Building Carbon Market 2.0 with Yuhau Lin and Statton Hammock

On this episode of the Energy Perspectives Podcast, recorded at the 2026 Carbon Solutions Forum in San Diego, Yuhau Lin, Vice President, Head of Environmental Markets, Americas at Morgan Stanley, and Statton Hammock, General Counsel at Verra, join Chris Davis, Senior Fellow, The Carbon Policy and Markets Initiative at High Tide Foundation.

They explore the shift to a carbon market 2.0, where project promises are written into contracts and checked with better monitoring. They also cover the new demand coming from Article 6 and CORSIA, and whether enough high-integrity supply can be delivered in volume and on time to meet it.

Lin explains why capital-intensive carbon projects need financing in place at the time of commitment, and who should carry the risk that remains.

Hammock describes why buyers want credits with demonstrated, measurable outcomes, and how digital MRV (measurement, reporting, and verification) can speed up project reviews.

Tune in to hear the one change each guest would make to accelerate the market, from better technology to an institution that steps in to assume some of the risk.

Key Themes

• Financing capital-intensive carbon projects

• Measurable outcomes and credit integrity

• Digital MRV and real-time project data

• Reversal risk and who carries it

Chapters

• 0:00 Introductions

• 0:47 The state of the carbon market

• 2:36 Financing capital-intensive projects

• 5:04 From meeting a standard to measurable outcomes

• 6:23 Putting project commitments into contracts

• 9:04 Digital MRV and real-time data

• 11:14 Removals and reversal risk

• 12:11 Who should carry residual risk

• 13:33 Buffer pools and new insurance products

• 14:34 One change to accelerate the market

• 17:39 Enough supply to meet new demand

• 18:26 Closing

Register for our upcoming forums below:

Carbon Solutions Forum + Geothermal Day, San Diego, California, February 17 to 19, 2027, https://energy-dialogues.com/events/carbon-solutions-forum/?utm_source=youtube&utm_medium=social&utm_campaign=csf27&utm_content=verra-ms-podcast-description

North American Gas Forum, Washington, DC, November 30 to December 2, 2026, https://energy-dialogues.com/events/north-american-gas-forum/?utm_source=youtube&utm_medium=social&utm_campaign=nagf26&utm_content=verra-ms-podcast-description

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