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壳牌将以164亿美元现金加股票交易收购ARC Resources

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-- 壳牌（SHEL）同意以现金加股票的方式收购加拿大能源公司ARC Resources，企业价值为164亿美元。这家石油和天然气巨头希望借此增加其在加拿大蒙特尼盆地低成本页岩气和页岩油生产领域的投资。 两家公司在各自的声明中表示，ARC的股东每持有1股ARC股票，将获得8.20加元（约合6.03美元）现金和0.40247股壳牌股票，每股总对价为32.80加元。 壳牌表示，该交易的股权价值为136亿美元，壳牌将承担28亿美元的净债务和租赁费用，使企业估值达到164亿美元。 周一，壳牌在美国上市的股票小幅下跌1.1%。 壳牌首席执行官瓦埃勒·萨万在一份声明中表示：“ARC是一家高质量、低成本且碳排放强度位居前25%的生产商，其业务位于蒙特尼页岩盆地，与我们在加拿大的现有业务形成互补，并增强了我们的资源基础。此次收购将加拿大确立为壳牌的核心市场，同时推进了我们以更少的排放创造更多价值的战略。” 该交易尚需获得监管机构和法院的批准，以及ARC股东的同意，预计将于下半年完成。 壳牌预计，此次交易将增强其在加拿大现有的液化天然气业务和下游业务。壳牌表示，预计此次收购将在完成后一年内产生约2.5亿美元的年度协同效应。 预计此次交易将使其2030年前的年均复合产量增长率提升至4%。截至2025年底，该交易将新增约20亿桶油当量探明及概算储量。ARC公司2025年的日产量为37.4万桶油当量。 首席执行官特里·安德森在另一份声明中表示，通过此次交易，ARC将“成为一家充满活力的全球能源领军企业的一部分，能够充分发挥我们业务的潜力，并为加拿大令人振奋的能源未来做出贡献”。 ARC表示，如果终止该交易，将需支付约6亿加元的费用。

Price: $88.12, Change: $-0.99, Percent Change: -1.11%

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