據(jù)油價(jià)網(wǎng)2022年9月21日報(bào)道，美國彭博新聞社和路透社援引未透露姓名消息人士的話報(bào)道說，阿聯(lián)酋國有石油巨頭時(shí)下正考慮全面或部分收購貢沃爾集團(tuán)旗下大宗商品貿(mào)易公司。 

據(jù)彭博新聞社報(bào)道，阿聯(lián)酋阿布扎比國家石油公司（ADNOC）已就收購這家大宗商品貿(mào)易公司進(jìn)行了早期談判，目的是將ADNOC的貿(mào)易部門與貢沃爾集團(tuán)旗下的大宗商品貿(mào)易部門合并。

路透社同樣援引一位未具名消息人士的話報(bào)道說，雙方已就收購貢沃爾集團(tuán)或其旗下大宗商品貿(mào)易公司的部分股權(quán)進(jìn)行了談判。 

ADNOC和貢沃爾集團(tuán)都沒有就前期談判發(fā)表任何聲明，彭博新聞社和路透社援引消息人士的話說，這樣的交易可能需要數(shù)月時(shí)間才能落實(shí)。 

私人持有部分貢沃爾集團(tuán)的價(jià)值不得而知；然而，彭博新聞社指出，截至6月底，貢沃爾集團(tuán)對其股本的估值約為40億美元，報(bào)道稱其下半年利潤將超過8.4億美元。 

此前，彭博新聞社曾報(bào)道說，貢沃爾集團(tuán)聯(lián)合創(chuàng)始人兼首席執(zhí)行官托比約恩·特倫奎斯特的財(cái)富在地緣政治沖突后飆升至37億美元。這一數(shù)字表明，自2021年初以來，特倫奎斯特的財(cái)富幾乎翻了一番。

丹麥?zhǔn)氥y行大宗商品策略主管奧勒·漢森對彭博財(cái)富記者表示：“在隨后的市場動蕩之后，正常油氣供應(yīng)鏈被切斷，這為貢沃爾集團(tuán)等石油貿(mào)易商提供了額外的支持。”

能源公司和大宗商品貿(mào)易商也從美國向歐洲的天然氣銷售中獲得巨額利潤，一船液化天然氣運(yùn)輸可凈賺2億美元。

今年4月，貢沃爾集團(tuán)報(bào)告稱，其去年凈利潤為7.26億美元，主要得益于液化天然氣的貿(mào)易業(yè)務(wù)。 這家瑞士大宗商品貿(mào)易公司的利潤也因擁有和租賃LNG運(yùn)輸船而得到提振。 

李峻 編譯自 油價(jià)網(wǎng)

原文如下：

UAE Oil Giant Reportedly In Talks to Acquire Gunvor Trading

The UAE’s state-run oil giant is reportedly considering a full or partial acquisition of Gunvor Group commodity trading house, both Bloomberg and Reuters report, citing unnamed sources.

The UAE’s Abu Dhabi National Oil Co (ADNOC) has already undergone early-stage talks about buying the commodities house, according to Bloomberg, to merge Adnoc’s trading arm with Gunvor.

Reuters likewise cites an unnamed source as saying that talks have been held for the acquisition of Gunvor Group or a stake in the trading house.

Neither ADNOC nor Gunvor have made any statements about alleged early-stage talks, and sources cited by Bloomberg and Reuters caution that such a deal would take months to flesh out.

The value of privately-held Gunvor is unknown; however, Bloomberg notes that the company valued its equity at around $4 billion as of late June and reported over $840 million in H2 2022 profits.

Previously, Bloomberg noted that the wealth of Torbjorn Tornqvist, Gunvor’s co-founder and CEO, soared to $3.7 billion following the war. That figure represents close to a doubling of Tornqvist’s wealth since early 2021.

“The uprooting of normal supply chains following the war and subsequent market upheavals have provided additional support to oil traders like Gunvor,” Ole Hansen, head of commodity strategy at Denmark’s Saxo Bank, told Bloomberg Wealth.

Energy companies and commodities traders have been raking in huge profits as well on U.S. natural gas sales to Europe, with citing industry experts as saying one shipment can net $200 million in profit.

In April, Gunvor reported a net profit of $726 million for 2021, largely on the back of its trading operations for liquefied natural gas (LNG). The Swiss company’s profits are also seeing a boost from its ownership and chartering of ships.