Jack Conness

A big day for Fervo and even a bigger moment for the future of geothermal energy.

From niche to necessary 🔥

"Now [Fervo] has scaled up operations dramatically at the Utah site and, in doing so, shown a 70% reduction in drilling time year on year while achieving high temperatures and flow rates. In 2026 it will start to deliver energy to the grid."

Cape Station 🫡

Utah is an ideal starting point, but it doesn't end there. With over 500K acres of lease positions, Fervo has its eyes all across the west. If you want to get involved, get in touch!

Email us: data.centers [at] fervoenergy [dot] com

Not only is Fervo demonstrating viability today, we have big plans for the future - scalable and repeatable 50 MW modules to create an Enhanced Geothermal Data Center Cluster. We are talking "spud date" to delivery in 18 months. Did I already mention zero fresh water usage?

Fervo's tech and scalability is being proven right now in Utah. 100 MW comes online next year in Milford w/ 500 MW online by 2028. Each day that passes, Fervo is drilling deeper, hotter, and faster - all while using very little land (~1.5-2 acres per MW).

Scaling 24/7 Power for the AI Era: The Enhanced Geothermal Data Center Corridor - Fervo Energy Enhanced Geothermal Energy is Poised to Power the Future of AI

Our latest white paper with the Utah Inland Port Authority (UIPA) highlights all the reasons why Fervo and Utah make sense for data center investments. Utah provides:

✅ Pro-biz environment
✅ Skilled workforce
✅ Major geothermal potential
✅ Fiber optic corridor

fervoenergy.com/fervo-uipa-t...

🚨 Attention all data centers! 🚨

Utah and Fervo Energy are open for business. We are ready - right now - to meet large energy needs.

"Enhanced geothermal is the only reliable, affordable, and clean solution that can scale to gigawatt level this decade."

Let's learn more...🧵

The U.S. transformed the world economy with our advancements in oil and gas technologies. Those advancements have spurred major breakthroughs at Fervo and in enhanced geothermal systems (EGS). It's time to seize this new moment with scalable, clean firm power.

Why Geothermal’s moment is now - American Habits Geothermal meets innovation: Fervo Energy delivers reliable, carbon-free electricity using next-gen drilling technology.

It was a pleasure to speak with American Habits about Fervo Energy, advanced geothermal, and how the U.S. has the opportunity to lead the world in the future of geothermal energy. Becoming leaders in this tech has major economic and national security advantages.

Fervo uses oil drilling technology to dig deep for clean geothermal energy With a well reaching new depths and fundraising hitting new heights, Fervo Energy's enhanced geothermal system development is on a hot streak.

"By using drilling technology advanced by the oil and gas industry, Fervo is drilling deeper, drilling sideways and drilling in new places to unlock new reserves of heat energy. The DOE estimates that EGS has the potential to power more than 65M American homes and businesses."

We also celebrated Cape Connect - Fervo’s inaugural site visit. Over 150 attendees on-site in Utah to see all the incredible advancements of enhanced geothermal systems (EGS). First 100 MW to the grid in 2026. 500 MW in 2028. What a beautiful place.

What a week for Fervo Energy!

💵 Successfully secured $206M in additional capital for Cape Station - the largest EGS project in the world
♨️ Announced a 15,000-foot well at 500°F+ in only 16 days (hottest & deepest well to date)
🏆 Achieved multiple drilling performance records

Great to meet you out there, Jay!

What does the future of enhanced geothermal power generation look like?

Fervo offered an update to partners and investors at its #capeconnect event today, showcasing progress on its 100MW Cape Station project in UT.

I tagged along and I learned a lot. Some highlights based on my notes follow… 🔌💡

Come work with us!

“Enhanced geothermal systems (EGS) could plausibly contribute up to 20% of total US electricity generation by 2050 & drastically reduce the cost electricity decarbonization even in lower-quality resource areas east of the Mississippi – a much larger role for the technology than previously assumed.”

