據(jù)美國彭博新聞社2022年10月11日報(bào)道，知情人士透露，?？松梨诠緯r下正在考慮收購丹博里資源公司，后者是一家擁有美國最大二氧化碳管道網(wǎng)絡(luò)的石油和天然氣生產(chǎn)公司。  

知情人士說，?？松梨诠疽褜@家位于得克薩斯州普萊諾的公司表示了初步興趣。由于此事尚未公開，這些知情人士要求不具名采訪。他們補(bǔ)充稱，目前尚未做出最終決定，?？松梨诠究赡軙x擇不推進(jìn)這筆潛在的交易。

10月10日下午3點(diǎn)49分，丹博里資源公司的股價(jià)一度上漲12%，至98.83美元，市值約49億美元。 丹博里資源公司的一位代表拒絕置評，?？松梨诠镜囊晃淮頉]有立即回復(fù)置評請求。

丹博里資源公司在墨西哥灣沿岸和落基山脈有超過1300英里(2092公里)的專門用于輸送二氧化碳的管道。碳捕獲是?？松梨诠練夂驊?zhàn)略的基石，該戰(zhàn)略的目標(biāo)是到2050年前消除運(yùn)營排放，而收購丹博里資源公司將為這家美國石油巨頭提供關(guān)鍵的、難以復(fù)制的基礎(chǔ)設(shè)施，以實(shí)現(xiàn)這一目標(biāo)。 

如果收購成功，這也將是自美國8月份通過《通貨膨脹削減法案》以來最大的碳管理投資，該法案為掩埋二氧化碳提供了大量稅收優(yōu)惠。該法案將碳捕獲的稅收抵免提高了70%，達(dá)到每噸85美元。包括埃克森美孚公司首席執(zhí)行官達(dá)倫·伍茲在內(nèi)的高管都稱贊該法案為碳捕獲提供了資金支持，摩根士丹利表示，碳捕獲在未來可能非常有利可圖。

在美國所有大型石油公司中，丹博里資源公司的凈零目標(biāo)最為激進(jìn)，目標(biāo)是到2030年前實(shí)現(xiàn)“碳負(fù)”(范圍3，包括客戶的排放)目標(biāo)。  

彭博新聞社今年8月曾報(bào)道稱，丹博里資源公司正在與一名顧問商討出售事宜。 丹博里資源公司于2020年脫離破產(chǎn)保護(hù)，20多年來一直在利用二氧化碳從老油田中提取更多原油，這一過程被稱為提高原油采收率（EOR）。在頁巖資源輝煌期間，EOR因其高成本和低產(chǎn)量而不受歡迎，但最近又因其綠色潛力而重新流行起來，特別是其在地下儲存的碳量超過其產(chǎn)出的石油所排放的碳量的能力。 

今年早些時候，埃克森美孚公司承諾在2027年前投入150億美元用于低碳投資，碳捕獲是優(yōu)先考慮的項(xiàng)目。丹博里資源公司的落基山資產(chǎn)與?？松梨诠疚挥趹讯砻髦軱aBarge附近的Shute Creek天然氣設(shè)施相連，后者捕獲的碳量比在美國任何其他資產(chǎn)都要多。

李峻 編譯自 美國彭博新聞社

原文如下：

Exxon Mobil considers takeover of oil recovery specialist Denbury

Exxon Mobil Corp. is considering a takeover of Denbury Inc., an oil and gas producer with the largest carbon dioxide pipeline network in the U.S., according to people familiar with the matter.

Exxon has expressed preliminary interest in the Plano, Texas-based company, said the people, who asked to not be identified because the matter isn’t public. No final decision has been made and Exxon could opt against proceeding with a potential deal, they added. 

Shares of Denbury jumped as much as 12% and traded at $98.83 at 3:49 p.m. in New York Monday, giving the company a market value of about $4.9 billion. A Denbury representative declined to comment, while an Exxon representative didn’t immediately respond to a request for comment. 

Denbury has more than 1,300 miles (2,092 kilometers) of pipelines in the Gulf Coast and Rocky Mountains dedicated to transporting carbon dioxide. Carbon capture is the bedrock of Exxon’s climate strategy, which aims to eliminate operational emissions by 2050, and buying Denbury would give the oil giant critical and hard-to-replicate infrastructure as it pursues that goal.

If the takeover happens, it would also be the biggest carbon-management investment since the Inflation Reduction Act passed in August, providing large tax incentives for burying carbon dioxide. The legislation increased tax credits for carbon capture 70% to $85 a ton. Executives including Exxon CEO Darren Woods have praised the act for its financial support for carbon capture, which Morgan Stanley says could be highly profitable in the future.

Denbury has the most aggressive net zero target of any large US oil company, aiming to be “carbon negative” on a Scope 3 basis, which includes customers’ emissions, by 2030. 

The company is working with an adviser exploring a sale, Bloomberg News reported in August. Denbury, which exited bankruptcy in 2020, has used carbon dioxide to squeeze out more crude from old oil fields for more than two decades, a process called enhanced oil recovery. EOR became unfashionable during the shale revolution for its high cost and low volumes, but recently came back into vogue for its green potential, specifically the ability to store more carbon in the ground than is emitted from the resulting oil.

Earlier this year, Exxon pledged to spend $15 billion on lower-carbon investments through 2027, with carbon capture as a priority. Denbury’s Rocky Mountain assets are connected to Exxon’s Shute Creek gas facility near LaBarge, Wyoming, which has captured more carbon than any other asset in the U.S.