Brimstone is making strides on two industrial problems, reducing the emissions from cement and providing a way to produce more critical minerals within the US. If the company can do both, with the same rocks in the same plant, it would unlock a cleaner and more efficient process for manufacturing building materials, aluminum, steel, and more. Brimstone is a code-switching climate tech company for these polarized political times.
The US-based startup—part green cement company, part critical mineral producer—is well positioned to sustain its momentum no matter which party is in power. During the more climate-focused Biden administration, the company’s primary pitch was its ability to produce cement while generating about 60% less greenhouse-gas emissions. It achieves this by switching to silicate rocks instead of standard limestone, which releases carbon dioxide when it’s heated.
The conventional process for creating cement, the binding used to produce concrete, contributes about 8% of the world’s carbon dioxide pollution. Under the protectionist and climate-denying Trump administration, however, the company is now stressing the secondary benefits of its process: the ability to extract other valuable materials from those same silicate rocks. The company has said for years that its process could also generate materials that can be used to strengthen cement.
But in early 2025, Brimstone highlighted that it would be able to also produce smelter-grade alumina, the raw material used in aluminum. It then revealed it had another trick up its sleeve late last year: the ability to make steel, magnesium, titanium, and other critical minerals from the same rock in a single refinery. The company’s CEO, Cody Finke, said those materials represent a $2.4 trillion global market.
Brimstone’s approach promises to provide a domestic path for goods mostly produced today in China, the subject of Trump’s harshest trade policies and rhetoric. The company made a very big deal of its newfound ability to produce all these other goods, arguing its process would bolster national security and usher in the “next generation of industrial refining.” The basic environmental promise is that generating all these materials from the same rock and a single mining process would require dramatically less energy and produce far less waste than manufacturing them separately. Brimstone has yet to produce anything at a commercial scale, and it faces numerous financial and technical challenges.
Some observers are dubious that the company will be able to economically extract sufficient quantities of so many materials from a single type of rock—or overcome the cost and labor issues that make mining and refining minerals a tough business in the US. Brimstone also suffered a major stumble last year, when the Trump administration revoked a $189 million grant intended to subsidize its next plant, a planned commercial demonstration project in Reno, Nevada. Finke says the company continues to have fruitful conversations with the administration about restoring those funds, in which Brimstone has emphasized its potential to boost domestic production of critical minerals.
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