Investable projects for climate recovery

Peatlands are the future of carbon removal. They cover only 3% of world's land - but store 2x more carbon than all the forests! Nature built the world's most effective carbon vault. 550 billion tonnes. Locked in soil. Built over millennia. Now here's the problem. Over 50% of the EU peatlands are degraded: for agriculture, forestry and peat extraction. Instead of storing carbon, they're releasing it now, 232 megatonnes of CO₂ every year (= Spain's entire national emissions! 😲) And unlike forests, you can't replant peat. Once it's gone, it's gone on any human timescale. That's the urgency. But here's what most people miss. Restoring peatlands works immediately! Rewet the land by building little damns around exposed peat to keep water in. Sphagnum mosses grow on top. And emissions stop. No waiting decades for trees to grow. Climate impact from day one! And it goes far beyond carbon. Healthy peatlands filter water, slow floods, and bring back species found nowhere else (e.g. curlew, hen harrier, large heath butterfly 🦋). Permanence. Biodiversity. Water resilience. Peatlands are critical infrastructure. Policy and natural capital markets are finally catching up: 📍The EU Nature Restoration Law mandates 30% of drained agricultural peatlands restored by 2030, 50% by 2050. Today, less than 1% has been rewetted. That gap is where investor capital creates value. 📍Peatland credits once classified as "avoided emissions" are now recognised as durable, verifiable "removals". The category sought by the world's most demanding buyers. This creates the market needed for investor returns. At Oxygen Conservation, that's what we do. Restore peatlands at scale and make them investable: ✅ At Dorback (this picture!) and Kinrara 600 acres of peatlands are already restored. And it's just the beginning. ✅ We also hold world record for peatland nature-based removals. £100 per tonne sold in 2026! This price reflects rigorous science, MRV and long-term stewardship. So here is my question: If we are serious about carbon removal - are we brave enough to focus on peatlands instead of factories storing CO2 underground? More info in peatland articles from our brilliant Esme Evans and Charles Owen in comments.👇

Investment Opportunities in Climate Adaptation and Resilience 🌎 Climate change is intensifying physical risks across regions and sectors, placing climate adaptation and resilience (A&R) at the center of global strategic priorities. While mitigation addresses emissions, A&R solutions tackle the immediate and long-term risks to infrastructure, economies, and communities. Investment in Climate A&R remains at an early stage despite its scale and urgency. The BCG and Temasek report projects global A&R financing needs of $0.5 trillion to $1.3 trillion per year by 2030. This presents a significant opportunity for private capital to drive both financial returns and systemic resilience. The Climate Adaptation & Resilience Investment Opportunities Map provides a framework to assess where capital can be most effectively deployed. It structures opportunities into seven impact themes and offers a granular view of subsectors and solutions across industries. Investors will find diverse entry points—from early-stage ventures focusing on pure-play A&R innovations to established industrial players integrating resilience solutions into broader portfolios. This dual landscape enables a mix of venture, growth, and buyout strategies tailored to different risk appetites. Adaptation markets are inherently localized. Flood defense strategies, water efficiency technologies, and agricultural resilience solutions vary by geography, creating fragmented but scalable market opportunities that respond to specific climate risks and regulatory frameworks. The report highlights the importance of co-benefits. Nature-based solutions, for example, deliver protective functions while enhancing biodiversity and ecological health. At the same time, material-intensive interventions require careful scrutiny to balance resilience gains with environmental impacts. To capitalize on these trends, investors will need to navigate sectors where regulation, insurance incentives, and risk disclosure frameworks are evolving rapidly. Competitive advantages will accrue to those with deep technical expertise and the ability to scale proven solutions across markets. The Climate Adaptation & Resilience Investment Map identifies seven key impact themes: - Food Resilience - Infrastructure Resilience - Health Resilience - Business and Community Resilience - Water Resilience - Energy Resilience - Biodiversity Resilience Climate adaptation is shaping a new investment frontier, where value creation is tied directly to long-term societal and economic stability. #sustainability #sustainable #business #esg #climatechange

Rare earth elements are the backbone of the technologies shaping a sustainable future including electric vehicles and wind turbines, yet today, less than 1% are recycled. With China’s latest export controls on rare earth minerals disrupting global supply chains, securing these critical materials has never been more urgent. Microsoft's Climate Innovation Fund is committed to investing in advanced sustainability technologies that create new markets and solutions and ensure supply chain resiliency. This is especially important right now with the export controls because developing a new mine outside of China can take up to 15 years. But what if we could recover rare earth elements more efficiently through recycling? That’s where our investment in Cyclic Materials comes in. Their groundbreaking recycling process is revolutionizing the recovery of rare earth elements. By strengthening local supply chains and reducing environmental impact by 63% compared to traditional mining, they’re keeping critical materials in circulation—helping to build a more resilient and sustainable economy.

