德勒集团收购凯撒汤加油田股权

据路透社4月12日消息称，以色列德勒集团宣布，已与荷兰皇家壳牌公司的子公司壳牌离岸公司签订协议，收购凯撒汤加油田22.45%的股权。该油田是美国墨西哥湾十大深水资源之一，生产周期长达数十年。德勒集团将与其他三家国际能源市场领先的油气公司共同拥有该资产：阿纳达科石油公司（33.75％，该油田的运营商）；挪威国家石油公司（23.5％）；和雪佛龙（20.25％）。作为交易的一部分，德勒集团将与壳牌子公司壳牌贸易（美国）公司签订一项长期承购协议，以市场价格或与第三方报价相匹配的价格购买该油田生产的石油，为期30年。

根据昨天签署的协议，德勒集团已获得凯撒汤加油田22.45％的石油和天然气勘探、开发和生产权。该油田位于墨西哥湾的路易斯安那州以南300公里处，深度1500米，包含8口井，由海底管网连接到阿纳达科拥有的生产平台，该平台通过现有管道将石油和天然气输送到路易斯安那州和德克萨斯州海岸。由于凯撒汤加的开发是基于现有的基础设施，它的生产成本较低。

该油田于2012年投产，目前的产量为71000桶/天(总产量)，其中90%为石油。该油田的预期寿命为30年以上，假设当前产量不变，德勒集团的股权反映了7800万桶油当量(2P)的储量。该集团在该资产中的份额的年EBITDA约2.3亿美元。

交易以9.65亿美元的对价进行，在调整自交易生效日（2019年1月1日）至交易完成日（截至19年第3季度末）资产的累计净现金流后，期末付款估计为7.85亿美元。交易的融资将通过向特殊目的实体授予的国际银行财团提供的基于准备金的贷款（RBL）以及由买方（德勒集团的全资外国子公司）提取的债务，以及与预计的2.3亿美元年度现金流相关的资产留置权。（这是基于假设日产量为16000桶油当量，平均价格为60美元/桶）。请注意，向收购实体发行的所有债务对德勒集团无追索权。

德勒集团总裁兼首席执行官Asaf Bartfeld表示：“收购凯撒汤加油田的股权交易是德勒集团实施在国际舞台上扩展和建立业务战略的又一重要阶段。这是一个战略机遇，为集团提供了获得已探明储量可观、现金流强劲、与全球能源市场主要参与者建立伙伴关系的生产石油资产的渠道。这一活动，连同我们在北海和墨西哥湾开展的石油和天然气勘探活动，进一步强调了该集团在国际能源市场上的地位。”

曹海斌    摘译自    路透社

原文如下：

Delek Group acquires interest in the Caesar Tonga oilfield

Delek Group has announced that it has signed an agreement to acquire 22.45% interest in the Caesar Tonga oilfield from Shell Offshore Inc., a subsidiary of Royal Dutch Shell plc, (Shell). The field is one of the ten largest deepwater resources in the US Gulf of Mexico, with a production horizon spanning tens of years. Delek Group will co-own the asset with three other leading oil and gas companies in the international energy market: Anadarko Petroleum (33.75%, and the field's operator); Equinor (23.5%); and Chevron (20.25%). As part of the transaction, Delek Group will sign a long-term off-take agreement with a Shell affiliate (Shell Trading (US) Company) to purchase oil produced from the field for a period of 30 years at either market prices or prices matched to third party offers.

According to the agreement signed yesterday, Delek Group has acquired 22.45% of the exploration, development and production rights for oil and gas in the Caesar Tonga field. Located in the Gulf of Mexico 300 km south of Louisiana at a depth of 1500 m, the field contains eight wells connected by an undersea pipeline network to a production platform owned by Anadarko, which transports the oil and gas through an existing pipeline to the coasts of Louisiana and Texas. Since the development of the Caesar Tonga is based on existing infrastructure, it has a low cost of production.

Production from the field commenced in 2012 and the current production rate stands at 71 000 boe/d (total gross), with 90% of the output being oil. The expected life of the field is 30 more years, and Delek Group's interest reflects 78 million boe (2P) reserves assuming no change in the current production rate. The Group's share of the asset generates annual EBITDA of approximately US$230 million.

The transaction is taking place for a consideration of US$965 million, with the closing payment estimated to be US$785 million after adjustment of the cumulative net cash flow at the asset from the effective date of the transaction (1 January 2019) until the date of completion of the transaction by the end of the 3Q19. Financing of the transaction will be by reserve based loan (RBL) facilities from a consortium of international banks granted to the special purpose entity, and through debt which will be taken out by the purchaser (a wholly-owned foreign subsidiary of Delek Group), with liens on the asset linked to the foreseen annual cashflow of US$230 million. (This is based on an assumed daily production of 16 000 boe at an average price of US$60/bbl). Note that all debt issued to the acquiring entity is non-recourse to Delek Group.

Asaf Bartfeld, President & CEO, Delek Group: “The transaction for acquisition of the rights in the Caesar Tonga field is a further important stage in implementing Delek Group's strategy to expand and establish our operations on the international stage. This is a strategic opportunity, which provides the Group access to a producing oil asset with significant proven reserves, with a strong cash flow and partnership with leading players in the global energy market. This activity, alongside the oil and gas exploration activity we are carrying out in the North Sea and the Gulf of Mexico, gives added emphasis to the Group's position in the international energy market.”