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

作　　者：侯明扬[1] HOU Mingyang(Exploration&Production Research Institute of Sinopec)

机构地区：[1]中国石化石油勘探开发研究院

出　　处：《国际石油经济》2024年第4期49-55,共7页International Petroleum Economics

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。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 

分 类 号：F416.22[经济管理—产业经济]