Jack Conness @jackconness.bsky.social · 10/12/2025A big day for Fervo and even a bigger moment for the future of geothermal energy. 030
Jack Conness @jackconness.bsky.social · 11/11/2025From 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 🫡 030
Jack Conness @jackconness.bsky.social · 04/08/2025🚨 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...🧵 2104
Jack Conness @jackconness.bsky.social · 01/08/2025It 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.americanhabits.orgWhy Geothermal’s moment is now - American HabitsGeothermal meets innovation: Fervo Energy delivers reliable, carbon-free electricity using next-gen drilling technology. 260
Jack Conness @jackconness.bsky.social · 23/06/2025"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."newsweek.comFervo uses oil drilling technology to dig deep for clean geothermal energyWith a well reaching new depths and fundraising hitting new heights, Fervo Energy's enhanced geothermal system development is on a hot streak. 020
Jack Conness @jackconness.bsky.social · 16/06/2025What 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 351
Reposted by Jack ConnessJay Turner @jayturner.bsky.social · 12/06/2025What 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… 🔌💡 26819
Jack Conness @jackconness.bsky.social · 29/05/2025“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.” 040
Reposted by Jack ConnessLatitude Media @latitudemedia.bsky.social · 27/05/2025Fervo'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...latitudemedia.comWhat Fervo's approach says about financing first-of-a-kind energy projectsSarah Jewett walks through how the company used a variety of capital to build its record breaking geothermal facilities. 083
Jack Conness @jackconness.bsky.social · 23/05/2025Super 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/... 2174
Jack Conness @jackconness.bsky.social · 22/05/2025Enhanced 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 ✅atlanticcouncil.orgTo build tomorrow's power grid, the United States should look to geothermal energyGeothermal 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. 020
Reposted by Jack ConnessBen Serrurier @serrurier.bsky.social · 20/05/2025The 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: 5429
Jack Conness @jackconness.bsky.social · 08/05/2025To 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 >>> 060
Jack Conness @jackconness.bsky.social · 07/04/2025Joe B, Locker, and O. What a moment and what a 20-year run. 🐐🐐🐐 000
Jack Conness @jackconness.bsky.social · 11/03/2025"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). 091
Jack Conness @jackconness.bsky.social · 10/03/2025"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. 011
Jack Conness @jackconness.bsky.social · 03/03/2025“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.amp.cnn.comTrump’s promise of ‘very big deal’ with Zelensky undercut by officials’ widespread doubts over Ukraine’s resources | CNN PoliticsPresident 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... 000
Reposted by Jack ConnessSara Baldwin-Griffin @sarabaldwin.bsky.social · 27/02/2025Outdated 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...latitudemedia.comA diversified, clean electric grid is the solution for growing energy demandHow policymakers at the federal, state, and local levels should think about clean energy’s role in grid reliability. 064
Jack Conness @jackconness.bsky.social · 27/02/2025President Zelenskyy will be at the White House tomorrow to sign a US-Ukraine minerals deal. What does that mean for securing our critical minerals supply chain? Potentially nothing w/ some serious reputational risk. I wrote a piece this morning for Forbes evaluating the deal…🧵 131
Jack Conness @jackconness.bsky.social · 25/02/2025To be very clear, there is no good current evidence that Ukraine has any major mineral deposits that would make a dent in U.S. demand. We have no clue if their resources - especially rare earths - make any economic sense. They have lithium, but we have plenty more.ft.comUkraine agrees minerals deal with USKyiv hopes agreement on jointly exploring resources will improve relations with Trump administration 141
Jack Conness @jackconness.bsky.social · 25/02/2025Chaotic times for cobalt. The DRC just banned cobalt exports for 4 months due to oversupply (low prices). Additionally, Rwanda-backed group invading eastern DRC and occupying resources. DRC president asking US to buy cobalt from them and get involved. Lots of moving parts.reuters.comCongo bans cobalt exports for four months to curb oversupplyThe Democratic Republic of Congo says it has temporarily halted cobalt exports to limit flow of new metal on the market which it says is over-supplied. 011
Jack Conness @jackconness.bsky.social · 04/02/2025Great thread from @cleanpowerdave.bsky.social. Similar to oil and gas “shortage worries” in the past, we’ve managed to find nearly endless lithium resources in the past few years. Tech improvements + just looking harder goes a pretty long way. 040
Jack Conness @jackconness.bsky.social · 03/02/2025Last Friday, the US Geological Survey published their annual mineral commodity summaries. One major takeaway — our two largest mineral trading partners we are most reliant on? Not just China, but Canada too. Each country exports 21 different minerals that the US is > 50% reliant on via imports. 66520
