据油价网报道，能源数据分析公司Enverus周一（7月12日）表示，今年第二季度大宗商品价格的强劲反弹和股价的回升，标志着美国上游部分的许多能源并购的回归，季度价值处于2019年第二季度以来的最高水平。
今年第一季度，美国石油和天然气交易开局温和，但第二季度却大幅增长。 Enverus在一份报告中称，今年4月至6月间，美国石油天然气行业共宣布了40多宗交易，总价值达到330亿美元。
这家能源数据分析公司表示：“这是自2019年第二季度以来最高的季度价值总数，包括美国第4大石油公司西方石油公司对阿纳达科石油公司的历史性收购，也是自2014年以来宣布的超过10亿美元的交易。”
Enverus高级并购分析师安德鲁·迪特马尔在评论该数据时表示：“为了应对投资者要求提高运营效率的压力，勘探与生产公司已经把整合放在了优先位置。”
迪特马尔指出：“在过去四个季度中，有三个季度并购活动非常活跃，过去12个月上游并购交易的规模超过了850亿美元。”
今年上游并购排名第一的是5月份宣布的一项交易，卡伯特油气公司和Cimarex能源公司宣布了一项全股权对等合并，合并后的公司企业价值将达到大约170亿美元。
第二笔最有价值的交易是先锋自然资源公司以64亿美元收购独立能源公司双点能源公司，其中包括承担约9亿美元的债务。
Enverus表示，今年迄今为止的并购活动表明，美国页岩领域的交易目标发生了转变。去年，主要是上市公司进行整合，以实现运营和管理协同。 今年，上游并购交易的主要推动力是上市公司收购私人和私募股权赞助的生产商。
李峻 编译自 油价网
原文如下：
U.S. Oil Industry Sees More M&A Dealmaking As Prices Rise
The strong rally in commodity prices and the recovery in share prices in the second quarter of 2021 marked the return of many energy mergers and acquisitions in the U.S. upstream segment, with quarterly value sitting at its highest since the second quarter of 2019, energy data analytics company Enverus said on Monday.
Following a timid start to 2021 in the first quarter, the pace of U.S. oil and gas deals surged in the second quarter. More than 40 deals were announced between April and June, for a combined total value of $33 billion, Enverus said in a report.
“That is the highest quarterly value total since 2Q19, which included Occidental Petroleum’s historic buy of Anadarko Petroleum, and is tied for the most announced deals above $1 billion since 2014,” the energy data analytics firm said.
“Responding to investor pressure to operate more efficiently, E&P companies have prioritized consolidation,” Andrew Dittmar, senior M&A analyst at Enverus, said, commenting on the data.
“With three extremely active quarters out of the last four, there has been more than $85 billion announced in upstream M&A during the prior 12 months,” Dittmar noted.
Top of the list in the upstream M&A was the deal announced in May, in which Cabot Oil & Gas Corporation and Cimarex Energy announced an all-stock merger of equals that would result in a company with a total enterprise value of around $17 billion.
The second most valuable deal was Pioneer Natural Resources acquiring energy-independent DoublePoint Energy for a consideration of $6.4 billion, including the assumption of some $900 million in debt.
The M&A activity so far this year shows that there has been a shift in the targets of deals in the shale patch, the analytics firm says.
Last year, it was mostly public companies consolidating to achieve operational and administrative synergies. This year, the main driver of upstream M&A deals has been public companies acquiring private and private equity-sponsored producers.
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