Total AssetsGeothermal core targets: ORA (pure geothermal + just signed a Google deal), CEG (acquired Capline in January this year, owning the world's largest geothermal field. ORA's U.S. geothermal capacity is 1446MW, ranking first in the U.S., accounting for about 36.4%; CEG's U.S. geothermal capacity is 1359MW, ranking second in the U.S., accounting for about 34.2%. ORA and CEG together account for about 69% of the U.S. total.$Constellation Energy(CEG.US)$Alphabet(GOOGL.US)
Geothermal - A Quiet Energy Revolution in the United States
The United States is undergoing a geothermal energy revolution, with shallow systems beneath Brooklyn skyscrapers to deep drilling backed by Bill Gates and Google, showcasing frequent technological breakthroughs. The energy demand triggered by the AI boom has become a key catalyst. The Department of Energy predicts that enhanced geothermal projects could power 65 million households by 2050, marking a transformation that is reshaping the energy landscape
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