America's Geothermal Breakthrough

oilprice.com

99 points

sleepyguy

10 hours ago


113 comments

WarOnPrivacy 9 hours ago

I worked on geothermal control systems a decade or so back. There are some less obvious applications for geothermal that reduce electric use (as opposed to generating electricity).

The systems I worked on were for cooling larger structures like commercial greenhouses, gov installations and mansions. 64° degree water would be pumped up from 400' down, run thru a series of chillers (for a/c) and then returned underground - about 20° or 25° warmer.

I always thought this method could be used to provide a/c for neighborhoods, operated as a neighborhood utility. I've not seen it done tho. I've seen neighborhood owned water supplies and sewer systems; it tells me the ownership part seems feasible.

  • wood_spirit 9 hours ago

    In the nordics it is common to have ground source heat pumps (brine in closed circuit pipe or bore hole) that are run backwards in summer to cool the house while actually assisting in storing heat back in the ground to extract in the winter. It’s a bit like regenerative breaking on electric cars.

    • jjtheblunt 7 hours ago

      There was a new in 1988 house in Champaign, Illinois, USA that used the same system, and i mention that because it was a normal modern house, and it's the only one i've heard of with that system.

      It seems so smart.

      • maxerickson 5 hours ago
        2 more

        It's expensive. A relative has one in the northern Great Lakes, they wouldn't have installed it if their house had access to natural gas.

        • zrail 4 hours ago

          Our house came with one and we upgraded the unit a few years ago. It's very efficient in terms of units of energy consumed, but in my area of the world gas is significantly cheaper than electricity so it ends up being expensive to run.

          That said, we will install solar at some point and then it'll be "free" HVAC.

      • zdragnar 4 hours ago
        3 more

        There's a pretty significant upfront cost in getting them drilled, and many homes need the vertical drilling if they don't have sufficient yard space for a horizontal system. It gets harder if you have your own septic drain field too, as that will complete for yard space.

        The cost difference is pretty massive- 3-10x for a vertical system. If you live in a city or a suburb with tiny lots, that's your only option though.

        Nat gas and central AC are way cheaper.

        • IncreasePosts 3 hours ago
          2 more

          Air source heat pumps are insanely more efficient and just plain better these days too. It used to be that if the air was below 40F you couldn't heat your house with a heat pump. Now, you can heat your house even when it's -10F

          • SR2Z 2 hours ago

            If you can tolerate the price, I am _confident_ that you will pretty much always have better results using the Earth as your thermal exhaust, because you don't have to dig very far to find a large region that's pretty much always at 50 F.

  • Animats 9 hours ago

    Shallow geothermal works fine for heating. And you can use the ground as a heat sink. But if you want to generate power, you need to get down to where temperatures can boil water. That's deeper than most oil wells. Fervo Energy claims to have found 270C at 3350 meters well depth. That's progress.

    • lostlogin 8 hours ago

      > if you want to generate power, you need to get down to where temperatures can boil water. That's deeper than most oil wells.

      That’s going to be very dependant on location.

      Here in NZ there are regions where water is boiling at surface level.

      According to the below, 18% of our power is produced with it.

      https://www.eeca.govt.nz/insights/energy-in-new-zealand/rene...

      • Animats 3 hours ago
        2 more

        "New Zealand has an abundant supply of geothermal energy because we are located on the boundary between two tectonic plates. ... Total geothermal electricity capacity in New Zealand stands at over 900 MW, making us the fifth largest generator of geothermal in the world. It has been estimated that there is sufficient geothermal resource for another 1,000 MW of electricity generation."

        That's not all that much. That total would be about equal to the 75th largest nuclear plant in the world.

        Good sites where high temperatures are near the surface are rare. California has a few, but no promising locations for more.

        • lostlogin 2 hours ago

          > That's not all that much.

          We don’t have many people. It gets worse’s though, we burn coal and are looking to fund a gas terminal. We have abundant other ways of generating power and subsidise an aluminium smelter for some reason.