This one feels different. After nearly a decade co-founding and helping scale Ethic to $7B+ AUM, I kept asking myself: where are the climate solutions that don’t just meet the market, but can outperform while driving systemic climate impact? For scale, nothing matches real estate. It’s the largest asset class in the world,3x public equities. It’s also one of the most carbon-intensive, and right now it’s undergoing the biggest repricing in history as insurance markets retreat, lenders pull back, and climate risk reshapes values. At the same time, America faces an urgent affordable housing shortage. That’s why I've co-founded Resilience Investments: a platform built to marry massive economic opportunity with systemic climate action by solving three crises in one strategy: 🏘 Affordable housing supply ⚡ Decarbonization and resilience retrofits 📈 Institutional-grade returns in climate-resilient markets Resilience fits into my broader portfolio of work, like THE NAT and nature finance, where I focus on systemic, markets-driven solutions that create scalable, self-sustaining capital flows to solve the climate and nature crisis. This isn’t just about impact. It’s about positioning capital where the future is already moving, and proving that resilience is both investable and scalable. I couldn’t be more excited to share this next chapter. If you want to learn more, DM Resilience Investments. 🔗 Realtor.com / WSJ study: https://lnkd.in/e3uwKgPn #climatefinance #realestate #resilience #sustainableinvesting #adaptation #insurancecrisis To my amazing partners: Ashby Monk Hunter Maats Andy Boyum Mandi Ainslie Brooks DiPaula Caleb Neumeyer Sean Watson Kristie Cole

Two years ago, we stood in a muddy Cotswold field with Tim Field . He wasn't describing a project. He was describing a different way of thinking about 'living' infrastructure. Reconnect the Evenlode to its floodplain. Revert arable to species-rich meadow. Plant woodland. Restore hedgerows. Let the river function again. Build resilience to climate change and nature loss. Today, that vision moves from idea to delivery. DEFRA has confirmed funding for the Evenlode Landscape Recovery Project, the first Landscape Recovery scheme led by a farmer cluster. 50+ farmers. 3,000 hectares. 16 river water bodies. Nearly 20% of the catchment is in the flood zone. One field flooded nine times in a single winter. This is climate volatility made real. Here's why this moment matters. Public funding alone will never match the scale of the challenge. But companies and utilities are now paying for outcomes. Flood mitigation. Water quality improvement. Drought resilience. Utilities are reducing treatment costs. Transport operators protecting infrastructure. Businesses safeguarding supply chains and physical assets. Nature is now risk management infrastructure. Evenlode may be first. It will not be the last. There are now 50+ Landscape Recovery projects across the UK. Combine: • Public catalytic funding • Corporate payments for outcomes • Farmer-led landscape restoration …and you create an investible model. One that attracts institutional capital. One that scales catchment by catchment. Allocate 2% of UK pension capital to this model, and you unlock flood, drought and water resilience nationwide while generating long-term, place-based returns. This is how the UK becomes the world's fastest country for nature recovery. 🎥 In this short video, Tim explains the original vision. System change starts at our feet and compounds. #NatureInfrastructure #LandscapeRecovery #WaterResilience #NaturalCapital #Evenlode #FloodMitigation #BlendedFinance #NatureBasedSolutions

Climate change impacts everyone on the planet - but no one more than women and girls. When water is scarce, they walk for hours to collect it. When disasters strike, they face greater barriers to relief. When climate stress intensifies, so does the risk of gender-based violence. And yet? Women are also doing pioneering work on climate solutions. That’s why Amazon is a founding partner of 2X Global’s Resilient Futures Fund - an initiative designed to get capital and support for innovations led by, involving, or benefitting women and girls. Because, here’s another reality: women-led ventures receive only 2% of global venture capital funding. Closing that gap isn’t just about equity. It’s also about accelerating climate progress. This month, seven new grantees were announced across Latin America: ⚙️ Amplifica Capital | Latin America 🟢 Impacta - Emprendimiento sostenible | Colombia 🦈 Fundación Mundo Azul | Guatemala 👩💻 Irrazonables | Latin America 🪸 Mesoamerican Reef Fund - MAR Fund | Mesoamerican Reef Region ♀️ Positive Ventures | Brazil & Latin America 🌿 Regenera Ventures Fund by SVX MX | Mexico Different regions and approaches, but one shared goal: scaling climate solutions that are rooted in communities and built to last. To date, the fund has awarded $7.9 million to 22 grantees, supported 184 organizations, and helped create nearly 3,000 jobs (with more than half benefiting women). If we want faster, more inclusive climate solutions, we need to invest in the people already driving them! Learn more about the Resilient Futures Fund here: https://lnkd.in/gw48gNZZ

