拜登政府能源计划走向及对油气企业的影响

Trend of Biden Administration’s energy plan and its influence on oil and gas enterprises

拜登政府的能源计划是到2035年实现电力生产的脱碳,2050年实现净零排放。为了解拜登政府的能源计划对美国乃至全球石油与天然气产量与市场格局,以及部分地区地缘政治的影响,对IHS Markit和Upstream等机构相关数据和报道进行分析。拜登政府通过制定严格的温室气体排放政策、颁布60天禁令、对低碳能源领域的投资和政策引导,以及调整美国外交政策等方式,迫使美国油气企业降低生态环境的影响,并且加大对新兴低碳能源领域的支持,从而使世界能源格局和市场将再次被重新划分,并通过调整国家能源战略重新加入《巴黎协定》,试图再次重新引领和影响各国产业的排放标准,限制部分国家的生产与发展。

The Biden Administration’s energy plan is to decarbonize electricity production by 2035 and achieve net zero emissions by 2050. In order to understand the impact of the Biden administration’s energy plan on the output and market pattern of oil and gas in the United States and even in the world and the geopolitics of some regions, we analyzed relevant data and reports from international energy data companies such as IHS Markit and Upstream. Biden Administration has established strict greenhouse gas emission policies, issuing bans on drilling activities and hydraulic fracturing on federal land, providing investment and policy guidance in the field of low-carbon energy, and adjusting US foreign policy, which can force US oil and gas companies to reduce the impact of the ecological environment, and increase support for emerging low-carbon energy fields, so that the world energy structure and market will be re-divided again. Biden Administration also rejoined the Paris Agreement by adjusting the national energy strategy, trying to lead and influence the emission standards of various countries’ industries again and restrict the production and development of some countries.