From Gas Supercycles to Geothermal Breakthroughs
The Week That Was: April 18-25, 2025
NOTE: โThe Week That Wasโ is a recap of ideas shared over the last seven days.
What got my attention in ๐๐๐ ๐๐๐๐ ๐๐๐๐ฉ ๐๐๐จ?
From GE Vernovaโs view of a gas-fired โInvestment Supercycleโ to Fervoโs From ๐๐ ๐๐๐ง๐ฃ๐ค๐ซ๐โ๐จ ๐ซ๐๐๐ฌ ๐ค๐ ๐ ๐๐๐จ-๐๐๐ง๐๐ โ๐๐ฃ๐ซ๐๐จ๐ฉ๐ข๐๐ฃ๐ฉ ๐๐ช๐ฅ๐๐ง๐๐ฎ๐๐ก๐โ ๐ฉ๐ค ๐๐๐ง๐ซ๐คโ๐จ ๐๐ง๐๐๐ ๐ฉ๐๐ง๐ค๐ช๐๐ ๐๐ฃ ๐๐๐ค๐ฉ๐๐๐ง๐ข๐๐ก, ๐ง๐๐จ๐๐ฃ๐ ๐ผ๐-๐๐ง๐๐ซ๐๐ฃ ๐๐ก๐๐๐ฉ๐ง๐๐๐๐ฉ๐ฎ ๐๐๐ข๐๐ฃ๐, ๐๐ฃ๐ ๐ฌ๐๐๐๐ฃ๐๐ฃ๐ ๐๐๐ฅ๐จ ๐๐ฃ ๐๐ข๐๐จ๐จ๐๐ค๐ฃ๐จ ๐๐ฃ๐ฉ๐๐ฃ๐จ๐๐ฉ๐ฎ ๐๐๐ง๐ค๐จ๐จ ๐๐จ๐จ๐๐ฉ๐จ, there has been plenty to discuss this week.
๐๐ ๐ฉ๐ฒ๐ฟ๐ป๐ผ๐๐ฎโ๐ ๐ค๐ญโ๐ฎ๐ฑ ๐ฒ๐ฎ๐ฟ๐ป๐ถ๐ป๐ด๐ ๐ฐ๐ฎ๐น๐น ๐๐ต๐ฒ๐ฑ ๐ป๐ฒ๐ ๐น๐ถ๐ด๐ต๐ ๐ผ๐ป ๐๐ต๐ฒ ๐บ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐ณ๐ผ๐ฟ ๐ด๐ฎ๐-๐ณ๐ถ๐ฟ๐ฒ๐ฑ ๐ด๐ฒ๐ป๐ฒ๐ฟ๐ฎ๐๐ถ๐ผ๐ป ๐ฎ๐ป๐ฑ ๐๐ต๐ฒ ๐ถ๐ป๐ณ๐น๐๐ฒ๐ป๐ฐ๐ฒ ๐ผ๐ณ ๐ฑ๐ฎ๐๐ฎ ๐ฐ๐ฒ๐ป๐๐ฒ๐ฟ๐ ๐ผ๐ป ๐๐ต๐ฒ ๐ด๐ฒ๐ป๐ฒ๐ฟ๐ฎ๐๐ถ๐ผ๐ป ๐บ๐ถ๐ . In their words, we are in the midst of an โInvestment Supercycleโ, but only have just begun to see the impact of data center demand.
In this Coffee Chat we discuss how ๐๐ฒ๐ฟ๐๐ผ ๐๐ป๐ฒ๐ฟ๐ด๐ ๐ถ๐ ๐ฟ๐ฒ๐ฑ๐ฒ๐ณ๐ถ๐ป๐ถ๐ป๐ด ๐ด๐ฒ๐ผ๐๐ต๐ฒ๐ฟ๐บ๐ฎ๐น ๐ฝ๐ผ๐๐ฒ๐ฟ with enhanced drilling techniques that have cut well costs, and break down the ๐จ.๐ฆ. ๐๐ป๐ฒ๐ฟ๐ด๐ ๐๐ป๐ณ๐ผ๐ฟ๐บ๐ฎ๐๐ถ๐ผ๐ป ๐๐ฑ๐บ๐ถ๐ป๐ถ๐๐๐ฟ๐ฎ๐๐ถ๐ผ๐ปโ๐ ๐ฎ๐ฌ๐ฎ๐ฑ ๐ผ๐๐๐น๐ผ๐ผ๐ธ, which forecasts record-high electricity demand driven by AI, electrification and data centers.
