📰 ReutersReutersCodex · 实盘不做把握 8/10
北京时间·🕒 发布 01:03:55时区推断·⟳ 抓取 01:06:35·⚡ 决策 08-06 01:28:19 +21m44s·82.6 天前
美国上游油气二季度交易额降至90亿美元，BLM租赁约40亿美元、Na Kika交易约17亿美元
Enverus统计称二季度美国上游油气交易额缩至90亿美元，属于行业回顾数据而非单一公司新增订单或指引。
📄 原文Reuters↗ 原文
Dealmaking in the U.S. upstream oil and gas sector shrank fourfold to $9 billion in the second quarter of this year as…
不做 Devon Energy（DVN.US）
二季度行业统计和旧租赁交易回顾，无法形成Devon Energy（DVN.US）新增短线edge。
不做 Matador Resources（MTDR.US）
BLM租赁为季度内已知交易，当前仅为行业回顾，Matador Resources（MTDR.US）不做。
不做 Shell plc（SHEL.US）
Na Kika出售为既有资产处置，当前无新增对价或指引变化，Shell（SHEL.US）不做。
不做 Talos Energy（TALO.US）
Na Kika收购信息已属旧交易回顾，缺少Talos Energy（TALO.US）新增可交易催化。
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
消息传播链
- 本地信号库已抓到Reuters原文《India's Aurobindo Pharma posts quarterly profit rise on anti-retroviral drug demand》，发布时间早于当前社媒/聚合转述，用作本次催化首发锚点。
关键理由
- Enverus统计称二季度美国上游油气交易额缩至90亿美元，属于行业回顾数据而非单一公司新增订单或指引。
- BLM约40亿美元租赁主要由Devon和Matador参与，Shell向Talos/Ridgewood出售Na Kika权益约17亿美元，但这些交易发生在二季度并非本次新增签约。
主要风险
- 油价波动与天然气展望会影响E&P估值，但该统计不能直接量化为单一上市公司1-10日新增盈利损害或利好。
工具调用 · 历史记录,结果未知(3 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
- normalize_ticker · 结果未知
原文全文
展开原文 · 1,723 字
Dealmaking in the U.S. upstream oil and gas sector shrank fourfold to $9 billion in the second quarter of this year as volatile oil prices tempered investor confidence, analytics firm Enverus said on Wednesday.
"Crude volatility tied to the Iran conflict and a softening gas outlook likely widened the bid-ask spread and complicated valuations, which pushed announced value to one of its lowest quarterly totals in years," said Andrew Dittmar, principal analyst at Enverus Intelligence Research.
A record-setting lease sale by the Bureau of Land Management in May took the biggest share of dealmaking value, raking in around $4 billion by selling oil and gas drilling rights on federal lands in Texas and New Mexico, predominantly to Devon Energy (DVN.N) and Matador Resources.
The sale covered 33,530 acres, primarily in New Mexico's Permian basin, part of the nation's most productive oilfield.
A shortage of drilling locations that produce more oil in the U.S. helped to drive fierce competition for the BLM assets, according to Enverus.
Meanwhile, Shell's (SHEL.L) June sale of its interest in the Na Kika platform and associated fields in the Gulf of Mexico to subsidiaries of Talos Energy and Ridgewood Energy took second place, totaling around $1.7 billion. The assets produced about 37,000 barrels of oil equivalent per day in 2025.
Value-wise, second-quarter dealmaking was the third weakest since 2020, when the COVID-19 pandemic crushed oil demand and drove prices to multi-year lows.
From April to June, Brent crude futures closing prices have swung from a high of $118 a barrel to a low of $72, according to LSEG, as the war in Iran continues to disrupt energy flows across the globe.
"Crude volatility tied to the Iran conflict and a softening gas outlook likely widened the bid-ask spread and complicated valuations, which pushed announced value to one of its lowest quarterly totals in years," said Andrew Dittmar, principal analyst at Enverus Intelligence Research.
A record-setting lease sale by the Bureau of Land Management in May took the biggest share of dealmaking value, raking in around $4 billion by selling oil and gas drilling rights on federal lands in Texas and New Mexico, predominantly to Devon Energy (DVN.N) and Matador Resources.
The sale covered 33,530 acres, primarily in New Mexico's Permian basin, part of the nation's most productive oilfield.
A shortage of drilling locations that produce more oil in the U.S. helped to drive fierce competition for the BLM assets, according to Enverus.
Meanwhile, Shell's (SHEL.L) June sale of its interest in the Na Kika platform and associated fields in the Gulf of Mexico to subsidiaries of Talos Energy and Ridgewood Energy took second place, totaling around $1.7 billion. The assets produced about 37,000 barrels of oil equivalent per day in 2025.
Value-wise, second-quarter dealmaking was the third weakest since 2020, when the COVID-19 pandemic crushed oil demand and drove prices to multi-year lows.
From April to June, Brent crude futures closing prices have swung from a high of $118 a barrel to a low of $72, according to LSEG, as the war in Iran continues to disrupt energy flows across the globe.
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