油价下跌 沙特阿美-RIL交易面临风险

据经济时报4月23日消息：美国券商伯恩斯坦称，油价暴跌加大了交易风险，即沙特阿美以150亿美元收购信实工业油气业务股权的计划将无法实现。

沙特阿美公司是全球最大的原油出口国，该公司已于去年8月达成一项不具约束力的初步协议，以750亿美元的企业价值收购了信实工业石油公司20％的股份给化工部门。石油化工部门包括RIL世界上最大的炼油厂，石化和燃料营销业务。

伯恩斯坦在周三的一份报告中表示:“随着油价暴跌，交易无法进行的风险还在上升，尽管我们现在对下游的估值为550亿美元，较阿美石油的估值低20%。”此前，有消息称，Facebook以57亿美元收购了信实吉欧9.99%的股份。

原油价格的大幅下跌震动了全球石油行业，并导致美国一些页岩生产商破产。今年油价已下跌70%，至每桶20美元左右，为20年来的最低水平。布伦特原油价格周三跌至每桶16美元以下。

冯娟 摘译自 经济时报

原文如下：

Saudi Aramco-RIL deal at risk as oil prices fall

The collapse in oil prices has raised the risk that Saudi Aramco’s plan to buy $15-billion stake in Reliance Industries(RIL) hydrocarbon business may not go through, US-based brokerage Bernstein has warned.

Saudi Aramco, the world’s largest exporter of crude oil, had agreed to a non-binding initial agreement last August to buy 20% stake in Reliance Industries’ oil to chemicals divisions with an enterprise value of $75 billion. The oil to chemicals division included RIL's world's largest refining complex, petrochemicals and fuels marketing businesses.

“With the collapse in oil prices, the risk is rising that the deal will not go has increased although we now value downstream at $55 billion gross, which is a 20% discount to Aramco valuation,” Bernstein said in a report on Wednesday, following an announcement that Facebook was picking up 9.99% stake in Reliance Jio for $5.7 billion.

Crude oil’s dramatic price collapse this year has shaken the global oil industry and sent some of of the shale producers in the US to the bankruptcy court. Prices have fallen 70% this year to about $20 a barrel, a two-decade low. Brent had fallen below $16 a barrel on Wednesday.

And on Monday, even more dramatically, US oil prices had collapsed collapsed to -$37 a barrel.