石油设备网讯 据钻机地带网2019年4月15日休斯敦报道，雪佛龙公司收购阿纳达科石油公司的交易将打造一家在美国国内能与埃克森美孚公司进行竞争的公司，从而将撼动美国的上游行业。
GlobalData上游油气分析师乔纳森•马卡姆在上周五发给钻机地带网的一份电子邮件声明中就是这么说的。
马卡姆在声明中称：“雪佛龙公司和阿纳达科石油公司的合并将使雪佛龙公司成为美国最大的石油生产商，预计今年其油气日产量将超过160万桶油当量。”
马卡姆说：“主要贡献者将是页岩远景区和深水/超深水油气田。雪佛龙公司预计将成为这两个领域美国最大的单一生产商，我们预测今年将从页岩远景区生产110万桶油当量，从深水/超深水油气田生产近0.35万桶油当量。”
马卡姆继续说：“这笔交易加强了雪佛龙公司在二叠纪盆地的地位，二叠纪盆地将提供超过一半的页岩产量。这笔交易还使雪佛龙公司获得了DJ盆地的大片探区，DJ盆地将提供大约四分之一的页岩产量。”
杰富瑞股票分析师贾森•甘缪尔在一份评论这笔交易的研究报告中表示，杰富瑞相信这笔收购交易“将几乎立即在最重要的指标上实现增值。综合石油投资者很少喜欢收购企业实体，但这笔交易的战略契合性和增值性应会使其更容易接受。”
李峻 编译自 Platts
原文如下：
Chevron-Anadarko Deal Will Shake Up US Upstream
Chevron Corporation’s deal to acquire Anadarko Petroleum Corporation will shake up the U.S. upstream sector, creating a company that rivals ExxonMobil domestically.
That’s what Jonathan Markham, upstream oil and gas analyst at GlobalData, said in an emailed statement sent to Rigzone on Friday.
“The combined portfolios of Chevron and Anadarko will make Chevron the leading producer in the United States, with forecast production of over 1.6 million barrels of oil equivalent per day (MMboepd) in 2019,” Markham said in the statement.
“Major contributors will be shale plays and deep/ultra-deepwater fields. Chevron is expected to become the single largest producer in the United States in both these areas, where we have forecast that production will be over 1.1 MMboepd from shale and nearly 0.35 MMboepd from deep/ultra-deepwater in 2019,” he added.
“The deal strengthens Chevron’s position in the Permian Basin, which will provide over half of the shale production, and gives the company access to significant acreage in the DJ Basin, which will provide around a quarter of the shale production,” Markham continued.
In a research note commenting on the deal, Jefferies Equity Analyst Jason Gammel said Jefferies believes the acquisition “will be accretive on most significant metrics almost immediately”.
“Integrated oil investors seldom like acquisitions of corporate entities, but the strategic fit and accretive nature of this transaction should make it more palatable,” Gammel stated in the note.
