Why coldchainOS

Cold storage is a system. Underwrite the connections.

The product has a clock. The building has a power bill. The deal has assumptions. Connect them.

An independent, self-funded, open-source project in active development. No venture capital. No token. No finished platform, customers, integrations, measured savings or certifications.

  • Documented public evidence
  • Illustrative
  • Founder-reported
  • Planned

Why we are building this

One facility. Seven jobs. Many documents.

A cold-storage facility is a building, a refrigeration system, an electrical load, a logistics node, a place where valuable, time-sensitive inventory sits, an operating business or a facility supporting one, and a capital decision, all at once.

  • An offering memorandum

    may describe the building.

  • A utility bill

    describes part of its energy economics, for specific periods.

  • Service records

    describe equipment history.

  • A lease

    allocates certain costs and responsibilities.

  • Inventory records

    describe product movement.

  • A lender

    evaluates a different package of information.

These records can conflict, omit important details, or describe different periods and operating conditions. The problem: decisions move forward while critical assumptions remain disconnected from their supporting evidence.

  1. 1Make the source visible.
  2. 2Make missing information explicit.
  3. 3Make the calculation reproducible.
  4. 4Keep consequential decisions with accountable people.

Planned We are building tools toward this. They are not a finished platform.

What the cold chain connects

A physical chain, held up by everything around it.

The physical chain

  1. 1Producer or harvest
  2. 2Processing and packing
  3. 3Pre-cooling or freezing, where required
  4. 4Temperature-controlled storage
  5. 5Refrigerated transport
  6. 6Distribution and fulfillment
  7. 7Retail, food service, healthcare, or the final user

Cross-cutting dependencies

  • Electricity and utility capacity
  • Refrigeration service and equipment
  • Packaging and handling
  • Labor and dock scheduling
  • Inventory systems
  • Insurance
  • Property ownership and leasing
  • Finance
  • Traceability and applicable regulation

Food and pharmaceutical cold chains

Related but distinct. Temperature requirements, validation procedures, regulation and operating practice differ, and are not interchangeable. This site does not treat them as one thing.

Planned

Where we intend to connect evidence

  • Property and lease evidence. What the building is, who pays for what, and for how long.
  • Power and utility evidence. Bills, tariffs, demand and service capacity.
  • Equipment and service evidence. Schedules, nameplates, service history.
  • Inventory and throughput evidence. Flow, dwell and utilization.

We do not integrate with third-party systems today.

Market velocity, defined

The product has a clock.

“Velocity” means three different things. They are not interchangeable.

  • Product velocity

    How quickly inventory moves through a facility.

    • Pallets received and shipped per day
    • Average dwell time
    • Inventory turns
    • Dock turnaround
    • Throughput per available pallet position
  • Property market velocity

    How quickly facilities lease or transact.

    • Days on market
    • Leasing absorption
    • Sales activity
    • Vacancy
    • Time from offer to closing
  • Information velocity

    How quickly a team can assemble, verify and review decision evidence.

    • Time to collect required documents
    • Time to identify contradictions
    • Unresolved questions
    • Time to produce a source-linked brief
  • High occupancy does not automatically mean high throughput.
  • High throughput does not automatically mean high profit.
  • Faster review does not mean less diligence.

Hypothesis Better-organized evidence may reduce avoidable review delays. This is a hypothesis to measure, not a proven result.

Market value, without inventing a TAM

Five different “sizes”. Do not add them together.

  • AValue of goods passing through cold chains.
  • BRevenue from temperature-controlled logistics services.
  • CValue of cold-storage real estate.
  • DSpending on equipment, energy, maintenance and software.
  • EThe narrower opportunity for our actual tools.

These overlap. A–D describe industries; only E describes us, and we have not measured it. The entire food or pharmaceutical economy is not our addressable software market, and we publish no market-size number for it.

Documented public evidence

One documented figure, with its limits

UNEP and FAO’s 2022 report on sustainable food cold chains cites an estimate that 526 million tons of food production (12% of the global total) was lost in 2017 due to lack of effective refrigeration. [UN Environment Programme (UNEP) and Food and Agriculture Organization of the UN (FAO)]

A historical, global estimate (UNEP’s Ozone Secretariat attributes it to a 2021 IIR source). Not a 2026 measurement, and not our market.

