Shell buys Canadian shale producer ARC for $16bn - FT中文网
登录×
电子邮件/用户名
密码
记住我
请输入邮箱和密码进行绑定操作:
请输入手机号码,通过短信验证(目前仅支持中国大陆地区的手机号):
请您阅读我们的用户注册协议隐私权保护政策,点击下方按钮即视为您接受。
石油和天然气行业

Shell buys Canadian shale producer ARC for $16bn

Deal will boost oil major’s production at a time when investors have queried the company’s growth
00:00

{"text":[[{"start":11.2,"text":"Shell has agreed to buy Canadian shale producer ARC Resources for $16.4bn, in a deal that would be the oil major’s biggest since it bought BG Group a decade ago. "}],[{"start":23.25,"text":"Shell said it would pay $13.6bn, three-quarters in shares, and assume $2.8bn in debt for Calgary-based ARC. The deal values ARC at a 20 per cent premium to its recent share price, which has been flat in 2026 but more than tripled over the past five years. "}],[{"start":43.25,"text":"Wael Sawan, Shell’s chief executive since 2023, has avoided large acquisitions until now, shying away in particular from a bid for rival BP, and instead focusing on cost-cutting and improving the company’s share price. "}],[{"start":58.65,"text":"He told the FT that while a deal of this size has “been on my mind since 2023 when I took up the job”, Shell needed to “earn the right” to make significant acquisitions by first improving its performance. "}],[{"start":71.55,"text":"“We felt we needed to be patient, and deliver the transformation of the company in the first couple of years,” he said, adding that he was prepared to make further acquisitions if targets hit Shell’s “very high bar”. "}],[{"start":83.7,"text":"He said it was “too early to say” if the high energy prices triggered by the conflict in the Middle East would throw up other opportunities. "}],[{"start":93.05,"text":"The deal will add about 370,000 barrels a day of oil and gas to Shell’s output, helping boost its production growth rate as it deals with investors’ questions about the company’s prospects."}],[{"start":105.5,"text":"Shell said the acquisition would boost production growth from 1 per cent a year to 4 per cent and add 2bn barrels to its proved and probable reserves."}],[{"start":115.25,"text":"The move marks a return to significant North American shale activity for Shell, which sold its US shale business in Texas’s Permian Basin to ConocoPhillips in 2021 for $9.5bn."}],[{"start":129.1,"text":"Sawan said ARC, which produces mainly gas and condensate — a light-coloured liquid that can be used in refineries and to make ethylene — would make Canada a “heartland” for Shell. "}],[{"start":140.25,"text":"The deal also marks another step in Shell’s push to cement its position as one of the largest players in liquefied natural gas, a move that was first supercharged by its purchase of BG Group for $53bn."}],[{"start":153.85,"text":"ARC’s reserves could be used to feed LNG Canada, a $40bn liquefied natural gas plant on Canada’s west coast in which Shell holds a 40 per cent stake. "}],[{"start":164.29999999999998,"text":"Shell states that it either “owns” or is “involved” with more than 30 per cent of global LNG capacity, and is the world’s largest trader of the fuel. "}],[{"start":173.95,"text":"Canada’s oil industry is enjoying a bumper year with producers expected to earn a C$90bn (US$66bn) windfall this year if prices stay above $100 a barrel, according to research by Enverus, a data provider. "}],[{"start":189.85,"text":"The industry is also benefiting from a more positive relationship with the new Liberal government led by Prime Minister Mark Carney, who has adopted a more pragmatic approach to fossil fuels than his predecessor Justin Trudeau. "}],[{"start":204.54999999999998,"text":"Carney has announced plans to boost fossil fuel exports to insulate the country’s economy from a bruising trade war with the US and has supported efforts to build new pipelines to enable producers to transport more fuel to Asia. "}],[{"start":218.79999999999998,"text":"Canada’s energy minister Tim Hodgson told the FT last month that the world faced the biggest disruption to energy supplies in history and that his country’s producers were in an ideal position to meet customers’ need for alternative supplies. "}],[{"start":232.79999999999998,"text":"Eric Nuttall, a senior portfolio manager at investment group Ninepoint Partners, said the deal by Shell “makes very good strategic sense given how short resource they were with a likely near-term approval” of the second phase of LNG Canada. "}],[{"start":248.6,"text":"“We think they’re paying a fair valuation given the deep inventory that ARC has and the likelihood of a counterbid to be low,” he added. "}],[{"start":257.6,"text":"Shell’s shares were flat after the deal was announced on Monday afternoon in London. ARC shares rose 22 per cent to C$31.51."}],[{"start":275.9,"text":""}]],"url":"https://audio.ftcn.net.cn/album/a_1777335526_6053.mp3"}

版权声明:本文版权归FT中文网所有,未经允许任何单位或个人不得转载,复制或以任何其他方式使用本文全部或部分,侵权必究。

反弹的通胀与不耐烦的特朗普:凯文•沃什面临双重压力

美国参议院本周有望批准这位56岁的金融家接替杰伊•鲍威尔出任美联储主席。

伊朗战争推高燃气价格,印度工人纷纷逃离城市生活

伊朗战争推高了烹饪燃料价格,迫使印度许多务工人员返乡回村。

能源、军火与粮食:特朗普对伊战争日益沉重的代价

这场冲突正波及整个美国经济,造成了数千亿美元的产出损失。

肺纤维化生物科技公司Avalyn Pharma申请首次公开募股(IPO)

一家生物技术公司正开发可吸入剂型的已获批肺纤维化口服药,计划赴公开市场融资以支持其后期研发。
2天前

凯勒拉治疗学公司在生物技术领域创纪录的IPO中融资6.25亿美元

最新的生物科技公司首次公开募股创下历史新高。
2天前

法国将迎来最拥挤的大选角逐场:谁将取代马克龙?

左翼和中间阵营的分裂,助长了极右翼问鼎爱丽舍宫的希望。
设置字号×
最小
较小
默认
较大
最大
分享×