據(jù)煤炭新聞2021年4月22日倫敦報(bào)道，由于歐盟就修訂的2030年減排目標(biāo)達(dá)成非正式協(xié)議以后，市場(chǎng)上的樂(lè)觀情緒持續(xù)高漲，歐盟碳排放限額價(jià)格在4月22日創(chuàng)下了歷史新高，每噸超過(guò)了47歐元。

　　4月22日，ICE歐洲期貨交易所2021年12月交割的歐盟備抵期貨合約上漲至47.36歐元/噸(56.89美元/噸)的盤(pán)中高點(diǎn)，而4月21日收盤(pán)時(shí)為45.91歐元/噸，漲幅為1.45歐元/噸或3.2%。

　　歐洲議會(huì)和歐洲理事會(huì)4月21日達(dá)成了一項(xiàng)非正式協(xié)議，將歐盟2030年的減排目標(biāo)至少提高到比1990年水平低55%的水平，而此前的目標(biāo)是40%。

　　更嚴(yán)格的目標(biāo)預(yù)計(jì)將轉(zhuǎn)化為更嚴(yán)格的年度碳排放上限，直至2030年，從而減少發(fā)電廠、工廠和航空公司運(yùn)營(yíng)商的碳限額供應(yīng)。

　　更高的碳價(jià)格預(yù)計(jì)還將推動(dòng)發(fā)電的經(jīng)濟(jì)效益，因?yàn)樗鼘?duì)高排放燃煤發(fā)電廠的利潤(rùn)率構(gòu)成進(jìn)一步壓力。

　　標(biāo)準(zhǔn)普爾全球普氏能源分析公司歐洲電力分析經(jīng)理格倫?瑞克森表示，“2021年到目前為止，煤炭和天然氣發(fā)電量相對(duì)較高，主要是由于風(fēng)力比去年減弱等天氣因素。

　　李峻 編譯自 煤炭新聞

　　原文如下：

　　EU carbon prices hit all-time high above Eur47/mt

　　EU carbon allowance prices hit an all-time high of over Eur47/mt April 22 as bullish mood continued in the market in the wake of the EU's informal agreement on a revamped 2030 emissions reduction goal.

　　EU Allowance futures contracts for December 2021 delivery on the ICE Futures Europe exchange rallied to an intra-day high of Eur47.36/mt ($56.89/mt) April 22, compared with Eur45.91/mt at the close April 21 -- a gain of Eur1.45/mt or 3.2%.

　　The gains came after the European Parliament and Council reached an informal agreement April 21 to raise the EU's 2030 emissions reduction target to at least 55% below 1990 levels, compared with the previous 40% goal.

　　The tougher targets are expected to translate into tighter annual carbon caps out to 2030, reducing the supply of carbon allowances for the operators of power plants, factories and airlines.

　　The higher carbon prices are also expected to drive the economics of electricity generation by putting further pressure on profit margins from emissions-intensive coal-fired power plants.

　　"Coal and gas generation has been relatively high so far in 2021, primarily due to weather factors including lower wind vs last year," said Glenn Rickson, manager of European power analysis at S&P Global Platts Analytics.