Insight
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4 Pages

M&A at $60 - what happens next?


M&A at $60 - what happens next?

Report summary

Uncertainty and corporate distress create opportunities for companies with the appetite and capacity to take advantage. Weak oil prices through 2015 (Wood Mackenzie expects Brent to average US$73.80/bbl), will ratchet up the pressure on a financially stretched sector.  Expect to see falling deal valuations and the emergence of a true buyers’ market.  Large scale corporate consolidation may be closer than it has been at any point since the late 1990s.  

What's included?

This report includes 1 file(s)

  • M&A at $60 - what happens next? PDF - 330.07 KB 4 Pages, 0 Tables, 3 Figures

Description

This Macroeconomics and Global Trends Insight report presents our research on this key topic, and draws out the implications for economies and commodity markets.

This report delivers a clear understanding of our unique global economic outlook and identify risks and uncertainties to watch out for.

Wood Mackenzie's global trends and macroeconomic analysis underpins all our commodity demand analysis, ensuring we continually deliver an integrated and consistent view.

Our comprehensive understanding of commodity markets gives us a unique insight into the pace of global development and the risks associated with it.

  • What happened last time?
  • Emergence of a buyers’ market?
  • Corporate consolidation looms
  • The Majors are weighing up opportunistic consolidation
  • The NOCs are primed to take advantage

In this report there are 3 tables or charts, including:

  • What happened last time?
    • Deal count vs. Brent forward month (US$/bbl) vs. ILTOP (US$/bbl)
  • Emergence of a buyers’ market?
    • Average Brent price required through 2015 to maintain current net debt (US$/bbl, NPV10)
  • Corporate consolidation looms
    • Implied long-term Brent price in current market valuations (US$/bbl, NPV10)
  • The Majors are weighing up opportunistic consolidation
  • The NOCs are primed to take advantage
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