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壳牌正在寻找二叠纪的交易

中国石化新闻网讯 据Rigzone3月11日报道,荷兰皇家壳牌公司(Royal Dutch Shell Plc)正在寻找交易,以扩大其在二叠纪盆地的地位。该公司在二叠纪盆地的地位落后于竞争对手埃克森美孚和雪佛龙。 周一,在IHS Markit CERAWeek会议间隙接受采访时,壳牌深水项目主管Wael Sawan表示:“我们肯定在积极寻找机会。”“如果一个都没有出现,那将是一个令人失望的结果。”Sawan将在7月份领导这家欧洲超级巨头的整个上游部门。 知情人士今年早些时候说,壳牌正在考虑竞购Endeavor能源公司,后者是二叠纪最大的私营运营商之一。Sawan拒绝就此或任何具体目标置评,但表示,任何收购都将“为我们的股东带来非常强劲的投资回报”。 埃克森美孚和雪佛龙上周宣布了大胆的计划,计划到本世纪20年代中期,两家公司总计生产近200万桶二叠纪原油,超过欧佩克成员国尼日利亚。尽管这两家美国勘探公司都强调有机增长,但壳牌正在寻求收购,以利用规模较小的钻井企业的优势。 Sawan称,壳牌的二叠纪业务在去年下半年实现了现金流的正增长,并将在未来几年成长为”重要业务”。相比之下,雪佛龙曾表示,其二叠纪业务要到明年才会实现现金流的正增长,而埃克森美孚的目标是2021年。 Sawan说:“我们不会抓住机会,因为我们需要扩大二叠纪的面积。”“我们能否找到一项对买家和卖家都有效的交易,这是个问号。” 孔丽炜 摘译自彭博社 原文如下: Shell on the Prowl for Permian Deals Royal Dutch Shell Plc is on the hunt for deals to bulk up its position in the Permian Basin, where it lags rivals Exxon Mobil Corp. and Chevron Corp. “We are definitely actively looking at opportunities,” Wael Sawan, Shell’s deepwater boss, said in an interview on the sidelines of IHS Markit’s CERAWeek conference on Monday. “If none ever come up then that’s a disappointing outcome.” Sawan is set to lead the European supermajor’s entire upstream division in July. Shell is considering a bid for Endeavor Energy Resources LP, one of the Permian’s largest-private operators, people familiar with knowledge of the matter said earlier this year. Sawan declined to comment on that or any specific targets but said any purchase would have “to afford our shareholders a very strong return on investment.” Exxon and Chevron last week announced audacious plans to produce nearly 2 million barrels of oil between them from the Permian by the mid 2020s, more than OPEC member Nigeria. While the two U.S. explorers emphasized organic growth, Shell is looking for takeovers to take advantage of smaller drillers squeezed by cost pressures and investors hungry for returns. Shell’s Permian operations became cash flow positive in the second half of last year, and will grow into a “material position” in the coming years, Sawan said. By contrast, Chevron has said its Permian business won’t become cash-flow positive until next year while Exxon is targeting 2021. “We’re not going to jump into an opportunity because we need to bulk up the Permian,” Sawan said. There’s a “question mark on whether we’ll find a deal that works for the buyer and the seller.”  

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