一 | Chevron is buying Hess Corp. for $53 billion and it’s not even the biggest acquisition in the energy sector this month as major producers seize the initiative while oil prices surge.Crude prices rose sharply in early 2022 with Russia's invasion of Ukraine and are hovering around $90 per barrel after ticking another 9% higher this year. That has made big drillers cash rich and they are looking for places to invest. The Chevron-Hess deal comes less than two weeks after Exxon Mobil said that it would acquire Pioneer Natural Resources for about $60 billion. Upward pressure on oil prices are being applied from a number of fronts including the war in Ukraine. Oil markets are being stretched by cutbacks in oil production from Saudi Arabia and Russia, and now, a war between Israel and Hamas runs the risk of igniting a broader conflict in the Middle East. While attacks on Israel do not disrupt global oil supply, according to an analysis by the U.S Energy Information Administration, “they raise the potential for oil supply disruptions and higher oil prices.”Chevron said Monday that the acquisition of Hess adds a major oil field in Guyana as well as shale properties in the Bakken Formation in North Dakota. Guyana is a South American country of 791,000 people that is poised to become the world’s fourth-largest offshore oil producer, placing it ahead of Qatar, the United States, Mexico and Norway. It has become a major producer in recent years with oil giants, including Exxon Mobil, China’s CNOOC, and also Hess, squared off in a heated competition for highly lucrative oil fields in northern South America.“This combination is aligned with our objective to safely deliver higher returns and lower carbon,” Chevron Chairman and CEO Mike Wirth said in prepared remarks. “In addition, Hess increases Chevron’s estimated production and free cash flow growth rates over the next five years, and is expected to extend our growth profile into the next decade supporting our plans to increase our peer-leading dividend growth and share repurchases.”=Chevron is paying for Hess with stock. Hess shareholders will receive 1.0250 shares of Chevron for each Hess share. Including debt, Chevron valued the deal at $60 billion. And even with alarms being raised over climate change after a summer of record-smashing temperatures, elevated energy prices have driven more exploration and more drilling, and big payouts for investors. There have been a number of acquisitions focused on U.S. shale fields and another round of consolidation in the energy sector began during the pandemic as big producers sought to cut costs. In the summer of 2020, Chevron announced that it was buying Noble Energy for $5 billion. Chevron made the deal when crude prices were down more than 30% in the midst of the coronavirus pandemic. That same year, ConocoPhillips bought shale producer Concho Resources in an all-stock deal valued at $9.7 billion.Last month Britain gave the go-ahead for a major oil and gas project in the North Sea, ignoring warnings from scientists and the United Nations that countries must stop developing new fossil fuel resources if the world is to avoid catastrophic climate change.Chevron said the deal will help to increase the amount of cash given back to shareholders. The company anticipates that in January it will be able to recommend boosting its first-quarter dividend by 8% to $1.63. This would still need board approval. The company also expects to increase stock buybacks by $2.5 billion to the top end of its guidance range of $20 billion per year once the transaction closes.The boards of both Chevron and Hess have approved the deal announced Monday after six months of negotiations, and is targeted to close in the first half of next year. It still needs approval by Hess shareholders. John Hess, the company's CEO, is expected to join Chevron’s board. His family owns a large chunk of Hess. Shares of Chevron Corp., based in San, Ramon, California, declined more than 3% Monday. Share of Hess Corp., based in New York City, fell slightly.。 本篇评级为★★★，主要围绕以下内容展开： 1、特朗普最后通牒，节后市场会剧烈波动吗？ 2、下一个决定力量：美联储和国内政策会议 如有疑问请以音频内容为准，添加妙投小虎哥微信miaotou515，入群有机会与董小姐进一步交流。
二 | 新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。
三 | 1、特朗普最后通牒，节后市场会剧烈波动吗？ 这个清明节，相信很多朋友过得内心动荡，非常没有安全感。
四 | 原因就是中东的这场冲突好像还在继续给市场施压，没有解决的迹象。
五 | 这两天，特朗普已经开始急得爆粗口，他在社交媒体上骂伊朗是“疯子”，威胁让伊朗去“下地狱”，如果再不开放海峡，就要炸伊朗的基础设施。 但是我们看到，特朗普表面上非常强硬，实际上内里已经很虚弱。很戏剧化的一点是，我们看到他一方面在爆粗口，另一方面把对伊朗的最后通牒时间又往后推了24个小时，而且是悄悄推的，没有对外大张旗鼓地宣称。
六 | 这说明什么呢？说明特朗普现在非常希望能够达成协议，给自己找一个台阶退场。 我们先来看一下美国这个时间点的变化。之前特朗普信誓旦旦地说，4月6号如果达不成协议，晚上8点就开始轰炸。但是现在变成了美国时间4月7号晚上8点，对应的中国北京时间就是4月8号早晨8点钟。这个时间点大家可以稍微留意一下，周三早晨8点钟，有可能在中东再次有猛烈的炮火。不管特朗普最后会不会炸一圈之后选择硬气地退场，还是说在4月8号之前按着伊朗的头达成一个初步的协议，但不管怎么选，其实他已经暴露了自己的软肋，就是不停地到处找台阶，希望能够退场。 本文为妙投付费内容，上述仅为摘要，购买本专栏即可解锁完整内容。新用户可免费领本专栏7天阅读体验机会，在妙投APP-我的-权益兑换 输入“妙投888”即可领取。
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