First, the reasons that affect the carbon price
There are many reasons that affect the carbon price, such as economic factors. If the economic situation is good, such as high production demand in industries such as industrial transportation, the carbon price will definitely rise. If the rising price of clean energy will reduce the motivation of enterprises to use clean energy, then emissions will rise, thus pushing up the high carbon price. Carbon prices are also related to climate. There is no autumn in China, especially in Henan, so the carbon price will definitely rise, and now it rains heavily in many places, so the carbon price will also rise. It also has a certain relationship with relevant policies. The relevant policies of carbon emission standards directly determine the scale and degree of emission reduction. As a quantitative indicator of supply and demand, price is a reflection of the current supply and demand relationship and an expectation of the future supply and demand relationship, so it is also the fundamental determinant of carbon price.
Second, why did Coke skyrocket?
There are many reasons for the skyrocketing coke, especially in the coke market. Because the coking plant inventory is running at a low level and the domestic coke inventory is declining, the spot market will rise. Moreover, due to the continuous promotion of de-capacity in coking industry, the total coke production capacity will enter alkalization, which will aggravate the imbalance between supply and demand and trigger market sentiment. Coke is mainly used for ironmaking and smelting non-ferrous metals such as copper. So there is a great demand. About 1/2 of the world's coking resources are distributed in Asia, so Shanxi Province in China has the most coking carbon resources. Mainly distributed in North China and Northeast China.
To sum up, this year's carbon price will not fall, but it may rise, because the rise of carbon price is related to many factors, especially economic factors and energy factors. And now the weather is getting colder and colder, and the rise in carbon prices has a lot to do with the climate.