据美国彭博新闻社2022年10月11日报道，知情人士透露，埃克森美孚公司时下正在考虑收购丹博里资源公司，后者是一家拥有美国最大二氧化碳管道网络的石油和天然气生产公司。
知情人士说，埃克森美孚公司已对这家位于得克萨斯州普莱诺的公司表示了初步兴趣。由于此事尚未公开，这些知情人士要求不具名采访。他们补充称，目前尚未做出最终决定，埃克森美孚公司可能会选择不推进这笔潜在的交易。
10月10日下午3点49分，丹博里资源公司的股价一度上涨12%，至98.83美元，市值约49亿美元。 丹博里资源公司的一位代表拒绝置评，埃克森美孚公司的一位代表没有立即回复置评请求。
丹博里资源公司在墨西哥湾沿岸和落基山脉有超过1300英里(2092公里)的专门用于输送二氧化碳的管道。碳捕获是埃克森美孚公司气候战略的基石，该战略的目标是到2050年前消除运营排放，而收购丹博里资源公司将为这家美国石油巨头提供关键的、难以复制的基础设施，以实现这一目标。
如果收购成功，这也将是自美国8月份通过《通货膨胀削减法案》以来最大的碳管理投资，该法案为掩埋二氧化碳提供了大量税收优惠。该法案将碳捕获的税收抵免提高了70%，达到每吨85美元。包括埃克森美孚公司首席执行官达伦·伍兹在内的高管都称赞该法案为碳捕获提供了资金支持，摩根士丹利表示，碳捕获在未来可能非常有利可图。
在美国所有大型石油公司中，丹博里资源公司的净零目标最为激进，目标是到2030年前实现“碳负”(范围3，包括客户的排放)目标。
彭博新闻社今年8月曾报道称，丹博里资源公司正在与一名顾问商讨出售事宜。 丹博里资源公司于2020年脱离破产保护，20多年来一直在利用二氧化碳从老油田中提取更多原油，这一过程被称为提高原油采收率（EOR）。在页岩资源辉煌期间，EOR因其高成本和低产量而不受欢迎，但最近又因其绿色潜力而重新流行起来，特别是其在地下储存的碳量超过其产出的石油所排放的碳量的能力。
今年早些时候，埃克森美孚公司承诺在2027年前投入150亿美元用于低碳投资，碳捕获是优先考虑的项目。丹博里资源公司的落基山资产与埃克森美孚公司位于怀俄明州LaBarge附近的Shute Creek天然气设施相连，后者捕获的碳量比在美国任何其他资产都要多。
李峻 编译自 美国彭博新闻社
原文如下：
Exxon Mobil considers takeover of oil recovery specialist Denbury
Exxon Mobil Corp. is considering a takeover of Denbury Inc., an oil and gas producer with the largest carbon dioxide pipeline network in the U.S., according to people familiar with the matter.
Exxon has expressed preliminary interest in the Plano, Texas-based company, said the people, who asked to not be identified because the matter isn’t public. No final decision has been made and Exxon could opt against proceeding with a potential deal, they added.
Shares of Denbury jumped as much as 12% and traded at $98.83 at 3:49 p.m. in New York Monday, giving the company a market value of about $4.9 billion. A Denbury representative declined to comment, while an Exxon representative didn’t immediately respond to a request for comment.
Denbury has more than 1,300 miles (2,092 kilometers) of pipelines in the Gulf Coast and Rocky Mountains dedicated to transporting carbon dioxide. Carbon capture is the bedrock of Exxon’s climate strategy, which aims to eliminate operational emissions by 2050, and buying Denbury would give the oil giant critical and hard-to-replicate infrastructure as it pursues that goal.
If the takeover happens, it would also be the biggest carbon-management investment since the Inflation Reduction Act passed in August, providing large tax incentives for burying carbon dioxide. The legislation increased tax credits for carbon capture 70% to $85 a ton. Executives including Exxon CEO Darren Woods have praised the act for its financial support for carbon capture, which Morgan Stanley says could be highly profitable in the future.
Denbury has the most aggressive net zero target of any large US oil company, aiming to be “carbon negative” on a Scope 3 basis, which includes customers’ emissions, by 2030.
The company is working with an adviser exploring a sale, Bloomberg News reported in August. Denbury, which exited bankruptcy in 2020, has used carbon dioxide to squeeze out more crude from old oil fields for more than two decades, a process called enhanced oil recovery. EOR became unfashionable during the shale revolution for its high cost and low volumes, but recently came back into vogue for its green potential, specifically the ability to store more carbon in the ground than is emitted from the resulting oil.
Earlier this year, Exxon pledged to spend $15 billion on lower-carbon investments through 2027, with carbon capture as a priority. Denbury’s Rocky Mountain assets are connected to Exxon’s Shute Creek gas facility near LaBarge, Wyoming, which has captured more carbon than any other asset in the U.S.
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