據(jù)能源世界8月3日消息，沙特阿美和其他海灣石油生產(chǎn)商正追隨阿布扎比的腳步，計(jì)劃通過(guò)出售能源資產(chǎn)的股份籌集數(shù)百億美元，利用原油價(jià)格反彈吸引外國(guó)投資者。
在一個(gè)傳統(tǒng)上擁有煉油廠、發(fā)電廠和管道的地區(qū)，這些舉措突顯出石油國(guó)家面臨的壓力，他們需要籌集資金，使收入來(lái)源多樣化，并支撐受近期油價(jià)下跌和新冠疫情打擊的國(guó)家財(cái)政。
兩名知情人士稱，在6月份以124億美元的價(jià)格向外國(guó)投資者出售了其石油管道的重要少數(shù)股權(quán)后，沙特阿美正在考慮出售下游和上游資產(chǎn)。
知情人士稱，沙特阿美正尋求根據(jù)一項(xiàng)回租安排出售其天然氣管道，并可能在未來(lái)提供煉油廠、發(fā)電廠以及潛在的出口終端的股權(quán)。
其中一位消息人士稱，也可能向戰(zhàn)略投資者提供氫等上游項(xiàng)目的股權(quán)。
其他消息人士稱，阿曼和巴林等規(guī)模較小的產(chǎn)油國(guó)也在考慮類似的資產(chǎn)出售。
一家專注于能源的投資公司的一位不愿透露姓名的高管表示:“所有石油生產(chǎn)商都在尋求循環(huán)利用他們投入基礎(chǔ)設(shè)施資產(chǎn)的資本，并將其用于其他領(lǐng)域。”
“私人投資者發(fā)現(xiàn)這些資產(chǎn)很有吸引力。”
沙特阿美拒絕置評(píng)。
阿布扎比國(guó)家石油公司(ADNOC)是第一家尋求外部投資的地區(qū)石油巨頭，在過(guò)去四年中，ADNOC在戰(zhàn)略和非核心資產(chǎn)方面建立了合作伙伴關(guān)系，籌資超過(guò)300億美元。
ADNOC目前正準(zhǔn)備將其鉆井業(yè)務(wù)上市，該業(yè)務(wù)在2018年的企業(yè)價(jià)值約為110億美元，這將是其燃料分銷(xiāo)子公司ADNOC Distribution于2017年上市后的第二次此類IPO（首次公開(kāi)募股）。
據(jù)知情人士透露，ADNOC已將吸引外國(guó)投資者作為即將進(jìn)行的IPO的一個(gè)關(guān)鍵因素，與該國(guó)提振阿布扎比股市的努力相配合。
盡管從化石燃料轉(zhuǎn)向其他能源，傳統(tǒng)能源投資仍然很受歡迎。在低利率環(huán)境下，管道和發(fā)電廠等資產(chǎn)可以提供長(zhǎng)期穩(wěn)定的回報(bào)。
ADNOC和沙特阿美尚未具體說(shuō)明出售股權(quán)所得將用于何處。兩國(guó)都在尋求投資清潔能源項(xiàng)目。自2019年首次公開(kāi)募股以來(lái)，沙特阿美還需要確保小股東獲得該公司擬議的750億美元年度股息的股份。
ADNOC拒絕就其未來(lái)計(jì)劃置評(píng)。該公司重申，2017年至2020年期間的交易收益將再投資于其核心業(yè)務(wù)和戰(zhàn)略增長(zhǎng)項(xiàng)目。
隨著油價(jià)在歐佩克和其他產(chǎn)油國(guó)減產(chǎn)的支撐下徘徊在每桶70美元上方，對(duì)海灣能源資產(chǎn)的交易預(yù)計(jì)將加快步伐，并吸引更多投資興趣。自今年年初以來(lái)，油價(jià)已上漲逾40%。
消息人士此前告知路透社，阿曼國(guó)有能源公司OQ正在考慮出售其鉆井業(yè)務(wù)Abraj能源服務(wù)公司，并已聘請(qǐng)顧問(wèn)出售其在葡萄牙電網(wǎng)運(yùn)營(yíng)商Ren 12%的全部股權(quán)。
一位發(fā)言人告知路透社，負(fù)責(zé)管理政府石油和天然氣資產(chǎn)組合的巴林Nogaholding公司正在對(duì)“政府現(xiàn)有業(yè)務(wù)和戰(zhàn)略計(jì)劃進(jìn)行全面評(píng)估”。
裘寅 摘譯自 能源世界
原文如下：
Riding the oil price rebound: Gulf states to accelerate asset sales
Saudi Aramco and other Gulf oil producers are following in the footsteps of Abu Dhabi with plans to raise tens of billions of dollars through sales of stakes in energy assets, capitalising on a rebound in crude prices to attract foreign investors.
The moves, in a region traditionally possessive of its refineries, power plants and pipelines, highlight the pressure on petrostates to raise funds to diversify their sources of revenue and to bolster national finances hit by a recent slump in oil prices and the coronavirus pandemic.
After selling a significant minority stake in its oil pipelines to foreign investors for $12.4 billion in June, Saudi Aramco is weighing selling both downstream and upstream assets, two people familiar with the matter said.
Aramco is looking to sell its gas pipelines under a leaseback arrangement, and could offer stakes in refineries, power plants, and potentially export terminals in the future, the people said.
Stakes in upstream projects such as hydrogen could also be offered to strategic investors, one of the sources said.
Smaller producers Oman and Bahrain are also contemplating similar asset sales, other sources said.
"All of the oil producers are looking to recycle capital that they have tied up in infrastructure assets and deploy that for other things," said a senior executive at an energy-focused investment company, who asked not to be named.
"Private investors find these assets attractive."
Saudi Aramco declined to comment.
Abu Dhabi National Oil Co (ADNOC) was the first regional oil major to seek outside investment, forming partnerships in both strategic and non-core assets to raise over $30 billion over the past four years.
ADNOC is now preparing to list its drilling business, which in 2018 had an enterprise value of about $11 billion, and would be the second such IPO of its units after its fuel distribution arm, ADNOC Distribution, was listed in 2017.
ADNOC has made attracting foreign investors a key element of the upcoming IPO, according to sources familiar with the deal, tying in with a national effort to boost the Abu Dhabi stock market.
Conventional energy investments remain popular despite the transition away from fossil fuels. Assets such as pipelines and power plants provide long-term steady returns in a low interest rate environment.
ADNOC and Aramco have not specified what they would spend the proceeds of the stake sales on. Both are looking to invest in clean energy projects. Aramco also needs to secure minority shareholders their share of the company's proposed $75 billion of annual dividends in the five years since a 2019 IPO.
ADNOC declined to comment about its future plans. The company reiterated that proceeds from transactions between 2017 and 2020 were reinvested in its core business and strategic growth projects.
Deals for Gulf energy assets are expected to gather pace and draw more interest as oil prices, supported by output cuts made by OPEC and other oil producers, hover above $70 a barrel. Oil has gained more than 40% since the start of the year.
Oman state energy company OQ is weighing the possible sale of its drilling business, Abraj Energy Services, and has also hired advisors for the sale of its entire 12% stake in Portuguese power grid operator Ren, sources have previously told Reuters.
Bahrain's Nogaholding, which manages the government's portfolio in oil and gas assets, is in the process of a "full review of the company's existing business and strategic plans", a spokesperson told Reuters.
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