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沙特尋求收購(gòu)美國(guó)的石油和天然氣公司

沙特尋求收購(gòu)美國(guó)的石油和天然氣公司

Kirsten Korosec 2017-12-24
沙特需要使用更多的天然氣發(fā)電,把節(jié)省出來的石油用于出口。

由于沙特阿拉伯計(jì)劃在明年把國(guó)有石油公司阿美(Aramco)的一部分賣給投資者,該國(guó)正在四處尋找新的能源資產(chǎn)。而他們已經(jīng)把目光瞄準(zhǔn)了美國(guó)的石油和天然氣廠家。

《華爾街日?qǐng)?bào)》援引多個(gè)匿名消息源報(bào)道稱,暫定于2018年為阿美石油進(jìn)行首次公開募股的沙特,據(jù)說已經(jīng)把目標(biāo)對(duì)準(zhǔn)了美國(guó)的頁(yè)巖。這次首次公開募股本身就十分勁爆。讓阿美石油上市,將標(biāo)志著該國(guó)對(duì)這家全球最大的石油生產(chǎn)商38年來完全控制的終結(jié)。

此舉預(yù)計(jì)會(huì)讓阿美石油一舉超過蘋果(Apple)和微軟(Microsoft),成為全球市值最高的公司,這種級(jí)別的首次公開募股很可能帶來深遠(yuǎn)的影響,不僅限于石油市場(chǎng)和沙特阿拉伯。

它可能會(huì)讓阿美轉(zhuǎn)型成為一家業(yè)務(wù)更加多元化的公司,而其石油與天然氣的生產(chǎn)資產(chǎn)也將邁出沙特。

這時(shí)美國(guó)頁(yè)巖就能派上用場(chǎng)了。《華爾街日?qǐng)?bào)》報(bào)道稱,阿美已經(jīng)與休斯敦的液化天然氣開發(fā)商Tellurian就控股后者或購(gòu)買后者部分能源的話題進(jìn)行了初步磋商。這家國(guó)有原油生產(chǎn)商還試圖收購(gòu)Permian和Eagle Ford油氣盆地的資產(chǎn)?!度A爾街日?qǐng)?bào)》表示,他們還接觸了其他公司,討論天然氣出口貿(mào)易的問題。

盡管這些商談可能還只是嘗試性的,處于初期,但也表明了阿美公司的明顯轉(zhuǎn)型。它還證明了美國(guó)蓬勃發(fā)展的頁(yè)巖油行業(yè)如何削弱了阿美的地位。

要明確的是,阿美目前尚未擁有美國(guó)的資產(chǎn)。不過這些都是煉油廠。阿美只在沙特阿拉伯生產(chǎn)原油和天然氣,目前他們也沒有進(jìn)口這兩種商品。

甚至只需要收購(gòu)一家美國(guó)天然氣生產(chǎn)商的一部分,就能幫助阿美以及沙特更好地在本土利用生產(chǎn)的石油。原因在于:沙特阿拉伯已探明的石油儲(chǔ)量是全球最大的獨(dú)立石油公司??松梨冢‥xxon Mobil)存有石油量的13倍。該國(guó)還擁有298萬億立方英尺的天然氣。

然而,沙特使用了一部分石油儲(chǔ)量去發(fā)電。如果他們能使用更多的天然氣發(fā)電,阿美就能保留更多的原油用于出口了。(財(cái)富中文網(wǎng))

As Saudi Arabia prepares to sell a piece of its government-owned oil company Aramco to investors next year, the country is sniffing around for new energy assets. And it has its eye on the oil and gas production in the United States.

The kingdom, which has tentatively planned an IPO in 2018 for Aramco, is reportedly focusing on American shale country, according to the WSJ, which cited several unnamed sources. The IPO itself is momentous. Taking Aramco public would end 38 years of complete state control of the largest oil producer in the world.

The implications of an IPO, which is expected to beat out Apple and Microsoft to become the world’s most valuable company, will likely have far-reaching effects. And not just on the markets and Saudi Arabia.

It would likely reshape Aramco into a more diversified company with oil-and-gas production assets outside of Saudi Arabia.

And that’s where American shale country comes in. According to the WSJ, Aramco has had early talks with Tellurian, the Houston-based liquefied natural gas developer, about taking a stake in the company or buying some of its fuel. The state-owned oil producer has also looked into buying assets in the Permian and Eagle Ford oil and gas basins. Other U.S. companies have been approached about natural gas export deals, reported the WSJ.

These talks, as tentative and early as they might be, illustrates a dramatic shift for Aramco. It also points to how the booming shale-oil industry in the U.S. has weakened Aramco’s position.

To be clear, Aramco does own U.S. assets already. But these are refineries. Aramco only produces oil and gas within Saudi Arabia. And it doesn’t currently import oil or gas.

Snapping up even a piece of a U.S. gas producer could help the company, and country, make better use of oil produced at home. Here’s how: Saudi Arabia is sitting on proven oil reserves that are 13 times as large as the reserves booked by Exxon Mobil, which is the largest independent oil company in the world. It’s also sitting on 298 trillion cubic feet of natural gas.

However, the country uses some of its oil reserves to produce electricity. If it can use more natural gas to produce electricity, Aramco can save its more valuable crude oil for export.

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