三季度全球油气上游行业并购和融资共634亿美元

据世界能源新闻11月23日消息称，2 2019年第三季度，全球油气上游行业的并购和融资活动总额为634亿美元，比2019年第三季度宣布的1268亿美元的并购和融资交易减少了50%。领先的数据和分析公司GlobalData表示，按交易量计算，交易数量从第二季度的338笔下降到第三季度的269笔，下降了30%。

2019年第三季度，常规领域共记录了90宗并购交易，总价值137亿美元，非传统领域记录了36宗并购交易，总价值171亿美元。

GlobalData的石油和天然气分析师Praveen Kumar Karnati表示：“通过发行股票筹集资金的交易价值大幅下降，第三季度为12亿美元，而第二季度为145亿美元。股票发行交易数量也从第二季度的109宗下降到第三季度的90宗，下降了17%。”

“第三季度，通过发行债券筹集资金的交易数量下降了17%，交易价值小幅上升，共有43笔交易，总价值为300亿美元，而前一季度共有52笔交易，总价值为291亿美元。”

第三季度，上游行业共发生了10起私人股本/风险资本交易，总价值为14亿美元，而第二季度则发生了13起交易，总价值为5.042亿美元。

第三季度最大的并购交易是，BP同意以56亿美元的价格，将其在阿拉斯加的全部上游和中游业务出售给Hilcorp能源公司。交易完成后，BP将退出阿拉斯加的石油和天然气业务。

上游资产包括在Prudhoe Bay（26％）、Milne Point（50％）、Point Thomson（32％）、Liberty项目（50％）的权益以及北极国家野生动物保护区勘探租赁的非经营性权益。

Karnati补充说：“中游资产包括跨阿拉斯加管道系统（49％）、阿拉斯加管道服务公司（49％）、Point Thomson出口管道公司（32％）和Milne Point管道公司（50％）的权益。其他利益包括威廉王子海湾石油泄漏响应公司(25%)。

“ 英国石油公司2019年在阿拉斯加的石油净产量预计将达到每天74000桶。Baker Botts担任BP的法律顾问，Kirkland & Ellis担任Hilcorp能源公司的法律顾问。这笔交易符合Hilcorp能源公司从大型石油公司手中收购成熟油田并削减成本的历史战略。”

2019年第三季度最大规模的融资交易之一是墨西哥石油公司公开发行债券，总收益75亿美元。

曹海斌 摘译自 世界能源新闻

原文如下：

Global M&A and raising activity in the upstream sector totaled US$63.4bn in Q3 2019

Global merger and acquisitions (M&A) and raising activity in the oil and gas upstream sector totaled US$63.4bn in Q3 2019, representing a 50% decrease from the US$126.8bn in M&A and capital raising deals announced in Q3 2019. By volume, the number of deals decreased by 30% from 338 in Q2 to 269 in Q3, says GlobalData, a leading data and analytics company.

A total of 90 M&A deals, with a combined value of US$13.7bn, were recorded in the conventional segment, and 36 deals, with a combined value of US$17.1bn, were recorded in the unconventional segment in Q3 2019.

Praveen Kumar Karnati, Oil and Gas Analyst at GlobalData, comments: “Capital raising, through equity offerings witnessed a substantial decrease in deal values, recording US$1.2bn in Q3, compared with US$14.5bn in Q2. The number of equity offering deals also decreased by 17% from 109 in Q2 to 90 deals in Q3.

“Capital raising, through debt offerings, registered a decrease of 17% in the number of deals and a marginal increase in deal value with 43 deals, of a combined value of US$30bn, in Q3, compared with 52 deals, of a combined value of US$29.1bn, in the previous quarter.”

Ten private equity/venture capital deals, with a combined value of US$1.4bn, were recorded in the upstream industry in Q3, compared with 13 deals, with a combined value of US$504.2m, in Q2.

The top M&A deal of Q3 was BP's agreement to sell its entire upstream and midstream business in Alaska to Hilcorp Energy for a consideration of US$5.6bn. Following the transaction, BP will exit from Alaska oil and gas business.

The upstream assets include interests in Prudhoe Bay (26%), Milne Point (50%), Point Thomson (32%), Liberty project (50%) and non-operating interests in exploration leases in Arctic National Wildlife Refuge.

Karnati adds: “The midstream assets include interests in Trans Alaska Pipeline System (49%), Alyeska Pipeline Service Company (49%), Point Thomson Export Pipeline (32%) and Milne Point Pipeline (50%). The other interests include Prince William Sound Oil Spill Response Corporation (25%).

“BP’s net oil production from Alaska in 2019 is expected to average almost 74,000 barrels per day (bd). Baker Botts is acting as legal advisor to BP and Kirkland & Ellis is acting as legal advisor to Hilcorp in the transaction. The transaction is in line with Hilcorp’s historical strategy of acquiring mature fields from major oil companies and slashing costs.”

One of the top capital raising deals of Q3 2019 was Petroleos Mexicanos' public offering of notes for gross proceeds of US$7.5bn.