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北京时间·🕒 发布 07:46:25时区推断·⟳ 抓取 08:24:38·⚡ 决策 07-17 08:43:45 +19m07s·102.5 天前
Grupo Carso拟收购TotalEnergies墨西哥海上油田30%权益
交易是TotalEnergies出售墨西哥EP Mexico Block 30的30%权益，未披露对价且需政府批准。
📄 原文Bloomberg↗ 原文
Slim’s Carso Buys Stake in Mexican Oil Field From TotalEnergies Takeaways by Bloomberg AI - Carlos Slim’s Grupo Carso S…
不做 TotalEnergies（TTE.FR）
未披露交易对价且只是超大能源公司非核心资产权益出售，短线市值级增量不足，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-16 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 交易是TotalEnergies出售墨西哥EP Mexico Block 30的30%权益，未披露对价且需政府批准。
- 对TotalEnergies这类超大能源公司而言，单个非核心区块权益出售难以形成短线市值级重定价。
主要风险
- 若后续披露高于预期的现金对价或资产减值回转，可能改变对TotalEnergies的财务影响判断。
原文全文
展开原文 · 2,479 字
Slim’s Carso Buys Stake in Mexican Oil Field From TotalEnergies
Takeaways by Bloomberg AI
- Carlos Slim’s Grupo Carso SAB agreed to buy a stake in a Gulf of Mexico offshore field from France’s TotalEnergies SE.
- Carso will purchase TotalEnergies’ 30% stake in the EP Mexico Block 30, with UK driller Harbour Energy Plc controlling and operating the remaining 70% of the block.
- The deal extends Slim’s holdings of Mexico’s oil and gas sector that aren’t under state control, with Carso positioned as Pemex’s single largest private partner.
Carlos Slim’s Grupo Carso SAB agreed to buy a stake in a Gulf of Mexico offshore field from France’s TotalEnergies SE, the latest move by Latin America’s richest person to expand his portfolio of Mexican oil and gas assets.
Carso, through a subsidiary, will purchase TotalEnergies’ 30% stake in the EP Mexico Block 30, according to a securities filing Thursday. UK driller Harbour Energy Plc will control and operate the remaining 70% of the block, and the deal’s closing will be subject to government approvals, according to the filing.
The deal extends Slim’s holdings of the bits and pieces of Mexico’s oil and gas sector that aren’t under state control. While state driller Petroleos Mexicanos is seeking private partners to boost slumping crude output and shore up struggling finances, Slim said earlier this year his companies would steer clear of new joint ventures with Pemex.
In January, Carso purchased Fieldwood Mexico from Russia’s Lukoil, cementing its full ownership of two key Gulf fields. That followed a $2 billion contract with Pemex last year to drill more than 30 wells in the Ixachi oil and gas play, a project Slim says will roughly double crude production from that field to around 200,000 barrels a day within three years.
Carso’s other deals in recent years, including purchases of stakes in Talos Energy Inc. and US-based refiner PBF Energy Inc., have positioned the company as Pemex’s single largest private partner.
Read More: Carlos Slim Is Quietly Becoming Pemex’s Partner of Last Resort
Slim said earlier this month Mexico’s total oil and gas output could reach as much as 2.5 million barrels a day with private sector help. Pemex produced 1.65 million barrels of crude and condensates per day as of the end of April.
Slim, 86, is Latin America’s richest person with a fortune of about $130 billion, according to the Bloomberg Billionaires Index, largely through telecommunications giant America Movil SAB.
Takeaways by Bloomberg AI
- Carlos Slim’s Grupo Carso SAB agreed to buy a stake in a Gulf of Mexico offshore field from France’s TotalEnergies SE.
- Carso will purchase TotalEnergies’ 30% stake in the EP Mexico Block 30, with UK driller Harbour Energy Plc controlling and operating the remaining 70% of the block.
- The deal extends Slim’s holdings of Mexico’s oil and gas sector that aren’t under state control, with Carso positioned as Pemex’s single largest private partner.
Carlos Slim’s Grupo Carso SAB agreed to buy a stake in a Gulf of Mexico offshore field from France’s TotalEnergies SE, the latest move by Latin America’s richest person to expand his portfolio of Mexican oil and gas assets.
Carso, through a subsidiary, will purchase TotalEnergies’ 30% stake in the EP Mexico Block 30, according to a securities filing Thursday. UK driller Harbour Energy Plc will control and operate the remaining 70% of the block, and the deal’s closing will be subject to government approvals, according to the filing.
The deal extends Slim’s holdings of the bits and pieces of Mexico’s oil and gas sector that aren’t under state control. While state driller Petroleos Mexicanos is seeking private partners to boost slumping crude output and shore up struggling finances, Slim said earlier this year his companies would steer clear of new joint ventures with Pemex.
In January, Carso purchased Fieldwood Mexico from Russia’s Lukoil, cementing its full ownership of two key Gulf fields. That followed a $2 billion contract with Pemex last year to drill more than 30 wells in the Ixachi oil and gas play, a project Slim says will roughly double crude production from that field to around 200,000 barrels a day within three years.
Carso’s other deals in recent years, including purchases of stakes in Talos Energy Inc. and US-based refiner PBF Energy Inc., have positioned the company as Pemex’s single largest private partner.
Read More: Carlos Slim Is Quietly Becoming Pemex’s Partner of Last Resort
Slim said earlier this month Mexico’s total oil and gas output could reach as much as 2.5 million barrels a day with private sector help. Pemex produced 1.65 million barrels of crude and condensates per day as of the end of April.
Slim, 86, is Latin America’s richest person with a fortune of about $130 billion, according to the Bloomberg Billionaires Index, largely through telecommunications giant America Movil SAB.
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