Insight
M&A market update: August 2018 - shake it out
Report summary
The Permian shakeout continued this month with Diamondback making two acquisitions for a combined US$10.5 billion. The deals are indicative of a wider pick-up in activity in North America, where regional spend hit US$14.5 billion. The Diamondback deals provide further evidence that consolidation is now a theme in the Permian. As we highlighted in the Concho-RSP deal in March, scale is essential in unlocking the full value of Permian assets. Outside of North America, activity slumped. Only four deals were announced during the month. Santos' US$2.2 billion acquisition of Quadrant Energy is Australia was a clear outlier, accounting for almost 90% of disclosed Rest of the World (RoW) spend.
Table of contents
- The month in brief
-
Announced deals
- Trends
- Headline deals: announced
- North America
- Rest of the World
-
Deal Pipeline
- Headline additions
- Notable updates
- Appendix
Tables and charts
This report includes 10 images and tables including:
- Weighted average Implied Long-Term Oil Price vs. Brent oil price
- No. of deals in Pipeline by region/resource
- Value of deals in Pipeline by region/resource
- Monthly spread between Brent and the Implied Long-Term Oil Price vs. deal count vs. deal spend
- Monthly deal count North America vs. ROW
- Monthly deal spend North America vs. ROW
- Monthly deal count by region ROW
- Monthly deal spend by region ROW
- Implied Long-Term Oil Price (deal by deal) vs. Brent oil price
- Global M&A – August 2018
What's included
This report contains:
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