2024 Races to a Record Start With $51B in Upstream MA
2024 Races to a Record Start With $51B in Upstream MA
Permian yet again drives deal activity, but unlikely to maintain fast pace
二疊紀再次推動交易活動，但不太可能保持快節奏
CALGARY, AB, April 23, 2024 /PRNewswire/ -- Enverus Intelligence Research (EIR), a subsidiary of Enverus, the most trusted generative AI and energy-dedicated SaaS company, is releasing its summary of 1Q24 upstream M&A activity. Following last year's blockbuster $192 billion in U.S. upstream consolidation, 1Q24 would be on track to surpass that record with $51 billion in announced deals. However, EIR is pumping the brakes on another record-setting year as deal activity has slowed significantly in March and Q2 appears to have already lost momentum.
艾伯塔省卡爾加里，2024年4月23日 /PRNewswire/ — 最值得信賴的生成式人工智能和能源專用SaaS公司Enverus的子公司Enverus Intelligence Research（EIR）正在發佈其24年第一季度上游併購活動摘要。繼去年美國上游整合了1920億美元的轟動一時之後，24年第一季度有望以510億美元的交易突破這一紀錄。但是，由於3月份的交易活動大幅放緩，第二季度似乎已經失去勢頭，EIR正在阻礙又一個創紀錄的一年。
"Deals at the start of 2024 were driven by the same factors that led to last year's marathon of mergers, foremost among them a desire to lock up high-quality inventory when it is available," said Andrew Dittmar, principal analyst at EIR. "Most of that inventory is going to be found in the Permian, so it is unsurprising the prolific basin was yet again the primary driver for M&A within oil and gas."
EIR首席分析師安德魯·迪特瑪表示：“2024年初的交易是由導致去年馬拉松式合併的相同因素推動的，其中最重要的是希望在高質量庫存可用時將其鎖定。”“大部分庫存將在二疊紀找到，因此，這個多產的盆地再次成爲石油和天然氣內部併購的主要驅動力也就不足爲奇了。”
Headlining consolidation in Q1 was privately held Endeavor Energy Resources' sale to publicly held Diamondback Energy. The $26 billion buyout was the largest sale of a private company Enverus has tracked. "Endeavor was a unique opportunity to acquire a legacy family-owned E&P with leases in the core of the Midland Basin acquired decades before Diamondback, or many of the other familiar shale names, were even in business," said Dittmar.
第一季度的頭條整合是私人控股的奮進能源資源向上市的響尾蛇能源公司出售。260億美元的收購是Enverus追蹤的私營公司最大的一筆出售。迪特瑪說：“Endeavor是一個難得的機會，可以收購一家傳統的家族擁有的勘探開發項目，在響尾蛇或許多其他熟悉的頁岩公司開業前幾十年就收購了米德蘭盆地核心地區的租約。”
Companies are likely to be looking beyond the Permian for future M&A opportunities though because of both higher fragmentation in other plays and lower prices. The Eagle Ford and SCOOP | STACK are two plays with proportionally higher ownership by private equity-backed E&Ps likely to welcome an offer to be acquired by a public company. Both plays are also interesting from a commodity diversification perspective, with a mix of oil and gas production and an opportunity to capitalize on an eventual gas price recovery.
但是，由於其他業務的分散性加劇和較低的價格，各公司可能會將目光投向二疊紀以外的地區，尋找未來的併購機會。Eagle Ford和SCOOP | STACK是私募股權支持的E&P擁有比例更高所有權的兩家公司，很可能會歡迎上市公司的收購要約。從大宗商品多元化的角度來看，這兩部戲也很有趣，既有石油和天然氣產量，也有機會利用最終的天然氣價格回升。
Members of the media should use our new Request Media Interview option on the Enverus Newsroom page to schedule an interview with one of our expert analysts.
媒體成員應使用我們在Enverus新聞室頁面上新的 “請求媒體採訪” 選項來安排對我們的一位專家分析師的採訪。
About Enverus Intelligence Research
關於 Enverus 情報研究
Enverus Intelligence | Research, Inc. (EIR) is a subsidiary of Enverus that publishes energy-sector research focused on the oil, natural gas, power and renewable industries. EIR publishes reports including asset and company valuations, resource assessments, technical evaluations and macro-economic forecasts; and helps make intelligent connections for energy industry participants, service companies and capital providers worldwide. EIR is registered with the U.S. Securities and Exchange Commission as a foreign investment adviser. Enverus is the most trusted, energy-dedicated SaaS platform, offering real-time access to analytics, insights and benchmark cost and revenue data sourced from our partnerships to 98% of U.S. energy producers, and more than 35,000 suppliers. Learn more at Enverus.com.
Enverus Intelligence | Research, Inc.（EIR）是Enverus的子公司，該公司發佈以石油、天然氣、電力和可再生能源行業爲重點的能源行業研究報告。EIR發佈的報告包括資產和公司估值、資源評估、技術評估和宏觀經濟預測；並幫助全球能源行業參與者、服務公司和資本提供者建立智能連接。EIR在美國證券交易委員會註冊爲外國投資顧問。Enverus 是最值得信賴的能源專用 SaaS 平台，爲 98% 的美國能源生產商和超過 35,000 家供應商提供實時訪問來自我們合作伙伴關係的分析、見解和基準成本和收入數據。在 Enverus.com 上了解更多信息。
View all press releases at Enverus.com/newsroom
在 enverus.com/Newsroom 上查看所有新聞稿
SOURCE Enverus
來源 Enverus
譯文內容由第三人軟體翻譯。