每日新闻更新 — 阿布扎比(酋长国)真不简单 The Daily Update – Abu Dhabi does

随着阿布扎比继续整合其政府相关行业,我们听说穆巴达拉和国际石油投资公司(IPIC)2017年1月合并的“综合投资组合”的规模使得去年的收入增长了17%。该公司报告称,收入来自“所有全球四大平台的强劲表现:上游块、综合块、石化和半导体业务领域的主要贡献”。该报告还说,主权财富基金(SWF)利用了“在保持适当的流动性以便将资金投入了新的投资项目的同时减少杠杆作用......为了履行我们为股东提供金融回报的授权,我们抓住机会对那些为我们的原始投资带来了巨大回报的成熟资产进行了货币化。”正如我们之前撰写的,穆巴达拉和阿布扎比投资委员会将合并。这一举措将使合并后的资产接近2500亿美元,并进入世界前十大主权财富基金。

我们也从其他消息中了解到,国有的阿布扎比国家石油公司(ADNOC)与奥地利综合石油和天然气公司 — 奥地利石油天然气集团(OMV AG) — 签署了价值为15亿美元的协议。该协议将允许奥地利石油天然气集团在未来40年内从该酋长国的 SARB 和 Umm Lulu 油田开采原油。奥地利石油天然气集团现在拥有20%的股份,该版块的60%由阿布扎比国家石油公司拥有,其余的20%由西班牙石油公司(CEPSA)持有;顺便说一句,国有的穆巴达拉是奥地利石油天然气集团的第二大股东(24.9%),并且全资拥有西班牙石油公司。

拥有6%的经证实的全球原油储备并拥有90%阿联酋石油的该酋长国已开始拍卖其尚未开发的储备块,国有阿布扎比国家石油公司试图在今年年底之前将原油产量扩大到每天350万桶,同时还期待将其每天80万桶的炼油能力有效地翻番,并将其石化产量提高三倍。这笔和奥地利石油天然气集团的交易以及其他七项海外特许权(与法国道达尔公司和中国石油集团公司一起)的交易是阿布扎比国家石油公司的又一举措,旨在进一步将资源回报最大化,在阿联酋内部保持控制并在全球日益增长的对石油、成品油和石化产品的需求这一事务中继续发挥关键的作用。

被高度评级的阿布扎比主权和准主权债券继续提供有吸引力的风险调整后的回报。例如,拥有AA评级的2047年期4.6%的国有阿布扎比原油管道(债券)预期回报为17.5%,收益率为5%;市场将其定价为 BBB/BBB- 债券; 所以有足够的信用评级缓冲。

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