Sliced: 2026 Predictions for Carbon Markets, Climate Finance, and Impact
In Case You Missed It!
We recently shared our 2026 IMPACT Predictions, outlining how carbon markets and climate finance are shifting from a period of rebuilding to one of structural reshaping.
Drawing on developments across 2025, the GKS team breaks down what to watch across – Integrity, Momentum, Prices, Achievement, Collaboration, and Targets (IMPACT) – and why 2026 may be a defining year for market credibility, scale, and real-world impact.
Written by: Jay Tipton and Sean Penrith
As we enter 2026, carbon markets and climate finance more broadly are moving from a period of rebuilding to one of structural reshaping. COP30 in Belém concluded with limited political progress, yet markets themselves continue to evolve through integrity reforms, the expansion of compliance frameworks, rapid shifts in impact investing, major new blended-finance initiatives, and increased flows of private capital into transition and resilience solutions. Drawing on developments across 2025, we outline our predictions for 2026 across our six IMPACT pillar framework.
IMPACT stands for – Integrity, Momentum, Prices, Achievement, Collaboration, and Targets.
To read the rest of this paper, click here.
At Gordian Knot Strategies, our goal is to help mobilize $1 billion per year in climate finance. That is why we’re committed to making climate finance smarter and faster by addressing a broken impact investing screening process. That’s why we built Traro®, a predictive analytics platform designed to help investors rapidly triage opportunities with clarity, consistency, and confidence.
We hosted a live webinar focused on leveraging Traro® for more effective impact investing screening. If you weren’t able to attend, the recording link can be found here.
For those interested in further exploring these best practices, a free guide is available – Smarter Climate Investing: 7 Strategic Filters Before Your First Impact Dollar – which distills actionable lessons learned for screening climate projects using seven essential criteria.
If your organization is interested in seeing Traro® in action, we’d love to show you how it works. Email us at traro@gordianknotstrategies.com. There’s no cost to access the guide or the demo. Our goal is to equip more investors with tools that unlock real climate impact.
Seeking Impact Investment? Submit your project to Traro®!
We invite project developers to submit their projects for screening on the Traro® Platform at no cost. Based on assessment outcomes, we can match you with interested impact investors (there is no fee). You can find more information and how to create an account on Traro® here.
We’re building a global database of impact investors to help mobilize $1 billion annually in climate finance by 2030. If your organization is interested in funding climate or environmental projects, we invite you to fill out our Impact Investor Information Form. Your contact details will remain confidential, and we’ll only connect you with aligned opportunities. There is no fee to participate.
To access the form click here.
Interested in connecting with us on climate finance, impact investment, climate solutions strategy, or carbon credit development and commercialization?
To discuss how we can support your goals, book a 30-minute conversation with Gordian Knot Strategies.
Disclaimer: Hi there, you are receiving this update from Gordian Knot Strategies based on your previous engagement with us in some capacity. If you wish to unsubscribe, please use the link below, and we promise you that your contact details will be permanently removed from our distribution list. Thanks!
Want to unsubscribe?
Click here.
Want to receive the Sliced weekly dispatch?
Click here.
If you want to see more of our content, check out our monthly newsletter, Virtus.
Click here.
