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It’s been just over a week since one of the 350-foot-long blades of a wind turbine off the Massachusetts coast unexpectedly broke off, sending hunks of fiberglass and foam into the waters below. As of Wednesday morning, cleanup crews were still actively removing debris from the water and beaches and working to locate additional pieces of the blade.
The blade failure quickly became a crisis for residents of Nantucket, where debris soon began washing up on the island’s busy beaches. It is also a PR nightmare for the nascent U.S. offshore wind industry, which is already on the defensive against community opposition and rampant misinformation about its environmental risks and benefits.
The broken turbine is part of Vineyard Wind 1, which is being developed by Avangrid and Copenhagen Infrastructure Partners. The project was still under construction when the breakage occurred, but it was already the largest operating offshore wind farm in the US, with ten turbines sending power to the New England Grid as of June. The plan is to bring another 52 online, which will produce enough electricity to power more than 400,000 homes. Now both installation and power generation have been paused while federal investigators look into the incident.
There’s still a lot we don’t know about why this happened, what the health and safety risks are, and what it means for this promising clean energy solution going forward. But here’s everything we’ve learned so far.

Vineyard Wind
On the evening of Saturday, July 13, Vineyard Wind received an alert that there was a problem with one of its turbines. The equipment contains a “delicate sensoring system,” CEO Klaus Moeller told the Nantucket Select Board during a public meeting last week. Though he did not describe what the alert said, he added that “one of the blades was broken and folded over.” Later at the meeting, a spokesperson for GE Vernova, which manufactured and installed the turbines, said that “blade vibrations” had been detected. About a third of the blade, or roughly 120 feet, fell into the water.
Two days later, Vineyard Wind contacted the town manager in Nantucket to explain that modeling showed the potential for debris from the blade to travel toward the island. Sure enough, fiberglass shards and other scraps began washing up on shore the next day, and all beaches on the island’s south shore were quickly closed to the public.
On Thursday morning, another large portion of the damaged blade detached and fell into the ocean. Monitoring and recovery crews continued to find debris throughout the area over the weekend. The beaches have since reopened, but visitors have been advised to wear shoes and leave their pets at home as cleanup continues.
During GE’s second quarter earnings call on July 24, GE Vernova CEO Scott Strazik and Vice President of Investor Relations Michael Lapides said the company had identified a “material deviation” as the cause of the accident, and that the company is continuing to work on a "root cause analysis" to get to the bottom of how said deviation happened in the first place.
The turbine was one of GE’s Haliade-X 13-megawatt turbines, which are manufactured in Gaspé, Canada, and it was still undergoing post-installation testing by GE when the failure occurred — that is, it was not among those sending power to the New England grid. This was actually the second issue the company has had at this particular turbine site. One of the original blades destined for the site was damaged during the installation process, and the one that broke last week was a replacement, Craig Gilvard, Vineyard Wind’s communications director, told the New Bedford Light.
By Vineyard Wind’s account at the meeting last week, the accident triggered an automatic shut down of the system and activated the company’s emergency response plan, which included immediately notifying the U.S. Coast Guard, the federal Bureau of Safety and Environmental Enforcement, and regional emergency response committees.
Moeller, the CEO, said during the meeting that the company worked with the Coast Guard to immediately establish a 500 meter “safety zone” around the turbine and to send out notices to mariners. According to the Coast Guard’s notice log, however, the safety zone went into effect three days later. In response to my questions, the Coast Guard confirmed that the zone was established around 8pm that night and announced to mariners over radio broadcast.
Two days after the turbine broke, on Monday, Vineyard Wind contacted the National Oceanic and Atmospheric Administration for aid in modeling where the turbine debris would travel in the water. The agency estimated pieces would likely make landfall in Nantucket that day. Vineyard Wind put out a press release about the accident and subsequently contacted the Nantucket town manager. At the Nantucket Select Board meeting last week, Moeller said the company followed regulatory protocols but that there was “really no excuse” for how long it took to inform the public, and said, “we want to move much quicker and make sure that we learn from this.”
