Heirloom的石灰石DAC赌注：美国首个商业工厂，接着1.5亿美元B轮融资

做的是什么生意

Building direct air capture facilities that use limestone to pull carbon dioxide out of the atmosphere and permanently store or sequester it, selling verified removal credits.

启动资金：$150M Series B (December 2024) led by Future Positive and Lowercarbon Capital

起因

Founded in 2020 in San Francisco, Heirloom built its process around limestone's natural ability to absorb CO2, using heat, renewable electricity and a proprietary accelerator to speed the cycle from weeks to days. Early purchase agreements with Microsoft and Frontier (Stripe) created demand before the technology was cheap.

经过

In November 2023 Heirloom unveiled its Tracy, California facility — America's first commercial direct air capture plant, rated at up to 1,000 tons of CO2 a year and running on renewable power, with CarbonCure permanently storing the CO2 in concrete. By June 2024 it had logged about 1,000 hours of operation and announced two Louisiana facilities storing CO2 in CapturePoint Class VI wells.

结果

In December 2024, after a year of Tracy operations and the first funding allocation under the DOE's Direct Air Capture Hub program, Heirloom closed a $150M Series B led by Future Positive and Lowercarbon Capital, with Japan Airlines, Mitsubishi, Mitsui, MOL and Siemens among the participants. It is building a 17,000-ton-a-year facility in Shreveport (targeted operational in 2026) and a Project Cypress unit of up to 300,000 tons a year, targeting $200–300 per ton industry-wide by the early 2030s.

可借鉴之处

如果现有化学方法已经很便宜，那就基于它构建：Heirloom从最便宜的二氧化碳吸附剂——石灰石开始，利用早期买家承诺资助成本降至每吨100美元的路径。