Rockcliff能源

2023年3月8日

休斯顿03/08/2023 | 12:17pm EST信息:*必填字段(路透社)——今年的美国天然气价格的自由落体颠覆了并购市场的天然气生产商,吓坏了投资者,排队购买价格,高得多。一个单位的价格波动已经破坏了计划东京燃气有限公司从私人股本公司收购Rockcliff能量量子能量合作伙伴,根据三个知情人士。据路透社报道,1月双方出售Rockcliff接近46亿美元,在美国页岩气生产商。买方是TG自然资源,日本能源公司旗下的一个业务多数大宗商品交易员Castleton国际(CCI)控股。东京燃气想大幅减少其收购美国天然气期货暴跌后Rockcliff:从12月中旬,他们下降了63%至2.55美元,周三一百万英热单位。上个月会谈结束后Rockcliff的支持者都不愿意接受降价,人们说,他不愿透露姓名的讨论机密信息。”有一个最低价格我们愿意承担,这是价格最初同意与东京气体,”其中一位消息人士说。东京燃气、量子和CCI拒绝置评。Rockcliff没有回应记者的置评请求。天然气价格非常不稳定在长时间的稳定。 The fuel skyrocketed after Russia reduced pipeline shipments to Europe, sending U.S. prices to $9.68 per mmBtu last August. Daily swings also have been aggressive: U.S. futures plunged 15% on Monday. This year's decline reflects a supply glut caused by a relatively warm winter in the northern hemisphere and less demand due to a lengthy outage at exporter Freeport LNG. The outlook for gas signals continued weak demand. The price for U.S. gas 12 months in the future is $3.43 per mmBtu, a level restricting new drilling in the U.S. HINDSIGHT Last year's bumper prices sparked a wave of dealmaking and hopes for share offers. EQT Corp agreed a deal for THQ Appalachia I for $5.2 billion and Marathon Oil Corp snapped up Ensign Natural Resources for $3 billion. BKV Corp in November filed for an initial public offering, and was expected to seek an up to $2 billion valuation. With prices falling, however, Chesapeake Energy, Southwestern Energy and Comstock Resources slammed the brakes on new production by cutting drilling rigs. BKV's IPO plans are on hold as it cannot achieve its desired value at current prices, two sources aware of the matter said. BKV Corp did not respond to a comment request. "I think some of those deals were mistimed, and some look expensive in hindsight," said Mark Viviano, a managing partner at investment firm Kimmeridge Energy Management. Viviano was a force behind Chesapeake returning to gas in recent months after a short-lived oil push. A spate of new liquefied natural gas export plants planned for the U.S. are expected to become big gas consumers over the next five years and underpin higher prices by mid-decade. Hedging strategies set above current market prices will provide some earnings stability for producers in 2023. But, that leaves this year a "challenging" one for gas deals. The prospect of tailwinds boosting prices should support transaction volumes down the line, said Andrew Dittmar, a director at energy consultancy Enverus. "There are buyers," he insists, "particularly the bigger companies taking a multi-decade strategy." (Reporting by David French in Houston and Shariq Khan in Bengaluru; Additional Reporting by Isla Binnie in New York and Yuka Obayashi in Tokyo; Editing by Marguerita Choy) By David French and Shariq Khan