埃克森美孚将为筹集50亿美元出售亚太资产

据今日石油网2019年10月7日休斯顿报道，在美国最大的上市石油公司埃克森美孚公司发出了启动其亚太撤资计划的信号以后，全球著名能源和自然资源咨询公司伍德麦肯兹确定了5家最有可能被出售的公司。这些机会加在一起将价值50亿美元，从而可能为这家超级巨头的全球撤资目标贡献三分之一。

埃克森美孚公司设定了到2021年前剥离150亿美元资产的雄心勃勃计划，埃克森美孚公司最近几周已经确认，该公司将出售马来西亚半岛和澳大利亚巴斯海峡合资公司的股份。埃克森美孚公司加入了越来越多对非核心资产进行合理化调整的全球主要石油生产商的行列，专注于更严格地选择物质增长机会和旧有资产。

伍德麦肯兹研究主管安德鲁?哈伍德表示：“埃克森美孚公司在澳大利亚、泰国和马来西亚拥有数项成熟的资产，有大量的废弃债务即将出现。埃克森美孚公司在亚太地区的投资组合还包括在越南和印度尼西亚的大规模但回报率较低的资源以及处于早期开采但利润率较低的资源。剥离这些资产将使埃克森美孚公司的投资组合更加集中、利润率更高，主要集中在巴布亚新几内亚（PNG）和未运营的澳大利亚高更液化天然气项目上。

5大撤资目标包括：

?澳大利亚-巴斯海峡合资企业(担任运营商的埃克森美孚公司（XOM）占50%股份)和Kipper项目(运营商XOM占32.5%股份)

?马来西亚-天然气产量分成合同(运营商XOM占50%股份)和EPMI 2008 产量分成合同(运营商XOM占78%股份)

?泰国出口- Sinphuhorm 项目(XOM占10%股份)和Nam Phong (运营商XOM占 80%股份)

?越南出口- Cai Voi Xanh项目 (运营商XOM 占63.75%股份)

?印度尼西亚出口- 塞普项目(运营商XOM占 50%股份)

哈伍德补充称：“未来10年，PNG的增长潜力以及来自高更LNG项目的的长期高利润现金流将构成埃克森美孚公司亚太投资组合的支柱。处置我们所强调的部分或全部资产将使埃克森美孚公司能够将重点重新放在亚太地区和全球资产组合其它地方的更多实质性增长机遇上。”

李峻 编译自 今日石油

原文如下：

Sale of Asia Pacific assets will see ExxonMobil raising $5B

Wood Mackenzie has identified the five most likely disposal candidates after ExxonMobil signalled the start of its Asia Pacific divestment programme. Together, these opportunities are worth US$5 billion, and could contribute a third of the Supermajor’s global divestment target.

Having set its ambition to divest US$15 billion worth of assets by 2021, the company has confirmed in recent weeks, it will sell stakes in Peninsular Malaysia and the Bass Strait JV in Australia. ExxonMobil joins a growing list of major producers rationalising non-core positions to focus on a tighter selection of material growth opportunities and legacy assets.

“ExxonMobil holds several mature assets in Australia, Thailand and Malaysia, with large abandonment liabilities looming. The Asia Pacific portfolio also includes large-scale, but low return, and early life, but low margin, resources in Vietnam and Indonesia. Divesting these assets would result in a more focused, higher-margin portfolio, centred on Papua New Guinea (PNG) and the non-operated Gorgon LNG project,” said Wood Mackenzie research director Andrew Harwood.

The top five divestment targets include:

· Australia – Bass Strait JV (XOM 50%, operator) and Kipper (XOM 32.5%, operator)

· Malaysia – Gas PSC (XOM 50%, operator) and EPMI 2008 PSC (XOM, 78% operator)

· Thailand exit – Sinphuhorm (XOM 10%) and Nam Phong (XOM 80%, operator)

· Vietnam exit – Cai Voi Xanh (XOM 63.75%, operator)

· Indonesia exit – Cepu (XOM 50%, operator)

Harwood added: “The growth potential of PNG and long-term, high-margin cash flow from Gorgon LNG will form the backbone of ExxonMobil’s Asia Pacific portfolio for the next decade. Disposing some or all the assets we have highlighted would allow the Major to refocus on more material growth opportunities in the region and elsewhere in the global portfolio.