The carbon emission trading price continues to be a concern for businesses in the new energy sector, as they adapt to fluctuating market conditions. As reported, since January 2025, the carbon emission trading price has been on a downward trend, significantly impacting various industries, particularly those associated with electric vehicles.
As of mid-May 2025, the price for carbon emissions in the electric vehicle sector was at 7.88 million yuan per ton, while the industrial sector saw a slightly lower price of 7.64 million yuan per ton. By May 14, the prices had decreased further to 6.50 million yuan per ton for the electric vehicle sector and 6.39 million yuan per ton for the industrial sector. Year-on-year, these prices represent an increase of 17.51% for the electric vehicle sector and 16.36% for the industrial sector.
Industry experts believe that supply-demand dynamics are influencing the current trading prices. Forecasts for 2026 suggest that after a peak in high-priced products, there will be a continuous adjustment in supply and demand, particularly for high-density batteries and electric vehicles. This could lead to further corrections in carbon emission trading prices.
Despite the current downward trend, the demand for carbon credits remains strong, driven by various factors including regulatory requirements and market mechanisms. The carbon trading market is expected to stabilize as companies adapt and innovate in response to these changes.
Recent data shows that the carbon emission trading price has been affected by several factors, including ongoing supply chain adjustments and market demand fluctuations. The electric vehicle sector continues to be a major driver of demand, and companies are focusing on enhancing production efficiency to cope with rising costs.
As the market evolves, stakeholders in the new energy sector are urged to remain proactive and flexible, adapting their strategies to navigate the complexities of carbon trading and its impact on pricing. Collaborative efforts across the industry will be essential to address supply chain challenges and ensure sustainable growth.
In summary, while the carbon emission trading price remains under pressure, the potential for recovery exists as the market adapts. Stakeholders are encouraged to keep a close watch on market trends and be prepared to adjust their strategies accordingly.
Original article by NenPower, If reposted, please credit the source: https://nenpower.com/blog/carbon-price-trends-persist-amidst-supply-chain-challenges/
