Arbitration To Uncover Hidden Value Of Hess' Guyana Oil Assets In Exxon Mobil Vs. Chevron Dispute: Report
Arbitration To Uncover Hidden Value Of Hess' Guyana Oil Assets In Exxon Mobil Vs. Chevron Dispute: Report
Exxon Mobil Corporation (NYSE:XOM) shares are trading lower on Tuesday. An arbitration panel deciding the high-profile dispute between Exxon Mobil and Chevron Corporation (NYSE:CVX) will reportedly examine the hidden value of Hess Corporation's (NYSE:HES) oil assets in Guyana.
埃克森美孚公司（纽交所：XOM）股价周二下跌。据报道，一家仲裁小组决定审查雪佛龙公司（纽交所：CVX）与埃克森美孚公司之间备受关注的争端，该小组将考虑盘踞于圭亚那的赫斯公司（纽交所：HES）石油资产的隐藏价值。
Chevron and Hess maintain that the valuation of the Guyana asset shouldn't affect the arbitration, arguing that the transaction doesn't constitute a change in control, reported Reuters.
报道称，雪佛龙公司和赫斯公司认为，圭亚那资产的估值不应影响仲裁，他们认为该交易并未构成实质性控制权的变更。
The dispute centers on whether the deal triggers Exxon's right of first refusal. The report noted Chevron's CEO Michael Wirth has ruled out a compromise with Exxon and CNOOC, while Exxon's CEO Darren Woods is considering a counterbid for all or part of Hess Guyana's stake if the arbitration supports their claim.
争议焦点在于这笔交易是否触发了埃克森海油享有优先购买权的权利。该报告指出，雪佛龙公司首席执行官迈克尔·沃思排除了与埃克森美孚公司和中国海洋石油企业之间达成妥协的可能性，而埃克森美孚公司首席执行官达伦·伍兹正在考虑是否要针对赫斯公司圭亚那业务的全部或部分股权提出反要约，如果仲裁支持他们的主张的话。
Read: Hess Shareholders Approve $53 Billion Merger With Chevron
阅读：赫斯股东批准与雪佛龙530亿美元的合并
"Exxon and CNOOC continue to ignore the plain language of the operating agreement, and Chevron and Hess remain confident that the arbitration will confirm that the Stabroek ROFR (right of first refusal) does not apply to the merger," the companies said in response to Reuters questions.
针对路透社的提问，这些公司回应称：“埃克森美孚公司和中国海洋石油企业仍然无视运营协议的明文规定，而雪佛龙公司和赫斯公司仍然相信仲裁将确认斯塔布鲁克优先购买权不适用于合并。”
As per the report, analysts suggest Chevron may need to adjust its offer or settle to resolve the dispute, especially if the valuation is higher than anticipated.
根据报告，分析师建议，雪佛龙公司可能需要调整其报价或达成和解以解决争端，特别是如果估值高于预期。
This month, Exxon Mobil and CNOOC filed arbitration claims asserting their right of first refusal on the sale of Hess' stake in a Guyana oil joint venture, which could obstruct Chevron's $53 billion acquisition of Hess. The arbitration panel's decision is now anticipated in the second half of 2025.
本月，埃克森美孚公司和中国海洋石油企业提出仲裁申请，维护他们在圭亚那石油合资企业赫斯公司股权转让中享有的优先购买权，这可能会阻碍雪佛龙公司收购赫斯公司的这笔530亿美元交易。预计仲裁小组的决定将在2025年下半年做出。
Investors can gain exposure to the XOM via Energy Select Sector SPDR Fund (NYSE:XLE) and IShares U.S. Energy ETF (NYSE:IYE).
投资者可以通过能源选择板块SPDR基金（纽交所：XLE）和ishares安硕美国能源etf（纽交所：IYE）获得对埃克森美孚的投资。
Price Action: XOM shares are down 2.89% at $115.10 at the last check Tuesday.
股价走势：截至周二最后一次查看，XOM股价下跌2.89％，报115.10美元。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明：本内容部分使用人工智能工具生成，并经Benzinga编辑审核发布。
Photo: Del Henderson Jr. via Shutterstock
图片： Del Henderson Jr.通过shutterstock
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