据能源之声2月8日消息称，能源咨询公司雷斯塔能源预计，随着大型企业将优先剥离资产，以精简投资组合，它们正在纷纷退出亚洲并购市场。
雷斯塔能源表示：“2020年，价值超过10亿美元的资产被投放到市场，或者传言将要公开出售。未来，包括此前投放市场的资产，潜在交易的价值可能超过100亿美元。”
Wood Mackenzie估计，亚太地区将出售价值约120亿美元的上游资产。大型石油公司和大型国际石油公司将是这些资产的主要卖家，出售的资产中有一半以上来自澳大利亚和新西兰。液化天然气的机会占58亿桶石油当量(boe)资源的近60%。这家能源研究公司估计，随着企业战略的演变，还可能有260亿美元的资产进入市场。
市场上的重大交易包括雪佛龙出售其在澳大利亚西北大陆架项目的股份，埃克森美孚和雷普索尔退出马来西亚，以及雪佛龙转让其在印度尼西亚深水开发项目(IDD)的股份。预计埃克森美孚也将削减其在越南的Ca Voi Xanh(蓝鲸)天然气项目，壳牌正试图剥离其在印尼阿巴迪巨型气田的股权。
最有可能在2021年开始出售的亚洲国家石油公司将是印尼国家石油公司因为该公司正寻求减少从国际石油公司手中收购的一些关键国内资产的股权。
咨询公司Wood Mackenzie的分析师Alay Patel表示，石油和天然气价格的复苏应该有助于买家和卖家更接近价格预期，而北美上游生产商之间的持续整合推动了全球并购活动的急剧上升，可能推动更多非核心亚太资产进入市场。
这让人们燃起了希望，期待已久的澳大利亚、马来西亚、越南和其他地方的交易最终可能会达成。Wood Mackenzie亚太副董事长Gavin Thompson说，很多事情都需要改善，但到今年年底，亚太地区很可能会看到企业前景好转的迹象，企业将重新寻求增长。不过，他提醒说，“听起来不错，但当然，挑战依然存在。”
Wood Mackenzie亚太研究主管Andrew Harwood对能源之声表示，埃尼和埃克森美孚最近撤出在澳大利亚的资产组合，突显出卖方在寻找合适买家方面面临的挑战。
Harwood继续说：“地区参与者是最有可能的买家，无论是澳大利亚的基础设施基金、东南亚的老牌企业还是国家石油公司都有可能考虑购买这些资产。新的私营企业可能会出现，但考虑到当前围绕油价的不确定性和长期需求，为上游收购寻找资金将非常困难。”
朱佳妮 摘译自 能源之声
原文如下：
IOCs eye $12 billion worth of mergers and acquisition deals in the Asia Pacific region
Asia mergers and acquisitions are shaping up to be headlined by majors exiting countries as they prioritise divestments in a bid to streamline portfolios, reckons energy consultancy Rystad Energy.
“In 2020, assets worth more than $1 billion were put on the market or were rumoured to be on the table. Going forward, including assets put on the market previously, the value of potential deals could surpass $10bn,” reported Rystad.
Wood Mackenzie estimates around $12bn worth of upstream assets are for sale in Asia Pacific. Majors and large international oil companies (IOCs) will be the primary sellers of assets with more than half of the packages on sale coming from Australia and New Zealand. LNG opportunities make up almost 60% of the 5.8 billion barrels of oil equivalent (boe) of resources on offer. A further $26bn of assets could also come to market as corporate strategies evolve, estimated the energy research company.
The big deals on the market include Chevron’s sale of its share in the North West Shelf project in Australia, ExxonMobil and Repsol’s exits from Malaysia, and Chevron’s transfer of its stake in the Indonesia Deepwater Development (IDD). ExxonMobil is also expected to farm-down its Ca Voi Xanh (Blue Whale) gas project in Vietnam and Shell is trying to divest its stake in the giant Abadi field in Indonesia.
The most likely Asian national oil company (NOC) to start selling in 2021 will be Indonesia’s Pertamina as it seeks to farm-down stakes in some of its key domestic assets taken over from IOCs exiting Indonesia.
Alay Patel, an analyst at Wood Mackenzie, believes the recovery in oil and gas prices should help bring buyers and sellers closer on price expectation, while ongoing consolidation among upstream producers in North America has driven a sharp uptick in global M&A, likely pushing more non-core Asia Pacific assets into the market.
This is raising hopes that long-anticipated deals in Australia, Malaysia, Vietnam and elsewhere could finally get done. Much will need to go right, but by the end of this year, Asia Pacific could well see signs of a refreshed corporate landscape and companies looking again to growth, said Gavin Thompson, Asia Pacific vice chairman at Wood Mackenzie. Although, he cautioned, “sounds great, but of course challenges remain.”
The recent withdrawal of Eni and ExxonMobil’s asset packages in Australia underscores the challenge sellers face finding the right buyers, Andrew Harwood, Asia Pacific research director at Wood Mackenzie told Energy Voice.
“Regional players are the most likely buyers, be it infrastructure funds in Australia, late-life players in Southeast Asia, or NOCs picking up assets in their own backyard. New private players may emerge but finding funds for upstream acquisitions will be tough given the current uncertainty around oil prices and the long-term demand,” added Harwood.?
