upstream industry in Q2 2019, 10 private equity/venture capital deals, with a combined value of $5.3 billion, were recorded, compared with 16 deals, with a combined value of $1.3 billion, in Q1 2019.
Karnati pointed out that the top M&A deal of Q2 2019 was Occidental Petroleum’s acquisition of Anadarko Petroleum for $55 billion, including the assumption of Anadarko’s debt.
"As of year-end 2018, the company had proven (1P) reserves of approximately 667 million barrels (mmbbl) of oil, 268 mmbbl of natural gas liquids (NGLs), and 3,230 billion cubic feet (bcf) of gas. In 2018, the company had production of approximately 140 mmbbl of oil, 38 mmbbl of NGLs, and 390 bcf of gas. The transaction implies values of $82,613.17 per boe of daily production and $37.33 per boe of 1P reserves," noted the analyst.
One of the top capital raising deals of Q2 2019 was Occidental Petroleum’s agreement to issue 100,000 shares of cumulative perpetual preferred shares, at a price of $100,000 per share, to raise gross proceeds of $10 billion.
