銀行拒絕向美國(guó)頁(yè)巖鉆探公司提供貸款

據(jù)今日油價(jià)網(wǎng)站7日23消息 在油價(jià)暴跌之后，越來(lái)越多的銀行正在限制美國(guó)頁(yè)巖氣行業(yè)的融資渠道，盡管在大流行和沙特和俄羅斯石油價(jià)格戰(zhàn)爆發(fā)之前，人們就已經(jīng)明顯不太樂意為失去美國(guó)頁(yè)巖氣業(yè)務(wù)而放貸更多資金。

分析師向彭博社表示，放貸機(jī)構(gòu)已在今年春季削減了對(duì)規(guī)模較小的美國(guó)頁(yè)巖氣生產(chǎn)商的借款基數(shù)，而在今年第二次借款基礎(chǔ)重新確定的秋季，鉆井企業(yè)可以從其油氣儲(chǔ)備中獲得的貸款額度將進(jìn)一步削減。

今年春天，就在油價(jià)暴跌之后，海恩斯和布恩律師事務(wù)所對(duì)石油和天然氣生產(chǎn)商、油田服務(wù)公司、金融機(jī)構(gòu)和私人股本公司進(jìn)行的一項(xiàng)調(diào)查顯示，相當(dāng)多的受訪者預(yù)計(jì)，由于大宗商品價(jià)格暴跌，借貸基數(shù)至少會(huì)減少20%，45%的受訪者預(yù)計(jì)降幅甚至更大，達(dá)到30%或更高。

一些公司的借貸基礎(chǔ)大幅削減。例如，總部位于俄克拉荷馬城的Chaparral能源在4月份被貸款方從3.25億美元削減到1.75億美元?？偛课挥谛菟苟氐木G洲石油表示，該公司的借款基數(shù)已從13億美元降至6.25億美元，所選承諾總額已按借款基數(shù)水平設(shè)定。

據(jù)彭博社的消息人士稱，銀行愿意向頁(yè)巖氣公司發(fā)放的貸款不僅數(shù)量在減少，而且償還成本也越來(lái)越高。

據(jù)彭博社報(bào)道，一些銀行還擔(dān)心，一旦出現(xiàn)違約和可能的債轉(zhuǎn)股，它們可能最終擁有自己沒有管理經(jīng)驗(yàn)的油氣資產(chǎn)。

能源商業(yè)咨詢公司Opportune LLP執(zhí)行合伙人大衛(wèi)·巴格特對(duì)向彭博社表示：“三分之一從事上游能源貸款的銀行在未來(lái)幾年內(nèi)將不再這樣做?！?/span>

王磊 摘譯自 今日油價(jià)

原文如下：

Banks Shun Loans To U.S. Shale Drillers

A growing number of banks are restricting access to funding to the U.S. shale industry in the wake of the oil price crash, although the aversion to lending more capital to losing U.S. shale operations was already evident before the pandemic and the Saudi-Russian oil price war.

Lenders already cut their borrowing bases for the smaller U.S. shale producers in the spring, and more cuts to the amounts of loans drillers can take against their oil and gas reserves are coming in the fall in the second borrowing base redetermination for the year, analysts tell Bloomberg.

In the spring, just after the oil price collapse, a survey by law firm Haynes and Boone among oil and gas producers, oilfield services companies, financial institutions, and private equity firms showed that a sizable majority of respondents expected borrowing bases to decrease by at least 20 percent in response to the commodity price crash, while 45 percent of respondents expected even deeper cuts of 30 percent or more.

Some companies saw huge cuts to their borrowing bases. Oklahoma City-based Chaparral Energy, for instance, saw its borrowing base slashed by lenders from US$325 million to US$175 million in April. Houston-based Oasis Petroleum said its borrowing base was decreased from US$1.3 billion to US$625 million and aggregate elected commitments were set at the level of the borrowing base.

According to Bloomberg sources familiar with some loan reviews lenders have made for shale firms, the loans the banks are willing to extend to drillers are not only shrinking in amount, but are also becoming more expensive to repay.

Some banks are also concerned that in case of defaults and potential swaps of debt into equity, they may end up owning oil and gas assets which they have no experience in managing, according to Bloomberg.

“A third of the banks doing upstream energy lending will no longer be doing that in the next couple of years,” David Baggett, managing partner at energy business advisory Opportune LLP, told Bloomberg.