The Interior Department’s Bureau of Safety and Environmental Enforcement has ordered the company to cease all power production and installation activities until it can determine whether this was an isolated incident or affects other turbines.
By Tuesday, Vineyard Wind said it had deployed two small teams to Nantucket in addition to hiring a local contractor to remove debris on the island. The company later said it would “increase its local team to more than 50 employees and contractors dedicated to beach clean-up and debris recovery efforts.”
GE Vernova is responsible for recovering offshore debris and has not published any public statements about the effort. In response to a list of questions, a GE Vernova spokesperson said, “We continue to work around the clock to enhance mitigation efforts in collaboration with Vineyard Wind and all relevant state, local and federal authorities. We are working with urgency to complete our root cause analysis of this event.”
There have been no reported injuries as a result of the accident.
Vineyard Wind and GE Vernova have stressed that the debris are “not toxic.” At the Select Board meeting, GE’s executive fleet engineering director Renjith Viripullan said that the blade is made of fiberglass, foam, and balsa wood. It is bonded together using a “bond paste,” he said, and likened the blade construction to that of a boat. “That's the correlation we need to think about,” he said.
One of the board members asked if there was any risk of PFAS contamination as a result of the accident. Viripullan said he would need to “take that question back” and follow up with the answer later. (This was one of the questions I asked GE, but the company did not respond to it.)
That being said, the debris poses some dangers. Photos of cleanup crews posted to the Harbormaster’s Facebook page show workers wearing white hazmat suits. Vineyard Wind said “members of the public should avoid handling debris as the fiber-glass pieces can be sharp and lead to cuts if handled without proper gloves.”
Though members of the public raised concerns at the meeting and to the press that fiberglass fragments in the ocean threaten marine life and public health, it is not yet clear how serious the risks are, and several efforts are underway to further assess them. Vineyard Wind is developing a water quality testing plan for the island and setting up a process for people to file claims. GE hired a design and engineering firm to conduct an environmental assessment, which it will present at a Nantucket Select Board meeting later this week. The Massachusetts Department of Environmental Protection has requested information from the companies about the makeup of the debris to evaluate risks, and the Department of Fish and Game is monitoring for impacts to the local ecosystem.
As of last Wednesday morning, Vineyard Wind had collected “approximately 17 cubic yards of debris, enough to fill more than six truckloads, and several larger pieces that washed ashore.” It is not yet known what fraction of the turbine that fell off has been recovered. Vineyard Wind did not respond to a request for the latest numbers in time for publication, but I’ll update this piece if I get a response.
Yes. In May, a blade on the same model of turbine, the GE Haliade-X, sustained damage at a wind farm being installed off the coast of England called Dogger Bank. At the Nantucket Select Board meeting, a spokesperson for GE said the Dogger Bank incident was “an installation issue specific to the installation of that blade” and that “we don’t think there’s a connection between that installation issue and what we saw here.” Executives emphasized this point during the earnings call and chalked up the Dogger Bank incident to “an installation error out at sea.”
Several blades have also broken off another GE turbine model dubbed the Cypress at wind farms in Germany and Sweden. After the most recent incident in Germany last October, the company used similar language, telling reporters that it was working to “determine the root cause.”
A “company source with knowledge of the investigations” into the various incidents recently told CNN that “there were different root causes for the damage, including transportation, handling, and manufacturing deviations.”
GE Vernova’s stock price fell nearly 10% last Wednesday.
The backlash was swift. Nantucket residents immediately wrote to Nantucket’s Select Board to ask the town to stop the construction of any additional offshore wind turbines. “I know it's not oil, but it's sharp and maybe toxic in other ways,” Select Board member Dawn Holgate told company executives at the meeting last week. “We're also facing an exponential risk if this were to continue because many more windmills are planned to be built out there and there's been a lot of concern about that throughout the community.”
The Select Board plans to meet in private on Tuesday night to discuss “potential litigation by the town against Vineyard Wind relative to recovery costs.”
