据海上工程师网 2022年1月13日报道，根据分析公司Enverus周四发布的数据，2021年第四季度美国石油和天然气行业的并购交易价值比第三季度减少了一半，年度交易总额低于疫情爆发前的平均水平。
美国石油生产商在2021年最后3个月仅达成了90亿美元的并购交易，比第三季度的185亿美元下降了50%。 但由于第二季度创下了两年来的峰值，去年全年的并购交易总额达到了660亿美元，同比增长了25%。
2020年，美国油气行业的并购活动受到疫情的打击，把油气价格推至创纪录低点。去年大宗商品价格强劲反弹，引发了一波整合浪潮。
不过，这也推高了估值，使得买卖双方难以就价格达成一致，导致交易数减少但交易规模扩大。根据Enverus公布的数据，2020年和2021年签订的上游交易分别为172笔和179笔，而在疫情之前平均每年近400笔。
Enverus在一份新闻稿中表示，“受新冠病毒疫情影响市场的第二年”缓慢结束，使得2015年至2019年的总交易价值低于720亿美元的平均水平。
美国大陆资源公司以32.5亿美元从先锋自然资源公司手中收购特拉华州资产，成为去年第四季美国石油并购交易的榜首，紧随其后的是西南能源公司以约18.5亿美元收购黑石公司支持的GeoSouthern公司在海恩斯维尔的资产。
Enverus的数据显示，二叠纪盆地的特拉华部分和海恩斯维尔部分是两个最活跃的部分，占第四季度总交易价值的80%。
Enverus主管安德鲁·迪特马尔说，总的说来，美国油气并购市场将迎来一个活跃的2022年。
李峻 编译自 海上工程师网
原文如下：
US Oil and Gas M&A Activity Slows in Q4
Dealmaking in the U.S. oil and gas industry halved in value in the fourth quarter from the third, with the annual total falling short of the pre-pandemic average, according to data published by analytics firm Enverus on Thursday.
Oil producers struck deals worth just $9 billion in the final three months of 2021, a 50% slump from the third quarter's $18.5 billion. But the full year totaled $66 billion, a jump of 25% thanks to a two-year peak in the second quarter.
M&A activity in the industry took a hit in 2020 from the pandemic pushing oil and gas prices to record lows, although commodity prices made a strong rebound last year, sparking a wave of consolidation.
That has, however, also pushed up valuations, making it difficult for buyers and sellers to agree on a price and leading to fewer but larger deals.
Upstream deals signed in 2020 and 2021 totaled 172 and 179, respectively, compared with an average of nearly 400 deals per year before COVID, according to Enverus data.
The slow end to the "second year of a COVID-influenced market" held total deal values below the $72 billion average from 2015 to 2019, Enverus said in a press release.
Continental Resources Inc's $3.25 billion purchase of Delaware assets from Pioneer Natural Resources topped the charts for oil M&A in the fourth quarter, followed by Southwestern Energy Co's takeover of Blackstone-backed GeoSouthern's assets in the Haynesville for about $1.85 billion.
The Delaware part of the Permian basin and Haynesville were the two most active plays, accounting for 80% of total deal value in the fourth quarter, Enverus data showed.
"Overall, the M&A market should be set for an active 2022. Pricing on inventory in areas like the Delaware Basin and Haynesville is still attractive for buyers and additional assets should be available on the market," Enverus director Andrew Dittmar said.
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