Mirova's Sustainable Land Fund 2 targets a 20 percent junior equity tranche with a 15 percent floor, down from the LDN Fund's roughly 20 percent first-loss layer. That compression is the pricing signal for institutional capital in NbS.
Project Finance · Permanent Removal · 1 September 2026 Contract First, Capacity Second: How A 50,000 Tonne Namibia Biomass Storage Offtake Reprices Project Finance For Permanent Removal Senken and Carbonsate’s 17 August 2026 announcement of a 50,000 tonne offtake for the Otjiwarongo biomass storage project in Namibia is a
Marex, Econetix and Ecoeye are taking three different positions in the CORSIA compliance stack. Each one reprices a specific risk that used to sit on the developer.
Vietnam's Resolution 235/NQ-CP approves the Article 6.2 implementation agreement with Singapore. The bilateral route is open. The project rules that make it financeable are still pending.
Verra's durability pilot lets insurance replace buffer pool contributions. The project finance question is whether cover pricing, renewal and tenor align with issuance timing and debt schedules.
Project Finance · Nature-Based Solutions · 17 August 2026 A Long-Term Buyer Does Not Remove Pre-Financing Risk. It Makes the Risk Visible. Green Earth's Uganda Bulindi Verified Emission Reduction Purchase Agreement contracts USD 4.8M of future sales on a payment-on-delivery basis. The four-year gap between capex and first payment
Project Finance · Nature-Based Solutions · 12 August 2026 Delivery Risk Terms in a Carbon Offtake Are Project Finance Terms Nature-based-solutions offtake clauses on buyer termination, security instruments and insurance decide whether a long-term contract can raise debt at all. By the Calculus Carbon Capital Markets Desk · Published 12 August 2026 · Reading
JPMorgan's USD 20M debt to Charm Industrial and its 61,500-tonne offtake are the same bank on both sides. That is the prototype for carbon project finance.
Mountain Hazelnuts spent seventeen years building the commodity leg before carbon entered the model. That sequence is the underwriting lesson for frontier NbS in the Global South.
Blended Finance · Project Finance · 3 August 2026 The Two 50s: How Asset-Level DFC Guarantees and Outcome-Gated Carry Make Indonesian Agri Debt Underwritable ADM Capital’s Asia Climate-smart Landscapes Fund closed last week at USD 48M. The mechanic inside the vehicle is more interesting than the headline. Two structural design choices,
Contracted durability names the tail-liability gap sitting decades beyond loan tenor. Who pays, and when, determines whether project finance for carbon deepens or stalls.
The San Miguel US$81 million capital stack is the template Global South nature-based working-farm agroforestry has been waiting for. Half development-finance, half commercial bank, one facility.