石油圈中国石化新闻网讯 据道琼斯2月6日消息，天然气可能成为特朗普政府能源政策的最大牺牲者。美国新一任总统希望通过行政监管和税收调节来增加石油、天然气和煤炭的产量。分析师们表示，石油、天然气和煤炭的价格都或将下调，但是美国石油价格相对于国际价格来说至少将出现上涨，而煤炭生产商也将收复一些已经转向天然气的客户。美银美林表示，天然气将受到煤炭份额增长以及特朗普税收政策对墨西哥进行抵制风险的影响。该行分析师写道，美国出口至墨西哥的天然气量创历史最高纪录，达到其年产量的5%。美国天然气生产商依赖于墨西哥才能保持价格不会崩溃。该行称：“如果边境税收被墨西哥方面进行报复可能会引起更加广泛的贸易战，这将严重冲击美国天然气出口，从而拖累Henry Hub天然气价格的下跌。”
庞晓华摘译自道琼斯
原文如下：
The Big Trump Risk for Natural Gas
Natural gas could be the big loser from Trump administration energy policies. The US president wants to regulatory and tax changes to increase oil, gas and coal production. Prices for all would likely fall, but US oil prices at least would rise compared to international prices, and coal producers could take back some customers who switched to gas, analysts say. Natural gas loses from coal’s gains and the risk of a Mexican backlash on Trump tax policies, Bank of America Merrill Lynch says. The US sends record amounts to Mexico, 5% of annual production, the bank’s analysts write. US producers rely Mexico to keep prices from collapsing. “If the border tax was reciprocated by Mexico sparking a wider trade war, it could severely hurt exporters of US natural gas and drive down prices at the Henry Hub,” the bank says.
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