          Coming up next, data centres.

          ‘Clean, Green New Zealand.’

      • thinkcontext 2 hours ago

        You brought the conversation in a circle, since the point of this new technology is the geology you speak of is rare.

    • quijoteuniv 7 hours ago

      I think this looks interesting, but still very early stage. The “150 GW revolution” sounds more like theoretical potential, not something we will see soon in real deployment.

      Main problems: drilling is still expensive, managing induced seismic activity is not trivial, permitting can take long time, and you also need transmission infrastructure. Also not yet proven that companies like Fervo can scale this in reliable and low-cost way.

    • jeffbee 4 hours ago

      Nope. To efficiently tap geothermal energy, you need to boil something but not necessarily water. Isopentane, for example, boils at 28º at standard pressure, so they pressurize the secondary loop to raise the boiling point close to whatever the primary loop temperature is.

      The idea that geothermal only works well at steam temperatures is outdated 20th-century thinking.

      • emmelaich 3 hours ago
        3 more

        But the energy in boiling isopentane would be less right?

        • jeffbee 3 hours ago
          2 more

          Yes, the efficiency is worse, but as is also the case for solar power you need to get used to not caring much about efficiency. It is nuclear energy where the primary side is provided free of charge. The Carnot efficiency is almost without relevance.

          • micro2588 3 hours ago

            In geothermal there is still a lot of interest in efficiency and exploring different working fluids because binary systems now have efficiencies of 10-20%. That is why you see companies like Sage Geosystems working on developing / deploying supercritical CO2 turbines to try and boost practical power densities.

  • wesapien an hour ago

    One of the problems with the data center boom is its use of fresh water. How does geo-thermal plants use water and how much?

    • micro2588 44 minutes ago

      The water at these temperature / depths has a lot of dissolved salts and minerals so it's not (human / ag) usable. Modern designs are closed loop systems where production wells bringing the hot water to the surface go through a heat exchanger to a different working fluid to drive the turbine and then is re-injected back into the reservoir. There is consumptive water use for fracking the reservoirs in these types of enhanced geothermal systems, but beyond that it's more water redistribution in the area around the well systems where re-injection and production lead to different pressurization from pumping / natural ground water replenishment rates.

  • solarpunk 8 hours ago

    I think you're describing what is known as "district energy" systems.

  • quickthrowman 8 hours ago

    District heating and chilled water is uneconomical for single-family homes. It does work well in medium to high density areas.

    • gambiting 7 hours ago

      I don't know how economical that is, but just as an anecdote - the town I'm from in Poland has district heating to all single family homes, town of about 20k people. And coincidentally, I now live in the UK and a new estate near me has district heating to all the houses they are building, not apartment blocks. So it must make some sense to someone, or they wouldn't be outfitting 100+ houses this way.

      • hunterpayne 6 hours ago
        4 more

        "I don't know how economical that is"

        Sure you do. Think about it. Its just drilling a hole and making electricity from the heat. We have been able to do this for a very long time. So if people aren't really doing it much, its not economical. If it was now becoming economical, the article would describe some new way of doing it that makes it economical. The article doesn't, so you "know" it isn't.

        PS This has been tried many time, it only works in very specific situations, usually places where building a full PP doesn't make sense or where you are making a lot of electricity for some other purpose (mining usually).

        • thinkcontext 2 hours ago

          > Its just drilling a hole and making electricity from the heat

          District heating does not involve making electricity.

        • LeFantome 4 hours ago
          2 more

          The “new” way is plasma drilling.

          • thinkcontext 2 hours ago

            That's still a science project, they are piloting zapping a small hole to 100m. Very uncertain whether it will amount to anything.

  • readthenotes1 9 hours ago

    Isn't that similar to how neighborhood heat pumps work?

    https://www.araner.com/blog/district-heating-in-sweden-effic...

