2023年全球油气资源并购市场特点及前景展望
Global oil and gas M&A in 2023 and its prospects
侯明扬1
作者信息
摘要
2023年,全球油气资源并购交易总数量仅为201宗,基本达到20年内最低水平;但并购交易总金额超过2335亿美元,创下自2012年以来的最高值.2023年世界油气并购市场总体呈现4个方面的特点:一是北美地区交易金额创历史新高,俄罗斯-中亚地区交易数量接近历史最低值;二是各类国际石油公司并购金额整体增加,国际石油巨头发起多宗"超级并购";三是并购交易的评价油价创2014年来新高,与国际油价走势差异明显;四是北美地区非常规资产并购活动保持活跃,页岩油相关资产交易金额创历史新高.展望2024年,预计油气资源并购交易市场活跃程度将持续提升,国际石油公司将着手优化"并购后"资产组合,国家石油公司或将加大上游资产购买力度.
Abstract
In 2023,the total number of global oil and gas resources M&A deals was only 201,basically reaching the lowest level in 20 years.However,the total amount of M&A deals was more than $233.5 billion,the highest value since 2012.Global oil and gas M&A market in 2023 was characterized by such four aspects as the deal value in North America reached a record high,and the number of deals in Russia-Central Asia was close to the lowest in history,the overall amount of M&A of various international oil companies increased and international oil giants had initiated many"super M&A",the evaluation oil prices of M&A deals was at a record high since 2014,showing the different from the trend of international oil prices,and the North American region's non-conventional assets mergers and acquisitions activities remained active and the amount of transactions of shale oil-related assets hit a record high.Looking ahead to 2024,it is expected that the oil and gas M&A market will continue to be active,international oil companies will begin to optimize their"post-merger"asset portfolios,and national oil companies may increase their purchase of upstream assets.
关键词
全球油气资源/并购交易/国际石油公司/地缘风险/评价油价Key words
global oil and gas resources/merger and acquisition transactions/international oil companies/geographical risk/evaluation of oil prices引用本文复制引用
出版年
2024