據(jù)5月20日Trend報(bào)道,??松梨?Exxon Mobil)周二表示,該公司已重啟出售其在阿塞拜疆最大油田的股權(quán)。據(jù)路透社報(bào)道,銀行業(yè)和業(yè)內(nèi)消息人士表示,此舉吸引了亞洲大型油氣公司的興趣,這些公司正尋求從近期油價(jià)暴跌中獲利。
這家美國(guó)最大的石油和天然氣公司于2018年首次試圖出售其在里海Azeri-Chirag-Gunashli (ACG)油田的6.8%股權(quán),而競(jìng)爭(zhēng)對(duì)手雪佛龍(Chevron)則開(kāi)始出售其在該油田的9.57%股權(quán)。
雖然??松梨诘某鍪圻^(guò)程從未正式中止,但去年雪佛龍開(kāi)始與匈牙利能源公司MOL就出售其資產(chǎn)展開(kāi)談判時(shí),埃克森美孚的出售過(guò)程被擱置了起來(lái)。去年11月,雙方達(dá)成了15.7億美元的交易。
由美國(guó)美林銀行 (Bank of America Merrill Lynch)負(fù)責(zé)的埃克森美孚項(xiàng)目,最近重新啟動(dòng),石油消費(fèi)出現(xiàn)歷史性暴跌,油價(jià)已跌至每桶30美元左右。該公司發(fā)言人Julie King對(duì)路透社表示:"??松梨谡跍y(cè)試市場(chǎng)對(duì)其在阿塞拜疆的非生產(chǎn)資產(chǎn)的興趣。該公司定期評(píng)估其生產(chǎn)組合,如果其他公司發(fā)現(xiàn)某項(xiàng)資產(chǎn)價(jià)值更高,就將出售。"
據(jù)4位業(yè)內(nèi)和銀行業(yè)消息人士透露,包括印度石油天然氣公司(ONGC)和印尼國(guó)家石油公司(Pertamina)在內(nèi)的多家亞洲石油公司,近期已對(duì)上述資產(chǎn)表現(xiàn)出興趣,希望能以低于以往的價(jià)格達(dá)成交易。
消息人士稱,目前尚不清楚??松梨诖蛩銖拇舜纬鍪壑谢I集多少資金,但其估值可能遠(yuǎn)低于雪佛龍所持股份。
阿塞拜疆國(guó)有石油公司SOCAR的發(fā)言人拒絕置評(píng)。BAML拒絕置評(píng),Pertamina也沒(méi)有回應(yīng)置評(píng)請(qǐng)求。印度石油天然氣公司也沒(méi)有回復(fù)記者的置評(píng)請(qǐng)求,但一位印度業(yè)內(nèi)人士表示,持有ACG股權(quán)的印度石油天然氣公司尚未決定是否競(jìng)購(gòu)??松梨诘墓蓹?quán),目前正與該領(lǐng)域的其它合作伙伴進(jìn)行談判。
油價(jià)的大幅下跌導(dǎo)致??松梨诮衲昵叭齻€(gè)月出現(xiàn)了幾十年來(lái)的首次季度虧損,這家總部位于德克薩斯州歐文市的公司削減了30%的支出。
埃克森美孚去年推出了一項(xiàng)計(jì)劃,擬剝離在歐洲、亞洲和非洲價(jià)值250億美元的油氣田。該公司目前正將重點(diǎn)放在國(guó)內(nèi)外少數(shù)幾個(gè)大型項(xiàng)目上。
到目前為止,這一努力未能使資產(chǎn)出售收益恢復(fù)到此前平均每年50億美元的水平。??松梨谝?5億美元的價(jià)格出售了挪威的資產(chǎn),并在澳大利亞、馬來(lái)西亞和尼日利亞啟動(dòng)了相關(guān)程序。
消息人士稱,在油價(jià)暴跌后,包括出售英國(guó)北海石油和天然氣資產(chǎn)組合在內(nèi)的一系列進(jìn)程已被擱置。對(duì)于??松梨诙?,出售其在阿塞拜疆的業(yè)務(wù),將標(biāo)志著其25年參與歷程的結(jié)束。
??松梨诤脱┓瘕埖任寮颐绹?guó)石油公司曾在蘇聯(lián)解體后不久幫助阿塞拜疆建立了目前的石油產(chǎn)業(yè),并在1994年收購(gòu)了ACG的部分股權(quán)。
阿塞拜疆及其合作伙伴將該協(xié)議稱為“世紀(jì)合同”,這得益于該油田的巨大儲(chǔ)量,以及對(duì)未來(lái)重大發(fā)現(xiàn)的期待,這些發(fā)現(xiàn)將有助于歐洲實(shí)現(xiàn)多樣化,擺脫對(duì)俄羅斯石油和天然氣的依賴。
王佳晶 摘譯自 Trend
原文如下:
Exxon revives sale of stake in giant Azeri oilfield
Exxon Mobil has relaunched the sale of its stake in Azerbaijan’s largest oilfield, the company said on Tuesday, as banking and industry sources said the move was drawing interest from large Asian oil and gas companies seeking to capitalize on the recent collapse in oil prices, Trend reports citing Reuters.
The top U.S. oil and gas company first tried to sell its 6.8% stake in the Azeri-Chirag-Gunashli (ACG) field in the Caspian Sea in 2018, as rival Chevron launched the sale of its own 9.57% stake in the field.
While Exxon’s sale process was never officially suspended, it was put on the backburner when Chevron started negotiations with Hungarian energy firm MOL for the sale of its assets last year, which led to a $1.57 billion deal in November.
