康菲石油将出售价值10亿美元的二叠纪资产

据能源网2月13日休斯敦报道，据知情人士透露，北美最大的能源勘探公司之一康菲石油公司(ConocoPhillips)正在考虑出售二叠纪盆地价值逾10亿美元的业务。

该知情人士表示，该公司正与一位顾问合作，对这些资产进行拍卖。由于无权公开发言，这些知情人士要求不具名。

总部位于休斯敦的康菲石油公司的一名代表拒绝置评。

此次出售将削减该公司在位于西得克萨斯州和新墨西哥州的较大的二叠纪盆地中的特拉华地区的地位。今年9月，康菲石油宣布以95亿美元收购荷兰皇家壳牌公司(Royal Dutch Shell Plc)在二叠纪盆地的业务，成为该盆地最大的生产商之一。

受油价飙升的鼓舞，美国页岩气行业正处于反弹模式，分析师预计今年的现金流将创下纪录。在疫情中幸存下来的石油公司减少了债务，并控制了产量增长，以寻求一种对股东更友好的财务模式，在10年低回报之后赢回投资者。

随着原油价格逼近每桶100美元，在超级能源巨头和私营运营商的引领下，产量增长和资本支出再次攀升。油价上涨和钻探活动增加为康菲石油等公司提供了剥离非核心资产的机会。

郝芬 译自 能源网

原文如下：

ConocoPhillips to Weigh $1 Billion Permian Assets Sale

ConocoPhillips, one of North America’s largest energy explorers, is considering a sale of operations worth more than $1 billion in the Permian Basin, according to people with knowledge of the matter.

The company is working with an adviser to run an auction process for the assets, said the people, who asked not to be identified because they weren’t authorized to speak publicly.

A representative for Houston-based ConocoPhillips declined to comment.

A sale would trim the company’s position in the Delaware region within the larger Permian Basin located in West Texas and New Mexico. It would come on the heels of ConocoPhillips becoming one of the basin’s biggest producers with its $9.5 billion acquisition of Royal Dutch Shell Plc’s Permian operations, which was announced in September.

Encouraged by surging oil prices, the U.S. shale industry is in rebound mode, with analysts expecting record cash flow this year. Oil companies that survived the coronavirus pandemic have reduced debt and reined in production growth in pursuit of a more shareholder-friendly financial model to win back investors after a decade of poor returns.

With crude headed toward $100 a barrel, production growth and capital spending is climbing again, led by the supermajors and private operators. The increase in oil prices and drilling activity are providing an opportunity for companies like ConocoPhillips to offload non-core assets.