-- 全球油气生产商壳牌公司(SHEL)周一同意以220亿加元(含债务)收购ARC Resources (ARX.TO)。此举旨在扩大壳牌在加拿大不列颠哥伦比亚省东北部蒙特尼页岩气田的市场份额。 壳牌提出的收购价为每股ARC股票32.80加元,较其上周五在多伦多证券交易所的收盘价溢价27%。收购款项将以75%的壳牌股票和25%的现金支付。 根据协议,壳牌将获得ARC在蒙特尼气田截至去年年底的374,336桶油当量/日(boe/d)天然气和天然气凝析液产量,预计今年产量将增长至405,000至420,000桶油当量/日。此外,壳牌还将为位于不列颠哥伦比亚省北部太平洋沿岸的加拿大液化天然气(LNG Canada)工厂增加供应,该工厂由壳牌持有40%的股份。 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,在蒙特尼页岩盆地运营,与我们在加拿大的现有业务形成互补,并增强了我们未来几十年的资源基础。我们正在利用其独特的资产优势,并欢迎拥有深厚专业知识的同事加入,结合壳牌在该盆地的出色业绩,这将为股东带来极具吸引力的投资回报。” ARC在蒙特尼地区拥有150万英亩土地,这将使壳牌在该地区的土地持有量增加到44万英亩。此外,ARC还将新增约20亿桶油当量/日的储量。 此次收购将使加拿大重新成为这家全球石油生产商的重要中心。此前,该公司在2017年将其大部分油砂业务出售给加拿大自然资源公司(CNQ.TO)后,一直在逐步撤出加拿大市场。该公司原计划于2025年将其剩余的油砂权益出售给这家加拿大生产商,从而彻底退出油砂领域。目前,该公司仍在阿尔伯塔省埃德蒙顿附近运营着一座油砂升级装置、炼油厂和碳捕集设施,并在安大略省萨尼亚拥有一座炼油厂,同时在加拿大拥有1400家零售加油站。 ARC公司表示,壳牌公司于今年3月与该公司接洽,其董事会成立了一个特别委员会来评估该收购要约,并最终认定该要约公平合理,符合股东的最佳利益。 “ARC董事会一致建议股东进行这项战略交易,”董事会主席哈尔·奎斯勒在一份声明中表示。 “这项协议为我们的股东带来了巨大的价值,并将两家在安全、卓越运营以及关爱社区和员工方面拥有共同承诺的公司联合起来,从而增强了我们在未来多年持续创造价值的能力。” 预计此次交易将于今年下半年完成。 ARC股票周五在多伦多证券交易所收盘下跌0.35加元,至25.77加元。
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