Google's 2 Mt Terradot deal on Brazilian rice land, Mombak's BNDES credit line and Salesforce offtake, the UK's £400M into the Tropical Forest Forever Facility, and a public restoration concession that drew no bids until Brazil changed the terms. Demand and public money are arriving faster than the registry is moving. That gap is the story of the region this quarter.
6 stories that change the picture for Brazil & the Amazon.
Google signs its largest removal deal: 2 Mt with Terradot on Brazilian rice land
One million tonnes of methane avoidance by 2030 through alternate wetting and drying, plus one million tonnes of enhanced-weathering removal by 2040, across 200,000 hectares.
Why it matters. Methane avoidance stacked with durable removal on the same farms is what buyers now pay for. Standalone avoidance looks weaker beside it.
Mombak's $150M Fund II, a BNDES credit line, and Salesforce as offtaker
Fund I restored fifteen farms; about 80,000 tonnes of removal credits expected by year end.
Why it matters. The BNDES line is the first sign Brazilian state finance will lend against reforestation credit cashflows.
Brazil reopens a 6,000-hectare restoration concession after the first round drew no bids
Financial terms were adjusted; Paraguay–Taiwan ITMO talks and a $1.1M raise by Peru's Fronterra in the same roundup.
Why it matters. A public concession nobody bid on is a hard data point on how developers price Brazilian ARR risk. Read the revised terms.
TFFF: the UK commits £400M; the fund is still $2.7bn short of its year-end target
Sponsor capital is about $7.3bn against a $10bn target; Norway's $3bn is conditional on reaching $15bn.
Why it matters. TFFF pays per hectare of standing forest, not per credit. If it capitalises, it becomes the price floor jurisdictional REDD+ is measured against.
Colombia's carbon-tax offsets under investigative scrutiny
The Pirá Paraná case, a 1.45M-credit project with no verifiable benefit reporting, and Buenaventura projects lacking consent.
Why it matters. Colombia's tax-driven demand is real and the reputational floor under REDD+ credits is thin. Consent documentation is the asset, not the tonnes.
Flona de Altamira: public hearings on a 30,200-hectare restoration concession
Forty-year term, R$585M projected investment, about 10 Mt avoided or removed, credits plus native timber as revenue.
Why it matters. Public tenure with carbon rights defined in the contract is the cleanest ARR land model Brazil offers.
0 new listings, 3 status changes, 0 newly registered or certified.
The late list, the pipeline mix, and who is originating.
Most active proponents in the pipeline
- NaturAll Carbon Limited (PP) 4 projects in pipeline or validation
- The Green Branch (PP) 3 projects in pipeline or validation
- Organica Consultoria LTDA (PP) 3 projects in pipeline or validation
- MITIGA Rainforest SAC (PP) 3 projects in pipeline or validation
- Biofilica Ambipar Environmental Investments S.A (PP) 3 projects in pipeline or validation
- Ama Pacha S.A.S (PP) 3 projects in pipeline or validation
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