The Trump administration is set to update America’s quantum computing strategy, reports Cyberscoop. This comes from executives and former national security officials. The plan may involve new executive orders and a national action plan. It will be like the White House’s July AI roadmap. This plan focuses on keeping U.S. leadership in new technologies.
Let’s explore what quantum computing really is, examine the market forecast, and highlight the stocks riding this emerging wave.
Quantum Computing: A Market on the Rise
Quantum computing is an emerging investment space with the potential to transform how information is processed. Experts believe that this technology could reshape cybersecurity, finance, defense, and global communications.
Unlike traditional computers that use bits as 0 or 1, quantum computers use qubits, which can exist in multiple states at once. This ability allows them to solve complex problems thousands of times faster than today’s supercomputers.
The networking system uses rules of quantum mechanics to create ultra-secure communication systems. Instead of relying on encryption that future quantum machines could break, it uses entanglement. It’s a process that links particles across long distances to transmit information instantly and securely.
Simply put, quantum networks deliver unconditional data protection and enable advanced tools like quantum teleportation, transforming how information moves.
- With governments pouring money into research, the global quantum networking market is projected to grow from $1.15 billion in 2025 to $42.11 billion by 2035, representing a massive 43.4% CAGR.
Experts also predict that the quantum computing sector holds huge promise and could rival the impact of artificial intelligence (AI).

Carbon Footprint of Quantum Computing
A 2023 research report found that running large quantum simulations, like a 43-qubit system, could generate 48 times more CO₂ equivalent emissions than training a typical transformer-based machine learning model.
Quantum computing is more computationally efficient than classical supercomputers. This can reduce energy needs for future simulations and AI tasks. Scientists also say that if quantum processors utilize renewable energy and optimized algorithms, their carbon footprint may be much smaller than that of traditional high-performance computing centers.
Thus, to lessen the environmental impact of quantum technology, the industry needs:
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Sustainable manufacturing of quantum hardware
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Energy-efficient system designs
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Responsible sourcing of rare earth elements and other materials
Researchers are looking into “carbon-aware quantum computing.” This means tracking and managing the entire life-cycle carbon footprint of quantum technology.
As the industry aims to cut emissions, quantum computing is expected to help decarbonize other sectors.
Decarbonization Potential
Quantum computing supports low-carbon solutions by modeling materials, chemical reactions, and energy systems beyond classical limits. It enhances batteries, improves solar panels, optimizes carbon capture, and refines hydrogen processes. It also aids in creating cleaner cement and optimizing energy grids.
With faster and more accurate simulations, quantum computing can reduce emissions across industries and support the green transition.
U.S. Pushes Quantum Computing Overhaul as Industry Gains Billions
Cyberscoop further reported that the White House is weighing steps to push federal agencies toward post-quantum cryptographic protections. The urgency stems from a looming future in which quantum computers could crack today’s encryption, threatening financial systems, government databases, and defense communications.
The Office of Science and Technology Policy and the Department of Commerce are said to be leading these efforts. A senior executive in the field revealed that “everyone in the quantum industry has heard some version of the message that the White House wants to replicate for quantum what they did for AI in July.”
Paul Dabbar, a former Department of Energy official and now Commerce Deputy Secretary, is reportedly at the center of the initiative. Dabbar previously launched a quantum networking startup, giving him unique insight into both the research and commercial sides of the industry.
Cybersecurity and Geopolitics Drive Action
Washington has long recognized the risks of outdated encryption, pushing contractors for over a decade to adopt stronger post-quantum algorithms. But migration has been slow, sparking fears that the U.S. may fall behind in the global race for secure communications.
Rising geopolitical competition has intensified those concerns. With rival nations investing heavily in quantum research, U.S. leaders see a coordinated national strategy as critical to maintaining technological dominance.
If finalized, the federal push could deliver significant benefits for publicly traded quantum companies such as Rigetti Computing (RGTI), IONQ (IONQ), D-Wave Quantum (QBTS), and Quantum Computing Inc. (QUBT). Government contracts, clearer priorities, and investor confidence could drive further growth across the sector.
Quantum Computing Inc. (QUBT) Lands $500M, Shares Surge
Quantum Computing Inc. (QUBT) boosted the sector on September 21 by raising $500 million in a private placement that was oversubscribed. This is one of the largest quantum funding rounds this year. The deal boosted the Hoboken-based firm’s cash position to about $850 million.