Want to know the antidote to the extractive economy? It’s the new stewardship and regeneration economy. 🌎 Since the Industrial Revolution, natural resources have been recklessly depleted to satisfy corporate greed. In stark contrast, Indigenous people have historically managed and cared for the environment for thousands of years to sustain their people, land, and waters (more on Indigenous stewardship here → https://bit.ly/3FVjUqi). Now more than ever, this crucial and effective perspective is returning to the forefront of the climate movement. Simultaneously, the economic value of regenerating the environment is being recognized and the need to compensate stewards of our remaining resources is apparent. Within Sustainable Ocean Alliance’s #EcopreneurNetwork and Grants Program, we have many such initiatives leading the way. 🌎 Building corporate responsibility programs to restore #bluecarbon ecosystems: Founded by Anne-Sophie Roux, tēnaka is a social business whose mission is to restore the blue carbon sinks of our planet by developing tailor-made corporate responsibility programs and impact measurement technologies. 🪸 Turning #coralrestoration into a scalable business: Coral Vita, founded by Sam Teicher and Gator Halpern, grows climate change-resilient coral to restore dying reefs using a land-based farming model to scale up restoration By offering reef restoration as a service to clients that benefit from healthy reefs, Coral Vita is developing an industry that can support large-scale restoration. 🔐 Developing #cryptocurrency incentivization for #mangrove restoration: SOA Grantee Beach Collective is a blockchain-enabled, climate-tech platform in the Philippines that is implementing a novel pilot project to compensate community members for restoring mangroves with their cryptocurrency, $BEACH. Local businesses now accept the currency and are being enrolled in payment loops. Individuals can also send or receive $BEACH through the Beach Pay app. Bonus? All transaction fees are exclusively reserved for supporting future environmental activities. 🌱 Restoring mangroves with #carboncredits: SOA Grantee #MikokoPamoja Project is the world’s first community-led project to protect and restore mangroves through a groundbreaking carbon credit system. By selling carbon credits, Mikoko Pamoja compensates community members—who have collectively planted 4,000 mangroves annually since 2013 across intertidal areas of Kenya’s Gazi Bay. Importantly, this provides the community with opportunities for economic security rather than resorting to logging of these critical forests. What regenerative stewardship projects inspire you? Share examples in the comments below and let me know what questions you have about the new stewardship and regeneration economy!

You think Silicon Valley is the future of climate tech? You couldn’t be more wrong... The most meaningful progress is happening far from the venture bubble, in small labs, research stations, and community workshops where the focus is on solving practical problems rather than chasing scale. 2025 has been a record year for climate tech investment. But the real story isn’t how much money is being raised. It’s what that money is building. The direction of innovation is shifting toward systems that are modular, verifiable, and built for real-world conditions. These technologies can be deployed quickly, maintained locally, and adapted to places that can’t wait for large infrastructure to arrive. 🌱 Releaf Earth (YC 2025) converts food waste into biochar that restores soil, locks carbon, and produces renewable power for local microgrids. Their portable reactors make it possible for small communities to build their own carbon markets. Biochar now accounts for more than 90 percent of all durable carbon removals delivered globally, showing how central this technology has become to practical decarbonization. 🌱 Modular Green Hydrogen startups in programs such as RMI’s accelerator are proving that hydrogen production doesn’t have to rely on billion-dollar plants. Their systems use renewables and recycled water to power rural transport and small industries, aligning closely with the U.S. 45Q incentive for low-carbon hydrogen. 🌱 Recyclable wind turbines built from bio-resins and nanocellulose are beginning to close the loop on renewable energy. They address a long-standing issue in the sector, how to manage the waste created when turbine blades reach the end of their life. 🌱 Bamboo-based cooling panels, now emerging from university and startup labs, use natural condensation to lower indoor temperatures without electricity. Early trials in Asia and Africa suggest they could offer low-cost cooling in regions already struggling with extreme heat and limited access to power. 🌱 AI and satellite mapping tools from companies such as Astraea are providing live, high-resolution data on climate risks. What used to take months of modeling can now be updated continuously, helping governments, insurers, and local planners make faster, better decisions. These examples point to a wider shift. Climate technology is no longer defined by size or spectacle. It is defined by systems that are reliable, measurable, and designed for real contexts. Policies like the European Union’s Carbon Removal Certification Framework are reinforcing this trend, directing investment toward solutions that can demonstrate genuine and lasting impact. The next phase of climate innovation will not be driven by how much it raises or how fast it scales. It will be judged by how well it works, consistently, locally, and over time.

