Profiles

Arbor: The Limitless Potential of Carbon-Negative Power

Arbor redefines energy production by combining carbon removal with clean, 24/7 baseload power. Founded by aerospace engineers who pioneered rocket technology, Arbor’s modular system meets the growing energy needs of AI, manufacturing, and more—while driving progress toward carbon removal goals.

Nov 4

If you’ve been following the headlines, you’ve likely seen concerns about the grid’s ability to meet the surging demands from AI data centers, reshoring manufacturing, and electrification across sectors like transportation and buildings. Wood Mackenzie states, “U.S. utilities typically received one or two large customer requests—meaning 20 megawatts or more—per year. Now, they may get one or two of those requests every week.

According to an October 2024 Wood Mackenzie report
U.S. power generation currently stands at around 1,250 GW annually
Data centers currently account for 4-5% of U.S. electricity use (~50-62.5 GW). Expected to add another 35 GW of demand by 2030.
Manufacturing in high-growth sectors (e.g., batteries, solar, semiconductors) is projected to add an additional 15 GW of demand over the next few years.
Electrification across sectors like transportation and heating could drive total electricity demand growth by 4%-15% through 2029.

As energy demands rise and the push for net-zero intensifies, balancing these priorities has become a core debate within climate circles, across industries, and in government. Trade-offs were a focal point at New York Climate Week and are increasingly discussed in broader contexts.

Scaling Carbon-Negative Power

Arbor cofounder and CEO, Brad Hartwig, once saw his career taking him to space. However, joining the emergency response to California’s wildfires in 2020, he had a wake-up call to the urgency of the climate crisis. After studying IPCC reports, Brad became intrigued by bioenergy with carbon capture and storage (BECCS)—a promising solution yet to be fully innovated.

The IPCC estimates that between 100 and 1,000 billion tons of CO₂ need to be removed by 2100. Many current carbon removal solutions are either too costly or difficult to scale. Direct air capture (DAC) is promising but remains expensive and energy-intensive.

Arbor flips the script. Starting from a clean slate, Brad and his co-founder Andres Garcia-Clark applied advances in rocket propulsion technology—pioneered by their team at SpaceX—to create a system that sequesters atmospheric carbon and generates clean energy. “We’re not just creating power—we’re removing past emissions with a system that can scale to meet future energy needs,” Brad says.

The company’s system converts organic waste—such as crop residue, food waste, and other debris—into fuel, generating clean electricity while separating CO₂ for permanent underground storage. This approach lets photosynthesis do the heavy lifting of pulling carbon dioxide from the atmosphere, which Arbor’s process then sequesters. Otherwise, left to decompose or burn, the organic waste would release CO₂—or, in extreme cases, trigger wildfires, releasing billions of tons of emissions.

Fast Iteration, Faster Learning

Arbor’s unique engineering culture draws from rocket science and power generation expertise.  The team employs SpaceX-inspired first principles thinking—constantly questioning assumptions, avoiding over-engineering, and pushing for rapid iteration. “We’re always looking for the fastest route to data,” Brad explains. “For example, we needed test data for an oxy-combustion approach. Using materials from Home Depot, we built a model for just $2,000. Speed is everything—the faster we get data, the faster we make decisions.”

Arbor’s focus on speed and efficiency extends to its system design. Using modular design and 3D printing has drastically reduced costs and deployment time.  “Traditional bioenergy systems are expensive due to on-site construction,” Brad notes. Our 90% prefabricated modules result in highly efficient systems that are much cheaper,  smaller, and operational in months, not years.”

Rapid Deployment in a Fast Growing Market

Deloitte’s 2024 power and utilities industry outlook predicts that U.S. electricity demand will triple by 2050. Major tech companies looking to hit ambitious emissions reduction targets while securing 24/7 power for data centers have limited options. Fossil fuels with carbon capture, low-carbon hydrogen, wind and solar paired with storage, and geothermal have high potential but come with trade-offs. This is why Arbor’s modular power stations stand out for their readiness, rapid deployment, and scalability.

Speed is everything—the faster we get data, the faster we make decisions.

Brad Hartwig, Cofounder and CEO of Arbor

By 2030, Arbor aims to generate 100 MW of electricity while removing nearly 2 million tons of CO₂ annually. With the global energy market expected to reach $1.3 trillion annually, Arbor’s ability to quickly scale while providing reliable, carbon-negative power positions them as a strong player in this evolving landscape. A recently announced deal with Microsoft showcases Arbor’s potential. The company has secured a contract to remove 25,000 tons of CO₂ starting in 2027 while generating enough clean energy to power 4,000 homes annually. Arbor was also named a winner of the U.S. Department of Energy (DOE)’s Carbon Negative Shot, the U.S. government’s first major carbon dioxide removal effort—further validating their approach.

The AI revolution and industrial onshoring are long-term trends creating a strong customer base and opportunities for companies like Arbor. As Mike Schroepfer notes, “The availability of cheap, clean energy is the biggest constraint on human progress right now. Unlocking abundant clean energy could make technologies like CO₂-to-jet fuel or decarbonizing steel and concrete viable at scale. We know how to do these things—clean energy is the foundation that will make them possible.”

Discover how Arbor redefines energy production in this interview with Gigascale Partner Mike Schroepfer, featuring Brad Hartwig’s insights.