据能源世界网2月4日新德里报道，亿万富翁穆克什·安巴尼（Mukesh Ambani）的信实工业公司（Reliance Industries Ltd）周四表示，已将其在美国页岩气资产中的股份以2.5亿美元的价格出售给了北方油气公司（Northern Oil and Gas Inc）。该公司的一份声明称，信实工业有限公司(RIL)全资子公司信实马塞勒斯有限公司(RMLLC)宣布签署协议，剥离其在宾夕法尼亚西南部马塞勒斯(Marcellus )页岩公司某些上游资产中的全部权益。
这些资产目前由EQT公司的各附属公司经营，已同意以2.5亿美元现金和认股权证出售给特拉华州北方石油和天然气公司，该公司有权在今后7年以每股14.00美元的行使价格购买北方石油和天然气公司的325万股普通股。
该声明表示，RMLLC和NOG于2021年2月3日签署了一份购买和销售协议(PSA)，该协议须遵守惯常的成交条款和条件。
在2010-2013年期间，信实投资了美国页岩气资产，收购了与雪佛龙(Chevron)、先锋(Pioneer)自然资源和卡里佐油气公司(Capzo Oil And Gas)三家上游石油勘探合资企业的股份，以及与先锋一个中游合资企业。
中游是指碳氢化合物的加工，存储，运输和销售。
自这些企业成立以来，截至2016年的投资总额为82亿美元。
2017年，其以1.26亿美元的价格出售了其首批页岩气企业-位于宾夕法尼亚州东北部和中部的Marcellus页岩气资产。
由信实美国控股公司(Reliance Holding USA Inc)和RIL旗下的Reliance Marcellus II有限公司持有的卡里佐经营的资产被出售给Kalnin Ventures LLC的附属公司BKV切尔西有限责任公司( BKV Chelsea )。2010年，RIL以3.92亿美元购买了该资产60%的股权。
2015年6月，该公司以10亿美元的价格出售了其与先锋自然资源公司的鹰福特(EFS)中游合资企业。RIL花费4600万美元收购了鹰福特的49.9％的股份，多年来又投资了2.08亿美元。
2010年6月，信实投资了美国页岩气业务，斥资13亿美元收购了先锋集团旗下的鹰福特页岩气田45%的股权。作为该交易的一部分，其获得了中游企业49.9%的股权。先驱自然资源公司持有该企业46.4%的股份。
雪佛龙Upstream Northeast公司拥有第二家合资企业60%的股份，其中RIL持有40%的股份。
在原油价格下跌冲击这些资产的估值之前，直到2014年，信实一直看好页岩气。页岩气区块比常规油气区块遭受的损失要大得多，因为只有当价格超过某一临界值时，页岩气区块才具有经济可行性。
郝芬 译自 能源世界
原文如下:
Reliance sells Pennsylvania shale asset for USD 250 mn
Billionaire Mukesh Ambani's Reliance Industries Ltd has sold its stake in the shale gas asset in the US to Northern Oil and Gas Inc for USD 250 million, the firm said on Thursday. "Reliance Marcellus, LLC (RMLLC) a wholly-owned subsidiary of Reliance Industries Limited (RIL), announced the signing of agreements to divest all of its interest in certain upstream assets in the Marcellus shale play of southwestern Pennsylvania," a company statement said.
These assets, which are currently operated by various affiliates of EQT Corporation, have been agreed to be sold to Northern Oil and Gas, Inc, a Delaware corporation, for USD 250 million cash and warrants that give entitlement to purchase 3.25 million common shares of Northern Oil and Gas (NOG) at an exercise price of USD 14.00 per common share in next seven years.
"A Purchase and Sale Agreement (PSA) has been signed between RMLLC and NOG on February 3, 2021, for this sale and the transaction is subject to customary terms and conditions of closing," the statement said.
Reliance had between 2010 and 2013 invested in the US shale gas assets, buying stakes in three upstream oil exploration joint ventures with Chevron, Pioneer Natural Resource, and Carrizo Oil and Gas; and a midstream joint venture with Pioneer.
Midstream refers to the processing, storing, transporting and marketing of hydrocarbons.
Aggregate investments since the inception of these ventures were USD 8.2 billion till 2016.
In 2017, it sold the first of its shale gas ventures - Marcellus shale gas assets in north-eastern and central Pennsylvania for USD 126 million.
The Carrizo-operated assets held by Reliance Marcellus II LLC, a unit of Reliance Holding USA Inc and RIL, were sold to BKV Chelsea LLC, an affiliate of Kalnin Ventures LLC. In 2010, RIL had bought a 60 per cent stake in the assets for USD 392 million.
In June 2015, the company sold its Eagle Ford (EFS) midstream joint venture with Pioneer Natural Resources for USD 1 billion. RIL had spent USD 46 million in acquiring the 49.9 per cent stake in EFS and invested another USD 208 million over the years.
In June 2010, Reliance had invested in the US shale gas business, where it bought a 45 per cent stake in the Eagle Ford shale gas fields, owned by Pioneer, for USD 1.3 billion. As part of the deal, it received a 49.9 per cent stake in the midstream venture. Pioneer Natural Resources held a 46.4 per cent stake in that venture.
Chevron Upstream Northeast held a 60 per cent stake in the second JV, in which RIL's stake is 40 per cent.
Reliance had been bullish on shale gas till 2014 before a drop in crude oil prices hit the valuations of such assets. Shale gas blocks have suffered far more than conventional oil and gas blocks as they are economically viable only when prices are above a certain threshold.
