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Texas’ Permian Basin sees another billion-dollar oil and gas merger, signaling long future for oil

While influential organizations, such as the International Energy Agency, predict peak oil consumption will be seen within the next decade, the merger activity in America’s shale areas suggests that oil companies are betting on long-term demand.

 

Diamondback Energy is merging with Endeavor Energy Resources, a privately held company. The buyout is the latest in a frenzy of mergers that began in October, and analysts say it’s reflective of a matured shale industry and a long-term bet on oil and gas demand.  

According to last week’s announcement, Diamondback, which is publicly traded, will pay $8 billion in cash and 117.3 million shares. Combined with Endeavor’s properties, according to calculations by S&P and Bloomberg, Diamondback will produce 801,000 barrels of oil and gas per day (“boepd”), which is 6% of the total U.S. production. This will put it in third place in the Permian behind Exxon-Pioneer, which produces 1.347 million boepd, and Occidental-Crownrock, which produces 910,000 boepd.

Shale growth

The merger with Endeavor “is a combination of two strong, established companies merging to create a ‘must own’ North American independent oil company,” Travis Stice, chairman and CEO of Diamondback, said in a statement.

Endeavor, The Wall Street Journal reports, started out from a single well that founder Autry Stephens drilled 45 years ago. Over the years, Stephens refused to sell Endeavor, even turning down offers from industry giants like Exxon. He preferred running a tightly knit operation with employees who spent their whole careers with the company. It was a cancer diagnosis, he told the Journal, that changed his mind. The deal will make Stephens one of the richest men in the world.

 

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