Take: S4 E8: Anton Root on the State of the Voluntary Carbon Market
Take on a podcast episode from Untangling Climate Finance, originally published Mon, 17 Au. Listen: https://podcasters.spotify.com/pod/show/untanglingclimatefinance/episodes/S4-E8-Anton-Root-on-the-State-of-the-Voluntary-Carbon-Market-e3n7jvj TL;DR Anton Root (AlliedOffsets) says weighted-average VCM credit price roughly doubled from ~$3 to ~$7/t since early 2024 — useful data point, driven by mix shift not scarcity. ~1.6 Gt of issued-but-unretired credits sitting in registries, growing ~200 Mt/year. That’s ~8 years of demand overhang. Underrated structural problem. CDR-specific read: >1,000 sellers historically, only ~800 all-time buyers of engineered removals. Consolidation is here; offtake-less projects are in trouble. CCP-tagged issuances in H1 2026 (~18 Mt) nearly matched all of 2022+2023 combined. Integrity signal is real in the numbers, not just the marketing. Asia overtook Europe as largest source of new credit demand last year. Tencent flagged as a high-quality-removals buyer. Jay Tipton hosts AlliedOffsets co-founder Anton Root for a data-heavy read on the voluntary carbon market. It’s mostly VCM-wide, but there’s a meaty CDR segment on seller/buyer imbalance, pricing, and offtake dynamics that’s worth an hour if you’re on the supply or buyer side of durable removals. ...