先鋒以64億美元收購二疊紀(jì)盆地雙點能源公司

據(jù)世界石油4月2日消息稱，先鋒自然資源公司將以64億美元的價格收購雙點能源公司，不到三個月前，先鋒自然資源公司剛剛完成了對另一家頁巖鉆井公司Parsley能源公司的收購，以擴(kuò)大其在美國二疊盆地的業(yè)務(wù)。

根據(jù)先鋒公司的一份聲明，這筆交易包括約2720萬股先鋒普通股、10億美元現(xiàn)金和承擔(dān)約9億美元的債務(wù)和負(fù)債。這筆交易預(yù)計將在第二季度完成。彭博新聞社早些時候報道說，兩家公司已接近達(dá)成協(xié)議。

先鋒將通過這筆交易將其業(yè)務(wù)提高到100萬英畝以上，收購“主要未開采”的新土地。

先鋒首席執(zhí)行官Scott D. Sheffield在聲明說：“雙點能源公司在米德蘭盆地積累了令人印象深刻的高質(zhì)量足跡?！彼傅氖嵌B紀(jì)頁巖區(qū)的土地。這筆交易將“為我們的股東創(chuàng)造重大價值”。

此次收購將是今年北美石油業(yè)規(guī)模最大的交易之一，也是油價在過去5個月迅速飆升至每桶60美元以上以來的第一筆大宗交易。雙點的投資者包括阿波羅全球管理公司、量子能源合作伙伴、磁力資本和黑石集團(tuán)的 GSO 資本合作伙伴。

在史上最嚴(yán)重的石油工業(yè)崩潰之后，謝菲爾德正在二疊紀(jì)盆地進(jìn)行擴(kuò)張。今年以來，原油價格上漲了27%，超過了2020年的跌幅，原因是人們越來越樂觀地認(rèn)為，各經(jīng)濟(jì)體將繼續(xù)開放，這將刺激對汽油、柴油和其他燃料的需求。

該交易是美國石油勘探公司為捱過疫情帶來的動蕩而進(jìn)行的一系列合并交易中的最新一筆。先鋒在10月同意以45億美元收購Parsley能源公司，此前康菲石油公司以9.7美元收購了康喬資源公司。

彭博情報高級行業(yè)分析師Vincent G. Piazza在一份報告中表示：“先鋒將成為二疊紀(jì)整合的大型獨立幸存者之一。該公司最近的交易創(chuàng)造了“盆地中一個強(qiáng)大的競爭對手，其規(guī)模和資產(chǎn)集中度令人羨慕。”

雙點是由聯(lián)合首席執(zhí)行官Cody Campbell和John Sellers創(chuàng)立的，他們在美國頁巖氣繁榮的早期，他們曾在德克薩斯州南部的鷹福特地區(qū)承包鉆井租約，后來轉(zhuǎn)投利潤更豐厚的二疊紀(jì)盆地。在那里，他們在包括阿波羅在內(nèi)的私人股本公司的支持下，聚集了大量股份。2017年，這兩人以28億美元的價格將約7萬英畝土地的使用權(quán)賣給了Parsley。

此后不久，他們籌集了更多資金，成立了雙點公司，并開始搶購二疊紀(jì)中部地區(qū)的開采權(quán)。雙點公司運營著7臺鉆井平臺，截至今年第一季度，日產(chǎn)量有望達(dá)到8萬桶。

曹海斌 摘譯自 世界石油

原文如下：

Pioneer buys Permian’s DoublePoint Energy in $6.4 billion deal

Pioneer Natural Resources Co. is buying DoublePoint Energy LLC in a deal valued at $6.4 billion, less than three months after completing its purchase of fellow shale driller Parsley Energy Inc. as it expands in the U.S. Permian Basin.

The deal is comprised of approximately 27.2 million shares of Pioneer common stock, $1 billion of cash and assumption of approximately $900 million of debt and liabilities, according to a statement from Pioneer. The transaction is expected to close in the second quarter. Bloomberg News reported earlier that the companies were close to an agreement.

Pioneer will increase its position to more than 1 million net acres through the deal, acquiring “primarily undrilled” new land.

“DoublePoint has amassed an impressive, high quality footprint in the Midland Basin,” Pioneer Chief Executive Officer Scott D. Sheffield said in the statement, referring to land within the larger Permian shale play. The deal will generate “significant value for our shareholders.”

The acquisition will be one of the largest in North America’s oil industry this year, and the first big transaction since the rapid run-up in oil prices to more than $60 a barrel over the past five months. DoublePoint’s investors include Apollo Global Management Inc., Quantum Energy Partners, Magnetar Capital and Blackstone Group Inc.’s GSO Capital Partners.

Sheffield is expanding in the Permian Basin in the aftermath of the worst oil-industry collapse in history. Crude prices have advanced 27% this year, more than erasing 2020’s slump, amid increasing optimism that economies will continue to reopen, sparking demand for gasoline, diesel and other fuels.

The deal is the latest in a series of transactions as U.S. drillers consolidate in an effort to survive the upheavals caused by the pandemic. Pioneer in October agreed to buy Parsley Energy for $4.5 billion in stock, which followed a $9.7 takeover by ConocoPhillips of Concho Resources Inc.

“Pioneer is favorably positioned to emerge as one of the large, independent survivors of Permian consolidation,” Bloomberg Intelligence Senior Industry Analyst Vincent G. Piazza said in a note. The company’s recent deals have created “a formidable rival in the basin, with enviable scale and asset concentration.”

DoublePoint was founded by co-CEOs Cody Campbell and John Sellers, who made their names flipping drilling leases in the Eagle Ford region of South Texas in the early days of the U.S. shale boom before moving on to the more lucrative Permian Basin. There they assembled large holdings with backing from private equity firms including Apollo. In 2017, the pair sold rights to about 70,000 acres to Parsley for $2.8 billion.

Shortly thereafter, they raised more money, formed DoublePoint and set to work snapping up drilling rights in the Permian’s Midland sub-region. DoublePoint was running seven drilling rigs and was on course to produce 80,000 barrels of oil a day as of the first quarter this year.?