What Does ConocoPhillips' Marathon Acquisition Mean for the Permian

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Conocophillips News

Marathon Oil,Merger,Acquisition

ConocoPhillips and Marathon Oil announced a $22.5 billion merger, enhancing ConocoPhillips' U.S. shale assets, providing earnings, cash flow, and shareholder distribution benefits.

ConocoPhillips announced plans to acquire Marathon Oil Corporation through an all-stock transaction valued at $22.5 billion, including $5.4 billion in net debt. Marathon Oil shareholders will receive 0.2550 shares of ConocoPhillips common stock for each share of Marathon Oil common stock, reflecting a 14.7% premium over Marathon’s closing share price on May 28, 2024, and a 16.0% premium to the 10-day volume-weighted average price.

The acquisition will enhance ConocoPhillips’ Lower 48 portfolio, adding over 2 billion barrels of resources with a forward cost of supply estimated at less than $30 per barrel WTI. Shareholder Distribution Update Independent of the acquisition, ConocoPhillips will increase its base dividend by 34% to 78 cents per share starting Q4 2024.

 

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