据彭博社6月16日报道，随着全球各国纷纷采取更强有力的行动来限制气候变化，大宗商品交易员在碳排放权交易市场看到了越来越多的机会。
托克集团(Trafigura Group)全球碳交易主管汉娜•豪曼(Hannah Hauman)周三在英国《金融时报》大宗商品全球峰会(FT Commodities global Summit)上表示，碳市场的规模有可能是全球原油市场的10倍。
大宗商品交易商和对冲基金正越来越多地建立交易平台，从这个不断增长的行业中获利。欧盟碳市场是全球最大的碳市场，今年以来交易价格上涨了近60%，达到每公吨50欧元以上。
大宗商品对冲基金Northlander Commodity Advisors LLP的创始人兼首席投资官乌尔夫•埃克(Ulf Ek)表示，几年前，这一水平会被认为是非常高的，但随着欧盟加大了应对气候变化的雄心，人们的看法已经发生了变化。交易员们预计欧盟监管机构不会介入。
埃克表示："目前50欧元已经足够了，欧盟监管机构正在向市场发出信号，表明价格仍过低，这是一个很大的变化。”
在2017年欧盟碳市场上一次改革之前，由于供过于求，几年来，价格一直以5欧元/公吨的价格成交。支撑市场的政治意愿，以及欧盟加大力度应对气候变化的决心，推动了排放成本的上升。
然而，与其他市场的监管机构不同，欧盟没有任何工具可以迅速干预以限制碳价格波动。现有的立法为政策制定者提供了一个选择，即如果收益被认为过快，就可以增加许可证的供应，但这种做法带有官僚主义作风，没有什么实质性效果。
今年年初，欧盟气候事务负责人弗朗斯•蒂默曼斯(Frans Timmermans)表示，要实现到本世纪中叶实现净零排放的目标，碳价格必须要再高很多。
王佳晶 摘译自 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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