The company will issue over 26.8 million shares to institutional investors. This includes support from major existing shareholders and a new global alternative asset manager. Following the news, QUBT shares jumped 26.8% to $23.27, increasing its market cap to $3.72 billion.
CEO Dr. Yuping Huang called the deal a strong vote of confidence. He noted it was priced at a premium compared to the last four offerings. Titan Partners Group, a division of American Capital Partners, managed the placement.
So far in 2025, QUBT stock has risen more than 40% year-to-date. This highlights growing investor enthusiasm for quantum optics and computing firms.

Rigetti Rides $5.8M Air Force Deal: RGTI Stock Surges
Meanwhile, Rigetti Computing is growing its government partnerships. On September 18, the company announced a three-year contract worth $5.8 million with the Air Force Research Laboratory (AFRL). This contract aims to advance superconducting quantum networking. Rigetti will collaborate with Dutch startup QphoX, known for its quantum transduction technology.
The project tackles a big challenge: changing microwave signals that control qubits into optical photons. These photons can travel long distances through fiber-optic cables. This advance could link smaller quantum processors. It would create distributed quantum systems, similar to classical high-performance computing clusters.
Rigetti CEO Dr. Subodh Kulkarni called the partnership a significant step forward. He highlighted the strengths of Rigetti, QphoX, and AFRL in building hybrid quantum networks.
The company’s market cap has climbed to $9.25 billion. It’s up 10.4% in the past month, showing strong investor interest as funding and commercial traction grow in 2025. The stock was trading near $28.37 as of September 22, 2025, after reaching a recent high of $29.59. This momentum comes from a major analyst price target upgrade and key contract wins.

Quantum technology is being adopted by organizations, defense departments, and global markets. Defense agencies are racing to use quantum systems for national security. Government funding is increasing. Corporate investment is picking up speed. Breakthrough research is underway. The industry is entering a crucial phase.
If the White House’s plans to launch a new quantum strategy succeed, it could boost U.S. cybersecurity. It would also send a clear message to investors and innovators: quantum is not just the future; it’s already here.
The post Quantum Stocks Rally: Rigetti (RGTI) & Quantum Computing Inc. (QUBT) Surge on U.S. Strategy appeared first on Carbon Credits.
Carbon Footprint
Designing an Insetting Program: A Step-by-Step Playbook for Procurement
Insetting program design starts with your supplier map. The carbon claim comes much later.
Consider a coffee procurement team that funds a farm intervention before checking its sourcing data. The supplier aggregates coffee lots from several regions. The buyer lacks farm-level traceability. Another purchaser expects to report the same outcome. A more attractive project brochure solves none of these problems.
If the distinction between a value-chain intervention and a purchased credit is still open, read CCC’s Insetting vs Offsetting guide before you set the brief.
Insetting program design begins with the purchasing relationship and works outward. You need to decide 1) where an intervention belongs, 2) what business problem it addresses, 3) who pays for it, 4) how results will be measured, and 5) what the evidence will let you say about them. This five-step playbook turns that sequence into a procurement plan.
Step 1: Insetting program design starts with supplier mapping
Start with the commodities that matter most to your Scope 3 inventory and sourcing continuity. Ask finance for spend by supplier, sustainability for the emissions baseline, and category managers for origin and volume records. Then identify which suppliers can trace material to a jurisdiction, sourcing region, producer group, or individual land-management unit.
The level of traceability affects what you can account for. Under the GHG Protocol Land Sector and Removals Standard, the spatial boundary for purchased land-based products depends on the traceability associated with each volume. Farm-specific factors or removals require physical traceability through an acceptable chain-of-custody model. A contract with a tier-one trader, by itself, does not establish a link to the farms behind its deliveries.[1]
Build a first-pass table with five columns: commodity and annual volume; supplier and origin; current traceability level; land-use and production risks; and the business owner who can change the purchasing terms. Mark missing data plainly. A blank cell is cheaper to fix before a program starts than after a claim is drafted.
If your company sets an SBTi Forest, Land and Agriculture target (FLAG), keep its land-related target boundary separate from energy and industry emissions. The current FLAG guidance also requires relevant companies to assess primary deforestation-linked commodities in their value chains.[2]
Step 2: Choose a commodity and jurisdiction for a pilot
Select one supply corridor where the sourcing connection can be established and procurement has a reason to stay. A useful pilot has repeat purchases, suppliers willing to share records, an intervention matched to a diagnosed problem, and a defined plan to measure the result. Carbon potential alone is a poor selection rule if the supplier cannot deliver the crop your business needs.