Hypothesis

If we ever model our own opportunity

eligible organizations × plausible annual spend per organization

Every input would be an explicit hypothesis. We have no adoption data, no willingness-to-pay data and no pricing commitment.

Practical value we can describe honestly

  • Earlier identification of missing evidence.
  • More consistent review.
  • Transparent operating-cost scenarios.
  • Clearer separation of property and operating-business economics.
  • Better-prepared questions for engineers, operators, lenders and counsel.

None of these is a measured result.

The building

An older cold box has to be made usable again.

Three dated data points on buildings (two Midwest, one national estimate), from CBRE’s Midwest report (March 2025, market characteristics as of Q4 2024). They are not current national vacancy figures.

  • Documented public evidence

    56% built before 1990

    CBRE estimates Midwest cold-storage space at 39.5 million sq. ft. It says many older facilities become obsolete when the tenant leaves because required renovations are cost prohibitive. [CBRE]

  • Documented public evidence

    89% build-to-suit

    Of about 1.5 million sq. ft. delivered in the Midwest since the start of 2023, 11% was speculative and 89% was build-to-suit. [CBRE]

  • Documented public evidence

    $240–$350 per sq. ft.

    CBRE’s national estimate for building new refrigerated warehouse space, and it notes power is increasingly hard to acquire. That is new construction, not renovation cost. [CBRE]

For coldchainOS the takeaway is the cost of making an older facility usable again. Equipment, power and renovation evidence belong beside the real estate numbers, and the question becomes: what does this specific facility need to operate, and does that pencil?

Documented public evidence

Operator scale, for context

GCCA’s 2026 Top 25 member operators run 7.76 billion cubic feet, up 6.3% on 2025. Lineage, Americold, NewCold, United States Cold Storage and Emergent Cold Latin America lead. [Global Cold Chain Alliance (GCCA)]

GCCA members only. Not total worldwide capacity and not occupied inventory.

Documented public evidence

A framework for operating-cost assumptions

GCCA’s Cold Chain Index tracks five expense classes: labor, electric power, supplies, repairs and rent. We use that structure to organize assumptions. [Global Cold Chain Alliance (GCCA)]

The index’s detailed values are member-only, so we cite none.

Worked examples

The power bill belongs in the pencil.

Three illustrative examples. No real property, tenant or result. Change the inputs and check the math.

Illustrative

Example A: an energy assumption changes

A 100 kW average site load for 8,760 hours a year uses 876,000 kWh. Move the rate from $0.10 to $0.14 per kWh and the annual energy charge rises by $35,040. At an assumed 7% cap rate, a simplified value difference is about $500,571.

Illustrative scenario. Not measured data. Not an appraisal.

8,760 = every hour

Annual energy
876,000 kWh/yr
kW × hours
Annual charge, starting → new
$87,600 → $122,640 /yr
kWh × rate
Annual difference
$35,040 /yr
about $2,920 per month
Simplified indicated value difference
$500,571
annual difference ÷ cap rate

Holds only if the owner bears the extra expense, it is unreimbursed, and it reduces stabilized NOI dollar for dollar. Lease allocation, reimbursements, expense recovery, capital costs and actual tariffs can change the result. This is a sensitivity calculation, not an appraisal.

Illustrative

Example B: an occupied pallet position tells only part of the story

Illustrative scenario. Hypothetical facility. Not measured data.

Average position occupancy
80%
occupied ÷ usable
Scenario 1 implied dwell
8 days
occupied ÷ outbound per day
Scenario 2 implied dwell
16 days
occupied ÷ outbound per day

Assumes steady state (inflow about equals outflow) and consistent units (positions are pallets). Same occupancy, very different flow. These scenarios do not establish revenue or profit: contracts, handling fees, storage fees, product mix, labor and seasonality all matter.

Illustrative

Example C: the OM and the service file disagree

A fictional offering memorandum says “recently upgraded refrigeration.” The evidence includes a newer controller invoice but no documentation confirming a compressor replacement.

The OM says“Recently upgraded refrigeration.”
The file showsA newer controller invoice.
OutputController upgrade documented. Compressor replacement unverified. Request equipment schedule, nameplate data, and relevant service records.

