Cyber Monday Deal: Up to 60% off InvestingProCLAIM SALE

UPDATE 1-Oil Search bows to ExxonMobil in battle for InterOil

Published 21/07/2016, 12:15 pm
© Reuters.  UPDATE 1-Oil Search bows to ExxonMobil in battle for InterOil
TTEF
-
NG
-

* Competing PNG gas projects look to work together

* Deal could speed up development of rich new field

* Total likely to review need for new LNG plant (Adds analyst, Total comments)

MELBOURNE, July 21 (Reuters) - Australia's Oil Search Ltd has cleared the way for ExxonMobil Corp XOM.N to take over InterOil Corp IOC.N for $2.2 billion, giving the U.S. giant access to a rich new gas field to expand its exports from Papua New Guinea.

The move could lead ExxonMobil and French giant Total SA TOTF.PA to tie together their competing gas interests in the South Pacific nation, cooperating to reduce costs as they battle cheap oil and liquefied natural gas (LNG) prices.

Oil Search, backed by Total, had also bid for InterOil, but said on Thursday it would not raise its offer. The two companies agreed that letting ExxonMobil take over InterOil, which owns a 36.5 percent stake in the Elk-Antelope gas field, would help speed up development of the discovery, it said.

The majors are targeting Papua New Guinea for growth as the quality of its gas, low costs and proximity to Asia's big liquefied natural gas (LNG) consumers make it one of the most attractive places to develop projects following a collapse in oil and gas prices.

Total had envisioned building a new $10 billion LNG project, but said it was now committed to working with ExxonMobil's PNG LNG, which could use Elk-Antelope gas to feed an expansion.

"This scenario would be the lowest cost viable supply in the Pacific Basin," said Saul Kavonic, an analyst at consultants Wood Mackenzie.

Oil Search, a partner in both PNG LNG plant and Papua LNG, estimates that around $2 billion could be saved by tying the two projects together.

"For Oil Search shareholders, the successful takeover of InterOil by ExxonMobil will deliver a major part of our original objectives in the acquisition of InterOil and our agreement with Total SA, without shareholder dilution and any acquisition risk," Oil Search Managing Director Peter Botten said in a statement.

Total, operator of the Elk-Antelope fields, said late on Wednesday it was committed to cooperating with the PNG LNG project to maximise the value of the gas.

"It's going to come down to how you carve up that value pie. Those are the negotiations that will have to take place in order for that joint development to occur," said Kavonic.

Oil Search and Total highlighted a recent certification of the gas field's reserves at less than 6.5 trillion cubic feet, compared to InterOil's dream of 10 tcf, as a factor in their analysis of the best development option for Elk-Antelope.

ExxonMobil declined to comment.

ExxonMobil has offered $45 worth of its shares plus $7.07 per share for each trillion cubic feet equivalent (tcfe) above 6.2 tcfe up to a maxmium of 10 tcfe for each InterOil share. InterOil last traded at $48.95.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.