美国石油和天然气并购后仍然低迷

据今日油价7月3日报道，路透社周二公布的数据显示，尽管第二季度石油和天然气行业的并购价值高于第一季度，但考虑到该行业近90%的并购都是一笔单笔交易，这些并购交易仍不引人注目。

如果没有Occidental/Anadarko的合作，美国勘探与生产公司部门的第二季度并购额仅略低于80亿美元——大型并购占了剩余的650亿美元。

Drillinginfo的数据显示，第二季度石油交易少于80亿美元，约为2017年和2018年190亿美元季度平均值的一半，原因是放贷机构收紧了对行业参与者的资金限制，以及投资者呼吁各公司深挖资金以返还给股东，而不是积累额外的资产。

到目前为止，这一领域的全球并购集中在处理非盈利资产和优化他们打算持有的资产上。为此，我们看到壳牌公司在两年内剥离了近100亿美元的资产，同时，以530亿美元的价格收购了BG集团，更不用说Sonnen、Greenlots、Limejump等公司了。埃克森美孚为了巴西的资产而抛售了一些GOM资产。道达尔采取行动抢占东芝在美国的液化天然气业务，而这仅仅是个开始。

根据Drillinginfo的数据，对于美国的石油和天然气公司来说，2019年第一季度的合并和收购创下了10年来的最低点，至16亿美元。因此，相对于2018第一季度的223亿美元而言，本季度并购交易的增幅并不显著。

王佳晶 摘译自 今日油价

原文如下：

US Oil And Gas M&A Remains Lackluster

While the value of mergers and acquisitions in the oil and gas sector in Q2 was greater than in Q1, they are still unremarkable, considering that almost 90% of the M&As in the sector was a single deal, according to data released by Drillinginfo align="justify">Without the Occidental/Anadarko tie up, Q2 M&A in the US exploration and production companies sector reached just shy of $8 billion—the mega merger accounted for the remaining $65 billion.

That less than $8 billion in oil deals in Q2 is about half of the $19 billion quarterly average seen across 2017 and 2018, the Drillinginfo data showed, as lenders cinch tighter their purse strings to sector players, and as investors clamor for companies to dig deep into their pockets to return money to shareholders rather than to amass additional assets.

Global mergers and acquisitions in this sector as of late has focused align="justify">For the oil and gas companies in the United States, Q1 2019 mergers and acquisitions hit a 10-year low—to $1.6 billion according to Drillinginfo. This compares to $22.3 billion for Q1 2018. For this reason, the increase in M&As this quarter over the levels seen in Q1 is an unimpressive figure, relatively speaking.