“We expect Vineyard Wind will be responsible for all costs and associated remediation efforts incurred by the town in response to the incident,” Elizabeth Gibson, the Nantucket town manager said during the meeting last week.
The Aquinnah Wampanoag tribe is also calling for a moratorium on offshore wind development and raised concerns about the presence of fiberglass fragments in the water.
On social media, anti-wind groups throughout the northeast took up the story as evidence that offshore wind is “not green, not clean.” Republican state representatives in Massachusetts cited the incident as a reason for opposing legislation to expedite clean energy permitting last week. Fox News sought comment from internet personality and founder of Barstool Sports David Portnoy, who owns a home on Nantucket and said the island had been “ruined by negligence.” The Texas Public Policy Foundation, a nonprofit funded by oil companies and which is backing a lawsuit against Vineyard Wind, cited the incident as evidence that the project is harming local fishermen. The First Circuit Court of Appeals is set to hear oral arguments on the case this Thursday.
Meanwhile, environmental groups supportive of offshore wind tried to do damage control for the industry. “Now we must all work to ensure that the failure of a single turbine blade does not adversely impact the emergence of offshore wind as a critical solution for reducing dependence on fossil fuels and addressing the climate crisis,” the Sierra Club’s senior advisor for offshore wind, Nancy Pyne, wrote in a statement. “Wind power is one of the safest forms of energy generation.”
This story was last updated July 24 at 3:15 p.m. The current version contains new information and corrects the location where the turbine blades are produced. With assistance from Jael Holzman.
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Plus, Google and Amazon report on what hyperscaling has done to their emissions.
There’s an interesting new report out today from the progressive think tank Groundwork Collaborative that makes a case for how Democrats can harness the artificial intelligence and data center boom to help the power grid — while also cutting costs for electricity customers.
But first, some news. We’ve known for some time now that artificial intelligence is transforming America’s biggest technology companies, turning them into major energy consumers and even quasi-industrial firms. Now we have even more evidence that it’s driving up their carbon emissions, too.
Google and Amazon released their annual sustainability reports yesterday, and both show huge surges in their energy use and climate pollution. Google’s greenhouse gas pollution grew by 18% last year, its largest year-over-year jump on record, and its energy use leapt by 37%. The company’s energy use rose by more than a quarter last year; it now uses roughly 3.5 times as much energy as it did before the pandemic.
Amazon’s climate pollution, meanwhile, increased by more than 16%, surging by the equivalent of more than 10 million metric tons of carbon dioxide. Emissions from its purchased electricity increased 34% since last year. If you feel like you’re seeing more Rivian-made Amazon delivery vans on the road, you’re not wrong: The company claims it deployed an additional 21,000 last year.
What’s driving this surge? The AI boom, of course. “Our AI infrastructure buildout is currently accelerating faster than the grid is decarbonizing,” Kate Brandt, Google’s chief sustainability officer, said in a statement.
What to do about it? That’s what Groundwork’s report is about.
“How do we bring down costs now? How do we bring down costs in the long term? And how can we make those two things mutually reinforcing?” Grayson Flood, the report’s author and a former policy adviser to Representative Alexandria Ocasio-Cortez, told me. “We wanted to be pretty direct about addressing what we see as a broken incentive structure within the system, particularly for interregional transmission.”
The report outlines a few novel ideas about how to lower prices immediately, in part to get through a coming multi-year “crunch,” during which the power grid in some regions will be maximally constrained while utilities work to bring new power plants online:
The report also imagines several policy ideas to help build out the grid. One of them is a Grid Trust Fund, a new federal bank account funded through an excise tax on data centers and other large electricity loads.
The government has often turned to funds like these to support infrastructure that creates a natural monopoly at national scale, Flood said. “The interstate highway is the most notorious example, but you can look at airports, you can look at seaports — they have these types of trust funds. There’s a lot of precedent for this in the tax code, and they tend to be financed with excise taxes on some sort of corresponding usage of the infrastructure.”