    • hunterpayne 6 hours ago

      Heat pumps require a specific temperate differential to work. So they work in zones with are a bit hotter or colder than you would like and so require moderate amounts of heating or cooling. They don't work in temperate zones nor in very hot or cold places. So Santa Fe or Minneapolis for example they work but Mexico City or San Francisco they don't. If you are in a place where they work and that isn't too dense or has earthquakes, go for it. If not, don't. There are businesses that will help you understand when they do and don't make sense. Those businesses don't sell heat pumps though (the businesses that sell things will almost always tell you it works, even when it doesn't, for example PV in the UK doesn't work).

      • sokoloff 4 hours ago

        I’ve never heard a claim that heat pumps won’t work well in a climate like San Francisco and, from looking at the annual temperature patterns, it seems like both air source and ground source heat pumps should work extremely well as they do in the “shoulder seasons” here in New England.

      • hyperbovine 4 hours ago

        Wait Minneapolis is definitely very cold for about half the year.

Animats 9 hours ago

Oh, Fervo Energy again. They're trying to IPO, hence the hype. Wikipedia's warning: This article reads like a press release or a news article and may be largely based on routine coverage. (February 2026) This article may have been created or edited in return for undisclosed payments, a violation of Wikipedia's terms of use. It may require cleanup to comply with Wikipedia's content policies, particularly neutral point of view.

Here's a more realistic evaluation of Fervo.[1]

[1] https://www.latitudemedia.com/news/what-fervos-approach-says...

  • tptacek 3 hours ago

    That's Wikipedia warning about the quality of the Wikipedia page, not about the company.

  • w1 8 hours ago

    This isn’t really an evaluation of the company, just explaining how they had to use different financing approaches as they grew and derisked their technology (which makes sense).

    Compared to some other new approaches for getting clean base load power, it seems like they’ve been pretty grounded and methodical.

    • Animats 6 hours ago

      They're way ahead of the microwave drilling people.

      There's no reason why this shouldn't work. But they've been at it for 9 years, with considerable funding, and it doesn't really work yet. That's a concern.

      • mgfist 2 hours ago
        2 more

        > There's no reason why this shouldn't work. But they've been at it for 9 years, with considerable funding, and it doesn't really work yet. That's a concern.

        It does work. They've had a pilot project producing 3 megawatts since 2023. But scaling takes a lot of time and money, particularly when it's something new and you have to go through a lot of operational learning.

        Shale took something like 30 years to become a thing. 9 years is nothing in the energy space.

        • micro2588 2 hours ago

          It does work technically I think it is still an open question if it can work economically. There are issues of commercially viable flow rates / thermal decline rates that are harder physical limits you run up against and the pilot design doesn't address. In human timescale terms it's more like heat mining rather than renewable heat due to thermal depletion rate vs replenishment rate. These systems have a targeted lifetime of ~20-30 years and net power will decline over this timespan.

      • hunterpayne 5 hours ago
        2 more

        "There's no reason why this shouldn't work."

        Geothermal has had the same problem for its entire history. That problem is that the water being heated goes through the ground (not in a pipe) to "gather" more energy. But this means that when the water comes back up, it has a lot of weird salts in it (and other things). Those salts cause corrosion, lots and lots of corrosion, far more than even a maritime environment. So the plant needs to be shutdown a lot of the time for repairs. And that's what makes it uneconomical. Also, the salts often contain things that require special handling which also increases costs.

        PS This is why geothermal works in Iceland where there is so much geothermal heat they can use pipes. In CA, they can't so it doesn't work there.

        • micro2588 3 hours ago

          Fervo uses engineered reservoirs in granitic basement rock so this is less of an issue. Hot rock in a working fluid can still dissolve silicates out of the granite and lead to scaling / degradation of the flow rates through the reservoir and that is a risk but chemical anti scaling treatments are used to reduce this.