We tend to talk about climate through the lens of “𝐦𝐢𝐭𝐢𝐠𝐚𝐭𝐢𝐨𝐧.” But lately I've been thinking about the opportunity that lies in 𝐚𝐝𝐚𝐩𝐭𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐫𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐜𝐞. 𝘍𝘪𝘳𝘴𝘵, 𝘴𝘰𝘮𝘦 𝘨𝘳𝘰𝘶𝘯𝘥-𝘴𝘦𝘵𝘵𝘪𝘯𝘨:  🛑 𝐌𝐢𝐭𝐢𝐠𝐚𝐭𝐢𝐨𝐧 tackles the root causes of climate change by reducing or slowing down emissions (e.g., increasing energy efficiency, renewable energy, etc). 🌍🛡️𝐀𝐝𝐚𝐩𝐭𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐫𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐜𝐞 (A&R) are about preparing for and reducing climate impacts (e.g., early warning systems, drought-resistant crops) and enabling recovery from climate shocks (e.g., flood and fire insurance). 𝘉𝘰𝘵𝘩 𝘢𝘱𝘱𝘳𝘰𝘢𝘤𝘩𝘦𝘴 𝘢𝘳𝘦 𝘦𝘴𝘴𝘦𝘯𝘵𝘪𝘢𝘭 𝘢𝘯𝘥 𝘮𝘶𝘴𝘵 𝘮𝘰𝘷𝘦 𝘧𝘰𝘳𝘸𝘢𝘳𝘥 𝘪𝘯 𝘵𝘢𝘯𝘥𝘦𝘮. 𝘈𝘴 𝘐 𝘳𝘦𝘧𝘭𝘦𝘤𝘵 𝘣𝘢𝘤𝘬 𝘰𝘯 𝘮𝘺 𝘵𝘳𝘪𝘱 𝘵𝘰 𝘕𝘠𝘊 𝘊𝘭𝘪𝘮𝘢𝘵𝘦 𝘞𝘦𝘦𝘬, 𝘩𝘦𝘳𝘦 𝘢𝘳𝘦 3 𝘵𝘢𝘬𝘦𝘢𝘸𝘢𝘺𝘴 𝘰𝘯 𝘩𝘰𝘸 𝘸𝘦 𝘤𝘢𝘯 𝘢𝘤𝘤𝘦𝘭𝘦𝘳𝘢𝘵𝘦 𝘢𝘤𝘵𝘪𝘰𝘯 𝘰𝘯 𝘢𝘥𝘢𝘱𝘵𝘢𝘵𝘪𝘰𝘯: 1️⃣ 𝐈𝐧𝐜𝐫𝐞𝐚𝐬𝐞 𝐀&𝐑 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭:  Research from Tailwind Futures shows that while pure A&R startups (e.g., climate risk analytics, disaster preparedness) make up 12% of climate tech ventures, they only receive 3%, or about $4.5B, of total funding. The imbalance underscores the capital gap—and opportunity—to strengthen communities and industries for the realities of a changing climate. 2️⃣ 𝐀𝐦𝐩𝐥𝐢𝐟𝐲 𝐢𝐧𝐯𝐞𝐬𝐭𝐚𝐛𝐥𝐞 𝐀&𝐑 𝐢𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧𝐬:  Investors highlighted promising A&R investment opportunities, such as: ♦ Insuretech (e.g., FutureProof Technologies which offers property-specific insurance solutions that encourage proactive climate risk mitigation). ♦ Better data, analytics and predictive models (e.g., Sand Technology which applies AI to disaster response, healthcare, and water waste). ♦ Resilient construction materials (e.g., DexMat, developer of resilient, sustainable construction materials). As CEO Bryan Hassin put it, “𝘞𝘦 𝘤𝘢𝘯𝘯𝘰𝘵 𝘢𝘥𝘢𝘱𝘵 𝘵𝘰 𝘵𝘩𝘦 𝘤𝘭𝘪𝘮𝘢𝘵𝘦 𝘰𝘧 𝘵𝘰𝘮𝘰𝘳𝘳𝘰𝘸 𝘸𝘪𝘵𝘩 𝘵𝘩𝘦 𝘮𝘢𝘵𝘦𝘳𝘪𝘢𝘭𝘴 𝘰𝘧 𝘺𝘦𝘴𝘵𝘦𝘳𝘥𝘢𝘺." 3️⃣ 𝐂𝐞𝐧𝐭𝐞𝐫 𝐞𝐪𝐮𝐢𝐭𝐲 𝐚𝐧𝐝 𝐬𝐨𝐜𝐢𝐚𝐥 𝐨𝐮𝐭𝐜𝐨𝐦𝐞𝐬 𝐢𝐧 𝐀&𝐑: Hunter Maats, CEO of Resilience Investments, noted, “𝘊𝘭𝘪𝘮𝘢𝘵𝘦 𝘮𝘪𝘨𝘳𝘢𝘵𝘪𝘰𝘯 𝘪𝘴 𝘵𝘩𝘦 𝘥𝘰𝘮𝘪𝘯𝘢𝘯𝘵 𝘩𝘶𝘮𝘢𝘯𝘪𝘵𝘢𝘳𝘪𝘢𝘯 𝘤𝘩𝘢𝘭𝘭𝘦𝘯𝘨𝘦 𝘰𝘧 𝘵𝘩𝘦 21𝘴𝘵 𝘤𝘦𝘯𝘵𝘶𝘳𝘺.” Jay Koh, Co-Founder of the The Lightsmith Group Group, emphasized that adaptation “𝘪𝘴𝘯’𝘵 𝘢 𝘱𝘳𝘰𝘥𝘶𝘤𝘵—𝘪𝘵’𝘴 𝘩𝘰𝘶𝘴𝘪𝘯𝘨, 𝘪𝘯𝘧𝘳𝘢𝘴𝘵𝘳𝘶𝘤𝘵𝘶𝘳𝘦, 𝘩𝘦𝘢𝘭𝘵𝘩 𝘴𝘺𝘴𝘵𝘦𝘮𝘴, 𝘢𝘭𝘭 𝘮𝘢𝘥𝘦 𝘮𝘰𝘳𝘦 𝘳𝘦𝘴𝘪𝘭𝘪𝘦𝘯𝘵 𝘵𝘰 𝘤𝘩𝘢𝘯𝘨𝘦.” These quotes illustrate how social and environmental considerations are interwoven in climate mitigation and adaption and require a systems view. ❓ What else should we be paying attention to related to climate adaptation? #climateweek #climateweek2025 #UNGA #climateadaptation #impactinvesting #impinv #socialimpact CASE at Duke