Under his scheme, the new excise tax would fall on big power users like data centers or crypto miners that don’t generate many permanent local jobs — in other words, aluminum smelters, steel mills, and semiconductor fabs would be exempt from it. But even just taxing electricity for large loads at 1 or 1.5 cents per kilowatt-hour, he said, could throw off more than $100 billion in a decade. That money could then be used to fund new transmission projects, technical assistance for utilities, ratepayer relief, or economic development.
That trust fund would be partly overseen by a National Power Authority, a new government corporation modeled on the Tennessee Valley Authority or the Energy Department’s existing power marketing administrations. This authority would have limited powers and would be partly inspired by Texas’ successful effort to centrally plan transmission lines in order to expand its electricity market.
The new authority would plan and develop interregional transmission, linking far-flung regions of the country to create new power markets. It would also have the power to build new 24/7 zero-carbon electricity power plants with high up-front capital costs, such as new geothermal projects, offshore wind farms, or nuclear plants.
“People talk about the power grid as a platform,” Flood said. But “right now, the grid is not functioning as a backbone and platform, it’s functioning as a bottleneck.”
The goal of the report, he said, is to ask: “How do we build [the power grid] as a backbone to support the growth of private markets, whether that’s in renewable energy generation, or an AI data center, or a new hospital that’s showing up?”
It’s an interesting document. Many energy wonks have proposed plans to shift some of the costs of expanding the electricity system out of the ratebase — that is, out of customers’ power bills — and onto the tax base, which is funded in a more progressive way. (I recently argued for a national, publicly funded grid buildout in The New York Times.) The new Groundwork report, in essence, tries to reframe those ideas for an era of populist politics — and one in which Americans are suspicious of data centers, as Heatmap’s polling has shown.
In its fusion of populist and pro-growth attitudes, this new set of proposals reminds me of New York City Mayor Zohran Mamdani’s attempt to freeze the rent for some tenants while passing major supply-side reforms allowing new housing construction. That effort has won Mamdani praise from many housing advocates in New York (even as some remain dubious about his de facto rent freeze). Whether that kind of politics works at a national level remains to be seen.
The bill is part of a package now sitting on Governor Mikie Sherrill’s desk.
Data center politics are continuing to evolve rapidly, and almost always in the direction of increasing costs and restrictions for data center development.
In New Jersey, which has become ground zero for the political backlash to high electricity prices, a gaggle of bills relating to data centers and electricity prices just hit the desk of newly elected Governor Mikie Sherrill, including a large load tariff bill, a water and energy reporting bill, and a bill to scale back tax credits available to data center projects.
All of these pieces of legislation are consistent with national and local trends (federal regulators are encouraging regional electricity markets to come up with large load tariffs, for example), with tax credits getting an especially close look in statehouses across the country.
Thirty-eight states have “ dedicated tax incentives for data centers,” according to an April study by the National Conference on State Legislatures. These often include exemptions from sales taxes for data center equipment like servers and routers, or property tax abatements for newly constructed data centers.
In Virginia, which last year elected Sherrill’s former House colleague Abigail Spanberger as governor, the sales tax exemption has become a hot issue of political contestation, as powerful Virginia State Senator Louise Lucas has come out in opposition to it. A budget deal recently reached in the state’s General Assembly included a tax on data center electricity consumption, while the data center tax exemption question will be kicked to a working group for now, according to the Virginia Mercury.
The New Jersey bill currently on the governor’s desk targets a tax credit program called Next New Jersey, which has some $500 million to disburse for tax credits. Half of that has been allocated for a CoreWeave data center project on the site of an existing laboratory, State Senator Joseph Cryan told me. The remaining $250 million would be used to bolster a number of existing state programs.
“The reason for eliminating it was, frankly, because people are outraged over the amount of money CoreWeave got,” Cryan said.
CoreWeave did not respond to a request for comment. A Sherill spokesperson didn’t comment on the record about when or whether the bills would be signed.
