Insights
Perspectives on carbon and capital.
Commentary from the AGCF team on compliance carbon markets, climate policy and institutional climate finance.
August 2026
Article 6 has moved from policy to practice
First sovereign transfers, a new UN crediting mechanism, and a two-tier market defined by corresponding adjustments.
Read article →June 2026
CORSIA: aviation becomes the carbon market’s anchor buyer
Phase 1 obligations are converting airlines into structural demand — while eligible supply remains authorised one country at a time.
Read article →April 2026
The EU just defined what a tonne of carbon removal means
The first CRCF certification methodologies mark Europe’s shift from rule-setting to implementation — with carbon farming next.
Read article →March 2026
Why blue carbon commands a premium
Coastal ecosystems punch far above their weight in carbon — and the market is pricing their scarcity accordingly.
Read article →February 2026
Why compliance carbon markets are entering a structural growth phase
Regulation is steadily converting climate commitments into structural demand for high-integrity offsets.
Read article →December 2025
2025 in review: the year compliance demand became visible
From Baku to Belém, the market spent the year positioning for the first wave of regulated demand.
Read article →August 2025
What the first ITMO transfers teach us
E-buses in Bangkok and clean cookstoves in Ghana: the pioneering bilateral deals are a template for sovereign carbon finance.
Read article →May 2025
The flight to quality is permanent
Core Carbon Principles, independent ratings and buyer scrutiny have redrawn the market — in favour of projects that can prove themselves.
Read article →February 2025
COP29 finished the Article 6 rulebook. Now the work begins
After nearly a decade of negotiation, Baku delivered the final rules for international carbon trading. Implementation is the next frontier.
Read article →