WEEKLY PULSE
The Carbon Credit Correction
Why verified removals just tripled in price — and who actually captures the premium.
"The market is finally paying for tonnes it can audit, not tonnes it can only market."
Treat carbon procurement like a supply chain: long contracts, verified suppliers, audited delivery.
For a decade the voluntary carbon market rewarded volume over veracity. That era is ending.
Buyers who once purchased cheap avoidance credits are now migrating capital toward removal credits backed by independent sensor measurement and third-party audit.
Executive Key Takeaways
- Sensor-verified removal credits traded at a 3.1x premium to legacy avoidance credits this quarter.
- Fortune 500 offtake commitments now drive over 60% of new removal project financing.
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