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Repsol Explores Reverse-Merger Talks With APA to List Upstream Unit in New York

CEO Josu Jon Imaz has set 2026 as the target for a liquidity event, with majority control a non‑negotiable.

Overview

  • Bloomberg reports Repsol has held exploratory discussions with APA Corporation and other potential partners on a reverse merger for its exploration and production business.
  • A deal would use Repsol’s U.S. subsidiary to absorb the upstream assets and combine with a U.S.-listed company to speed a New York listing.
  • Repsol declined to comment on the talks, and there is no assurance deliberations will result in a transaction.
  • The upstream unit was valued at about $19 billion in 2022 when EIG bought a 25% stake, a figure cited as a reference in current reporting.
  • APA, the Houston-based producer formerly known as Apache, has most of its output in the U.S. and a market value reported around $8.6 billion.