据彭博新闻社2021年8月3日报道，知情人士说，德文能源公司和康菲公司等潜在买家时下正在评估荷兰皇家壳牌公司在美国二叠纪盆地油田的投资组合，这些油田投资组合的出售价值可能高达100亿美元。
知情人士说，雪佛龙公司也在考虑竞购这些资产，这些资产大部分位于西德克萨斯州。上述要求匿名采访的知情人士说，求购者已被邀请到壳牌公司的资料室检查有关业务的信息。
位于西德克萨斯州和新墨西哥州的二叠纪盆地是世界上最繁忙的页岩探区，约占今天美国油田活动的一半。 知情人士说，相关讨论正在进行中，目前还不确定是否会有竞购者决定继续进行正式提议。
雪佛龙公司、康菲公司、德文能源公司和壳牌公司的代表都拒绝置评。
此次资产出售之际，油气巨头们正在转变战略，转向碳排放较低的业务。 英国石油公司去年完成了将其在阿拉斯加的业务出售给Hilcorp 能源公司的交易，而在今年年初，挪威Equinor同意以9亿美元的价格将其在蒙大拿州和北达科他州巴肯油田的权益出售给Grayson Mill能源公司。
今年5月，壳牌公司在与“地球之友”旗下的环境防御公司的一场官司中败诉后，荷兰一家法院要求其以比原计划更大力度、更快的速度削减排放。 壳牌公司表示将提起上诉，同时表示愿意加快向净零排放业务转型。
与此同时，美国的投资者也一直在推动每个页岩盆地内更多的公司结盟，以降低成本，为钻探成本带来更大的效益。Bonanza Creek能源公司以大约10亿美元的价格收购了其科罗拉多州的竞争对手Extraction油气公司，而总部位于得克萨斯州米德兰的响尾蛇能源公司去年底宣布了两笔增加二叠纪盆地探区面积的交易。
响尾蛇能源公司首席财务官Matthew Kaes Van 't Hof本月早些时候在沃斯堡哈特能源会议上表示：“整合很重要，这将持续发生。”“每个盆地都将诞生几个大赢家，包括大公司。”
李峻 编译自 彭博新闻社
原文如下：
Devon and Conoco Study $10B Shell Permian Assets
Devon Energy Corp. and ConocoPhillips are among potential suitors studying Royal Dutch Shell Plc’s portfolio of Permian Basin oil fields, which could be worth as much as $10 billion in a sale, people familiar with the matter said.
Chevron Corp. is also among companies considering bids for the assets, which are largely located in West Texas, the people said. Suitors have been invited to Shell’s data room to examine information on the business, the people said, asking not to be identified discussing confidential information.
The Permian Basin of West Texas and New Mexico is the world’s busiest shale patch and accounts for roughly half the activity in U.S. oil fields today. Deliberations are ongoing, and there’s no certainty any of the suitors will decide to proceed with formal proposals, according to the people.
Representatives for Chevron, ConocoPhillips, Devon and Shell declined to comment.
The sale comes amid shifting strategies at oil and gas majors looking to less carbon intensive operations. BP Plc last year completed the sale of its business in Alaska to Hilcorp Energy Co., while in early 2021 Equinor ASA agreed to sell its interests in the Bakken field in Montana and North Dakota to Grayson Mill Energy for $900 million.
In May, Shell was ordered by a Dutch court to slash its emissions harder and faster than planned after losing a court case against Milieudefensie, an arm of Friends of the Earth. Shell said it will appeal the verdict, while asserting a willingness to accelerate its transition to a net-zero emissions business.
Meanwhile, investors in the U.S. have been pushing for more company tie-ups within each of the shale basins as a way to cut costs and get more bang for their drilling buck. Bonanza Creek Energy Inc. bought its Colorado rival Extraction Oil & Gas Inc. for about $1 billion, while Midland, Texas-based Diamondback Energy Inc. announced a pair of deals late last year to bulk up in the Permian.
“Consolidation is important, it’s going to keep happening,” Matthew Kaes Van’t Hof, chief financial officer at Diamondback, said earlier this month at the Hart Energy conference in Fort Worth. “There’s going to be a few large basin champions in each basin, majors included.”
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