New Approaches to Climate Finance 2.0 | Rewiring Capital Flows - The Playbook for the Global South

CETFI is delighted to announce:

New Approaches to Climate Finance 2.0 | Rewiring Capital Flows - The Playbook for the Global South.

Building on the first report, the Version 2.0 shall focus on: 1. Lessons from Version 1.0 Report

2. A strong emphasis on implementation.

3. New instruments and structures.

4. Making climate an investable asset class that delivers returns.

5. Leveraging the global carbon finance mechanism.

6. Showcasing high-impact Lighthouse projects.

This work is intended to be a continually evolving resource, offering knowledge, frameworks, and innovative models to increase climate finance for the Global South.

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Proposed Table of Content

Section 1: Recalibrating Climate Finance Post-2024

1.1. Executive Summary

1.2. Reflections from Version 1.0: Progress and Gaps

1.3. Geopolitical Headwinds and Climate Finance

1.4. Building Antifragile Climate Finance Structures

Section 2: From Thought to Action — Accelerating the 20-Point Plan

2.1. Implementation Framework for Version 1.0 Recommendations

2.2. Updated Status and Milestones

2.3. Institutional Leads and Partner Responsibilities

2.4. Monitoring, Evaluation, and Iterative Learning

2.5. Governance Structures for Accountability

Section 3: Rewriting the Rulebook for Climate Capital

3.1. Rethinking Venture Capital for Climate Tech

3.2. Green Private Equity: The Impact+IRR methodology

3.3. Climate-Ready Structures for Institutional Capital - Pension, Insurance and Sovereign funds

3.4. Creating Exit Pathways and Secondary Markets

3.5. Mapping the Vertical Stack: From FOAK to YieldCos

3.6. Incentivising Long-Term Patient Capital

Section 4: Central Banks and Monetary Policy for the Climate Age

4.1. Monetary Policy Mandates for Climate Stability

4.2. Liquidity Windows for Climate-Linked Bonds

4.3. Climate Stress Testing and Green Capital Buffers

4.4. Role of Sovereign Green Repos and Open Market Operations

4.5. Integrating Climate into Basel and Prudential Norms

4.6. Coordination with Fiscal Authorities and MDBs

Section 5: Climate Risk Registers and Market-Making 2.0

5.1. Dynamic National and Sectoral Risk Registers

5.2. Deep Engagement with Rating Agencies

5.3. Guarantee Structures and Countercyclical Buffers

5.4. Carbon Pricing Revisited: Compliance and Voluntary Markets

5.5. Markets for Ecosystem Services and Natural Assets

Section 6: Deepening Wholesale Finance Channels

6.1. Updated Financing Continuum: Mapping the Gaps

6.2. Strategies for Capital Churn and Reinvestment

6.3. Institutional Grade Climate Structures

6.4. Local Currency Green Bonds and Sovereign Guarantees

6.5. FX Hedging Funds: Practical Roadmaps and Bilateral Models

Section 7: Implementation Playbook for Blended and Concessional Finance

7.1. Establishing a National Blended Finance Authority

7.2. Global Library of Climate Structures: Case Studies

7.3. Interlocking Tools: Credit Enhancements, Subordinated Debt, Guarantees

7.4. Leveraging Philanthropic Capital and Development Guarantees

7.5. Climate Finance Origination Platforms

Section 8: Technology Diffusion and Scaling Pathways

8.1. Global South Technology Commercialisation Hubs

8.2. EM Readiness Index for Technology Fit

8.3. Infrastructure-as-a-Service (IaaS) 2.0 Models

8.4. Bridging FOAK to NOAK to MAAS (Mass Adoption as a Service)

8.5. De-Patent, De-Risk, Deploy: IP Strategies for Transition

Section 9: Strategic Carbon and Environmental Finance

9.1. Article 6 Implementation: Global Trends

9.2. Carbon Price Floors and Border Adjustments

9.3. Nature-Based Finance Instruments

9.4. Green Liquidity Instruments and Environmental Derivatives

9.5. Risk Pools for Climate-Linked Natural Assets

Section 10: Lighthouse Projects — Operationalising Innovation

10.1. Criteria and Selection for Lighthouse Status

10.2. Shadow Regulatory Frameworks

10.3. De-risking Hard-to-Abate Sectors

10.4. Green Ecosystem Demonstration Clusters

10.5. No-Regret Investment Doctrine: Tools for Decision-Makers

Section 11: Global South Collective Action Platforms

11.1. CETFI Network Expansion Strategy

11.2. Climate Finance Dialogues: South-South and South-North

11.3. Global South Climate Exchange (GSCE): A Knowledge Commons

11.4. Country Compacts and Regional Hubs

11.5. Next Steps for the CETFI Compact 2025

Annexures

- Annex 1: Status of Projects and Platforms (CETFI Register 2.0)

- Annex 2: Model Legal Frameworks for Blended Finance

- Annex 3: Sample Deal Structures

- Annex 4: Climate Investment Data Room

- Annex 5: Contributions from Version 1.0 Stakeholders

Note: The above is an indicative table of content and the final report will have an amended version.