Compare candidate regions on land-use risk, supplier concentration, local rights and tenure, the availability of baseline data, and exposure to drought, erosion, or forest conversion. Check the relevant legal requirements separately. A nature project does not satisfy a due-diligence obligation merely because it has a carbon method attached.
Consider a coffee buyer sourcing from two districts. In the first, producer-group records identify the farms, while recent dry seasons have increased rejected green coffee lots. In the second, deliveries pass through several intermediaries and farm origins are unknown. Pilot shade management in the first district, with local agronomic advice and quality checks built into the plan. The buyer can trace purchases there and test the intervention against a defined sourcing problem.
Use a short decision memo to record why the selected corridor beats the alternatives, what remains uncertain, and what would stop the pilot. That memo is the first control against a project drifting toward whatever happens to photograph well.
Step 3: Design the supplier engagement and commercial model
The intervention needs an owner on each side of the contract. Decide who supplies planting material or training, who maintains the practice, who bears the cost if a harvest disappoints, and how long the buyer expects to purchase from participating suppliers. Where smallholders participate, budget cash flow and technical support for practices that offer a later return.
Put these terms in a supplier agreement or pilot addendum. It should cover eligible farms and volumes, consent to data collection, access for monitoring, any land or carbon rights that matter, benefit sharing, and what happens if the purchasing relationship ends. Ask local counsel and producer representatives to review the arrangement. The Accountability Framework is a useful reference for supply-chain work involving forests, ecosystems, and human rights.[3]
Avoid assigning an automatic carbon benefit to the buyer. The contract should say which party has the right to report each outcome, how overlapping claims will be checked, and how any issued credits will be handled. A reduction reported in a buyer’s inventory cannot simply be sold for someone else’s offset claim without an accounting review. SBTi FLAG guidance excludes purchased credits used as offsets from near-term FLAG target achievement.[2]
Set commercial measures beside environmental ones: delivered volume, rejection rate, supplier retention, and procurement cost. They tell you whether the program works as a supply-chain investment, even if carbon accounting takes longer to resolve.
Step 4: Build monitoring, reporting, and verification before rollout
Agree on the baseline and data flow before paying for a full rollout. Identify the land units or sourcing regions in scope, the practices that change, the records suppliers already keep, and the additional measurements the program requires. Decide which data can come from field visits, transaction records, or remote sensing, and who checks each source.
For carbon, separate three questions. Did the practice happen? Did emissions or removals change under an applicable method? Can the buyer attribute a defensible share to its purchased goods without double counting? The GHG Protocol’s 2026 guidance includes dedicated chapters on spatial boundaries, data and methods, evaluating actions, credited outcomes, and assurance.[1] These are distinct jobs. A photograph of a planted tree answers only part of the first.
CCC’s MRV and Additionality article explains the separate evidence questions a project reviewer will ask.
Create an evidence file for every reporting period: dated supplier and farm records, purchase volumes, methods and emission factors, uncertainty, quality checks, and changes from the baseline. Specify who can challenge the data and how corrections are recorded. If a project also seeks credit certification, keep project accounting and corporate inventory accounting separate. The GHG Protocol says its land standard focuses on entity-level inventories and does not set the rules for credit certification.[4]
Start with the minimum viable measurement design that can survive review. Add complexity when the pilot tells you which data actually changes a decision.
Step 5: Decide what can be reported and claimed
Insetting program design needs reporting rules before the marketing copy. Procurement, sustainability, finance, and legal should agree on four distinct outputs: operational performance; observed land or nature outcomes; inventory effects, if the accounting criteria are met; and any separately issued credits. One dashboard can display them, but they should not share a single unqualified headline.
SBTi FLAG guidance allows certain land-based removals within a company’s operations or supply chain to contribute to FLAG pathways, subject to criteria including permanence, traceability, data quality, and allocation. It does not allow purchased offsets to meet near-term FLAG targets.[2] Eligibility therefore depends on evidence and the applicable target rules, not on calling an activity “insetting.”
Draft a claims register. For each proposed sentence, record the period, boundary, data owner, calculation method, reviewer, and whether the result is measured, estimated, or still a goal. If the evidence supports only “we funded a pilot with 200 farms,” say that. Do not turn a funding fact into a verified emissions reduction.
