???? 據(jù)能源世界網(wǎng)2月4日新德里報(bào)道，億萬富翁穆克什·安巴尼（Mukesh Ambani）的信實(shí)工業(yè)公司（Reliance Industries Ltd）周四表示，已將其在美國(guó)頁巖氣資產(chǎn)中的股份以2.5億美元的價(jià)格出售給了北方油氣公司（Northern Oil and Gas Inc）。該公司的一份聲明稱，信實(shí)工業(yè)有限公司(RIL)全資子公司信實(shí)馬塞勒斯有限公司(RMLLC)宣布簽署協(xié)議，剝離其在賓夕法尼亞西南部馬塞勒斯(Marcellus )頁巖公司某些上游資產(chǎn)中的全部權(quán)益。
????這些資產(chǎn)目前由EQT公司的各附屬公司經(jīng)營(yíng)，已同意以2.5億美元現(xiàn)金和認(rèn)股權(quán)證出售給特拉華州北方石油和天然氣公司，該公司有權(quán)在今后7年以每股14.00美元的行使價(jià)格購(gòu)買北方石油和天然氣公司的325萬股普通股。
????該聲明表示，RMLLC和NOG于2021年2月3日簽署了一份購(gòu)買和銷售協(xié)議(PSA)，該協(xié)議須遵守慣常的成交條款和條件。
????在2010-2013年期間，信實(shí)投資了美國(guó)頁巖氣資產(chǎn)，收購(gòu)了與雪佛龍(Chevron)、先鋒(Pioneer)自然資源和卡里佐油氣公司(Capzo Oil And Gas)三家上游石油勘探合資企業(yè)的股份，以及與先鋒一個(gè)中游合資企業(yè)。
????中游是指碳?xì)浠衔锏募庸ぃ鎯?chǔ)，運(yùn)輸和銷售。
????自這些企業(yè)成立以來，截至2016年的投資總額為82億美元。
????2017年，其以1.26億美元的價(jià)格出售了其首批頁巖氣企業(yè)-位于賓夕法尼亞州東北部和中部的Marcellus頁巖氣資產(chǎn)。
????由信實(shí)美國(guó)控股公司(Reliance Holding USA Inc)和RIL旗下的Reliance Marcellus II有限公司持有的卡里佐經(jīng)營(yíng)的資產(chǎn)被出售給Kalnin Ventures LLC的附屬公司BKV切爾西有限責(zé)任公司( BKV Chelsea )。2010年，RIL以3.92億美元購(gòu)買了該資產(chǎn)60%的股權(quán)。
????2015年6月，該公司以10億美元的價(jià)格出售了其與先鋒自然資源公司的鷹福特(EFS)中游合資企業(yè)。RIL花費(fèi)4600萬美元收購(gòu)了鷹福特的49.9％的股份，多年來又投資了2.08億美元。
????2010年6月，信實(shí)投資了美國(guó)頁巖氣業(yè)務(wù)，斥資13億美元收購(gòu)了先鋒集團(tuán)旗下的鷹福特頁巖氣田45%的股權(quán)。作為該交易的一部分，其獲得了中游企業(yè)49.9%的股權(quán)。先驅(qū)自然資源公司持有該企業(yè)46.4%的股份。
????雪佛龍Upstream Northeast公司擁有第二家合資企業(yè)60%的股份，其中RIL持有40%的股份。
????在原油價(jià)格下跌沖擊這些資產(chǎn)的估值之前，直到2014年，信實(shí)一直看好頁巖氣。頁巖氣區(qū)塊比常規(guī)油氣區(qū)塊遭受的損失要大得多，因?yàn)橹挥挟?dāng)價(jià)格超過某一臨界值時(shí)，頁巖氣區(qū)塊才具有經(jīng)濟(jì)可行性。
????郝芬 譯自 能源世界
????原文如下:
????Reliance sells Pennsylvania shale asset for USD 250 mn
????Billionaire Mukesh Ambani's Reliance Industries Ltd has sold its stake in the shale gas asset in the US to Northern Oil and Gas Inc for USD 250 million, the firm said on Thursday. "Reliance Marcellus, LLC (RMLLC) a wholly-owned subsidiary of Reliance Industries Limited (RIL), announced the signing of agreements to divest all of its interest in certain upstream assets in the Marcellus shale play of southwestern Pennsylvania," a company statement said.
????These assets, which are currently operated by various affiliates of EQT Corporation, have been agreed to be sold to Northern Oil and Gas, Inc, a Delaware corporation, for USD 250 million cash and warrants that give entitlement to purchase 3.25 million common shares of Northern Oil and Gas (NOG) at an exercise price of USD 14.00 per common share in next seven years.
????"A Purchase and Sale Agreement (PSA) has been signed between RMLLC and NOG on February 3, 2021, for this sale and the transaction is subject to customary terms and conditions of closing," the statement said.
????Reliance had between 2010 and 2013 invested in the US shale gas assets, buying stakes in three upstream oil exploration joint ventures with Chevron, Pioneer Natural Resource, and Carrizo Oil and Gas; and a midstream joint venture with Pioneer.
????Midstream refers to the processing, storing, transporting and marketing of hydrocarbons.
????Aggregate investments since the inception of these ventures were USD 8.2 billion till 2016.
????In 2017, it sold the first of its shale gas ventures - Marcellus shale gas assets in north-eastern and central Pennsylvania for USD 126 million.
????The Carrizo-operated assets held by Reliance Marcellus II LLC, a unit of Reliance Holding USA Inc and RIL, were sold to BKV Chelsea LLC, an affiliate of Kalnin Ventures LLC. In 2010, RIL had bought a 60 per cent stake in the assets for USD 392 million.
????In June 2015, the company sold its Eagle Ford (EFS) midstream joint venture with Pioneer Natural Resources for USD 1 billion. RIL had spent USD 46 million in acquiring the 49.9 per cent stake in EFS and invested another USD 208 million over the years.
????In June 2010, Reliance had invested in the US shale gas business, where it bought a 45 per cent stake in the Eagle Ford shale gas fields, owned by Pioneer, for USD 1.3 billion. As part of the deal, it received a 49.9 per cent stake in the midstream venture. Pioneer Natural Resources held a 46.4 per cent stake in that venture.
????Chevron Upstream Northeast held a 60 per cent stake in the second JV, in which RIL's stake is 40 per cent.
????Reliance had been bullish on shale gas till 2014 before a drop in crude oil prices hit the valuations of such assets. Shale gas blocks have suffered far more than conventional oil and gas blocks as they are economically viable only when prices are above a certain threshold.