Jack Conness @jackconness.bsky.social · 29/01/2025Happy to have received this outreach from King County, but man, what a microcosm of some of the building issues we face today. Planning began in 2016(!!!) and construction is tentatively scheduled to be completed mid-2028. 12 years for a water storage tank. We have to learn how to do things faster. 020
Reposted by Jack ConnessJack Conness @jackconness.bsky.social · 21/01/2025As White House resources disappear, the IRA + CHIPS Dashboard remains alive and well. If you need battery, EV, solar, wind, and semiconductor manufacturing data, you can find it all here. Jobs, investment dollars, and important political data too. It will continue to be updated.jackconness.comInflation Reduction Act (IRA) and CHIPS and Science Act Investments | Jack ConnessAn online dashboard created by Jack Conness to track private investments related to the Inflation Reduction Act (IRA) and the CHIPS and Science Act (CHIPS). 1259
Jack Conness @jackconness.bsky.social · 21/01/2025As White House resources disappear, the IRA + CHIPS Dashboard remains alive and well. If you need battery, EV, solar, wind, and semiconductor manufacturing data, you can find it all here. Jobs, investment dollars, and important political data too. It will continue to be updated.jackconness.comInflation Reduction Act (IRA) and CHIPS and Science Act Investments | Jack ConnessAn online dashboard created by Jack Conness to track private investments related to the Inflation Reduction Act (IRA) and the CHIPS and Science Act (CHIPS). 1259
Jack Conness @jackconness.bsky.social · 16/01/2025Fascinating map. Probably not surprising, but any blue location has a light rail station (Northgate on the north side, Othello on the south side, plenty downtown and by UW). More light rail, please! Seattle loves it. Let's speed up that West Seattle/Ballard 2032 timeline & get the east side opened! 030
Reposted by Jack ConnessSam @samd.bsky.social · 14/01/2025this is incredible stuff. most state DOTs would spend tens of billions on highway expansions to try and see numbers like this (that wouldn’t even pan out anyway thanks to induced demand lol) 15976001770
Jack Conness @jackconness.bsky.social · 13/01/2025Reported last Friday, TSMC has started 4-nm semiconductor production at its new Arizona facility. Quality and yield are at (if not better) than facilities in Taiwan. By 2028, 2-nm production will commence. A significant American milestone. 121
Jack Conness @jackconness.bsky.social · 10/01/2025I don't need to remind everyone how much more work needs to be done, but 96%(!!!) of power capacity added in the U.S. last year came from clean energy. Stunning IMO. Solar, wind, & batteries are cheap, plentiful, & make too much financial sense.canarymedia.comChart: 96 percent of new US power capacity was carbon-free in 2024Solar, batteries, and wind accounted for the vast majority of new electrons on the U.S. grid last year, but fossil fuel use remains high. 0185
Reposted by Jack ConnessJack Conness @jackconness.bsky.social · 23/12/2024In April, I wrote for @forbes.com about how 2024 could be the year for the American lithium industry. Turned out - it was! A lot happened & I break it down in an updated piece released on Sunday. The article gives you all the goods, but let me share some important takeaways...🧵 2125
Jack Conness @jackconness.bsky.social · 31/12/2024It would be great if elected officials, city planners, and police departments took road design and safety seriously. Or even attempted basic enforcement of speeding, aggressive driving, expired tabs, etc. Everyone is aware of how ruthless driving is post-COVID, but no one is doing a thing about it.sfchronicle.comMore people died in S.F. from traffic crashes than homicides in 2024More people died in San Francisco from traffic crashes than homicides in 2024 for the first time in recent history 010
Jack Conness @jackconness.bsky.social · 23/12/2024In April, I wrote for @forbes.com about how 2024 could be the year for the American lithium industry. Turned out - it was! A lot happened & I break it down in an updated piece released on Sunday. The article gives you all the goods, but let me share some important takeaways...🧵 2125
Reposted by Jack ConnessSilvio Marcacci @silviomarcacci.bsky.social · 23/12/2024Investing in US lithium production could push down global EV costs today and accelerate American EV sales tomorrow under a climate-friendly administration - via @jackconness.bsky.social www.forbes.com/sites/energy...forbes.comAmerica’s Lithium Industry Can Lead The World—If We Protect Its GrowthAmerican lithium production has accelerated the clean energy economy, domestic production has the potential to lead globally if the proper protections are in place. 192
Reposted by Jack Connesssonia aggarwal @soniaaggarwal.bsky.social · 13/12/2024You can accuse me of bias, but I think we have the best team! Follow some of them here: bsky.app/starter-pack... 0156
