據(jù)世界石油2月16日消息稱，GlobalData 表示，去年油氣行業(yè)共達成了740億美元的交易，而2020年僅為400億美元。

這家數(shù)據(jù)分析公司指出，油價回升鼓勵企業(yè)進行更多高價值交易，以推動其增長計劃。就價值而言，2021年最大的一筆交易是在年底宣布的，當(dāng)時油價處于多年來的高點。中包括Aker BP擬以139億美元收購北海運營商Lundin Energy。

GlobalData的最新報告《2021年全球并購交易——按行業(yè)分類的主要主題》顯示，考慮到已知的并購交易價值，2021年油氣行業(yè)的全球并購活動每年增長16%，達到3350億美元。除中國、中東和非洲以外的所有地區(qū)報告稱，2021年的交易價值與前一年相比有所增加。然而，就交易量而言，2021年的油氣并購活動基本持平，約為1800筆。

在2021年，上游行業(yè)貢獻了1200億美元的最高并購交易價值。與2020年相比，增長率達到48%，是歷史最高水平。

GlobalData油氣分析師Ravindra Puranik表示:“頁巖和海底油氣交易的增長很大程度上是由頁巖和海底主題推動的。美國頁巖油氣藏，尤其是二疊紀(jì)盆地，仍然是2021年油氣并購最具吸引力的目標(biāo)。北海的油氣資產(chǎn)在去年也見證了幾筆交易，其中包括涉及 Lundin Energy 的交易。”

中游資產(chǎn)在 2021 年的交易份額中也有顯著貢獻。其中包括幾筆涉及北美油氣管道資產(chǎn)的高價值交易，如Brookfield Infrastructure以115億美元收購Inter pipeline，或Energy Transfer以72億美元收購Enable Midstream。

Puranik說:“只要石油和天然氣行業(yè)繼續(xù)滿足全球大部分能源需求，就會有對管道和液化天然氣(LNG)等運輸基礎(chǔ)設(shè)施的需求。”

朱佳妮 摘譯自 世界石油

原文如下：

Globaldata: Oil and gas industry witnessed a surge in high-value deals in 2021

A total of 74 billion-dollar deals were undertaken in the oil and gas industry last year, compared to only 40 in 2020, says GlobalData.

The data and analytics company notes that oil price recovery encouraged companies to undertake more high-value deals to push forward their growth plans. The largest deal in terms of value for 2021 was announced towards the end of the year, when prices were at multi-year highs. It involved the proposed $13.9 billion acquisition of North Sea operator Lundin Energy by Aker BP.

GlobalData’s latest report, ‘Global M&A Deals in 2021 – Top Themes by Sector’, reveals that global mergers and acquisitions (M&A) activity in the oil and gas industry grew annually by 16% to reach $335 billion in 2021, considering M&As with known deal value. All regions, except China, the Middle East and Africa, reported an increase in deal value in 2021, compared to the previous year. However, in terms of deal volume, M&A activity was largely flat at around 1,800 oil and gas deals in 2021.

The upstream sector contributed to the highest M&A transaction value of $120 billion in 2021. It also recorded the highest growth of 48% compared to 2020.

“This growth in deal making was largely driven by the shale and subsea themes,” said Ravindra Puranik, Oil & Gas Analyst at GlobalData. “The U.S. shale plays, particularly the Permian Basin, remained the most attractive target for oil and gas M&As in 2021. The oil and gas assets in the North Sea also witnessed several deals in the last year, including the one involving Lundin Energy.”

Midstream assets also had a notable contribution to the share of the deals in 2021. This included several high-value deals involving oil and gas pipeline assets in North America, such as Brookfield Infrastructure’s $11.5 billion acquisition of Inter Pipeline or the acquisition of Enable Midstream by Energy Transfer for $7.2 billion.  

“As long as the oil and gas industry continues to meet the bulk of global energy needs, there will also be demand for transportation infrastructure, such as pipelines and liquefied natural gas (LNG),” Puranik said.