New Jersey and Virginia’s examination of tax credits comes after another state with a Democratic governor, Illinois, paused tax incentives for data centers that had been worth almost $1 billion in the first five years of this decade.
The turn against tax incentives for data centers comes as the public is increasingly wary of the latter and their perceived effect on electricity prices. This turn in sentiment has forced governors — like, say, Indiana Governor Mike Braun — to pivot away from their typical cheerleading for new businesses.
“States are very focused on attracting industries of the future, attracting jobs for their residents, attracting business,” Justin Balik, a former economic development official in New Jersey and vice president for states at the climate group Evergreen Action, told me. But, he asked, “Does the economic development strategy for a state reflect its other policy priorities?”
New Jersey itself is an example of how quickly the politics of economic development can turn. When the bill establishing the Next New Jersey program passed in 2024, then-Governor Phil Murphy trumpeted the bill for “capitalizing on this moment to ensure we establish ourselves as a frontrunner in generative AI innovation.”
“AI has already started to revolutionize our everyday lives, and New Jersey is capitalizing on this moment to ensure we establish ourselves as a frontrunner in generative AI innovation,” Murphy said in a statement typical of the more boosterist era of, uhhh, two years ago. “AI will be a transformative industry that will change lives and grow our economy and New Jersey is ready to take the lead.”
That was in July 2024. Now it’s July 2026. Electricity bills in New Jersey have gone up from $108 per month in May 2024 to $140 this past May, according to the Heatmap-MIT Electricity Price Hub, while rates have gone up some 38%. And while it’s often difficult to attribute electricity rate hikes directly to data center development — or even determine whether data centers raise rates at all — New Jersey, which is part of the PJM Interconnection electricity market, is almost certainly seeing hikes due to data center construction. PJM has struggled to bring on new generation or adequate transmission, and its own market monitor said in March that “data center load growth is the primary reason for recent and expected capacity market conditions, including total forecast load growth, the tight supply and demand balance, and high prices.”
The conditions have forced lawmakers to reconsider their typical bias toward economic development, Balik told me. “I think we’re seeing a moment where there’s a reckoning with the energy affordability conversation,” he said, “Where folks are rightly saying, hey, we care about clean energy in some cases, and in a lot of cases we care about energy affordability. Does our economic development strategy match those priorities, or are these two things at odds with each other?”
Cryan, the state senator, put it more bluntly: “The reason for doing it was to show the public that we hear their outrage and can do something about it,” he said. “The governor and the legislature have heard the voices of the people of New Jersey.”
What the heck is “surficial mineralization”?
According to one of the world’s leading carbon removal buyers, the sector’s future lies in piles of industrial waste.
When Frontier, the Stripe-led coalition of carbon removal supporters, announced its latest $915 million funding commitment, it took the opportunity to lay out the five technologies it views as most promising. I was familiar with four of them — ocean alkalinity enhancement, biomass carbon removal and storage, enhanced rock weathering, and direct air capture. Heatmap has covered them all. But the name on the very top of the list stumped me: surficial mineralization.
It sounds technical, and like all methods of carbon removal, it is — sort of. The idea is to take advantage of the tailings ponds and slag heaps left behind by the mining and steelmaking industries. These piles of calcium- or magnesium-rich debris naturally capture and store carbon from the air — not enough to change the trajectory of our warming planet without any human intervention, but managed well, they could one day capture carbon at a significant scale.
How significant, exactly? While there’s been very little action in the space to date, Frontier says surficial mineralization has the potential to remove over 10 gigatons of carbon from the atmosphere per year — as much or more than any other pathway — at an eventual cost of $80 to $120 per ton. That would put it among the cheapest approaches on Frontier’s list, in part because those heaps of industrial waste alone could absorb anywhere from a gigaton to 4 gigatons of carbon before there’s a need to mine rocks solely for carbon removal purposes.