Exxon’s process, run by Bank of America Merrill Lynch, was recently relaunched despite oil prices halving to around $30 a barrel after a historic collapse in oil consumption due to coronavirus-linked lockdowns that restricted people’s movement.
“Exxon Mobil is testing market interest for its non-operated producing assets in Azerbaijan,” Exxon spokeswoman Julie King told Reuters.
Exxon routinely evaluates its producing portfolio and “if other companies find more value in an asset, we will sell,” she added.
A number of Asian national oil companies, including India’s ONGC and Indonesia’s Pertamina, have shown interest in the stake recently, hoping to clinch a deal at a lower price than before, according to four industry and banking sources.
It was unclear how much Exxon was seeking to raise from the sale, but it is likely to be valued significantly lower than Chevron’s stake, the sources said.
A spokesman for SOCAR, Azerbaijan’s national oil company declined to comment. BAML declined to comment, and Pertamina did not respond to requests for comment.
ONGC did not respond to a request for comment. An Indian industry source said, however, that ONGC, which holds a stake in ACG, had yet to decide whether to bid for Exxon’s stake and was in talks with other partners in the field.
The sharp drop in oil prices pushed Exxon into its first quarterly loss in decades in the first three months of the year and the Irving, Texas-based company cut its spending by 30%.
Exxon last year launched a plan to divest up to $25 billion of oil and gas fields in Europe, Asia and Africa as it sharpened its focus on a handful of mega projects at home and abroad.
The effort so far has fallen short of returning asset sale proceeds to a prior average of $5 billion a year. Exxon has sold assets in Norway for $4.5 billion and has launched processes in Australia, Malaysia and Nigeria.
The launch of a number of processes, including the sale of its British North Sea oil and gas portfolio have been put on hold following the collapse in oil prices, according to sources.
For Exxon, the sale of its operations in Azerbaijan would mark the end of a 25-year involvement.
Exxon and Chevron were among five U.S. oil companies that helped create Azerbaijan’s current oil industry soon after the collapse of the Soviet Union and acquiring a stake in ACG in 1994.
The deal was dubbed by Azerbaijan and partners as the “the contract of the century” thanks to the field’s large reserves and hopes for future major discoveries that would help Europe diversify away from Russian oil and gas.
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