With climate change posing unprecedented global challenges, the Water as Leverage framework provides an excellent way for transformative, inclusive urban water projects. The framework benefits cities in developing sustainable solutions and unlocking otherwise underutilized private-sector financing. The framework applies the eight principles—from fostering inclusivity and scalability to integrating systemic perspectives—and #WaL initiatives could support scaling up water security and innovation where water connects people, economies, and ecosystems. WaL can support and catalyse a global movement in urban water resilience for cities, private investors, and communities alike. Water-related projects often face challenges attracting private sector investors because of perceived risks, high upfront costs, and limited immediate revenue returns. However, the WaL approach offers a compelling framework to mitigate these barriers: Clear Revenue Opportunities: Projects like Demak's mangrove restoration created direct economic benefits—improved aquaculture incomes, ecotourism activities, and carbon trading credit mechanisms—while reducing coastal erosion. By monetizing ecosystem services, these initiatives become attractive to investors. Blended Finance Mechanisms: The WaL framework encourages diverse funding approaches, including grants, public-private partnerships, and innovative tools like green bonds. These mechanisms de-risk projects and make them more appealing to private investors seeking fiscal returns and reputational gains from investing in sustainability. Long-Term Sustainability: Strong emphasis on adaptive operations and maintenance ensures projects remain functional and practical. For example, enhanced flood defences implemented through Rebuild by Design in Lower Manhattan attracted significant private funding due to their meticulous feasibility studies and maintenance protocols. Proof of Concept: Demonstration pilots, such as the Water Balance Pilot in Chennai, prove scalable and replicable solutions that private investors can confidently support. Guideline is here https://lnkd.in/gg2Ej5V9 Sandra Schoof Meike van Ginneken Kotchakorn Voraakhom Wiwandari Handayani Elijah Hutchinson