“The beauty of surficial mineralization is twofold,” Hannah Bebbington Valori, who heads the Frontier coalition, told me. “One, we are working with an abundant source of highly reactive rock, and so there is a significant opportunity for carbon dioxide drawdown. And two, it is carbonating in place, and so sufficient mineralization technologies can be considered closed system approaches, and have generally more straightforward measurement reporting and verification infrastructure.”
At a chemical level, the process resembles other carbon removal pathways Frontier champions, such as enhanced rock weathering and ocean alkalinity enhancement. All three rely on alkaline minerals reacting with moisture and ambient carbon dioxide to form stable carbonate compounds that permanently lock away the gas. The difference is exactly where this reaction takes place: While surficial mineralization contains it to waste piles at industrial sites, the other approaches disperse the reaction across open, difficult-to-monitor systems such as farmland soils and the ocean.
That makes measurement, reporting, and verification — known as MRV — far more challenging and expensive for ocean- and soil-based systems, as scientists must track carbon uptake across ecologically complex environments where countless biological and chemical processes are unfolding simultaneously. These intersecting processes makes it difficult to demonstrate that human intervention was responsible for any given ton of carbon removed, as opposed to natural variability. MRV for these pathways thus relies heavily on modeling, which can never provide the same level of certainty as direct measurement.
Surficial mineralization, however, can be measured much more directly. On-site sensors continuously monitor CO2 concentrations above mine tailings or steel slag, providing a real-time signal of how quickly and to what degree the materials are drawing down carbon. Scientists can then validate these measurements in the lab by comparing physical samples of the material taken before and after the reaction, quantifying exactly how much solid carbonate formed as a result of various engineered interventions. The primary tool for this is X-ray diffraction — a well-established geological technique that identifies a sample’s mineral composition like a chemical fingerprint, making it possible to directly measure how much carbon the material locked away.
Don’t mistake the relative simplicity of the MRV framework for evidence that surficial mineralization is a proven carbon removal pathway — the reality is far from it. While mineralization may look simpler than, say, direct air capture, which typically uses giant fans and specialized sorbents to pull CO2 from the air, there are very few companies working in this space today. All are extremely early stage, and the time and capital required to secure feedstock partnerships, gain site access, and acquire necessary industrial equipment remain significant barriers to getting these projects off the ground.
Why is this heavy equipment needed in the first place? Because these waste piles won’t do much carbon capture work if they’re simply left untouched. That’s because the minerals at the pile’s surface will begin to slowly carbonate, eventually becoming fully saturated and acting as a seal that blocks carbon from reaching the reactive minerals below. As yet there’s no consensus on how to most quickly and cost-effectively break through this natural process to maximize carbon uptake — companies are testing a range of approaches, from crushing and spreading material to maximize air exposure (similar to enhanced rock weathering) to actively churning piles of waste to constantly reveal fresh reactive surfaces.
“Understanding exactly what is the best system to use to maximize your carbon removal efficiency and minimize your cost — this is what we need real-world deployment to do, and to understand,” Bebbington Valori told me.
One of the seed-stage startups Frontier has supported with a small pre-purchase agreement, Arca, spun out of the University of British Columbia to commercialize its approach to carbon removal from mine tailings. The company’s focus is ultramafic waste — magnesium- and iron-rich rock that locks away carbon dioxide as stable magnesium carbonate. “My pathway for interest on that was knowing that there was already about 2 billion tons of ultramafic mine waste sitting on the surface of the Earth in Canada alone,” Greg Dipple, Arca’s co-founder and head of science, told me.
Arca proposes to increase the surface area available for carbon capture in two ways. The first is by using customized robots to continuously till and churn tailings piles, constantly exposing fresh feedstock to the air to maximize carbon uptake before the next layer of tailings is deposited on top. That strategy, Dipple told me, “can give us a five- to 10-fold increase in the rate of CO2 capture” at active mine sites.