Jack Conness @jackconness.bsky.social · 05/12/2024Remarkable growth in the U.S. solar manufacturing industry. Spurred by the Inflation Reduction Act, facilities are quickly being built across the country. "At full capacity, U.S. solar module factories can produce enough to meet nearly all demand for solar in the United States." 🔌💡 141
Reposted by Jack ConnessSilvio Marcacci @silviomarcacci.bsky.social · 03/12/2024"Texas could lose out on more jobs than any other state if Project 2025’s energy and climate provisions were fully realized" Investing in clean manufacturing insulates our economy from economic competitors, no matter if your state is Red or Blue www.houstonchronicle.com/business/ene...houstonchronicle.comProject 2025 could reduce Texas job growth, increase energy bills, study findsTexas could lose out on the most jobs of any state if Project 2025’s energy and climate provisions were fully realized, according to an Energy Innovation study. 34815
Jack Conness @jackconness.bsky.social · 03/12/2024Yesterday, the U.S. Department of Energy's Loan Program Office announced a $6.85 billion loan (conditional) for two battery plants in Kokomo, IN. It's a joint venture between Stellantis & Samsung SDI. Project would create 3,200 construction jobs & 2,800 permanent manufacturing jobs. 🔌💡 130
Jack Conness @jackconness.bsky.social · 02/12/2024I missed this from a few weeks ago, but Canadian Solar has committed $712M to Shelby County, KY for a utility-scale battery storage manufacturing facility. 1,600 jobs. It's the largest economic development project in Shelby County history. +35 Trump County. Massie (R) district. 🔌💡courier-journal.comEXCLUSIVE: Shelby County to get $700M battery facility, largest project in county historyShelby County will welcome its largest ever economic development project with a $700 million battery manufacturing facility in Shelbyville, Kentucky. 051
Reposted by Jack ConnessJigar Shah @jigarshahdc.bsky.social · 26/11/2024Announcing a ~$6B conditional commitment to @rivianofficial.bsky.social for their Georgia facility. The Georgia factory expand the production from the plant in Illinois and produce S.U.V.s that sell for about $45,000. www.nytimes.com/2024/11/25/b...nytimes.comEV Projects to Get $13 Billion in Federal LoansThe financing for a factory in Georgia is part of a last-minute effort to establish climate policies before President-elect Donald J. Trump takes office. 710420
Jack Conness @jackconness.bsky.social · 25/11/2024. @robbieorvis.bsky.social and I spoke with Daily Energy Insider about the future of the Inflation Reduction Act. As Robbie summed up nicely, major manufacturing investments over the past few years are driving U.S. economic competitiveness globally. It's also creating jobs, jobs, and more jobs. 112
Jack Conness @jackconness.bsky.social · 20/11/2024It's worth following everyone here 👇 @energyinnovation.bsky.social 020
Jack Conness @jackconness.bsky.social · 20/11/2024America's 'Year of Lithium' continues... Exxon Mobil's lithium investment in Arkansas (Smackover) will supply LG Chem for their batteries. This lithium would be shipped to LG Chem's new Tennessee facility (IRA-related manufacturing investment). Full supply chain coming into shape. 🔌💡reuters.comExxon Mobil signs non-binding lithium supply deal with LG ChemExxon Mobil said on Wednesday it has signed a non-binding lithium supply deal with battery parts maker LG Chem , the oil giant's second agreement to supply the electric vehicle battery metal from its proposed Arkansas project. 080
Jack Conness @jackconness.bsky.social · 19/11/2024I spoke w/ @cstephenson.bsky.social about IRA-related manufacturing investments in Tennessee and how political rhetoric ≠ reality. Reality is that IRA is creating thousands of jobs and has spurred significant economic growth in the state. The private market does not want it to disappear. 🔌💡 000
Reposted by Jack ConnessJay Turner @jayturner.bsky.social · 14/11/2024Great thread here from @jackconness.bsky.social on post-election landscape and future of Inflation Reduction Act. 🔌💡 🔌🚗 041
Jack Conness @jackconness.bsky.social · 14/11/2024🚨 Major 2024 election updates made to the IRA + CHIPS Dashboard: Familiar to some, new to many: 80%+ of investment dollars and 70%+ of jobs are headed to red congressional districts across the country. A 🧵 to understand how this looks moving forward: www.jackconness.com/ira-chips-in... 63624
Jack Conness @jackconness.bsky.social · 12/11/2024Excited to see the growth on this site! A brief intro: I’m a policy analyst at Energy Innovation & I focus on transportation, building, & industry electrification. Critical minerals too! I also created the IRA + CHIPS Dashboard. It will be a very important resource to use as we protect these laws.jackconness.comInflation Reduction Act (IRA) and CHIPS and Science Act Investments | Jack ConnessAn online dashboard created by Jack Conness to track private investments related to the Inflation Reduction Act (IRA) and the CHIPS and Science Act (CHIPS). 070
Jack Conness @jackconness.bsky.social · 10/11/2024This election better be a kick in the teeth for the Democratic Party. Traditional blue states - because of unaffordable housing - will see major congressional and electoral college losses soon. Stop pushing people out. Stop with restrictive zoning. Build more housing and bring people in. 120