Energy PolicySustainability

UN Carbon Market Rules Reshape How Investors Value Nature-Based Solutions

UN Article 6.4 Supervisory Body’s new carbon permanence rules are reshaping global carbon markets. The debate over whether natural carbon storage can offset fossil fuel emissions could determine nature’s future as an investable climate solution.

The United Nations’ recent adoption of new carbon permanence rules is poised to fundamentally reshape how investors value nature-based climate solutions under the Paris Agreement’s global carbon market framework. These regulations, approved at the October 2025 Article 6.4 Supervisory Body meeting, establish critical standards for how long carbon must remain stored in forests, soils, and mangroves to count toward offsetting emissions—a decision with profound implications for nature investment and global climate strategy.

Understanding Carbon Permanence Requirements