The ForestLink newsletter sign-up Jen Stebbing on LinkedIn Sotora Global AFF's Permanence Trust's preliminary findings Climate Collective SHIFT-CM's Buffer Pools & Beyond RMI Nature's Echo - Prof. Thomas Crowther Today, I'm joined once again by Jen Stebbing, CEO and Co-Founder of Sotora Global, to unpack the biggest conversations from London Climate Action Week 2026 and what they mean for forest investors, carbon markets, and nature finance. Jen shares why this year's discussions marked a noticeable shift from questioning whether carbon markets work to focusing on how to scale them with greater integrity. We explore the emerging demand signals from corporate buyers, the evolving role of standards such as SBTi, and why a communications gap—not necessarily a market gap—may be holding back investment confidence. We also take a deep dive into one of the week's most promising developments: the concept of Contracted Durability and the Permanence Trust, an innovative approach that could fundamentally change how reversal risk is managed in forest carbon markets. Along the way, we discuss portfolio approaches to climate investing, REDD+, forest carbon pricing, nature-based removals versus avoided emissions, and why protecting existing forests remains just as critical as planting new ones. If you want a concise overview of where climate finance, forest carbon, and nature markets are heading—and what investors should be watching next—this episode provides an invaluable temperature check from one of the sector's most connected voices "I think there's now a communications gap between where carbon markets actually are and where people think they are. Much of the public narrative is still stuck in 2023, while the market itself has moved forward substantially." 00:00 – Introduction and overview of London Climate Action Week 01:00 – What London Climate Action Week is really like 03:33 – The biggest takeaway: markets and finance are working 05:16 – Missed sessions, FOMO, and key workshops on permanence 06:28 – Permanence, durability, and the Permanence Trust explained 10:04 – Demand-side challenges and signals from carbon buyers 12:42 – New standards, policy developments, and future demand drivers 16:47 – Reframing carbon market risk for investors 18:33 – Why buyers remain cautious despite growing confidence 20:27 – Portfolio investing and emerging buyer strategies 22:08 – Practical successes and innovations from the field 24:23 – REDD+, governance improvements, and social value measurement 25:46 – The true cost of high-integrity forest carbon 26:56 – Major announcements and promising new initiatives 28:00 – Policy discussions and the European outlook 30:22 – Investor preferences across forest carbon project types 33:28 – Super pollutants as an entry point to carbon markets 35:36 – Behind-the-scenes conversations and AI in climate finance 37:01 – Frustrations and three key messages from the week 38:29 – Looking ahead to London Climate Action Week in 2036 40:13 – Book recommendation and final reflections 40:51 – Revisiting the Permanence Trust and contracted durability 46:47 – Investment advice for newcomers to forest finance 47:44 – Closing remarks and where to learn more Founding Director and Host: Shauna Matkovich - The ForestLink Producer and Editor: Magdalena Laas - Unscripted Creatives Nature by MaxKoMusic/Soundcloud Sopwell Woodlands and Scohaboy Bog SAC, Cloughjordan, Co Tipperary, IRELAND by wild_rumpus/Soundcloud Ambient Documentary by Sound Guru (Pixabay) Sign up now for the ForestLink’s newsletter, where you’ll receive technical advice, reflections, and best-practice guidance to support you with your forest-linked investment strategy or business straight to your inbox. Hosted on Acast. See acast.com/privacy for more information.
