四位知情人士表示，美国财政部已拒绝由美国银行Xtellus Partners牵头的一个财团收购俄罗斯卢克石油 公司（Lukoil）海外资产的"要约"。 卢克石油于10月表示愿意出售其海外资产，此举是在美国对其及克里姆林宫控制的竞争对手俄罗斯石油 公司（Rosneft）实施制裁之后，旨在推动俄罗斯与乌克兰达成和平协议。 据称，有十几家公司对卢克石油价值约220亿美元的资产提交了竞标。这些资产包括上游油气项目、炼 油厂，以及分布在欧洲、中亚和中东的2，000多个加油站。 Xtellus此前与埃克森美孚（Exxon Mobil）、雪佛龙（Chevron）以及阿布扎比集团国际控股公司（Abu Dhabi Group International Holding Company）展开竞购。此外，匈牙利的MOL集团和美国私募股权公司 凯雷集团（Carlyle）也仍在参与竞标。 美国财政部拒绝对此置评。 消息人士称，Xtellus曾提出一项安排：通过无现金交易，将美国"投资者"持有的卢克石油证券与卢克石 油的全球资产进行置换，即将这些证券交还给卢克石油，以换取其海外资产。 据消息人士透露，卢克石油更倾向于Xtellus的方案 ...

格隆汇12月4日｜有媒体援引三位知情人士透露，匈牙利MOL石油公司已告知美国官员，其有意收购受 制裁的俄罗斯石油巨头卢克石油的国际资产，这使竞购者名单进一步扩大。美国于10月对俄罗斯最大私 营石油生产商实施制裁，作为向莫斯科施压以结束乌克兰冲突的努力的一部分，迫使卢克石油宣布出售 海外资产。消息人士称，在美国拒绝瑞士大宗商品贸易商贡渥作为买家后，卢克石油正在与美国石油巨 头埃克森美孚、雪佛龙以及中东投资者进行谈判。当前美国设定的最后期限为12月13日。三位消息人士 中的一位表示，MOL石油公司希望收购卢克石油在欧洲的炼油厂和加油站，以及在哈萨克斯坦和阿塞 拜疆生产资产中的股份。一位消息人士称，美国总统特朗普的长期盟友、匈牙利总理欧尔班在11月与特 朗普会晤时讨论了MOL的计划。 ...

英国政府宣布推迟对俄罗斯卢克 石油公司国际业务部门实施制裁，这成为西方各国在针对该能源巨头 时采取审慎态度的最新例证。英国金融制裁实施办公室在声明中称，对卢克国际有限公司及其子公司的 制裁宽限期将延长至明年2月26日。该项制裁措施原定于11月28日午夜生效。卢克石油与俄罗斯另一能 源巨头俄罗斯石油公司在十月同样遭到美国制裁，其中部分制裁措施也获得了延期执行。 ...

Core Insights - The article discusses the recent developments surrounding the sanctions imposed by the U.S. and the U.K. on Russian oil giant Lukoil, highlighting the company's response through asset divestiture [1][2][3] Group 1: Company Overview - Lukoil has initiated a plan to divest overseas assets in response to sanctions, evaluating potential buyers [1] - The company, founded in 1991, is the second-largest oil producer in Russia, accounting for 2% of global oil production and employing over 100,000 people worldwide [1][2] Group 2: Business Operations - By the end of 2024, Lukoil plans to operate approximately 2,500 gas stations across 20 countries, with daily exports of 730,000 barrels of crude oil and 300,000 barrels of petroleum products [2] - The company is projected to achieve a net profit of $10 billion in 2024 [2] Group 3: Sanctions Context - The sanctions were announced due to Russia's failure to fulfill commitments regarding the peace process in Ukraine, while Russia claims to seek a lasting solution [2] - Russian officials, including President Putin, have stated that the sanctions are viewed as unfriendly actions and will not significantly impact the Russian economy [3] Group 4: Market Response - Lukoil's asset sales are seen as a strategy to maintain business continuity and circumvent the constraints imposed by sanctions, rendering the U.S. sanctions less effective [3] - The ongoing dynamics between sanctions and countermeasures create uncertainty regarding the involvement of potential buyers and the future of this geopolitical conflict [3]

