豪掷75亿美元!三菱商事创纪录收购美国页岩气资产，押注能源需求爆发

Core Viewpoint - Mitsubishi Corporation announced the acquisition of U.S. shale gas assets for $7.53 billion, marking its largest acquisition in history and the biggest by a Japanese company in the U.S. shale gas sector [1] Group 1: Acquisition Details - The acquisition involves $5.2 billion in equity and $2.33 billion in Aethon debt, focusing on assets located in Texas and Louisiana [1] - This acquisition is part of Japan's commitment to a $550 billion investment plan in the U.S., following a $1.5 billion investment by JERA in the Haynesville shale basin [1] Group 2: Strategic Intent - The company aims to expand its business in the U.S. energy market, driven by rising electricity demand in data centers, manufacturing, and LNG exports [1] - The acquisition will strengthen Mitsubishi's natural gas and LNG business foundation and accelerate the establishment of an integrated value chain in the U.S. [2] Group 3: Market Reaction - Following the announcement of the acquisition, Mitsubishi's stock price fell by over 1% in the Japanese market [4] Group 4: Existing Investments - Mitsubishi has multiple investments in the natural gas sector across Alaska, Malaysia, Canada, and Indonesia, with a total LNG production capacity of approximately 15 million tons per year [5] - The company plans to expand its power generation and manufacturing business in the U.S. through competitive upstream gas projects [6]