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ADNOC’s XRG unit abandons $19 billion Santos LNG takeover bid

EditorialBy EditorialSeptember 17, 2025No Comments3 Mins Read

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(Bloomberg) – Abu Dhabi Nationwide Oil Co. dropped its deliberate $19 billion takeover of Australian pure gasoline producer Santos Ltd., strolling away from an bold effort to broaden abroad. 

A “mixture of things” discouraged the corporate’s XRG unit from making a last bid, it stated Wednesday. The choice was strictly industrial and mirrored disagreement over phrases, together with on valuation and tax, individuals accustomed to the matter stated, asking to not be recognized discussing non-public info.

It’s a notable retreat for XRG, the Adnoc spinoff that’s been trying to splash out billions to construct up a world portfolio, significantly within the fast-growing liquefied pure gasoline market. Following offers for LNG provide within the US and Africa, the Santos acquisition would have given the group higher heft and entry to Asia.

The corporate made its indicative provide in June with a consortium that included Abu Dhabi Improvement Holding Co. and Carlyle Group Inc. The board of Santos, Australia’s second-largest fossil-fuel producer, really useful the $5.76-a-share proposal, which represented a 28% premium to the inventory value on the time.

However though the shares surged that day, they’ve remained under the provide value, probably indicating traders have been skeptical the consortium might land the deal. Santos prolonged an exclusivity interval for a second time final month, saying the group had sought extra time to finish due diligence and procure approvals.

“The market will ask questions on Santos’ valuation after this,” Saul Kavonic, an power analyst at MST Marquee, stated by e mail. Traders could also be cautious about “any skeletons which may be lurking there, all of the extra so as a result of XRG was a much less price-sensitive purchaser than most, but nonetheless couldn’t make it work.”

See additionally: ADNOC seeks over $10 billion in financing for Santos deal

Funding program

Santos Chief Government Officer Kevin Gallagher has rebuffed a number of approaches from friends over the previous few years. He has spearheaded an aggressive funding plan to extend output by about 50% by the tip of the last decade, which at occasions has pissed off traders in search of increased returns as a substitute.

In 2018, the Adelaide-based firm rejected a number of provides from US-based Harbour Power Ltd., whereas talks with Woodside Power Group Ltd. broke down final yr.

ADNOC and XRG stated Wednesday they’re not achieved in search of M&A.

“XRG stays devoted to pursuing value-accretive alternatives throughout gasoline and LNG, chemical compounds and power options, and has a wealthy and deep pipeline of funding alternatives,” it stated in a press release.

ADNOC is engaged on a deal to purchase German chemical maker Covestro AG, although stated this month that the deliberate takeover dangers being torpedoed by a European Union competitors probe.



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