          CA has the worlds largest geothermal power complex in the Geysers. That one field produces an equivalent amount of power as all the geothermal in Iceland and there are others.

pedalpete 6 hours ago

According to google, this would be almost 30% of total US energy production (135gw-150gw) and nearly 5% of total US energy consumption.

But what is the "breakthrough" if there is one? The article doesn't really suggest any breakthrough that is unlocking this potential energy? Or maybe I'm looking for a technological breakthrough where there isn't one.

  • hunterpayne 5 hours ago

    There isn't one. They are trying to politically pressure a utility to build some geothermal plant. But utilities have engineers who will tell their bosses that this plan doesn't work. So the companies selling the geothermal plant are trying to politically pressure the utility to do yet another thing that they know won't work. PG&E for example has several geothermal plants which have been economic disasters and were and are being shutdown.

    • micro2588 2 hours ago

      The core breakthroughs were working with partners to develop PDC bits that enable high rates of penetration in drilling out these horizontal wells in high temp granitic rock and then demonstrating plug / perf fracture networks that have a high engineered permeability in these source rocks to support economical flow rates and heat transfer. These were considerable advances over previous efforts.

      There will be other learning by doing advances in how you structure your power plant design to take advantage of these to make practical long term power production possible (well spacing and injection / production placement / flow rate and temperature decline management).

    • mgfist 2 hours ago

      > PG&E for example has several geothermal plants which have been economic disasters and were and are being shutdown.

      Those are very different from EGS

  • hn_throwaway_99 6 hours ago

    4th paragraph of TFA:

    > Several companies are now building upon existing techniques for accessing geothermal resources by integrating enhanced geothermal systems (EGS) into operations. While conventional geothermal systems produce energy using hot water or steam, pumped from naturally occurring hydrothermal reservoirs trapped in rock formations underground, EGS use innovative drilling technologies, such as those used in fracking operations, to drill horizontally and create hydrothermal reservoirs where they don’t currently exist.

    • nandomrumber 5 hours ago

      Sounds like marketing hype to me.

      Geothermal reservoirs exist at depth.

      Drilling horizontally doesn’t magically reduce the depth, nor the problem that drilling in to hot rock is like drilling in to plasticine, at least for temperatures worth working with.

      • micro2588 3 hours ago

        In traditional fault hosted (not magmatic) geothermal the convection of the water up the fault brings the thermal energy closer to the surface where drilling depths are economical. This convection heats the surrounding rock and over hundred thousand - million of years brings the background temperature around a large volume at depth surrounding these systems considerably above traditional background geothermal gradients. By drilling into a much larger volume of impermeable hot rock surrounding a very small permeable fault hosted section you can considerably enhance the power potential of a traditional fault hosted geothermal system (the E in EGS). That is what Fervo is doing and why their projects are situated right next to traditional geothermal power plants.

        The assumption is that if you can increase drilling efficiencies enough then you don't even need a fault hosted or similar system to bring that energy close to the surface, you can just drill down deep enough to get at similar temperatures. That is a big assumption in the economics.

    • nusl 5 hours ago

      So it basically says nothing useful other than try to generate hype and make them look good.

      • thinkcontext 2 hours ago

        No. Current geothermal projects need very specific geology to work, its very rare which is why geothermal is such a small blip in the overall energy picture. Enhanced Geothermal Systems (EGS), the technique Fervo is using, can create the conditions to be able to generate electricity. The hope is this will greatly expand the number of projects that can be developed.

        Doesn't that sound useful to you?

  • skybrian 4 hours ago

    My understanding is that it's due to better drilling techniques. The industry learned a fair bit from fracking and they're learning more from experience as they apply it to geothermal.

