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Exclusive - Total resumes $2.5 billion Nigerian deepwater oil field sale

Published 16/09/2014, 13:26
© Reuters View of the logo of French oil giant Total in front of the oil refinery of Donges
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By Sophie Sassard and Tim Cocks

LONDON/LAGOS (Reuters) - France's Total SA (PA:TOTF), Europe's second largest oil company, has put one of its offshore Nigerian oil fields up for sale again, the company said, after a 2012 deal with Sinopec Corp (SS:600028) failed.

Total has hired BNP Paribas (PA:BNPP) to find buyers for its Usan deepwater oil field located in the Nigeria Oil Prospecting Lease (OML) 138, which could be worth about $2.5 billion (1.54 billion pounds), according to sources familiar with the matter.

"We have selected an advisor to pursue the sale process of Usan," a spokeswoman for Total said.

BNP Paribas declined to comment.

Usan is not expected to be an easy sale for Total because deepwater exploration requires significant investment and the new owner's returns could be limited if Nigeria rises taxes on foreign investor profits as part of a long expected sector reform called the Petroleum Industry Bill (PIB).

Before deciding to sell the asset, which is about 100 km off the coast, Total was planning to drill several horizontal deepwater wells and build a deep offshore drilling rig.

"Anything in Nigeria is a tough sell," said a London-based sector banker. "And anything with capex is even tougher these days. Very few players would be willing to acquire assets that have big investment commitments attached."

Total said in November 2012 it had sold its 20 percent interest in the field to China's Sinopec (HK:0386) for about $2.5 billion in cash. It is not known why the sale failed.

The Nigerian National Petroleum Corporation (NNPC) is the OML 138 concession holder. Other partners include Chevron (N:CVX), ExxonMobil (N:XOM) and Nexen, which is owned by Chinese state company CNOOC Ltd (HK:0883).

Total is working on several asset disposals to meet a $10 billion 2015 cash flow generation target. The French group is seeking to raise about $2.5 billion through the sale of its Super Glu maker Bostik, Reuters reported.

ASIAN BUYERS?

A deal for the Usan field may have to involve a local company because Nigeria, Africa's top oil producer, is renewing efforts to recoup the benefits from its oil and gas sector.

But few Nigerian players would have the money and ability to complete the necessary drilling and building works, several sector bankers said.

This means Total's hopes may lie again in the hands of Asian buyers like China's CNOOC, which already has an interest in the USAN field, or India's ONGC (NS:ONGC) and Indian Oil (NS:IOC).

International oil & gas majors are not expected to show interest because most of them are under pressure from shareholders to cut capital expenditure and improve dividends. Most are seeking to leave Nigeria instead.

Earlier this year, ConocoPhillips (N:COP) sold its Nigerian operations to Nigerian oil company Oando (LG:OANDO) for $1.5 billion.

Chevron is also in the process of selling assets in Nigeria and Shell recently sold off four oil fields in the West African country.

Taleveras and Transcorp (LG:TRANSCO) are among the best placed Nigerian potential buyers because they have the strongest financial firepower, said one of the sources.

A sector banker said state-backed NNPC could also be interested though it already has a number of commitments with foreign investors, Oando is digesting the ConocoPhillips deal and Seplat (LG:SEPLAT) is focused on Chevron's assets.

"(Total) needs a couple of local players with deep pockets. The international banks aren't showing as much interest as they were, and the local banks no longer have capacity to raise that kind of debt," said a local industry source.

Commodity traders and miners such as Glencore (L:GLEN) or Mercuria could also be interested, in theory, as they have been actively hunting for oil & gas assets to diversify from volatile mining operations, said several sector bankers.

But trading houses may not have the required expertise to operate deepwater assets, said one of the bankers.

Glencore and Mercuria were among the short-listed bidders for Shell's Nigerian energy assets worth about $3 billion, sources previously told Reuters.

© Reuters. View of the logo of French oil giant Total in front of the oil refinery of Donges

RBC Capital Markets said in a report this week that Total was likely to miss production and cash flow targets for next year as it grapples with project disruptions. Total will update the market at a mid-year outlook investors day on September 22.

(Additional reporting by Michel Rose in Paris and Julia Payne in Lagos; editing by David Clarke)

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