HOUSTON, Jan. 15, 2024 /PRNewswire/ -- Talos Energy Inc. ("Talos" or the "Company") (NYSE: TALO) today announced the execution of definitive agreements to acquire QuarterNorth Energy Inc. ("QuarterNorth") for $1.29 billion (the "Transaction"). QuarterNorth is a privately-held U.S. Gulf of Mexico exploration and production company with ownership in several prolific offshore fields. QuarterNorth's assets will provide additional scale from high quality deepwater assets with a favorable base decline profile alo ...

Talos Energy Inc.在墨西哥湾的石油和天然气开采 - Talos Energy Inc.在墨西哥湾的Lime Rock和Venice发现地点开始进行石油和天然气开采[1] - Lime Rock和Venice井于2023年底投入使用，初始的总产量超过了每天18,500桶油当量，其中约45%为油，55%为液体[3] Talos的工作权益调整和设施升级 - Talos通过成功的农场下调将其在Lime Rock和Venice发现地点的工作权益从100%降至目前的60%[5] - Talos通过在水下安装设备和升级设施，安全地在不到一年的时间内启动了Lime Rock和Venice，展示了公司利用现有基础设施和先进技术寻找投资机会的策略[6] Ram Powell设施和未来发展计划 - Ram Powell设施预计将在约15年内实现最高可持续产量，这一成功利用现有基础设施的成就为Talos提供了未来改进、发展和探索计划[7] Talos的运营和技术创新 - Talos致力于通过安全高效的运营最大化长期价值，最近的成就突显了公司在上游勘探与生产以及低碳解决方案业务中使用技术和创新方法的承诺[8]

Pla2na/iStock via Getty Images Talos Energy Inc. (NYSE:TALO) may see production increases in 2024 from the Sunspear discovery as well as Venice and Lime Rock. In my view, thanks to the CO2 storage market growing at close to 21% CAGR and TALOS's storage portfolio, the company may receive significant demand for the stock. There are obvious risks associated with future crude price volatility or lower oil reserves than expected, however, TALO does look very cheap at its current valuation. Talos Energy Talos Ene ...

HOUSTON, Dec. 22, 2023 /PRNewswire/ -- Talos Energy Inc. ("Talos" or the "Company") (NYSE: TALO) today announced that it was named as the apparent high bidder on 13 deepwater blocks comprising approximately 74,000 gross acres (approximately 48,000 net acres) in the U.S. Gulf of Mexico Outer Continental Shelf Federal Lease Sale 261 held by the Bureau of Ocean Energy Management ("BOEM") on December 20, 2023. Leases for all blocks remain subject to normal-course, formal award by the Department of the Interior. ...

财务数据和关键指标变化 - 第三季度公司产量为63,700桶油当量/天,其中76%为原油,83%为液体 [24] - 上游业务收入为3.83亿美元,调整后EBITDA为2.55亿美元,EBITDA净利润率接近45美元/桶,在公众E&P公司中排名较高 [24][25] - 第三季度资本支出(包括封井和解除委托义务)为1.81亿美元,其中CCS业务投资1,400万美元,上游业务自由现金流约900万美元 [25] - 第三季度末净债务约为10亿美元,抽取额度为2.15亿美元,流动性超过7.5亿美元 [27] 各条业务线数据和关键指标变化 - 上游业务方面,公司正在推进Lime Rock和Venice项目向首次投产迈进,并在Lobster平台钻了一口新的开发井 [11][12] - 在墨西哥,公司完成了与Grupo Carso的49.9%少数股权交易,为Zama项目进一步推进创造条件 [16][17] - CCS业务方面,公司提交了首个EPA Class VI许可申请,并在10月提交了第二个申请,计划在2024年提交更多申请 [18][19] 各个市场数据和关键指标变化 - 第三季度受到环流影响,Phoenix和Tornado油田产量损失约2,000桶油当量/天,全年损失约4,000桶油当量/天 [14] - Claiborne非运营井也在第三季度关闭,导致额外损失1,200桶油当量/天 [14] 公司战略和发展方向及行业竞争 - 公司将在2024年大幅降低资本支出,专注于自由现金流的增长,为股东回报、偿还债务和并购创造空间 [31][32] - 公司认为海湾地区存在大量潜在的并购机会,将保持谨慎乐观的态度,关注创造长期价值 [72][73][74] - CCS业务方面,公司与Equinor等战略合作伙伴的合作有助于提升项目的可商业化性 [75][76] 管理层对经营环境和未来前景的评论 - 管理层认为第三季度的天气相关事件是暂时的,公司将在2023年底和2024年初恢复强劲的产量增长 [10][33] - 管理层表示未来将更加谨慎地管理资本支出,以增加自由现金流,为股东回报和并购创造空间 [46][47][48] - 管理层对CCS业务的发展前景持乐观态度,认为该业务将为公司创造长期价值 [75][76][92][93][94][95] 问答环节重要的提问和回答 问题1 **Nate Pendleton 提问** 关于联邦政府推迟海上租赁计划的影响 [36][37][38][39] **Timothy Duncan 回答** 公司对此感到沮丧,但仍将积极参与未来的租赁销售,并通过与Repsol等合作开发新的勘探前景来应对 [40][41][42][43] 问题2 **Michael Scialla 提问** 关于公司2024年的产量增长和资本支出计划 [45][46][47][48][49][50] **Timothy Duncan 和 Sergio Maiworm 回答** 公司将大幅降低2024年的资本支出,专注于自由现金流的增长,同时保持适度的产量增长 [46][47][48][49][50][51][52] 问题3 **Subhasish Chandra 提问** 关于公司的并购策略 [67][72][73][74] **Timothy Duncan 回答** 公司将保持谨慎乐观的并购策略,关注创造长期价值,并保持良好的资产负债表状况 [72][73][74]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FORM 10-Q | Delaware | 82-3532642 | | --- | --- | | (State or other jurisdiction of incorporation or organization) | (I.R.S. Employer Identification No.) | | 333 Clay Street, Suite 3300 | | | Houston, TX | 77002 | | (Address of principal executive offices) | (Zip Code) | Registrant's telephone number, including area code: (713) 328-3000 Se ...

Talos Energy, Inc. (NYSE:TALO) Q2 2023 Earnings Conference Call August 9, 2023 10:00 AM ET Company Participants Sergio Maiworm - SVP & CFO Timothy Duncan - Founder, President, CEO & Director Robin Fielder - EVP, Low Carbon Strategy & Chief Sustainability Officer Conference Call Participants Leo Mariani - ROTH MKM Partners Subhasish Chandra - The Benchmark Company Jeffrey Robertson - Water Tower Research Michael Scialla - Stephens Inc. Nathaniel Pendleton - Stifel, Nicolaus & Company Operator Good day, and w ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38497 Talos Energy Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 82-3532642 (State or other jurisdiction of ...

Talos Energy Inc. (NYSE:TALO) Q1 2023 Earnings Conference Call May 9, 2023 10:00 AM ET Company Participants Sergio Maiworm - VP, Finance, IR & Treasurer Tim Duncan - President & Chief Executive Officer Shane Young - Executive Vice President & Chief Financial Officer Robin Fielder - Executive Vice President, Low Carbon Strategy & Chief Sustainability Officer Conference Call Participants Michael Scialla - Stephens Leo Mariani - ROTH MKM Partners Subash Chandra - Benchmark Company Nate Pendleton - Stifel Tim R ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38497 Talos Energy Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 82-3532642 (State or other jurisdiction o ...