It successfully demonstrated this approach in an 18-month pilot project with Australian mining giant BHP at an active mine in the country's Northern Goldfields region where Arca says it increased the tailings’ mineralization rate by an order of magnitude. But the startup plans to push the efficacy of its tech further through what it calls “mineral activation.” This technique uses industrial-scale microwaves to heat the minerals rapidly enough to drive off the water that’s chemically bound within their crystal structure. This essentially blows apart the minerals from the inside out, exposing fresh magnesium-rich surfaces primed to react with carbon dioxide. The expected result is faster mineralization and more carbon captured per ton of mine tailings — but the startup has yet to test it in the field.
“Essentially we’re making microwave popcorn out of silicate minerals,” Dipple explained. “The microwaves cause the release of that water in the same way that when you make popcorn, you’re essentially boiling the water out of the center of the kernel, and that’s what blows the kernel up and creates this high surface area.” The idea is to eventually integrate this step into the mine’s tailings processing stream, with minerals moving through the giant microwave before they’re deposited at the storage facility.
Dipple told me that mineral activation will be a core part of Arca’s future projects, including those intended to fulfill the company’s 10-year carbon removal offtake agreement with Microsoft. Signed last October, the deal calls for Arca to deliver nearly 300,000 metric tons of carbon removal to the software giant.
While no other startup in the space has landed an offtake agreement of that scale, several have secured early backing from Frontier through pre-purchase agreements. One of them, Karbonetiq, is working to capture carbon from steel slag, the calcium-rich byproduct of steel production that accumulates in large piles at processing sites. Like the magnesium-rich minerals in mine tailings, calcium compounds in steel slag naturally react with moisture and carbon dioxide to form a stable calcium carbonate — a.k.a. limestone — permanently locking up the CO2.
Unlike mine tailings however, slag doesn’t begin as a fine powder. Instead, the molten byproducts poured off from high-temperature steel furnaces cool into chunks the size of large rocks, leaving only their outer surfaces exposed to the air and able to react with CO2. Karbonetiq’s strategy is essentially to crush and disperse those rocks to increase their reactive surface area. As the company’s commercial vice president, Luke Rondel, explained, “We crush [the slag] down so you get smaller particle sizes. We then spread that out in a field of material, and we till that material with a tractor and plow, which is just turning over new surfaces.”
Each pathway has its advantages — while Arca’s magnesium-rich mine tailings are the most abundant feedstock, Rondel told me that the calcium-based reactions in slag happen significantly faster. For its part, Frontier hopes to test and evaluate a range of approaches at its new Surficial Mineralization Hub in Quebec, which it announced at the end of April. Located at a former asbestos mine, the hub will give participating startups access to “10,000 tons of serpentinite tailings and space for pilot scale testing,” Bebbington Valori told me, as well as local labs with specialized equipment.
This should eliminate some of the hurdles facing the nascent sector, chief among them being access to the right kinds of reactive rocks. Small startups “really need to either partner with large academic labs or with large mining companies to get access to that feedstock,” Bebbington Valori told me — a difficult and expensive proposition for a company that’s just getting off the ground.
While Frontier has yet to announce the cohort of participating startups, both Arca and Karbonetiq told me they hope to test their technology there, with the latter planning what would be one of its first mine tailings pilots through the program. Ultimately the goal is to generate the proof points needed to give both the startups and Frontier a clearer roadmap for which approaches can realistically scale — and what kind of support they’ll need to get there.
It certainly won’t be a straightforward process — bringing new technology into old-school industries never is — and the economics will only start to pencil if their operations reach meaningful scale. In theory, mining companies could benefit from hosting surficial mineralization projects, whether through site access fees, outsourcing elements of waste management, or even critical minerals recovery. Miners could even develop and scale the technology themselves, if they so desire. But the sector has historically been reluctant to adopt new tech. “The classic quote is, in mining you always want to be No. 2, you don’t want to be the first one,” Dipple told me. “You don’t want to put up a $2 billion plant that doesn’t work.”
So like nearly everything in the carbon removal space, early execution is falling to the startups that aren’t afraid of a little risk. “They’re watching for sure,” Dipple said of the mining industry at large. “But they want to be No. 2. We’re going to have to be No. 1.”