據(jù)彭博社6月16日?qǐng)?bào)道，隨著全球各國紛紛采取更強(qiáng)有力的行動(dòng)來限制氣候變化，大宗商品交易員在碳排放權(quán)交易市場(chǎng)看到了越來越多的機(jī)會(huì)。

　　托克集團(tuán)(Trafigura Group)全球碳交易主管漢娜?豪曼(Hannah Hauman)周三在英國《金融時(shí)報(bào)》大宗商品全球峰會(huì)(FT Commodities global Summit)上表示，碳市場(chǎng)的規(guī)模有可能是全球原油市場(chǎng)的10倍。

　　大宗商品交易商和對(duì)沖基金正越來越多地建立交易平臺(tái)，從這個(gè)不斷增長(zhǎng)的行業(yè)中獲利。歐盟碳市場(chǎng)是全球最大的碳市場(chǎng)，今年以來交易價(jià)格上漲了近60%，達(dá)到每公噸50歐元以上。

　　大宗商品對(duì)沖基金Northlander Commodity Advisors LLP的創(chuàng)始人兼首席投資官烏爾夫?埃克(Ulf Ek)表示，幾年前，這一水平會(huì)被認(rèn)為是非常高的，但隨著歐盟加大了應(yīng)對(duì)氣候變化的雄心，人們的看法已經(jīng)發(fā)生了變化。交易員們預(yù)計(jì)歐盟監(jiān)管機(jī)構(gòu)不會(huì)介入。

　　埃克表示："目前50歐元已經(jīng)足夠了，歐盟監(jiān)管機(jī)構(gòu)正在向市場(chǎng)發(fā)出信號(hào)，表明價(jià)格仍過低，這是一個(gè)很大的變化。”

　　在2017年歐盟碳市場(chǎng)上一次改革之前，由于供過于求，幾年來，價(jià)格一直以5歐元/公噸的價(jià)格成交。支撐市場(chǎng)的政治意愿，以及歐盟加大力度應(yīng)對(duì)氣候變化的決心，推動(dòng)了排放成本的上升。

　　然而，與其他市場(chǎng)的監(jiān)管機(jī)構(gòu)不同，歐盟沒有任何工具可以迅速干預(yù)以限制碳價(jià)格波動(dòng)。現(xiàn)有的立法為政策制定者提供了一個(gè)選擇，即如果收益被認(rèn)為過快，就可以增加許可證的供應(yīng)，但這種做法帶有官僚主義作風(fēng)，沒有什么實(shí)質(zhì)性效果。

　　今年年初，歐盟氣候事務(wù)負(fù)責(zé)人弗朗斯?蒂默曼斯(Frans Timmermans)表示，要實(shí)現(xiàn)到本世紀(jì)中葉實(shí)現(xiàn)凈零排放的目標(biāo)，碳價(jià)格必須要再高很多。

　　王佳晶 摘譯自 彭博社

　　原文如下：

　　Traders See Carbon Becoming Bigger Market Than Crude Oil

　　Commodities traders see a growing opportunity in markets that put a price on carbon emissions, as global leaders take stronger action to limit climate change.

　　The carbon market has the potential to be 10 times the size of the global crude oil market, Hannah Hauman, global head of carbon trading at Trafigura Group, said at the FT Commodities Global Summit Wednesday.

　　Commodities traders and hedge funds are increasingly building up trading desks to make money off the growing sector for emissions. The EU carbon market, the world’s largest, has seen the price for a metric ton of carbon rise nearly 60% so far this year to over 50 euros per metric ton.

　　While a couple of years ago such levels would have been considered very high, the perception has changed along with the EU stepping up its climate ambition, according to Ulf Ek, founder and chief investment officer at Northlander Commodity Advisors LLP. And traders are not expecting EU regulators to intervene.

　　“Today 50 euros is comfortable and EU regulators are signaling to the market that prices are still too low,” Ek said. “That’s a big change.”

　　Political Will

　　Before the last reform of the EU carbon market in 2017, prices had traded at around 5 euros per metric ton for several years amid oversupply. It was the political willingness to shore up the market and then the EU’s resolve to step up its efforts to fight climate change that helped boost the cost of emissions.

　　Yet unlike regulators in other markets, the EU doesn’t have any tools to quickly intervene to limit carbon price volatility. Existing legislation gives policy makers an option to boost the supply of permits if gains are deemed too fast, but the bureaucracy of such a move takes makes it ineffective.

　　Earlier this year, the EU’s climate chief Frans Timmermans said the carbon price would need to be much higher to realize the bloc’s goals to reach net zero emissions by the middle of the century.

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