公司宣布，已同意以约42亿美元的价格，将其在德克萨斯州南部鹰福特页岩区的钻井业务出售给由KKR资本集团支持的石油生产商克雷森特能源公司。
Energy Corp. agreed to sell its drilling portfolio in the Eagle Ford shale basin of South Texas to Crescent Energy Co., an oil producer backed by KKR & Co., for about $4.2 billion.
德文能源在周四发布的声明中称，克雷森特能源将以现金方式收购这些资产，其中包括位于卡恩斯县、德威特县和冈萨雷斯县的约9万英亩净钻井用地。此前彭博社曾报道称，德文能源与克雷森特能源正处于深入谈判阶段。
Crescent will pay cash for the assets, which include about 90,000 net acres in Karnes, DeWitt, and Gonzales counties, Devon said in a statement Thursday. Bloomberg reported earlier that Devon and Crescent were in advanced talks.
总部位于俄克拉荷马城的德文能源目前市值达530亿美元。由于激进投资者的施压，该公司不得不加快出售西德克萨斯州与新墨西哥州二叠纪盆地核心业务以外资产的步伐，甚至面临被整体出售的可能性。
Oklahoma City-based Devon, which has a $53 billion market capitalization, is under growing pressure from activist investors to speed up the timeline to sell assets outside its core holdings in the Permian Basin of West Texas and New Mexico, or else sell itself entirely.
在纽约股市开盘前，德文能源股价一度上涨2.8%；而克雷森特能源股价则下跌7%。
Devon shares rose as much as 2.8% before the start of regular trading in New York. Crescent slumped 7%.
自今年5月以约250亿美元的价格完成对科特拉能源公司的收购后，德文能源便开始全面评估自身资产组合，这些资产还涵盖美国落基山脉地区、俄克拉荷马州阿纳达科地区以及宾夕法尼亚州马塞勒斯页岩区的油气井。
Since closing on a deal for Coterra Energy Inc. in May for about $25 billion, Devon has been evaluating its entire portfolio, which also includes wells in the US Rockies, the Anadarko formation in Oklahoma and the Marcellus Shale in Pennsylvania.
德文能源计划将此次出售所得资金用于加速股票回购并偿还债务。该交易预计将于今年年底完成。
Devon plans to use proceeds from the sale to speed up its share buybacks and pay down debt. The deal is expected to close near the end of the year.
施耐德资本集团创始人蒂姆·施耐德在9月份致客户的报告中指出，鉴于德文能源在鹰福特页岩区的业务产出中石油占比约60%，出售该业务堪称其资产剥离计划中的“合乎逻辑的第一步”。
Selling the Eagle Ford business with output that is roughly 60% oil was expected to be the “logical first step” for Devon’s divestments, Timm Schneider, founder of the Schneider Capital Group, wrote in a September note to clients.
自2023年起，美国页岩行业掀起了一场规模达数千亿美元的并购浪潮。在此背景下，各油气企业纷纷寻求出售小型资产以偿还债务；同时，经过十余年的高速扩张后，各公司也试图通过合并来锁定剩余的最佳钻井区块。今年至今，德文能源的股价已累计上涨约30%。
Operators in the US shale patch have been looking to sell smaller assets to help pay down debt following a consolidation wave in the hundreds of billions of dollars that kicked off in 2023. Drillers are merging so they can lock down the best remaining drilling spots following more than a decade of breakneck growth. Devon’s shares have gained about 30% this year.
Crescent总部位于休斯顿，目前市值约为45亿美元。这笔交易将有助于该公司进一步巩固在鹰福特盆地的市场地位。该盆地位于德克萨斯州南部，蕴藏着丰富的石油和天然气资源，而Crescent此前也一直在该地区积极拓展业务。
Crescent, which has a market value of about $4.5 billion, is based in Houston. The deal will help the company consolidate its position in the Eagle Ford basin, an oil-and-gas-rich stretch of shale in South Texas where the company had already been expanding.
RBC Richardson Barr担任德文公司在本次交易中的财务顾问，柯克兰与埃利斯律师事务所则为其提供法律顾问服务。
RBC Richardson Barr was Devon’s financial advisor on the deal, and Kirkland & Ellis LLP was its legal advisor.