Duncan Higgs, CFA’s Post

Natural Capital is not a one-size-fits-all space. It's a diverse and evolving field, offering a spectrum of opportunities for private market investors. From forestry's long-term growth potential to agriculture's innovative practices, and the strategic significance of carbon credits, the diversity is striking. Download here: https://okt.to/pBc27M

🚨 New Analyst Note: California Carbon Offset Market Forecast 🚨 In our latest comprehensive analysis, we explore the evolving dynamics of the California Carbon Offset (CCO) market, extending our forecast to 2040 for a long-term perspective. This update incorporates new scenarios shaped by potential policy and regulatory shifts, offering a deeper look into the future of both DEBs and Non-DEBs. With an enhanced methodology, particularly for forestry projects, we’ve delivered a more nuanced projection of supply, demand, and price trends. The note serves as a crucial resource for stakeholders navigating the complexities of the CCO market while evaluating future opportunities in the space. Dive into the details and be ready for what’s next in the CCO market. 🌍💼 https://lnkd.in/dD4qH69h #carbonmarkets #sustainability #californiacarbonoffsets #forestryprojects #climateaction #sustainablefuture

The Australian Carbon Credit Unit (ACCU) Scheme - Australia’s regulated carbon market - is currently facing an integrity overhaul. But what does it mean for you? Our latest blog dives into the evolving methodologies that are reshaping how carbon credits are managed and applied. This includes exploring the potential of the Integrated Farm and Land Management (IFLM) methodology, designed to streamline processes and broaden eligibility for carbon abatement practices across diverse agricultural and forestry applications. 👉 Read more: https://lnkd.in/gmDFbeUu #ACCU #carboncredits #carbonemissions #carbonmarkets

“Forestry must be seen as a key constituent of a transition to a circular bioeconomy, not a just a source of carbon sequestration.” 💬 Oliver Hughes, Managing Director of Forestry, comments on the potential #climate impact #naturalcapital investment and carbon credits could have in an article for New Private Markets. The WBCSD – World Business Council for Sustainable Development suggests that annual investment into nature-based solutions needs to double by 2025 in order to meet the 2030 Paris Agreement goals. However, investors should not see investments into strategies that can offer #carboncredits, such as forestry, purely as a tick-box exercise for offsetting, but rather as an added bonus. https://lnkd.in/eHitTFMf (Article behind a paywall)

At UPM, we believe #wood is an indispensable biomass for establishing a #bioeconomy. Join UPM experts in Schwarzenborn from 19-22 June at the KWF – the world’s largest forestry event and industry get-together – to learn more about our role in the transformation of forests as well as how we evolve our forestry practices by using the valuable biomass wisely and by acting as a responsible player, protecting forest ecosystems and supporting the social networks built around forests – for a future #beyondfossils. #SustainableForestManagement #upmbiorefining #upmbiochemicals German Center for Forest Work and Technology

This week, The ForestLink tackles the challenge of mismatched funding in #forestry. Where on the capital side, issues such as risk tolerance, return expectations (and cashflow timing), preferred or familiar investment structures are resulting in investment vehicles that are not fit for purpose with the opportunities in greatest need of capital on the ground.  On the asset side, the long-time horizons of forestry – with front-loaded capital requirements coupled with long-term cashflow generation (at least in early-stage afforestation or reforestation projects) does not bode well for a dynamic transaction environment in forest investment. In this article, The ForestLink shares some enablers to resolve the mismatch and get capital moving to the forest. Link to the article in the comments below 👇 #forestinvestment #timberlandinvestment #naturalcapitalinvesting #nbs #climateinvesting Natural Climate Solutions Alliance DUAL Group Boston Consulting Group (BCG)

Lobelia Earth has been featured in the 2023 Impact Report from SLM Partners, showcasing our collaboration on a climate suitability assessment for almond orchards in Portugal. SLM Partners, asset managers and pioneers in asset investments for regenerative agriculture and forestry systems, wanted to evaluate the feasibility of an almond investment project. Almond orchards have a lifespan of 25-30 years, so understanding future climate and resource trends is crucial. We evaluated the current and future climate and water availability in the Guadiana Basin, comparing these factors with the specific requirements of the almond tree variety for this project to determine its viability. Our study helped to unlock an investment in sustainable agriculture and offered recommendations on the best indicators to monitor for risk minimisation. #ClimateAdaptation #SustainableAgriculture

We are thrilled to release the SLM Partners 2023 Impact Report, covering our activities across Europe, the USA, and Australia. 🌍 Where we stand: 🌿300,000 hectares of land under management. 🎯 71% of cropland under organic certification or transitioning, and 62% of forestland managed under continuous cover forestry. 🚜 Our US tenant farmers are on average 20 years younger than the average US farmer. Key 2023 highlights: 🌱 40% growth in AUM, driven by rising interest in natural capital. 🌾 20,000 tonnes of food and 21,000 m³ of timber harvested. 🌳 100,000 tCO2e (gross) sequestration via farms and forests. This report marks our first integration of TNFD recommendations and presents firm-wide carbon accounting results. Download the full report here: https://lnkd.in/ePa_z6Zx #ImpactInvesting #RealAssets #NaturalCapital #TNFD #RegenerativeAgriculture

Our latest SLM Partners impact report is out!

A comprehensive guide from FMO - Dutch entrepreneurial development bank, on tools available for climate-focused investors. It appears highly beneficial for impact investors, DFIs, and other stakeholders interested in better understanding how to effectively monitor and evaluate the carbon potential within their portfolios. #ClimateAction #SustainableInvesting #CarbonFootprint #ImpactInvestment