What good looks like by year three
Treat year three as a review point, not a promised payback date. A mature pilot should have mapped participating supply volumes, a stable supplier agreement, a repeatable data collection process, and a comparison of commercial and environmental results against the baseline. It should also have a documented answer for outcomes that cannot be included in the buyer’s inventory.
Scale only where the pilot improves a sourcing decision and the evidence can follow the product. If neither condition holds, redesign the intervention or change the corridor. A disciplined program can conclude that a site is unsuitable. That is useful procurement intelligence.
Discuss your insetting program with CCC
Carbon Credit Capital designs nature-based supply chain investments around sourcing needs and measurable sustainability outcomes. Schedule a consultation with our carbon and sustainability experts to map your tier-one supplier network, FLAG exposure, and first pilot decision.
Sources
[1] GHG Protocol, Land Sector and Removals Standard, version 1.1, and companion Guidance, June 2026: https://ghgprotocol.org/land-sector-and-removals-standard ; https://ghgprotocol.org/land-sector-and-removals-guidance
[2] Science Based Targets initiative, Forest, Land and Agriculture Science-Based Target-Setting Guidance, version 1.2, March 2026, especially pp. 16–17, 37, and 41: https://sciencebasedtargets.org/resources/files/SBTiFLAGGuidance.pdf
[3] Accountability Framework initiative, Accountability Framework and guidance for companies: https://accountability-framework.org/
[4] GHG Protocol, Frequently Asked Questions: Land Sector and Removals Standard, questions 10 and 18: https://ghgprotocol.org/blog/frequently-asked-questions-land-sector-and-removals-lsr-standard
Carbon Footprint
The Strategic Case for Nature-Based Carbon Investments
Nature-based carbon investments deserve consideration when they address a specific business dependency and produce outcomes you can measure. Imagine Moonbucks, a global coffee roaster planning next season’s espresso blend. It is considering natural Grade 4 coffee from Jimma, in southwestern Oromia, Ethiopia. Its sourcing decisions affect the roasting schedule and the cash tied up in coffee purchases. Moonbucks needs to understand which measures could protect that supply, what they would cost and how it would judge the results.
1. Define the sourcing problem before choosing a project
Moonbucks needs a dependable component for its espresso blend. Its procurement team wants continuity of volume and an agreed cup profile. Replacing a shipment at short notice could require new sample approval and changes to the blend, and given the schedules for cultivation, processing, and freight delivery, is practically impossible. Moonbucks needs to get this right, and its initial concern is inconsistent deliveries. It commissions an assessment of the supplying farms and post-harvest chain. The questions cover land condition, harvest availability and whether drying or storage problems are affecting saleable lots.
This distinction changes the investment brief. A tree-planting proposal cannot be assumed to fix drying problems. Better storage cannot restore eroded land. The team must establish which problem exists before selecting the response.
CCC’s guide to finding nature-based solutions in your supply chain explains where to look. Here, the next task is to turn a broad concern into a testable proposal.
2. Develop nature-based carbon investments around the actual supply chain
The assessment would trace Moonbucks’ purchases back through the exporter and supplying producer groups. Which farms supply the contracted lots? Who controls land-management decisions? How long does the buyer expect to maintain the purchasing relationship?
Furthermore, Jimma natural Grade 4 cannot be treated as interchangeable with every Ethiopian coffee. Moonbucks would need to test any substitute against its own blend and quality requirements.
Suppose Moonbucks’ assessment identifies an opportunity to maintain shade trees and restore vegetation along exposed streambanks. The IPCC describes agroforestry as a way to store carbon in vegetation and soil, with potential benefits for erosion control and water quality.1 Moonbucks would need local advice on species, growing conditions and maintenance before deciding how these measures fit its sourcing plan.
The proposal now has a defined sourcing connection and a candidate intervention. The next steps are to test its effect on production, assess carbon eligibility and build the financial case.
3. Compare the proposal with other ways to protect supply
WBCSD’s Nature-based Solutions Blueprint recommends comparing nature-based options with other responses across their benefits and costs.2 For Moonbucks, that means evaluating the landscape proposal alongside drying improvements, storage controls and alternative sourcing arrangements.
The product’s natural-process designation matters. Moonbucks should examine the drying and dry-milling chain alongside land conditions. Its team would check storage practices, contamination risks and incoming-lot quality to see whether problems arise before or after the coffee leaves the farms.
