Auchincloss在 2 月份宣布了一项"重新调整"计划，其中包括重新将重点转向石油和天然气领域、减少股 票回购，并承诺出售资产以及偿还债务。这一新策略并未得到许多投资者的热烈欢迎，而且对于埃利奥 特而言也还不够彻底，后者仍在继续推动更彻底的变革。 正是在这种背景下，英国石油公司逐渐被视为一个可能被收购的目标。尽管没有哪家公司提出收购要 约，但据说英国石油公司的几个同行和竞争对手都在私下里对这一情况进行了评估。 智通财经APP获悉，壳牌公司(SHEL.US)表示，无意对英国石油公司(BP.US)发起收购要约，驳斥了此前 有关欧洲两大巨头公司正在积极商讨合并事宜的报道。这一公告消除了有关英国两大石油巨头最终合并 的猜测。此前，英国石油业绩不佳已持续数年，同时激进股东埃利奥特投资管理公司(Elliott Investment Management)也不断施压。壳牌的声明意味着它受英国收购法规的约束，这使得其在六个月内无法向英 国石油公司提出收购要约。 根据英国收购法规定，对于那些公开表示无意对某家公司提出收购要约的潜在竞购者，将有一项为期六 个月的限制措施。具体而言，英国《收购法》第 2.8 条规定，一旦有人 ...

Group 1: Oil and Gas Market - Japan's largest gas supplier, Tokyo Gas, is negotiating a long-term liquefied natural gas procurement agreement with the United States [1] - Shell is reportedly in preliminary talks to acquire BP [3] - If OPEC deems it necessary, Russia is willing to increase oil production again [3] - Vietnam's Ministry of Industry and Trade states that the country's refinery will produce 7.7 million tons of oil products in the second half of the year [3] - Israel's Ministry of Energy has approved the resumption of operations at a natural gas field [3] - The Turpan to Zhongwei section of the West-to-East Gas Pipeline has been fully completed and put into operation [3] Group 2: Metals and Mining - Goldman Sachs predicts that copper prices could reach a peak of $10,050 per ton this year [2]

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 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]

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]