๐ง๐ต๐ฒ ๐๐ผ๐ฝ ๐ฎ๐ป๐ฑ ๐ฏ๐ผ๐๐๐ผ๐บ ๐พ๐๐ฎ๐ฟ๐๐ถ๐น๐ฒ๐ ๐ผ๐ณ ๐ฎ๐๐๐ฒ๐ ๐ฒ๐บ๐ถ๐๐๐ถ๐ผ๐ป๐ ๐ถ๐ป๐๐ฒ๐ป๐๐ถ๐๐ ๐ฎ๐ฟ๐ฒ ๐ด๐ผ๐ถ๐ป๐ด ๐ถ๐ป ๐ผ๐ฝ๐ฝ๐ผ๐๐ถ๐๐ฒ ๐ฑ๐ถ๐ฟ๐ฒ๐ฐ๐๐ถ๐ผ๐ป๐ according to benchmarking by BCG.
๐ช๐ต๐ฎ๐ ๐๐ฒ๐ฟ๐ฒ ๐๐ต๐ฒ ๐บ๐ผ๐๐ ๐ถ๐ป๐๐ฒ๐ฟ๐ฒ๐๐๐ถ๐ป๐ด ๐๐๐ผ๐ฟ๐ถ๐ฒ๐, ๐ถ๐ฑ๐ฒ๐ฎ๐ ๐ฎ๐ป๐ฑ ๐ฏ๐ฒ๐๐ ๐ฐ๐ผ๐ป๐๐ฒ๐ป๐ ๐๐ผ๐ ๐๐ฎ๐ ๐๐ต๐ถ๐ ๐๐ฒ๐ฒ๐ธ? Please share in the comments for all of us!
Have a great week!
Investment Supercycle
๐๐ ๐ฉ๐ฒ๐ฟ๐ป๐ผ๐๐ฎโ๐ ๐ค๐ญโ๐ฎ๐ฑ ๐ฒ๐ฎ๐ฟ๐ป๐ถ๐ป๐ด๐ ๐ฐ๐ฎ๐น๐น ๐๐ต๐ฒ๐ฑ ๐ป๐ฒ๐ ๐น๐ถ๐ด๐ต๐ ๐ผ๐ป ๐๐ต๐ฒ ๐บ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐ณ๐ผ๐ฟ ๐ด๐ฎ๐-๐ณ๐ถ๐ฟ๐ฒ๐ฑ ๐ด๐ฒ๐ป๐ฒ๐ฟ๐ฎ๐๐ถ๐ผ๐ป ๐ฎ๐ป๐ฑ ๐๐ต๐ฒ ๐ถ๐ป๐ณ๐น๐๐ฒ๐ป๐ฐ๐ฒ ๐ผ๐ณ ๐ฑ๐ฎ๐๐ฎ ๐ฐ๐ฒ๐ป๐๐ฒ๐ฟ๐ ๐ผ๐ป ๐๐ต๐ฒ ๐ด๐ฒ๐ป๐ฒ๐ฟ๐ฎ๐๐ถ๐ผ๐ป ๐บ๐ถ๐ .
Fervo Improvements and 2025 EIA Energy Outlook
This week, we explore how Fervo Energy is redefining geothermal power with enhanced drilling techniques that have cut well costs nearly in half and slashed drilling times by 70%. Their scalable technology is poised to deliver clean, reliable baseload energy to hundreds of thousands of homes. We also break down the U.S. Energy Information Administrationโโฆ
Barbell (Emissions) Intensities
๐ข๐ถ๐น ๐ฎ๐ป๐ฑ ๐ด๐ฎ๐ ๐ฒ๐บ๐ถ๐๐๐ถ๐ผ๐ป๐ ๐ถ๐ป๐๐ฒ๐ป๐๐ถ๐๐ถ๐ฒ๐ ๐ฎ๐ฟ๐ฒ ๐ด๐ผ๐ถ๐ป๐ด ๐๐ฝ... ๐ฎ๐ป๐ฑ ๐ฑ๐ผ๐๐ป.