VCM.fyi Newsletter - Week of June 23, 2025

Saudi Arabia's Massive 30M Tonne Deal Changes Everything + Verra's Stricter Rules Coming

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VCM.fyi team
June 27, 2025

🚨 Major Developments This Week

Verra Proposes Stricter Rules in Version 5 Consultation

Verra launched its final consultation for VCS Version 5 (open through Aug 11), proposing game-changing updates:

  • Permanence insurance as an alternative to buffer pools

  • More frequent baseline updates for all project types

  • Stronger safeguards with risk-based social/environmental protections

Impact: Higher development costs but significantly improved market credibility for VCS credits.

Saudi Arabia's Massive 30 Million Tonne Commitment

Saudi Arabia's Public Investment Fund signed a landmark deal with NEOM's Enowa to deliver 30 million carbon credits by 2030. This represents the largest long-term offtake agreement to date, signaling a major shift from one-off purchases to multi-year commitments.

This unprecedented scale of demand should provide strong price support, especially for Global South projects.

Article 6 Breakthrough for Carbon Capture

Norway and Switzerland inked the first bilateral Article 6 agreement enabling cross-border COâ‚‚ storage and credit transfers for CCS projects. This pioneering framework could unlock international trading of carbon removal credits and scale up CCS/CDR projects globally.

💰 Deal Highlights

  • BECCS Expansion: Frontier Infrastructure secured 120,000 tonnes of permanent removal credits from a novel rail-based BECCS project

  • Platform Funding: French startup Riverse raised €5M to expand its tech-focused carbon credit platform

  • Concrete Innovation: Calgary cement tech startup secured C$25M to scale low-carbon solutions

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VCM.fyi Team