特朗普正式签署“大而美”法案，如何搅动全球石油、天然气格局

Group 1 - The "One Big Beautiful Bill Act" (OBBB) signed by President Trump is expected to enhance the competitiveness of natural gas generation, leading to increased U.S. natural gas production and intensified competition with major exporters like Russia and Qatar [1][3] - The OBBB terminates several clean energy tax credits and imposes annual rental fees on wind and solar projects, favoring traditional energy sources like oil and gas [1][2] - The act allows for extensive oil and gas exploration on federal lands and waters, reversing restrictions set by the Biden administration, with plans for 30 lease auctions in the Gulf of Mexico over the next 15 years [1][2] Group 2 - The act is seen as a move to end the "Green New Deal" policies of the Biden era, aiming to eliminate market distortions caused by subsidies and enhance energy market efficiency [2] - The reduction of subsidies for renewable energy is expected to weaken its market supply and competitiveness, while increasing demand for oil and gas in the short term [2] - The act simplifies approval processes and reduces royalty rates, benefiting major U.S. energy companies like ExxonMobil and Chevron, and potentially attracting more international capital into U.S. natural gas projects [2][3] Group 3 - The absence of restrictions on liquefied natural gas (LNG) exports in the act suggests that the U.S. may increase LNG exports to influence supply-demand dynamics in Europe and Asia, intensifying competition with Russia and Qatar [3] - The global energy landscape is being reassessed for energy security and transition, with calls for a balanced mix of low-emission fuels to address climate change [3][4] - Natural gas is becoming a preferred choice for energy transition in multiple countries, with companies like Saudi Aramco planning significant increases in natural gas sales capacity by 2030 [4]