石油和天然气类股，特别是油田服务类股，在选举日之后受到提振，多个指数的表现优于基准标准普尔 500 指数。

标准普尔石油天然气设备与服务精选行业指数自第四季度初以来一直表现不佳，但在 11 月 6 日各大新闻媒体宣布唐纳德·特朗普将赢得总统大选后，该指数上涨了 9%。标准普尔的 E&P 行业指数上涨了 5.3%。

市场积极反应可归因于几个因素。

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特朗普毫不掩饰他希望美国石油和天然气公司增加产量的愿望，并承诺简化联邦许可程序。在拜登政府提出拍卖北极国家野生动物保护区沿海平原至少 40 万英亩土地后，勘探与生产公司希望获得更多阿拉斯加石油。

瑞银分析师乔瓦尼·斯陶诺沃对路透社表示，OPEC 成员国伊朗和委内瑞拉还有可能再次遭受制裁，这可能会导致市场上大量原油供应减少。

伊朗石油日产量约为320万桶，约占全球产量的3%。伊朗于11月4日宣布计划将石油日产量提高25万桶。

根据路透社对国有石油公司PDVSA的航运数据和文件的分析，委内瑞拉 10 月份石油出口量达到近 95 万桶/天，创下四年来新高。这一数字比 9 月份的平均水平增长了 21%。当月，委内瑞拉雪佛龙向美国出口的原油平均为 28 万桶/天，西班牙生产商Repsol也向美国和西班牙出口原油。

另一方面，油价依然停滞不前，本周 WTI 继续在 70 美元/桶至 72 美元/桶的窄幅区间内交易。尽管选举和飓风拉斐尔导致墨西哥湾 40 万桶/日的石油产量下降，但油价仍然没有上涨。

Oil and gas stocks, particularly those in the oilfield services sector, enjoyed a boost following election day, with several indexes boasting superior performance to the benchmark S&P 500.

The S&P Oil & Gas Equipment & Services Select Industry Index, which had struggled since the start of the fourth quarter, experienced a 9% jolt on Nov. 6 after major news outlets called the presidential election for Donald Trump. S&P’s E&P sector index recorded a 5.3% increase.

The market’s positive reaction can be attributed to several factors.

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Trump has made no secret of his desire to see U.S. oil and gas companies increase production and made promises to streamline the federal permitting process. E&Ps are hoping for more access to Alaskan oil following the Biden administration’s offer of the minimum 400,000 acres for auction on the coast plain of the Arctic National Wildlife Refuge.

There is also the possibility of renewed sanctions on OPEC members Iran and Venezuela, which could remove a significant amount of crude from the market, UBS analyst Giovanni Staunovo told Reuters.

Iran produces about 3.2 MMbbl/d, or about 3% of global production. It announced Nov. 4 plans to increase production by 250,000 bbl/d.

Venezuela’s oil exports reached a four-year high of almost 950,000 bbl/d in October, according to a Reuters analysis of shipping data and documents from state-owned oil company PDVSA. That figure represents a 21% increase over September’s averages. Venezuelan crude shipments to the U.S. from Chevron averaged 280,000 bbl/d during the month, and Spanish producer Repsol also exported crude to the U.S., as well as Spain.

Oil prices, on the other hand, remained stagnant, with WTI continuing to trade in a narrow range of about $70/bbl to $72/bbl this week. This, despite the election and Hurricane Rafael shutting down 400,000 bbl/d of production in the Gulf of Mexico.