2021年，高产的二叠纪盆地发生了大量备受瞩目的石油交易
独立的石油公司正在引领二叠纪盆地的并购热潮
特拉华盆地尤其吸引勘探和生产公司的注意力
据美国油价网报道，作为页岩探区的明星，二叠纪页岩远景区见证了2021年的油气并购热潮，因为许多公司试图通过增加在该远景区的业务，或者像壳牌公司那样完全退出该远景区，来获得超越竞争对手的优势。
壳牌公司从二叠纪盆地的退出使康菲公司耗费了95亿美元现金，但此次收购大大提升了康菲公司在二叠纪盆地的地位。
独立股东在油气并购交易整合方面可能更加活跃。总部位于得克萨斯州的石油生产商Earthstone 能源公司去年12月斥资6亿美元收购了二叠纪盆地最具吸引力的部分特拉华盆地的资产，这笔收购交易预计将在今年3月底完成。 Earthstone能源公司表示，此次收购将使其油气产量增加39%。
另一家总部位于得克萨斯州的钻探公司阿布拉克萨斯石油公司本月早些时候表示，该公司已出售了其在北达科他州的所有资产，以便专注于二叠纪盆地的业务。阿布拉克萨斯石油公司首席执行官表示，此举将帮助该公司减轻债务负担，提高股东回报。
美国最多产的页岩远景区也在进行整合。去年12月，私募股权公司EnCap投资公司将其投资组合中的两家在二叠纪盆地运营的公司合并为一家价值40亿美元的公司，新公司所有者计划今年上市。 EnCap投资公司的计划表明，尽管ESG推动，且银行越来越不愿向油气行业放贷，但石油行业仍将继续保持乐观。
这一趋势在去年继续延续，当时二叠纪盆地在利率处于创纪录低位、油价不断改善、原油需求前景看涨的情况下，行业整合真正开始。 仅在去年第二季度和第三季度，就发生了总价值300亿美元的交易，其中包括壳牌公司把二叠纪盆地的资产出售给康菲公司。
根据发布上游并购季度报告的evaluate能源公司, 2021年第二季度的并购交易价值180亿美元，第三季度为120亿美元。 第四季度的数据还没有公布，尽管可能出现一定程度的放缓，但这个数据估计可能会保持强劲。
李峻 编译自 美国油价网
原文如下：
Will The Permian Merger Mania Continue Into 2022?
· 2021 saw a big number of high-profile oil deals in the prolific Permian basin
· Independent oil companies are leading the charge
· The Delaware Basin is especially attracting attention from E&Ps
The Permian shale play, the star of the shale patch, witnessed a hot merger and acquisition year in 2021 amid the pandemic as many companies sought to gain an edge over competitors by either increasing their presence in the play or in the case of Shell, leaving it altogether.
Shell's exit from the Permian cost ConocoPhillips $9.5 billion in cash, boosting its position in the Permian quite considerably at a time when the play continues to be a magnet for an industry no longer committed to production growth at all costs.
Independents are perhaps even more active in dealmaking. Earthstone Energy, a Texas-based oil producer, last month paid some $600 million for assets in the Delaware Basin—one of the most attractive parts of the Permian—with the deal slated to close by the end of March this year. Earthstone said the acquisition would increase its production by 39 percent.
Another Texas-based driller, Abraxas Petroleum Corporation, earlier this month said it had sold all of its assets in North Dakota in order to focus on operations in the Permian. According to the company's chief executive, the move would help Abraxas reduce its debt load and boost returns to shareholders.
Consolidation is also ongoing in the most prolific U.S. shale play. Last month, private equity firm EnCap Investments merged two of its portfolio companies operating in the Permian into a $4-billion company that the owner plans to take public this year. The plan signals continued optimism for the oil sector despite the ESG push and banks' growing reluctance to lend to oil and gas.
The trend is a continuation from last year when consolidation really took off in the Permian amid record-low interest rates, improving oil prices, and a bullish demand outlook for crude. In the second and third quarters of the year alone, deals worth a total of $30 billion took place, including Shell's sale to Conoco.
According to evaluate Energy, which publishes quarterly reports on upstream M&A, the second quarter of 2021 saw deals worth $18 billion during the second quarter and $12 billion during the third quarter. The figures for the fourth quarter have yet to come out, but they are likely to have remained robust even though a certain slowdown is likely to have been recorded.
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