Financial Deal Insights Energy & Utilities October 2008

This publication has been discontinued on July 19, 2011.

Introduction

Abstract

Overview

Introduction

Ongoing market developments, particularly in terms of liberalization, have resulted in continued energy sector M&A. Datamonitor' s monthly Financial Deal Insights series provides a concise yet comprehensive overview of this activity in the energy and utilities sector. It offers a unique insight into both deal activity, deal rationale and the market fundamentals driving the sector.

Scope

• Analysis through two deliverables - analyst opinion on key deals (PDF brief), and monthly roundup with analysis of trends and drivers (PowerPoint)
• Insights into deal activity across M&A, private equity, private placement, IPO, secondary offering, and strategic alliance deals
• Analysis on all key sectors, namely upstream, midstream, downstream, power generation, utilities network, utilities retail, and wholesale energy
• Detailed analysis of the deal activity during the month, along with the trend for the last six months by deal volume and value

Report Highlights

As the credit crunch continues to work its way through overextended markets, in the energy sector, it is the largely the major upstream companies that are playing a dominant role in driving market activity.

The race for LNG shows little sign of abating in the upstream sector, with IOCs all looking to feed competing markets in the Atlantic and Pacific Basin, in what at this stage remains a ' seller' s market' .

Australian companies Origin Energy and Queensland Gas Company (QGC) have dominated international headlines regarding the race to acquire Coalbed Methane assets and have attracted considerable interest from major oil companies.

Reasons to Purchase

• Understand which energy sectors are experiencing the most activity, and which type of investor, and advisor are playing the significant roles
• Find out how key deals are changing the competitive landscape of your business in various parts of the energy and utilities value chain
• Understand how companies in the energy and utilities industry are raising funds through capital markets, private equity, and private placement deals

Table of Contents

• DATAMONITOR VIEW
  • CATALYST
  • SUMMARY
• ANALYSIS
  • Upstream activities-in particular LNG-remain vibrant in the energy sector, with the largest players still remaining cash rich and largely debt free, allowing them to go on spending sprees
  • Increased LNG demand has seen a scramble for Australia, as IOCs look to acquire coalbed methane reserves in the country
  • BG Group had positioned itself well to conclude the QGC deal by keeping a number of irons in the Australian fire
  • With supply-side risks gathering pace in LNG markets, the deals are both lucrative and strategically significant for BG Group and ConocoPhillips
  • Methodology
  • Ask the analyst
  • Datamonitor consulting
  • Disclaimer

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