iiinova — where your digital self keeps evolving

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

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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?

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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).

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Scaling 24/7 Power for the AI Era: The Enhanced Geothermal Data Center Corridor - Fervo Energy

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...

fervoenergy.com

Enhanced Geothermal Energy is Poised to Power the Future of AI

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Jack Conness @jackconness.bsky.social · 01/08/2025

🚨 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...🧵

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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.

Jack Conness @jackconness.bsky.social · 01/08/2025

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.

americanhabits.org

Why Geothermal’s moment is now - American Habits

Geothermal meets innovation: Fervo Energy delivers reliable, carbon-free electricity using next-gen drilling technology.

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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.com

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.

Jack Conness @jackconness.bsky.social · 16/06/2025

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.

Jack Conness @jackconness.bsky.social · 16/06/2025

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

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Jack Conness @jackconness.bsky.social · 16/06/2025

Great to meet you out there, Jay!

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Reposted by Jack Conness

Jay Turner @jayturner.bsky.social · 12/06/2025

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… 🔌💡

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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.”

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Reposted by Jack Conness

Latitude Media @latitudemedia.bsky.social · 27/05/2025

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...

latitudemedia.com

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.

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Jack Conness @jackconness.bsky.social · 23/05/2025

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!

Jack Conness @jackconness.bsky.social · 23/05/2025

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/...

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Jack Conness @jackconness.bsky.social · 22/05/2025

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 ✅

atlanticcouncil.org

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.

Ben Serrurier @serrurier.bsky.social · 20/05/2025

Reposted by Jack Conness

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:

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Jack Conness @jackconness.bsky.social · 08/05/2025

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 >>>

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Jack Conness @jackconness.bsky.social · 07/04/2025

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

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Jack Conness @jackconness.bsky.social · 17/03/2025

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.

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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).

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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.

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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.com

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...

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Reposted by Jack Conness

Sara Baldwin-Griffin @sarabaldwin.bsky.social · 27/02/2025

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...

latitudemedia.com

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.

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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.

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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.

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Developing any sort of mining and/or processing infrastructure takes years in the most ideal scenarios. What sort of business would want to risk billions of dollars in investments in a war zone, while also not understanding exactly what is beneath their feet?

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Additionally, the elephant in the room remains the Russian invasion of Ukraine. According to mineral deposit mapping, many of these locations are located in eastern Ukraine. That means we are dealing with Russian occupation and/or destroyed energy & transportation infrastructure.

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What does Ukraine offer in terms of minerals? It’s hard to say. The Ukrainian Geological Survey claims to plenty of titanium, graphite, nickel, lithium, and rare earths, but most surveying was done during the Soviet era. Not to say there isn’t anything there, but data is limited.

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Evaluating The Ukraine Minerals Deal: High Risk, Low Reward

As shown in the previous tweet, U.S. Geological Survey data shows zero rare earth mining or reserves in Ukraine. Rare earths are what many countries are on the hunt for due to China market control and has been a priority for the Trump administration. www.forbes.com/sites/energy...

forbes.com

Ukraine's rare earth element and mineral resources may be far lower than the Trump administration intends to capitalize on.

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Jack Conness @jackconness.bsky.social · 26/02/2025

President 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…🧵

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Nearly identical to every single Seattle election result too. The map below is Rinck (orange) and Woo (green). The wealthy enclaves are generally older, vote conservative, and oppose new housing.

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Jack Conness @jackconness.bsky.social · 25/02/2025

These deposits are primarily situated in war-torn parts of the country (some Russian-controlled). Infrastructure is destroyed. I have a hard time believing any American firms want to invest. Mines require lots of $, lead time, and market/geopolitical predictability. www.politico.eu/article/dona...

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Jack Conness @jackconness.bsky.social · 25/02/2025

To 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.com

Ukraine agrees minerals deal with US

Kyiv hopes agreement on jointly exploring resources will improve relations with Trump administration

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Jack Conness @jackconness.bsky.social · 25/02/2025

Chaotic 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.com

Congo bans cobalt exports for four months to curb oversupply

The 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.

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Jack Conness @jackconness.bsky.social · 04/02/2025

Great 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.

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Jack Conness @jackconness.bsky.social · 03/02/2025

Yes, there are many good reasons why the US should ramp up domestic mineral production, but there are no good reasons to jeopardize mineral/commodity trade alliances with our strongest allies. Canada is a very important player in our mineral supply chain — now and in the future.

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Jack Conness @jackconness.bsky.social · 03/02/2025

Last 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.

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Jack Conness @jackconness.bsky.social · 29/01/2025

Happy 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.

Jack Conness @jackconness.bsky.social · 25/01/2025

The 125 is the best way to get from HP/Delridge to downtown. Can do it in 25 min! Also connects to everything on 3rd. Unfortunately, frequency is rough (30 min), but nothing better when it is running on time.