Missing documentation is not a claim that equipment failed. No real property or dispute is described.

The energy and operating environment

Energy cost depends on where, when and how.

Electricity cost depends on location, tariff, time and load. A wholesale power price is not a facility’s retail electricity bill, and a national average is not a site-specific quote.

  • kWh consumption
  • Peak billing demand
  • Demand charges and possible ratchets
  • Time-of-use periods
  • Riders and fixed charges
  • Utility service capacity and upgrade requirements
  • Product temperature and incoming product condition
  • Outdoor climate
  • Door activity and infiltration
  • Insulation and envelope condition
  • Equipment efficiency and maintenance
  • Defrost cycles
  • Backup power
  • Utilization
  • Documented public evidence EIA estimates U.S. electricity consumption rose 4% in 3Q26 versus 3Q25, with the commercial sector (which includes data centers) up 5%, and forecasts commercial demand growing 2.8% in 2027.[Energy Information Administration] STEO of Oct 6, 2026.
  • Documented public evidence EIA anticipates 2026 wholesale prices averaging $52/MWh across the 11 hubs it tracks (11% above 2025). Wholesale prices are not retail bills. [Energy Information Administration]
  • We do not claim data centers cause every local rate increase. Check your own utility and tariff.
  • For a Florida facility, use the actual serving utility, tariff and bills before making any site-specific cost claim.
  • Solar, batteries, thermal storage, load shifting and heat recovery are options to evaluate, not automatic savings. Each needs capital cost, useful load, timing, losses and operating constraints on the page.

A newer EIA outlook was scheduled for Nov 10, 2026; figures here are as of Nov 9, 2026.

NDA and data control

The NDA should shape the workflow.

An NDA is signed. Books, records, leases, customer information and service files arrive. Someone wants an AI-generated deal brief. The practical question: who is authorized to process these records, where can they go, and what can be retained?

We do not claim every cloud upload breaches an NDA. Permissions depend on the agreement, the authorization, applicable obligations and the service’s processing terms.

Planned

Design goals, not implemented

  • Owner-controlled storage and local inference where feasible.
  • No external document transfer by default.
  • Explicit approval before any external model or service.
  • Purpose-limited access.
  • Confidential project files kept separate from public datasets.
  • Source-linked findings.
  • Configurable retention and deletion.
  • Human review before a brief is shared.

What local processing does not solve

It does not by itself guarantee confidentiality or compliance. Account for logs, temporary files, embeddings, backups, OCR, dependencies, telemetry and remote access.

Open-source code does not make client documents public. No private documents, derived text or identifiable client information belongs in a public dataset without appropriate authorization.

This public site accepts no uploads. See the dev room for a local-only prototype that sends nothing anywhere.

Refrigerants and traceability

Equipment choices and documentation can affect future capital needs.

  • Documented public evidence EPA’s Technology Transitions tables restrict installation of new systems that use certain high-GWP HFCs, with dates that vary by sector. EPA states that components used to repair existing systems are not subject to those restrictions. [Environmental Protection Agency] EPA issued a final rule reconsidering parts of these requirements in May 2026. [Environmental Protection Agency]
  • Documented public evidence FDA’s food traceability rule had a compliance date of Jan 20, 2026. FDA proposed extending it to July 20, 2028, and Congress directed FDA not to enforce it before that date. [Food and Drug Administration]
  • No blanket claim that older equipment must be replaced now, and coldchainOS does not certify regulatory compliance. Confirm applicable requirements with qualified engineers and counsel.

Why now · as of November 9, 2026

What the record shows today.

