Tuesday, November 4, 2025

Carbon reimagined: Strengthening America’s industrial base


It’s 4:30 a.m. at a bottling plant, and one final truck is operating late. It’s not carrying syrup or cans — it’s delivering carbon dioxide (CO), the fuel that makes each drink sparkle. When the truck misses its window, manufacturing slows, carbonation drops, and schedules begin to slip.

We often consider carbon dioxide as a greenhouse fuel. However in on a regular basis {industry}, it retains meals chilly as dry ice, places the fizz in drinks, helps clear and stabilize water, and helps metalwork in manufacturing. It even performs a task in hospitals and labs. When provide runs quick, manufacturing slows, prices rise, and high quality can endure.

The weak hyperlink is provide. For many years, U.S. CO has come primarily from a couple of byproduct and natural-well sources — seasonal, geographically concentrated, and susceptible to upkeep cycles and vitality markets. That fragility can negatively affect companies: bottling strains pause, cold-chain prices soar, and regional distributors scramble.

To construct a extra resilient and aggressive industrial base, we want a home, round CO spine. The answer is inside attain: seize CO from renewable, distributed waste streams, refine it to meals and beverage-grade high quality, and ship it domestically. The consequence can be shorter routes, steadier costs, fewer single factors of failure, and a decrease environmental footprint.

How can we understand this imaginative and prescient? First by securing provide of captured, home CO, then by embedding CO into supplies that make markets extra round, and eventually by enabling lower-carbon fuels that may assist future-proof aviation, maritime delivery, and logistics.

The Cisco Basis helps advance breakthroughs on this house by way of its Regenerative Future Fund, its early-stage funding car for early-stage vitality, local weather, and resilience ventures, backing innovators that flip CO₂ from a constraint right into a catalyst for financial resilience.

Turning “natural waste” into dependable industrial feedstock

3D rendering of a carbon capture facility.
3D rendering of Alchemy facility.

A brand new technology of innovators is reworking how industries supply carbon. They’re capturing CO from renewable, distributed streams and refining it right into a reliable, high-purity provide.

AlchemyCO recovers CO from renewable pure fuel (RNG) amenities — the place biogenic CO is launched throughout upgrading — and purifies it to be used throughout meals, beverage, and manufacturing. With 500+ operational RNG websites in North America (and roughly 150 extra on the best way), this co-located method brings CO nearer to prospects, chopping transport miles and publicity to fragile provide chains.

For renewable fuel producers, it turns what was as soon as wasted CO into a brand new, regular income. For purchasers, it means high-quality CO that may be extra inexpensive and reliably sourced close by.

AlchemyCO has secured long-term entry to greater than a hundred-thousand metric tonnes of renewable CO every year and financing to scale modular crops for regional clusters. Its first amenities are anticipated to come back on-line in 2026. Backed by a rising patent portfolio and a course of that recovers about 20% extra CO than standard techniques, AlchemyCO is striving to construct a nationwide community of about 50 amenities by 2030, making a extra resilient, round provide chain for one among {industry}’s important gases.

Supplies that make markets extra round

One of the vital sensible methods to strengthen industrial resilience is to make the supplies we depend on extra environment friendly and sustainable by way of the upcycling of waste — decreasing reliance on virgin supplies and advancing a extra round economic system.

Three cement blocksThree cement blocks
CarbonBuilt Concrete masonry models (CMUs).

CarbonBuilt is demonstrating how this may be achieved at scale. Its Reversa Binder, a proprietary mix of business byproducts wealthy in the identical chemical elements as cement, replaces as much as 50% of the cement in concrete. Alongside cement alternative, CarbonBuilt implements course of enhancements at manufacturing crops that considerably scale back waste and improve operational effectivity. The result’s a purposeful equal to traditional concrete that may be produced at a decrease value and with greater than 50% decrease embodied carbon content material.

To this point, CarbonBuilt shared their know-how has been used to fabricate over 50,000 tons of concrete, decreasing greater than 2,000 metric tonnes of CO emissions within the course of. The know-how allows better industrial effectivity, lowers manufacturing prices, and produces a constructing materials with substantially-reduced embodied carbon.

CarbonBuilt is demonstrating that financial competitiveness and environmental efficiency can go hand in hand.

Fuels that future-proof aviation and logistics

Captured CO can also be a crucial molecule for next-generation fuels. Artificial aviation fuels (SAF), together with power-to-liquids e-SAF, mix captured CO with renewable hydrogen to supply a drop-in jet gas that makes use of current plane and fueling infrastructure.

IATA tasks SAF manufacturing to double to ~2 million metric tonnes in 2025, which stays ~0.7% of complete airline gas use. Provide is scaling however nonetheless trails demand — one other case the place sturdy purchaser indicators and cross-industry partnerships may unlock quantity and scale back prices.

Cisco stepped in early: in January 2023, Cisco joined United Airways’ Eco-Skies Alliance, serving to spur real-world SAF use whereas we proceed exploring methods to assist vitality and aviation companions. The through-line is sensible: seeding dependable markets for various gas sources strengthens U.S. vitality safety and competitiveness in hard-to-abate sectors.

Backing sensible builders of a stronger carbon worth chain

We’re proud to again innovators making the U.S. carbon worth chain extra dependable, native, and with lowered lifecycle emissions, together with AlchemyCO and CarbonBuilt. Collectively, they stabilize crucial inputs for manufacturing and development whereas laying the groundwork for tomorrow’s fuels — creating provide assurance, value stability, and industrial vitality.

What industrial leaders can do subsequent

  • Map CO dependencies. Determine the place operations depend on CO (cooling, carbonation, welding, water remedy, supplies) and assess focus threat by supply and area.
  • Pilot round CO merchandise. Begin with low-friction substitutions, like CO-mineralized blocks and mixes, the place specs are confirmed and prices are aggressive.
  • Safe resilient provide. Discover native, renewable CO sources or multi-supplier methods to cut back single factors of failure and shorten routes.
  • Sign demand for lower-carbon fuels. Contemplate becoming a member of purchaser alliances, signal offtakes, or trial SAF certificates to assist unlock quantity and decrease prices over time.

Reimagining carbon as a useful resource — not solely a waste stream and an emission — is how we are able to construct a extra self-reliant industrial spine. By scaling dependable, round CO provide and the supplies and fuels that use it, Cisco and the Cisco Basis are serving to flip a recognized constraint and pollutant into sturdy aggressive benefit for American {industry}.

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