Today: Frontier’s new carbon-capture plan wants to make power plants out of cattle farms; the U.S. is planning a big nuclear revolution; an Estonian rare earths plant gives the West a lifeline from China’s grip over production.

Welcome back: Looking out across a dairy farm in Germany, you might see cows, verdant pastures and a grazing shed or two for the herd.

But for Google, McKinsey and other companies that are part of the Frontier coalition focused on carbon removal, they see such cattle farms as a way to green the planet—with the help of shipping-container-size power plants, WSJ Pro Sustainable Business reports.

The Frontier coalition of carbon-removal buyers is backing German startup Reverion, paying it $41 million to remove 96,000 tons of carbon dioxide between 2027 and 2030.

The startup uses biogas to produce green electricity and CO₂, which eventually will be captured and then permanently stored. It is being seen as a way to help lower the emissions from cattle farming and make the electricity grid greener at the same time.

• The Next Big Thing in Carbon Capture? Trash. (WSJ)
• Microsoft Wants Your Poop to Lower Its Emissions (WSJ)

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The U.S.’s last big nuclear-power project came in more than $16 billion over budget and seven years behind schedule. Now, the U.S. government wants to give the AP1000 another shot, the Journal’s Jennifer Hiller writes.

President Trump is betting $80 billion that the U.S. can revive the stalled nuclear power industry—and make large reactors, like the AP1000 from Westinghouse Electric, a ubiquitous power source rather than a cautionary tale. U.S. electricity demand is rising across the country, partly thanks to the frenzy over artificial intelligence, after remaining flat for decades.

Using some of the proceeds from its trade deal with Japan, the U.S. unveiled plans in October to partner with Westinghouse and its owners, Brookfield Asset Management and Cameco, on an ambitious plan to accelerate nuclear power.

Executives at the companies now say that plan could translate into eight AP1000 reactors across four sites, a pace of nuclear construction not seen in decades. The reactor produces about 1,100 megawatts of electricity—enough to power a midsize city or a major AI data center.

A former textile hub for the Russian Empire now hosts Europe’s biggest production plant for rare-earth magnets needed in EVs and wind turbines. The Journal’s Kim Mackrael writes that the factory–built in 500 days in Narva, Estonia–will still only produce a fraction of what Europe is estimated to need to get a foothold in a global supply chain dominated by China.

The factory’s Canadian builder, Neo Performance Materials, plans to boost production to 5,000 metric tons of permanent magnet material a year from an initial 2,000 tons. Total European demand, meanwhile, is forecast by Adamas Intelligence to reach about 45,000 metric tons by 2030.

The U.S. has much more in the pipeline. Companies are currently planning to build more than 40,000 metric tons of capacity in the U.S. by 2030, according to Adamas. After China imposed new export restrictions for rare earths in April, the Trump administration stepped up subsidies and other measures to support the industry, spurring a race to build out American mining, processing and manufacturing capacity. Boosting capacity will take several years, and there is no guarantee all of these projects will be successful, analysts said.

Note to readers: The WSJ Pro Sustainable Business Newsletter will be taking a break on Thanksgiving and Friday, and will be back Monday.

• His $5 million experiment: building a very big house with very little carbon (WSJ)
   
• Insurers have a new way to make money from climate risk (Bloomberg)
   
• Exxon takes on lawmakers over plastics recycling technology (FT)
   
• A climate ‘shock’ is eroding some home values. New data shows how much. (NYT)
   
• An inside look at how SBTi’s updated net-zero standard draft came together (Trellis)

• Why COP30 wasn’t as bad as it seemed (Semafor)

• Trump EPA moves to abandon rule that sets tough standards for deadly soot pollution (LA Times)

• Britain launches critical minerals strategy to reduce China dependence (Dow Jones Risk Journal)

WSJ Pro Sustainable Business gives you an inside look at how companies are tackling sustainability. Send comments to bureau chief Perry Cleveland-Peck at perry.cleveland-peck@wsj.com and reporters Clara Hudson at clara.hudson@wsj.com and Yusuf Khan at yusuf.khan@wsj.com. Follow us on LinkedIn at wsjperry, clara-hudson and yusuf_khan.