  • Documented public evidence EIA’s latest published outlook is the Oct 6, 2026 STEO. It estimates 3Q26 consumption up 4% year over year and forecasts commercial demand up 2.8% in 2027. [Energy Information Administration]
  • Documented public evidence Newmark reported U.S. cold-storage vacancy of 7.7% in the first half of 2026, alongside the sector’s first negative first-half net absorption since 2007. A national figure; it does not describe any single property or market. [Newmark]
  • Documented public evidence GCCA’s 2026 Global Top 25 reports its member operators run 7.76 billion cubic feet, up 6.3% on 2025. Members only. [Global Cold Chain Alliance (GCCA)]
  • Documented public evidence EPA final rule reconsidering parts of the HFC Technology Transitions requirements, including cold storage warehouses. [Environmental Protection Agency]
  • Documented public evidence FDA’s food traceability compliance date and the proposed and congressionally directed non-enforcement date. [Food and Drug Administration]
  • Documented public evidence CBRE’s Midwest cold-storage report: 56% of Midwest space built before 1990, and power increasingly hard to acquire. Regional, with Q4 2024 market data. [CBRE]
  • Documented public evidence UNEP and FAO: an estimated 526 million tons of food production lost in 2017 due to lack of effective refrigeration. A historical figure. [UN Environment Programme (UNEP) and Food and Agriculture Organization of the UN (FAO)]

Our field lab

Build it. Measure it. Publish what holds up.

Founder-reported An 8 × 20-foot portable Polar King cooler has been acquired: fiberglass enclosure, insulated walls and floor, steel chassis. A research concept involves two S21 Pro miners and possible useful applications of their waste heat. Integration and performance validation are still ahead. The miners do not currently cool the enclosure, and low-grade waste heat does not directly run a conventional electric refrigeration system. The field lab supports measurement and learning, secondary to the evidence and underwriting mission.

Sources

Where every claim comes from.

Checked on 2026-11-09. The same list lives in the repository as docs/sources.json. Re-check dates and thresholds before relying on them.

  • An estimated 526 million tons of food production, or 12 percent of the global total, was lost in 2017 due to lack of effective refrigeration.

    Source
    UN Environment Programme (UNEP) and Food and Agriculture Organization of the UN (FAO): Sustainable Food Cold Chains: Opportunities, Challenges and the Way Forward
    Published
    2022 (launched 2022-11-12 at COP27, per press coverage)
    Data period
    2017
    Scope
    Global food production
    Kind
    estimated
    Qualification
    A historical estimate, not a 2026 measurement and not coldchainOS's addressable market. Summaries write the unit as 'tons' (UNEP Ozone Secretariat) or 'tonnes' (press coverage); we keep the Ozone Secretariat's wording. The Ozone Secretariat page attributes the underlying figure to an International Institute of Refrigeration 2021 source.
    Verification
    SECONDARY ONLY. The UNEP and FAO report pages returned HTTP 403 to our checker. The report's title, publishers and launch were identified through search results, and the figure was read on UNEP's Ozone Secretariat page (see unep-ozone-summary) and in press coverage. Confirm against the report itself before relying on the unit. (checked 2026-11-09)
  • UNEP's Ozone Secretariat summary states the 526 million tons / 12 percent / 2017 figure and cites 'International Institute of Refrigeration [IIF/IIR] 2021a' for it.

    Source
    Ozone Secretariat, UN Environment Programme: Sustainable Food Cold Chain
    Published
    2022-12-01 (page metadata; the page also shows a 2023-03-27 submission date)
    Data period
    2017
    Scope
    Global food production
    Kind
    estimated
    Qualification
    The page cites 'International Institute of Refrigeration [IIF/IIR] 2021a' for the figure and gives no title, authors or method. The page writes 'tons'. This is a historical estimate, not a 2026 measurement, and it is not coldchainOS's addressable market.
    Verification
    Read on the primary page. (checked 2026-11-09)
  • Newmark reported U.S. cold-storage vacancy of 7.7% in the first half of 2026, alongside the sector's first negative first-half net absorption since 2007.

    Published
    2026-08-27
    Data period
    First half of 2026
    Scope
    United States, national
    Kind
    observed
    Qualification
    National figure. Do not assume it describes a particular property or market, including any Florida property. The page also reports approximately 41 million cubic feet of deliveries (supply additions). It calls a separate 56 million cubic foot figure 'move-outs'; the precise metric is unconfirmed, so we do not publish it as net absorption and do not subtract deliveries from move-outs. Supply additions and changes in occupied inventory are kept separate.
    Verification
    Approved wording and figures supplied by the project owner from the primary page (published Aug 27, 2026). The primary page returned HTTP 403 to our automated checker, so we have not independently re-read it. The underlying report chart or table has not been retrieved to confirm the net-absorption metric. (checked 2026-11-09)
  • U.S. electricity consumption rose 4% in 3Q26 versus 3Q25 (commercial sector up 5%, which EIA notes includes data centers), and EIA forecasts commercial-sector demand growing 2.8% in 2027.

