据知情人士透露，由投资人卡尔·艾坎控制的炼油商CVR Energy接近达成一项逾40亿美元的交易，从马拉松石油手中收购炼厂。知情人士称，该交易预计将于周二上午宣布，前提是谈判不破裂。
CVR Energy, the oil refiner controlled by investor Carl Icahn, is near a more than $4 billion deal to buy refineries from Marathon Petroleum, according to people familiar with the matter. The deal is set to be announced Tuesday morning, the people said, assuming the talks don’t fall apart.
CVR的市值接近60亿美元，其股价今年以来截至周一已上涨约120%，该公司及同行受益于柴油、汽油和航空燃料宽幅的炼油利润率。马拉松石油的市值约为1250亿美元。
CVR has a market value of close to $6 billion, with its stock up roughly 120% so far this year through Monday as it and peers benefit from wide refining margins for diesel, gasoline and jet fuel. Marathon’s market value is around $125 billion.
艾坎持有CVR约71%的股份，多年来一直是该公司的主要投资者。他的儿子布雷特·艾坎在CVR董事会任职。
Icahn owns roughly 71% of CVR’s shares and has been a major investor in the company over the years. His son, Brett Icahn, sits on its board.
CVR目前是美国第七大上市炼油商，排在马拉松石油、瓦莱罗能源和菲利普斯66等巨头之后，规模约为这些巨头的二十分之一。由于俄乌战争和中东冲突使全球燃料产能大幅减少，CVR在堪萨斯州和俄克拉荷马州的现有工厂正获得丰厚销售。
CVR is currently the seventh-biggest publicly traded refiner in the U.S., after giants including Marathon, Valero Energy and Phillips 66, about 20 times larger. CVR’s existing plants in Kansas and Oklahoma are banking lofty sales as the Russia-Ukraine war and conflicts in the Middle East have taken out a big chunk of the world’s fuel-making capacity.
知情人士称，鉴于全球产能几乎无法缓解的紧张局面，各种规模的公司都在寻求收购更多炼厂以建立更大的燃料生产业务。埃克森美孚和雪佛龙等公司正加大对该领域的投资，并已采取措施从墨西哥湾沿岸的现有工厂榨取更多燃料。
Companies of all sizes have been on the hunt to acquire more refineries to build bigger fuel-making businesses, given the almost intractable constraints in global capacity, other people familiar with the matter said. Companies such as ExxonMobil and Chevron are investing more in the sector, and already have taken steps to squeeze more fuel out of their existing plants in the Gulf Coast.
上周，瓦莱罗宣布以3.2亿美元收购一家曾由利yondellBasell拥有的休斯顿关闭炼厂，计划到2027年底将其重启，产能达到日产16.5万桶。
Last week, Valero announced it is scooping up a closed oil refinery in Houston once owned by LyondellBasell, for $320 million, with plans to restart it at 165,000 barrels a day of capacity by the end of 2027.