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飓风,天然气,煤和发电站

美国发电的能源是3种,主要是天然气,煤和原子能,但只有天然气的价钱变化大,所以美国用电的价钱是主要是由天然气价钱决定。如果飓风来到Gulf of Mexico,天然气价钱必然上涨。NRG主要靠煤发电,当天然气价钱上涨时,这股价会跟着上涨,在某种意义上,这股也是飓风股,但这关系不是很显然。另 一种飓风股是天然气股,以CHK为代表。不幸的是,美国最近通过的Liquified Natural Gas法,将决定天然气价钱不会涨很快(Liquified Natural Gas将使得进口天然气变得容易,国外开采的天然气成本低),否则的话,CHK长期也是好股。当然天然气上涨也会导致煤价上涨(买不到天然气,发电站只好 用煤)。

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