    Source
    U.S. Energy Information Administration: Short-Term Energy Outlook: Electricity, Coal, and Renewables
    Published
    2026-10-06 (forecast completed 2026-10-01)
    Data period
    3Q26 (estimate); 2027 (forecast)
    Scope
    United States
    Kind
    estimated and forecast
    Qualification
    The 3Q26 figures are estimates; the 2027 growth figure is a forecast. A newer STEO is scheduled for 2026-11-10, so this edition may be superseded. National figures do not describe any one utility or tariff.
    Verification
    Read on the primary page. Release date and next-release date taken from the page header. (checked 2026-11-09)
  • EIA anticipates 2026 wholesale electricity prices averaging $52 per MWh across the 11 hubs it tracks, 11% above 2025.

    Source
    U.S. Energy Information Administration: Short-Term Energy Outlook: Electricity, Coal, and Renewables
    Published
    2026-10-06
    Data period
    Calendar 2026
    Scope
    11 U.S. wholesale hubs
    Kind
    estimated
    Qualification
    Wholesale prices are not a facility's retail electricity bill.
    Verification
    Read on the primary page. (checked 2026-11-09)
  • EPA's Technology Transitions tables restrict installation of new systems using certain high-GWP HFCs. For cold storage warehouses the page lists an interim GWP limit of 700 from July 27, 2026, then 150 or 300 from January 1, 2032, depending on charge size and configuration. Components used to repair existing systems are not subject to these restrictions.

    Source
    U.S. Environmental Protection Agency: Technology Transitions HFC Restrictions by Sector
    Published
    Last updated 2026-08-28
    Data period
    Compliance dates as listed on the page
    Scope
    United States, AIM Act Technology Transitions
    Kind
    regulatory
    Qualification
    EPA states the tables are informational and should not be relied on for compliance; see 40 CFR Part 84, Subpart B. The page does not summarize obligations for existing installed equipment. Not a compliance determination.
    Verification
    Read on the primary page. (checked 2026-11-09)
  • In May 2026 EPA issued a final rule reconsidering parts of the Technology Transitions requirements, addressing subsectors that include cold storage warehouses.

    Source
    U.S. Environmental Protection Agency: Regulatory Actions for Technology Transitions
    Published
    Last updated 2026-07-28
    Data period
    Final rule, May 2026
    Scope
    United States
    Kind
    regulatory
    Qualification
    We did not open the Federal Register notice or fact sheet; the specific text changes are in those documents.
    Verification
    Read on the primary page. (checked 2026-11-09)
  • The original compliance date for the FSMA Food Traceability Rule was January 20, 2026. FDA proposed extending it by 30 months to July 20, 2028, and a 2026 appropriations act directed FDA not to enforce the rule before that date.

    Published
    Undated on the page text we read
    Data period
    Compliance dates as stated
    Scope
    United States; foods on the Food Traceability List
    Kind
    regulatory
    Qualification
    The extension is described as proposed; the enforcement date comes from the congressional direction, not a final FDA rule changing the date. The page still contains an outdated 'compliance date is January 20, 2026' line. It does not cover pharmaceutical supply chains. The page also announces a draft enforcement discretion policy for certain small retail food establishments and restaurants; we have not summarized it.
    Verification
    Read on the primary page; the page text was long and partly truncated in our fetch, so we relied only on the verbatim Compliance Date section. (checked 2026-11-09)
  • CBRE estimates Midwest cold-storage space at 39.5 million sq. ft., with 56% built before 1990. CBRE says many older facilities become obsolete when the current tenant vacates because required renovations are cost prohibitive. (PDF p. 4)

    Published
    2025-03-31 (landing page); PDF cover reads March 2025
    Data period
    Q4 2024 (market-characteristics table source: CBRE Research, Q4 2024)
    Scope
    Midwest U.S. metros covered in the report (14 listed)
    Kind
    estimated
    Qualification
    Regional (Midwest) estimate from March 2025. Not a current national vacancy figure. CBRE's wording is 'in many cases', not all facilities.
    Verification
    Read in the report PDF text (9 pages) and the CBRE landing page. Page numbers are PDF pages. (checked 2026-11-09)
  • Of approximately 1.5 million sq. ft. of Midwest cold-storage product delivered since the start of 2023, speculative development was 11% and build-to-suit was 89%. (PDF p. 5)