What Fervo's approach says about financing first-of-a-kind energy projects Sarah Jewett walks through how the company used a variety of capital to build its record breaking geothermal facilities.

Fervo's VP of strategy Sarah Jewett walks through how the company used a variety of capital to build its record breaking geothermal facilities:

www.latitudemedia.com/news/what-fe...

However, "continued technological improvements may greatly increase the possible power production by EGS and may yield more than ten times the current best estimate." That's 1,400 GW!

Super exciting report from the U.S. Geological Survey yesterday on the potential for enhanced geothermal systems (EGS) in the Great Basin. 135 GW of EGS potential is beneath our feet there, which could roughly meet 10% of U.S. power production capacity. pubs.usgs.gov/publication/...

To build tomorrow's power grid, the United States should look to geothermal energy Geothermal energy offers a promising solution for stable, reliable baseload power. But to unlock its full potential, the US government must take action to reduce the barriers to entry for industry.

Enhanced geothermal systems (EGS):

- Reliable, constant source of power ✅
- Rapidly declining costs ✅
- Limited land footprint ✅
- Flexible generating capacity ✅
- Transferable oil & gas workforce ✅
- Resilience to weather-related disruptions ✅
- 90 GW of potential by 2050 ✅

The policy analysis being done on advancing next-generation geothermal is really top notch. Huge appreciation to the smart people thinking hard about how to move the needle on EGS. The tech innovation is moving fast here and we need policy to keep up if we're going to meet the moment for clean firm:

To my people in Seattle & my Energy Innovation crew - you will be dearly missed.

To those in Denver - please reach out! I'm joining the Fervo Energy team to hopefully play a small part in making next-gen geothermal the next big thing. I continue to surround myself w/ people far smarter than me >>>

Joe B, Locker, and O. What a moment and what a 20-year run. 🐐🐐🐐

Such a ridiculous intersection. Stop sign is for those on the trail and not for the cars. Should be the other way around for how often people walk, bike, and run on that trail. Cars even yield most of the time for how active it is.

"A survey conducted by the pollster Mason-Dixon in February 2022 found that among 625 registered FL voters, 84% supported net metering, including 76% of self-identified Republicans."

It's pretty great that despite endless political noise, solar is pretty freaking awesome (and cheap).

"There are “literally no limits” to how much Aspen can increase capacity [in China], said CFO Ricardo Rodriguez."

Constant threats, gutting federal programs, and widespread policy uncertainty is destroying business opportunities in the U.S. Every industry and every investor has their hands tied.

Trump’s promise of ‘very big deal’ with Zelensky undercut by officials’ widespread doubts over Ukraine’s resources | CNN Politics President Donald Trump’s claim that the potential “trillion-dollar deal” he is on the cusp of signing with Ukrainian President Volodymyr Zelensky would offer the US easy access to a bonanza of rare ea...

“Generally speaking, it’s not to say these resources don’t exist but we know very little about what there is to offer.”

I spoke with CNN about the rumored US-Ukraine minerals deal last week and what we know about minerals in Ukraine. However, the deal between Trump and Zelenskyy fell apart.

A diversified, clean electric grid is the solution for growing energy demand How policymakers at the federal, state, and local levels should think about clean energy’s role in grid reliability.

Outdated views on grid reliability and slow-moving institutions pose a far greater threat to a resilient grid than any single technology. We should stay focused on building a diversified electric grid capable of responding to a rapidly changing world.

www.latitudemedia.com/news/a-diver...

Depending on the final details, this deal may not deliver much substance in terms of mineral access or economic value for America. Despite seemingly little financial risk for the U.S., it may simply be strongarming an ally that needs aid as they resist an ongoing invasion.

If this were all about securing a minerals supply chain, why wouldn’t the U.S. turn its focus to allies like Canada and Australia who have significant mineral resources they are looking to capitalize on? Instead, we are threatening major tariffs on many of their mineral imports.