🎙️ Untangling Climate Finance: The State of the Voluntary Carbon Market with Anton Root
August 25, 2026
🎙️ Untangling Climate Finance: The State of the Voluntary Carbon Market with Anton Root
Listen to this episode of Untangling Climate Finance by clicking any of the streaming platforms below!
“We’re sitting on about 1.6 billion tons of carbon that have been issued but not retired, and that number is growing by about 200 million a year. That’s already about eight years’ worth of demand at today’s levels.”
— Anton Root
This month on Untangling Climate Finance, we are asking what shape is the voluntary carbon market really in?
In this episode, Jay sits down with Anton Root, Co-Founder & Head of Research at AlliedOffsets, to read the state of the market straight from the data, tracking projects across nearly 40 registries and following the whole cycle from investment to retirement.
Anton and Jay discuss:
- Why the weighted-average price of carbon credits has quietly doubled in the last couple of years, and what that says about where demand is heading
- Why the integrity push is showing up in the numbers, with CCP-tagged issuances in the first half of 2026 nearly matching all of 2024
- How the CDR market is consolidating, and what separates the companies weathering it from the ones going under
- Why the oversupply problem the market largely stopped talking about still matters, with credits being issued far faster than they are retired
- Why Asia just overtook Europe as the biggest source of credit demand
- How AlliedOffsets is opening its data to AI so anyone can query the market directly
Most people see one slice of this market. Anton sees the entire board, and he’s got the data to prove it. This episode is about what the numbers actually say.
For more information on AlliedOffsets’ work, visit alliedoffsets.com.
Have feedback on the podcast, or want to connect with GKS? Reach us at communications@gordianknotstrategies.com.
Enjoy the ep!
Gordian Knot Strategies
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