    Published
    2025-03-31 (landing page); PDF cover reads March 2025
    Data period
    Since the start of 2023, as of the report (March 2025)
    Scope
    Midwest U.S. metros covered in the report (14 listed)
    Kind
    estimated
    Qualification
    Regional deliveries, not national. A small delivery base.
    Verification
    Read in the report PDF text (9 pages) and the CBRE landing page. Page numbers are PDF pages. (checked 2026-11-09)
  • CBRE says refrigerated warehouse construction is typically double to triple the cost of a dry warehouse, averaging $240 to $350 per sq. ft. nationally, and that the significant power cold storage requires is increasingly difficult to acquire with the data center development boom. (PDF p. 6)

    Published
    2025-03-31 (landing page); PDF cover reads March 2025
    Data period
    Report date (March 2025); no cost base year stated on the page
    Scope
    National construction cost estimate; power remark is a general development consideration
    Kind
    estimated
    Qualification
    The $240 to $350 range describes new refrigerated warehouse construction, not the cost of renovating an older facility, and CBRE gives no base year. CBRE does not quantify power constraints or name specific markets in that statement.
    Verification
    Read in the report PDF text (9 pages) and the CBRE landing page. Page numbers are PDF pages. (checked 2026-11-09)
  • GCCA's 2026 Global Top 25 members operate 7.76 billion cubic feet (219.7 million cubic meters) of temperature-controlled space, up 6.3% on 2025 (a deceleration from 8.3% in 2025). The list is led by Lineage, Americold Logistics, NewCold Coöperatief, United States Cold Storage, and Emergent Cold Latin America.

    Published
    2026-04-29
    Data period
    Capacity as reported for 2025 and 2026
    Scope
    GCCA member operators
    Kind
    observed (member-reported capacity)
    Qualification
    Ranks GCCA members by total reported temperature-controlled capacity. It is neither total worldwide capacity nor occupied inventory. The 25 rows in the PDF's 2026 column sum to about 7.75 billion cubic feet, slightly below the stated 7.76 billion, and year-over-year growth compares different sets of companies; we cite GCCA's stated totals. We did not verify GCCA's consolidation caveat. List PDF: https://www.gcca.org/wp-content/uploads/2026/04/2026-GCCA_Global_Top-25.pdf
    Verification
    Press release read on gcca.org. Ranking names and capacities read in the list PDF text. (checked 2026-11-09)
  • GCCA publishes a quarterly Cold Chain Index tracking cost growth in five classes of expenses: labor, electric power, supplies, repairs and rent. The public page lists Q2 2026 as available and says it can be customized to a region and state.

    Source
    Global Cold Chain Alliance (GCCA): GCCA Cold Chain Index
    Published
    Quarterly; public page lists Q2 2026
    Data period
    Q2 2026 listed as available
    Scope
    Cost-growth structure for cold-storage warehouse operators
    Kind
    framework
    Qualification
    The detailed index content is a GCCA member benefit and we have not seen it, so no index values are cited. We use only its five expense classes as a structure for operating-cost assumptions.
    Verification
    Read the public page. Member content not accessed. (checked 2026-11-09)
  • GCCA lists a '2026 GCCA Americas Cold Storage Capacity Report' (listing dated 2026-08-31).

    Source
    Global Cold Chain Alliance (GCCA): 2026 GCCA Americas Cold Storage Capacity Report
    Published
    2026-08-31 (listing date)
    Data period
    Not stated on the public page
    Scope
    Americas
    Kind
    existence only
    Qualification
    Member-only. We confirmed the page exists; its contents and figures are unverified and not used on the site.
    Verification
    Public page read; content is member-gated. (checked 2026-11-09)

Bring a real problem. Let’s work the pencil.

Useful problems, field knowledge, datasets and contributions are welcome. 30 years of transaction experience, self-funded, no VC, no token. If our experience can help you, bring it to the table.