智通财经6月26日电，壳牌称尚未积极考虑对英国石油提出收购要约。 ...

Group 1 - Shell plc clarifies it is not actively considering an offer for BP plc and has not made any approach or engaged in talks regarding a possible offer [1][2] - Shell confirms it will be bound by the restrictions set out in Rule 2.8 of the UK City Code on Takeovers and Mergers [2] - Shell's focus remains on delivering more value with less emissions through performance, discipline, and simplification [2] Group 2 - Shell reserves the right to set aside the restrictions in Rule 2.8 under specific circumstances, including agreement from BP's board or if a third party announces a firm intention to make an offer for BP [5]

Group 1 - Shell Plc denies reports of actively negotiating to acquire BP, stating it is merely market speculation and no talks are currently taking place [1] - BP's stock price surged over 10% during trading on Wednesday due to the acquisition rumors, but closed with only a 1.6% increase [1] - BP has faced pressure for operational reform and performance improvement, especially after the involvement of activist investor Elliott Investment Management [1] Group 2 - The potential acquisition of BP by Shell would be the largest oil and gas industry merger in a generation and one of the largest in European history [2] - Challenges for the merger include BP's high debt levels, potential antitrust issues, and the need to divest significant assets [2] - UBS analysts estimate that combined production from Shell and BP could approach 5 million barrels of oil equivalent per day, an 85% increase from Shell's current production of approximately 2.7 million barrels per day [3] Group 3 - If Shell acquires BP, it would enhance Shell's position as the largest global LNG seller, with combined annual LNG sales exceeding 90 million tons, representing over 20% of the global LNG market [3][4] - The merger would create significant opportunities for business optimization and cost savings in LNG transportation due to the combined fleets of both companies [4]

Group 1 - Shell is in early talks to acquire BP, potentially marking the largest oil deal since ExxonMobil's $83 billion merger in the early 2000s, with BP's current market value around $80 billion [1] - The negotiations are ongoing, but terms are not yet finalized, and Shell has denied the reports, calling them market speculation [1] - The potential acquisition highlights the trend of consolidation in the energy sector and the pressure BP faces after setbacks in its transition strategy [2] Group 2 - BP has lagged behind other major oil companies, facing challenges in its shift from fossil fuels to renewable energy and experiencing management turmoil [2] - Activist investor Elliott Investment Management, holding over 5% of BP, has been pushing for changes, indicating the risk of potential acquisition by competitors [2] - BP has announced plans to increase oil and gas production while significantly cutting back on clean energy investments, and is considering divesting its Castrol lubricants business and parts of its solar division [2] Group 3 - The potential deal represents the ongoing wave of mergers and acquisitions in the energy sector as companies seek economies of scale [3] - If Shell proceeds with the acquisition, it may take years to integrate BP, with cultural clashes and asset overlaps complicating the process [3] - Chevron is also pursuing a $53 billion deal for Hess, while ExxonMobil completed a $60 billion acquisition of Pioneer Natural Resources last year [3]

金十数据整理：昨日今晨重要新闻汇总（6月26日） 国内新闻： 国际新闻： 1. 李强出席2025年夏季达沃斯论坛工商界代表座谈会。 2. 伊朗防长抵达中国参加上合防长会。 3. 香港金管局在市场买入94.20亿港元，因港元汇价触及弱方兑换保证。 4. 小鹏汽车：海外市场正在收紧零公里二手车的进口，小鹏并未采用这一出口模式。 5. 何立峰在河北调研时指出，积极扩大内需提振消费，更好推动经济高质量发展。 1. 消息称壳牌正就收购英国石油进行初步谈判。 2. 特朗普：将在三四人中选出下任美联储主席。 3. 高盛：铜价今年有望达到每吨10050美元峰值。 4. 英伟达市值创下历史新高，达到3.75万亿美元。 5. 美联储提议放宽针对大型银行的强化补充杠杆率要求。 6. 北约盟国同意到2035年提高国防开支目标至GDP的5%。 7. 欧洲汽车制造商协会：特斯拉5月欧盟新车注册量下降40.5%。 8. 消息人士：如果欧佩克认为有必要，俄罗斯愿意再次增产石油。 9. 拟将加密货币当作房贷抵押品，美住房监管主管要求"两房"做好准备。 10. 白宫经委会主任哈塞特：若各国达成贸易协议，则可取消特朗普税收法案中的"报复税"。 1 ...

壳牌发言人：（当被问及市场关于壳牌考虑收购英国石油公司时）目前没有进行任何洽谈。 ...

知情人士：英国石油公司可能被拆分出售 金十数据6月26日讯，英国石油公司股价周三上涨，原因是有报道称，这家石油巨头正处于被壳牌公司 收购的初步洽谈阶段。据CNBC报道，知情人士称，壳牌不太可能全资收购英国石油公司。这些人士 称，如果交易确实达成，更有可能的情况是英国石油公司的不同业务板块将被多家公司收购。 ...

Shell is in early talks to buy rival BP, the Wall Street Journal reported Wednesday, citing people familiar with the matter.BP’s American depository shares were up 6.5%, while Shell’s were down 3.3%.Talks between company representatives are active and BP is considering the approach carefully, the report added.Talks between Shell and BP are active, and BP is considering the approach carefully, the report added. REUTERSBP shares jumped on the news. REUTERSBP was valued at nearly $80 billion as of Wednesday wh ...

消息称壳牌正就收购英国石油进行初步谈判 金十数据6月25日讯，知情人士称，壳牌正在就收购竞争对手英国石油进行早期谈判，这将是近几十年 来最大的一笔石油交易。公司代表之间的谈判正在积极进行，英国石油正在仔细考虑这一做法。收购将 使壳牌在挑战埃克森美孚和雪佛龙等规模更大的竞争对手方面拥有更坚实的基础。英国石油目前的估值 约为800亿美元，考虑到溢价，这笔交易最终可能成为自本世纪初埃克森美孚830亿美元巨额合并以来最 大的石油企业交易，也将轻松成为今年迄今为止最大的并购交易。壳牌在谈判中处于有利地位，其股价 近年来大幅超过英国石油，市值超过2000亿美元。 ...

Core Insights - BP plc has commenced commercial operations for its Greater Tortue Ahmeyim (GTA) project with Golar LNG's floating liquefied natural gas (FLNG) unit [1][9] - The Gimi FLNG unit has achieved a production level of approximately 2.4 million tons per annum (mtpa), which is 90% of its nameplate capacity and aligns with long-term supply contracts [2][9] - The GTA project has successfully exported multiple LNG cargoes, with an estimated total of 3.5 gross cargoes expected by the end of June [3] Project Details - The GTA project is operated by BP with a 56% working interest, alongside partners Kosmos Energy (27%), Petrosen (10%), and SMH (7%) [1] - The project is located offshore Mauritania and Senegal, recognized as one of the deepest offshore developments in Africa, with water depths reaching up to 2,850 meters [4][9] Future Outlook - Golar LNG expresses commitment to collaborating with BP and other stakeholders to ensure reliable operations and value creation within the GTA project [4]