Core Points - The U.S. government announced that certain transactions related to the sale of overseas assets by Russian private company Lukoil can continue after the sanctions take effect on November 21, with negotiations needing to be completed by December 13 [1][2] - Lukoil had initially planned to sell its overseas assets to a Swiss company but had to seek other buyers due to U.S. government opposition [1] - The U.S. Treasury Department's sanctions also include provisions for the sale of Lukoil's significant asset, the Burgas refinery in Bulgaria, allowing the transaction to be completed by April 29, 2026 [2] Group 1 - The U.S. Treasury's authorization allows for the completion of certain transactions related to Lukoil's overseas assets, including the purchase of goods and services for Lukoil's facilities outside Russia [2] - The approval for these transactions is contingent upon the assets being completely severed from Lukoil and the proceeds being deposited into a third-party escrow account inaccessible to Lukoil during the sanctions [2] - The U.S. Treasury aims to ensure energy security for its partners and allies while preventing the Russian government from benefiting from these transactions [2] Group 2 - Lukoil has been in discussions with potential buyers for its overseas assets, emphasizing the importance of maintaining operations during the sale process to avoid disruptions in energy supply and protect jobs [4] - The company previously agreed to sell its assets to Swiss company Gunvor but had to abandon the deal due to U.S. government restrictions [4] - U.S. private equity firm Carlyle Group is reportedly exploring options to acquire Lukoil's overseas assets, with other global companies also considering bids [4] Group 3 - Lukoil holds full or partial stakes in three refineries located in Bulgaria, Romania, and the Netherlands, and has oil and gas projects in several countries including Kazakhstan, Uzbekistan, Iraq, Mexico, Ghana, Egypt, and Nigeria [5] - The estimated value of Lukoil's international assets is approximately $22 billion according to documents disclosed in 2024 [5]

Core Points - The U.S. government announced that certain transactions related to the sale of overseas assets by Russian private company Lukoil can continue after the sanctions take effect on November 21, with negotiations needing to be completed by December 13 [1][2] - Lukoil had initially planned to sell its overseas assets to a Swiss company but had to seek other buyers due to U.S. government opposition [1][4] - The U.S. Treasury Department issued authorizations allowing certain transactions related to Lukoil's overseas assets, including the sale of the Burgas refinery in Bulgaria, which is the largest refinery in the country [2][3] Company and Industry Summary - Lukoil is engaged in ongoing negotiations to sell its overseas assets and aims to ensure that operations remain uninterrupted during the transition to new ownership [4] - The company has previously agreed to sell its overseas assets to Swiss company Gunvor, but the deal fell through due to U.S. government restrictions [4] - U.S. private equity firm Carlyle Group is reportedly exploring options to acquire Lukoil's overseas assets, with other global companies also considering bids [4] - Lukoil holds full or partial stakes in three refineries located in Bulgaria, Romania, and the Netherlands, and has oil and gas projects in several countries, with an estimated international asset valuation of approximately $22 billion [5]

Core Viewpoint - The Trump administration has extended sanctions waivers for certain transactions involving Lukoil to facilitate negotiations with foreign governments and potential buyers regarding the company's international assets [1] Group 1: Sanctions and Waivers - The U.S. Treasury has issued licenses for transactions related to Lukoil's retail gas stations and international asset sales, effective until December 13 [1] - The waiver for transactions involving Lukoil's Bulgarian entity has been extended until April 29 [1] Group 2: Negotiations and Future Plans - U.S. officials are consulting with allies from Central Europe to the Middle East to manage the complex process of disposing of Lukoil's overseas business before the original deadline of November 21 [1] - The aim is to allow more time for the completion of transactions and to explore alternative ownership structures to ensure that the relevant assets remain outside of Russian control [1]

Core Viewpoint - Russian oil company Lukoil plans to sell its overseas assets due to sanctions imposed by certain countries [1] Group 1: Company Actions - Lukoil has begun reviewing applications from potential buyers for its international assets [1] - The company intends to apply for an extension of the license issued by the U.S. Treasury Department if necessary, to ensure that international asset operations are not affected [1] Group 2: Regulatory Environment - The U.S. Treasury Department announced sanctions against Lukoil on October 22, affecting all entities and subsidiaries in which Lukoil holds 50% or more ownership [1] - All transactions with these subsidiaries must be completed by November 21 [1] Group 3: Operational Impact - The asset sale will be conducted under the gradual shutdown license issued by the U.S. Treasury's Office of Foreign Assets Control [1]

Core Viewpoint - Indian companies will not purchase crude oil from Russian oil companies and Lukoil supplied by traders, making it difficult to predict when new orders for Russian oil will be placed [1] Group 1 - Indian government sources indicate a halt in crude oil purchases from Russian suppliers [1] - The uncertainty surrounding future orders for Russian oil from Indian enterprises is highlighted [1]

Core Viewpoint - The Russian company Lukoil is projected to see a 2.3% decrease in natural gas production in 2024, amounting to 34.3 billion cubic meters [1] Group 1 - Lukoil's natural gas production forecast for 2024 is set at 34.3 billion cubic meters, reflecting a decline of 2.3% compared to previous levels [1]