If you were to harness all the heat currently locked in the Earth’s core, that energy by itself could power all of humanity, at today's consumption rates, for 1.67 million years.
That may seem impressive but the reality is that the energy stored inside the Earth is almost infinitely greater than that.
With gravity squeezing it from all sides and massive concentrations of radioactive elements heating it from within, the Earth’s core isn’t just a static pool of energy in the way that an oil reserve is, but a literal engine that continues to produce heat through the basic mechanics of physics.
That engine never stops. It’s not dependant on the weather or the seasons, and it will continue to generate heat right up until the Sun enters its red giant phase and incinerates the Earth. Our analysts have traveled the world over, dedicated to finding the best and most profitable investments in the global energy markets. All you have to do to join our Energy and Capital investment community is sign up for the daily newsletter below.The Best Free Investment You’ll Ever Make
Don't Look Up At The Sun For Infinite Free Energy… Look Down
What I’m talking about, of course, is the often overlooked member of the renewables family: geothermal.
Once tapped, this resource is 100% clean and completely benign to the ecosystem, and right now, big business is finally starting to awaken to it.
The catalyst, as it has been for so many recent developments in the energy sector, is exploding demand for data storage and management — particularly from the emerging field of artificial intelligence.
In August 2024, Meta partnered with Sage Geosystems to develop up to 150 megawatts (MW) of geothermal power, aiming to supply clean energy to its data centers.
Similarly, in June 2024, Google entered into an agreement with NV Energy to procure 115 MW of geothermal energy for its Nevada data center.
Big Tech Is Already Onboard
Google have also collaborated with Fervo Energy to develop a next-generation geothermal power project aimed to provide 24/7 carbon-free energy to Google's data centers, marking a significant step toward the company's sustainability goals.
Not to be outdone, Microsoft has funded Eavor technologies, a startup that’s developed a closed-loop geothermal system that can be deployed in diverse locations, making it a versatile solution for companies seeking sustainable energy options.
All of this should be a major green light for the investment community, but in case it’s not enough, this might be…
The Department of Energy is predicting a 20 fold increase in geothermal energy reliance in the U.S. by the year 2050, bringing the segment’s share of the national energy pie to 8.5%.
Globally, the International Energy Agency estimates that investment in geothermal will reach $2.5 trillion by the middle of the century, accounting for 15% of global energy demand once all is said and done.
Needless to say, this is an enormous opportunity in the making with little to nothing standing in the way except time.
Geothermal Growth Could Make It The Biggest Segment in Renewables
Right now, time is on investors’ side, as the global geothermal industry is still valued at less than $5B, but as investment from big tech indicates, the dominoes are already starting to fall.
There are ways to play this, of course, and my colleague, Jason Williams, has found what I consider to be an ingenious way to leverage the opportunity. It all goes back to geothermal’s one drawback.
While geothermal heat sources can be found close to the Earth’s surface — as they are in places where geysers and hotsprings are prevalent, they are far more commonly buried miles deep — which makes location a key consideration.
Traditional geothermal plants require access to high-temperature underground reservoirs, typically found near tectonic plate boundaries.
However, advancements in binary cycle power plants have made it possible to generate electricity from lower-temperature geothermal resources, vastly expanding viable locations worldwide.
The Missing Link… Accessibility
Binary cycle technology works by transferring heat from geothermal water to a secondary liquid with a lower boiling point.
This secondary fluid turns into steam at lower temperatures, driving a turbine to generate electricity.
This innovation allows geothermal plants to operate efficiently in regions with reservoir temperatures as low as 100°C (212°F) — greatly increasing the number of sites where geothermal energy can be deployed.
The ability to harness geothermal energy in previously unsuitable locations is a game-changer.
In the U.S. alone, 97% of geothermal resources were previously considered too low-temperature for traditional methods.
Binary cycle technology flips this equation around, making geothermal a much more scalable energy source.
Jason’s bet is on this technology, as it truly evolves geothermal into an almost universally available energy resource.
Want to learn where he’s putting his money? This presentation details it all.
Access is instant and free of charge, but remember what I said earlier… Time is on your side, but the dominoes are already starting to fall.
Don’t wait another minute. It costs nothing to get informed.
Fortune favors the bold,
Alex Koyfman
His flagship service, Microcap Insider, provides market-beating insights into some of the fastest moving, highest profit-potential companies available for public trading on the U.S. and Canadian exchanges. With more than 5 years of track record to back it up, Microcap Insider is the choice for the growth-minded investor. Alex contributes his thoughts and insights regularly to Energy and Capital. To learn more about Alex, click here.