The revised proposal might combine land stewardship with separate post-harvest controls. Each component needs its own purpose and budget. A sustainability label should not obscure which activity is expected to solve which problem.
The project develops as the evidence improves. Its scope should follow the diagnosis rather than preserve the first idea unchanged.
4. Establish what the carbon outcome could count toward
Moonbucks’ sustainability team now tests the proposed carbon case separately from the sourcing case. Is the objective a measurable change in Moonbucks’ value-chain emissions, verified credits for separate voluntary use, or distinct outcomes under carefully defined arrangements?
Scope 3 covers value-chain emissions. A purchasing relationship alone does not prove that a farm intervention can be included in Moonbucks’ inventory. The team needs an applicable accounting method, defensible boundaries and evidence supporting attribution.
SBTi’s FLAG Guidance (forest, land and agriculture), version 1.2, says purchased credits used as offsets cannot meet near-term FLAG or energy and industry targets. Eligible land-based removals are subject to accounting requirements.3 Moonbucks needs to test its proposal against those rules before including an outcome in its targets.
For Moonbucks’ Jimma proposal, maintaining existing trees and establishing new vegetation could involve different carbon questions. Specialists must examine the baseline and additionality, meaning what changes because the project proceeds. They must also assess measurement and the risk that stored carbon is lost. CCC’s MRV and additionality article introduces those tests.
Until that work is complete, Moonbucks should not budget an assumed Scope 3 reduction or credit-sale receipt. Direct emissions reductions remain the priority.
5. Build a financial case that survives weaker assumptions
Moonbucks’ finance team would now build a multi-year budget. UNEP’s State of Finance for Nature 2023 compares current finance with the investment needed to meet climate, biodiversity and land-restoration goals.4 The company would cost its proposed activities, farmer participation and ongoing monitoring. Verification, where required, is a separate expense. Maintenance and responsibility for replacing failed plantings must remain visible after the initial establishment budget ends.
Operational benefits need equally careful treatment. If fewer rejected lots reduce emergency purchasing, count that saving once. Do not add “supply resilience” as another financial benefit when it represents the same avoided cost.
Moonbucks should compare a base case with slower benefits, higher implementation costs and no carbon revenue. It should also distinguish production outcomes from quality and shipment outcomes. A single good harvest would not prove that the landscape intervention caused better delivery performance.
A project can remain worth funding even when its carbon case needs more work. That decision must rest on the operational evidence and the company’s objectives, without unsupported environmental claims.
6. Fund a pilot with a clear expansion decision
Moonbucks’ first approval would fund a bounded pilot, rather than commit the entire sourcing program. Before spending, Moonbucks would agree on participating farms, responsibilities and the evidence needed at review.
Its scorecard could track farmer participation, implementation costs and plant survival, alongside accepted coffee volumes and lot-quality results. Carbon measurements would follow the selected method. Farm-level traceability must connect the intervention to the actual sourcing relationship.
Suppose Moonbucks’ review later finds that storage changes explain most quality improvements, while the land measures need longer observation. Those findings would shape the next decision: expand the proven component, adjust the landscape work or pause further spending. They would not justify crediting all improvements to tree planting.
This gives nature-based carbon investments a practical place in a multi-year strategy. Funding increases as the evidence supports it, and the project can change direction before a larger commitment.
Discuss a sourcing opportunity with CCC
Carbon Credit Capital’s nature-based supply-chain investment service uses its Dual-Value Model to examine supply-chain economics alongside potential sustainability outcomes.
Schedule a consultation to discuss your sourcing exposure and the questions to resolve before allocating capital.
Sources
- Intergovernmental Panel on Climate Change (IPCC), Climate Change 2022: Mitigation of Climate Change, Chapter 7, Agriculture, Forestry and Other Land Uses, section 7.4.3.3 (Agroforestry).
- World Business Council for Sustainable Development (WBCSD), Nature-based Solutions Blueprint, 5 June 2024.
- Science Based Targets initiative (SBTi), Forest, Land and Agriculture Science-Based Target-Setting Guidance, version 1.2, March 2026, section 3.1.4, pp. 37–38.
- United Nations Environment Programme (UNEP), State of Finance for Nature 2023, 2023.
Carbon Footprint
How to buy plastic credits, and what to check before you do
A plastic credit funds the collection of plastic waste in places where no formal system exists to collect it. Each credit represents a measured, independently audited quantity of plastic taken out of the environment or returned to use, tracked on a public registry.
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