据油价网3月7日消息称，全球对石油和天然气相关资产的兴趣仍然很高，甚至可能比以往任何时候都高。阿布扎比国家石油公司ADNOC在一份声明中表示，该公司已通过天然气业务的首次公开募股筹集了25亿美元。到目前为止，这是2023年最大的一次上市，表明中东，尤其是阿联酋、卡塔尔和沙特阿拉伯成为国际金融的焦点。ADNOC还重申，此次IPO获得了50倍的超额认购，因为投资者已经收到了价值超过1240亿美元的订单，认购了ADNOC Gas的5%股份。作为ADNOC Gas的母公司，国家石油公司将每股2.37迪拉姆(0.65美元)的价格定在2.25至2.43迪拉姆之间。按照这个价格区间，ADNOC Gas的价值约为500亿美元，与美国石油和天然气公司西方石油公司的价值相同。投资者对ADNOC天然气兴趣极高的主要市场驱动因素是全球能源危机，其中很大一部分是与天然气市场相关的。
对于ADNOC Gas来说，天然气供应紧张反映在其2021—2022财年的财务数据中，该数据显示，截至2022年10月的前12个月里，其收入达到创纪录的87亿美元。即使在较低的价格下，全球天然气需求预计也将强劲，价格预计至少在2026年之前都将保持高位。ADNOC Gas和其他公司已经投资了数十亿美元，以满足未来的预期需求。ADNOC Gas股份预计将于3月13日开始交易。
上周，由于投资者的巨大兴趣，ADNOC Gas将其发行规模增加了25%。高能源价格和未来几年非常乐观的前景预计将产生大量现金流，未来几年该地区有望出现新的天然气相关IPO。ADNOC Gas的IPO是迄今为止阿布扎比融资中最成功的一次。散户投资者认购了230亿美元(超额认购58倍)。但主要投资者是机构投资者，其中包括与阿布扎比政府有关联的公司，它们承诺在IPO中购买8.5亿美元的股票，如Alpha Dhabi和国际控股(International Holding)。就在IPO之前，ADNOC Gas 5%的股份被转让给了阿布扎比国有电力公司TAQA。
ADNOC Gas将专注于收获阿布扎比天然气储量的回报，阿布扎比拥有世界第七大天然气储量，其目标是将液化天然气出口增加两倍，达到每年1500万吨。
预计未来几个月将有更多与IPO相关的消息，因为该地区的其他各方将一直在关注结果和投资者对碳氢化合物相关资产的兴趣。毫无疑问，卡塔尔将重新评估其选择，因为世界上最大的天然气出口国正在寻求保持其主导地位。其液化天然气相关公司的任何额外股票销售都将对该国产生重大推动作用。北非天然气生产国埃及也可能考虑公开募股。为了重振经济，埃及政府可能正在评估一种选择，即公开提供快速增长的液化天然气行业的股份，以获得一些额外的现金，而不需要向阿拉伯生产商寻求新的资金支持。
曹海斌 摘译自 油价网
原文如下：
Expect More Oil And Gas IPOs In The Middle East
Global interest in oil and natural gas related assets is still high, maybe even higher than ever before. In a statement made by Abu Dhabi’s national oil company ADNOC, the company stated that it had raised $2.5 billion from the initial public offering of its gas business. Until now, this is the biggest listing of 2023, showing that the Middle East, especially the UAE, Qatar and Saudi Arabia, are in the spotlights of international finance. ADNOC also reiterated that the IPO has been 50X oversubscribed, as more than $124 billion worth of orders by investors have been received for the 5% stake in ADNOC Gas. The national oil company, which is the parent of ADNOC Gas, has priced the shares at 2.37 dirhams ($0.65) each after offering a range from 2.25 to 2.43 dirhams. With this price range, the value of ADNOC Gas is set at around $50 billion, the same value as U.S. oil and gas company Occidental Petroleum. The main driver behind the extremely high interest in ADNOC Gas is the global energy crunch, a big part of which is the gas market related.
For ADNOC Gas, the gas supply crunch is reflected in its financial figures for FY2021-2022, which show record earnings of $8.7 billion in the 12 months through October. Even at lower prices, global gas demand is expected to be strong, and prices are expected to remain elevated for at least until 2026. ADNOC Gas and others have been investing billions of dollars to keep up with expected demand in the future. The ADNOC Gas shares are expected to start trading on March 13.
The last week, due to the large interest of investors, ADNOC increased its offering size by 25%. High energy prices and a very positive outlook for the next years are expected to generate high cash flow, and new gas-related IPOs can be expected in the region in the next few years. The ADNOC Gas IPO is the most successful of the Abu Dhabi giant until now. Retail investors put orders in for $23 billion (58X oversubscribed). But the main investors are institutional investors, including Abu Dhabi state-linked firms, which committed to buy $850 million of stock in the IPO, such as Alpha Dhabi and International Holding. Just before the IPO, 5% of ADNOC Gas was transferred to TAQA, the state-owned power company of Abu Dhabi.
ADNOC Gas will be focusing on reaping the rewards of Abu Dhabi’s gas reserves, which are the world’s 7th largest, as it targets to triple its LNG exports to 15 million tons per year.
More IPO-related news can be expected in the next few months as other parties in the region will have been looking at the results and appetite of investors for hydrocarbon-related assets. Without any question, Qatar will be reassessing its options, as the world’s largest gas exporter is looking to retain its dominant role. Any additional share sales of its LNG-related companies would be a major boost for the country. North African gas producer Egypt may also consider public offerings. In order to reinvigorate its economy, Cairo could be assessing the option of publicly offering a stake in its fast-growing LNG industry to reap some additional cash without needing to ask Arab producers for a new tranche of financial support.
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