中国石化新闻网讯 据道琼斯2月17日消息,大量的资金、土地和设备正在位于美国西得克萨斯富含石油的二叠纪盆地进行转手,该盆地的资产整合刚刚开始。Talara公司管理合伙人David Zusman表示:“多年来,二叠纪盆地油气行业处于土地的争夺上。”该公司是一家为基金、养老金和大型家族管理着6亿美元的实物资产公司。在休斯敦召开的NAPE会议间隙,Zusman告诉《华尔街日报》,当前处于资产洗牌第一或第二局的二叠纪盆地将向开发方向发展。Talara在2015年12月收购了二叠纪盆地的油气生产商Caza公司。他表示,Caza公司当前的石油生产成本大约在30美元/桶低位区间,可以与全球任何地区的石油生产进行竞争。
庞晓华摘译自道琼斯
原文如下:
Oil-Rich Permian 'Asset Shuffle' Under Way
A lot of money, acres and equipment is changing hands in west Texas's oil-rich Permian Basin in a consolidation process that's just begun. "For many years the industry was in a land grab," says David Zusman, managing partner at Talara, a real asset firm that manages $600M for endowments, pensions and large families. On the sidelines of Houston's NAPE conference, he tells WSJ the Permian's now in the "1st or 2nd inning of an asset shuffle" oriented toward development. Talara bought up distressed Permian producer Caza in December 2015. He says Caza now produces oil in the low $30s/bbl "and can compete with any oil in the world."