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cover of episode Shell in Early Talks to Acquire BP

Shell in Early Talks to Acquire BP

2025/6/25
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B
Ben Dummitt
G
Georgi Kanchev
K
Kevin Dugan
R
Roshan Fernandez
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Ben Dummitt: 作为一名华尔街日报的记者，我认为壳牌公司正在初步谈判收购竞争对手英国石油公司（BP），这将是近几代人以来最大的石油交易。壳牌收购BP将创建一个英国能源冠军，并使其更有能力挑战埃克森美孚和雪佛龙等超级巨头。收购BP将扩大壳牌的全球交易业务，并巩固其在液化天然气等领域的优势。BP的股票市场表现逊于壳牌，这使得它更容易被收购，尤其是Elliott Investment Management持有BP超过5%的股份并推动变革。当然，壳牌收购BP肯定会受到英国监管机构的审查，因为它们是英国最大的两家能源生产商，并且由于业务遍及全球，还需要全球监管机构的审查，包括美国。但我认为很难说石油生产商如沙特阿美会长期影响油价，因此反垄断问题可能不是大问题。同时，英国可能会赞成这种合并，因为它创造了一个国家冠军，从而加强了该实体以抵御可能的外国收购者。

Deep Dive

Chapters
Shell's potential acquisition of BP is discussed, analyzing the benefits for both companies and the regulatory hurdles. The deal's impact on the global energy market and its implications for the UK energy sector are also examined.
  • Shell is in early talks to acquire BP.
  • The deal could be the largest oil deal in a generation.
  • The combination would create a UK energy champion and better position the entity against supermajors like Chevron and Exxon.
  • Regulatory scrutiny from the UK and other countries is expected.

Shownotes Transcript

P.M. Edition for June 25. Talks between Shell and rival BP are in their early stages, according to people familiar with the matter, but a tie-up would be the largest oil deal in a generation). WSJ reporter Ben Dummett) discusses what each company would get out of a deal. Plus, Wall Street is panicking) after Democratic Socialist Zohran Mamdani won the Democratic primary for New York City mayor. We hear from reporter Kevin Dugan) about what Wall Street is worried about. And the war between Israel and Iran has revived China’s interest in a pipeline) that would import Russian natural gas. WSJ foreign correspondent Georgi Kantchev) weighs in on the geopolitical impact of such a move. Alex Ossola hosts.

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