How should an investor value carbon revenue in a CBG model?
sourced
As upside, not as a base-case pillar. Voluntary avoidance credit prices are volatile and often below USD 10, MRV costs real money, and eligibility and additionality both carry risk. The core revenue remains CBG plus FOM, with carbon as a contingent add-on.
- Source
- Carbon Market Network; Carbonmark
- sourced
- Traceable to a named source.
- Level
- Investor & policy — Money, risk, and what the policy actually says.
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