据路透社4月8日消息，据咨询公司Enverus称，美国第一季油气勘探和生产交易较上年同期增加了五倍，为近期页岩气行业的大规模并购埋下伏笔。
由于新冠疫情对燃料需求和石油市场“踩下了刹车”，去年第一季度达成了约6亿美元的交易，而今年同期飙升至34亿美元。与去年同期相比，随着油价回升，本季度的并购交易速度有所加快，但与2020年第四季度的278亿美元相比有所下降。
Enverus称，第一季五大并购交易都涉及私营企业，预计这一趋势今年还将持续，其中包括先锋自然资源公司，本月早些时候斥资64亿美元收购私营企业DoublePoint Energy LLC。
Enverus高级分析师安德鲁 迪特马尔表示：“我们将继续看到活动呈上升趋势。”
随着上市公司剥离非核心资产和股价上涨，私营企业更愿意进行交易。
去年第二季度交易活动急剧放缓，仅有28亿美元的资产出售和合并，因生产商努力应对历史低位的油价，减少钻井并关闭油井以避免损失。
上个季度的交易包括Equinor以9亿美元的价格将巴肯页岩资产出售给私募股权支持的Grayson Mill 能源，以及Ovintiv以8.8亿美元的价格将页岩资产出售给Validus 能源。
萨姆森资源公司也在3月份完成了将其粉末河盆地资产出售给大陆资源公司的交易。同月，Enerplus以4.65亿美元现金收购了巴肯页岩运营商Bruin勘探生产公司。
裘寅 编译自 路透社
原文如下：
U.S. energy E&P deals jump to $3.4 billion in first-quarter as shale consolidates: Enervus
U.S. oil and gas exploration and production deals rose fivefold in the first quarter over a year-ago, according to consultancy Enverus, in a foreshadowing of recent blockbuster shale mergers.
Some $3.4 billion in deals were struck in the first quarter, compared with $600 million a year-ago, as the coronavirus pandemic slammed the brakes All top five first-quarter deals involved a private company, according to Enverus, a trend it expects to continue this year, including Pioneer Natural Resources Co’s purchase of privately-held DoublePoint Energy LLC for $6.4 billion earlier this month.
“We’re going to continue to see activity trend upwards,” said Andrew Dittmar, a senior analyst with Enverus.
Private companies are more willing to make deals as public companies divest non-core assets and stock prices rise, he said.
Deal activity slowed sharply in the second quarter of last year, with just $2.8 billion in asset sales and mergers, as producers grappled with historically low oil prices, pulled back The deals last quarter include Equinor ASA’s $900 million sale of Bakken shale properties to private-equity backed Grayson Mill Energy, and Ovintiv’s $880 million sale of shale properties to Validus Energy.
Samson Resources also in March closed a sale of its Powder River Basin assets to Continental Resources. That same month Enerplus completed its $465 million cash acquisition of Bakken shale operator Bruin E&P.
