石油设备网讯 据彭博新闻社2019年3月18日休斯敦报道,知情人士说,美国卡里佐石油天然气公司(Carrizo Oil & Gas Inc.)时下正在考虑与其竞争对手美国能源勘探公司SM能源公司合并。
由于信息属于保密而要求匿名的知情人士说,卡里佐油气公司已与SM能源公司就可能的合并一事进行了初步讨论。上述知情人士说,目前还不确定这些讨论是否会促成交易的达成。
总部位于丹佛市的SM能源公司股价在纽约早盘交易中攀升了大约4.8%,至16.45美元,其市值超过了18亿美元。卡里佐油气公司的股价上涨了1.1%,至11.75美元,其市场估值为11亿美元。
此次讨论的背景是,动荡的油价给中小型能源勘探企业带来了巨大压力,迫使它们联合起来削减成本,尤其是在竞争激烈的德克萨斯州二叠纪盆地和新墨西哥州等地区。
SM能源公司发言人拒绝置评,卡里佐油气公司的代表也没有立即回复置评请求。
SM能源公司的历史可以追溯到1908年。SM能源公司在被称为米德兰盆地的二叠纪页岩探区有业务。根据2月份的一份投资者报告,SM能源公司一直在加大投入提高产量。卡里佐油气公司在二叠纪另一个快速增长的地区——特拉华盆地开展业务。根据本月的一份投资者简报,卡里佐油气公司在该地区拥有面积大约为4.6万英亩探区的钻井权。
这两家公司还在德克萨斯州南部的鹰福特页岩盆地拥有钻井探区。
李峻 编译自 彭博社
原文如下:
Carrizo, SM Energy in Talks to Team Up
Carrizo Oil & Gas Inc. is weighing a tie-up with U.S. energy explorer SM Energy Co., according to people familiar with the matter.
Carrizo has held early-stage discussions with SM about a potential combination, the people said, asking not to not be identified because the information is private. There’s no certainty the deliberations will lead to a transaction, the people said.
Shares of SM, based in Denver, climbed about 4.8 percent to $16.45 in early trading in New York, giving it a market value of more than $1.8 billion. Carrizo was up 1.1 percent to $11.75 for a market valuation of $1.1 billion.
The talks come as volatile oil prices put pressure on small and midsize energy explorers to pair up to cut costs, particularly in areas such as the Permian Basin of Texas and New Mexico, which is dense with competition.
A spokeswoman for SM declined to comment, while a representative for Carrizo didn’t immediately respond to a request for comment.
SM traces its roots back to 1908. The company has operations in a swathe of the Permian known as the Midland Basin, where it has been spending more to ramp up production, according to a February investor presentation. Carrizo operates in a different, fast-growing patch of the Permian known as the Delaware Basin, where it has drilling rights on about 46,000 net acres, according to an investor presentation this month.
The two companies also have drilling acreage in the Eagle Ford Shale of south Texas.