    No particular breakthrough, but there's a learning curve and they learn more as they do more. Other industries sometimes work that way, too.

    https://www.austinvernon.site/blog/geothermalupdate2026.html

jmward01 7 hours ago

Here is an article that is a bit old but discusses the start of things [1]. It would be a bit ironic if fracking tech helped get us further from using natural gas. I think the reality will be if this gets established we will see rapid improvement as scale comes on line so if it is remotely economical now it will be massively better in 5-10 years. Of course the 'if' applies.

[1] (2023) https://time.com/6302342/fervo-fracking-technology-geotherma...

typon 2 hours ago

What is the point of building energy outside of solar farms? I'm sincerely asking

  • applied_heat an hour ago

    Night time? But batteries! Several cloudy days in a row? More batteries! Cost? -> a mix of sources becomes attractive

    • typon an hour ago

      https://imgur.com/a/dV8gk3R

      can you find curves like this for any other power source?

      also batteries are getting exponentially cheap too

      • micro2588 17 minutes ago

        These are typically representative of cost performance per watt of one part of a more complex deployed energy system. Things like the aluminum / steal for the container / framing, copper / aluminum for the transmission and wiring, land and labor for installation decline at much less aggressive rates or increase over time.

        In almost all pareto optimal least cost energy system models that I've seen, high penetration of solar, wind, batteries plus some minority amount of (clean) baseload power is the most capital efficient energy system.

runicelf 5 hours ago

Would be great to see this in our lifetime

idontwantthis 5 hours ago

Is 150GW enough for a “revolution”? That’s about 10% of current total power production.

  • edbaskerville 4 minutes ago

    Solar and wind, with battery storage, can get you to say 90%, and then you only need 10% from other sources like geothermal and nuclear to fully decarbonize.

  • smallerize 5 hours ago

    Solar is at 7%. It's very significant.

davidw 7 hours ago

There's one of those sites near where I live. The numbers would be amazing if true, but feel a lot like "to good to be true" to me

https://www.opb.org/article/2025/10/06/super-hot-rocks-geoth...

  • micro2588 an hour ago

    Newberry Volcano is too good to be true in that there are few (outside of Yellowstone) equivalent sources of geothermal awesomeness at similar depths in the USA. Good for research bad for generalization of drilling costs to hit similar temperatures. There are federal protections for geothermal drilling anywhere near Yellowstone.

taffydavid 9 hours ago

[flagged]

  • giarc 7 hours ago

    You might be joking, but he might just be that simple. Today he seemed to conflate capital punishment with crimes committed in a capital city.

  • ryandrake 9 hours ago

    [flagged]

    • hunterpayne 5 hours ago

      "It really is off-brand for this administration. They are only interested in energy sources you pull out of the ground, burn, and turn into CO2/pollution."

      They are pro nuclear and that alone means their energy policy is more environmentally friendly than the previous one. Renewables are a dodge for those who either don't look at industry numbers or are scientifically illiterate. It isn't an accident that the last 2 governors of CA came from very big oil money and spoke a lot about renewables.

      • ssl-3 4 hours ago

        As far as I can tell, every president in the US since the Clinton administration has been in favor of nuclear power.

        Is there something important that I am missing?

    • r3trohack3r 7 hours ago

      Pretty sure they’re interested in collapsing the cost of domestic energy production in a way that’s resilient to adversarial supply chain risk since energy production is the base of the economic pyramid - energy availability is upstream of nearly all economic output.

      • burkaman 7 hours ago
        22 more

        They have spent immense effort blocking huge amounts of domestic solar and wind production, even paying off developers to simply not build planned power plants.

        • r3trohack3r 7 hours ago
          21 more

          Didn’t know there were significant domestic supply chains for wind, solar, and battery tech. Thought a lions share of that was ultimately coming from China.

          Have any sources I can learn from?

          • burkaman 7 hours ago
            14 more

            There aren't, and there certainly won't be if we keep blocking the industry at every turn. Maybe I'm misunderstanding your point but I don't see how this is relevant. Blocking a developer that wants to buy wind turbines from another country and install them in the US does not make domestic energy cheaper or make domestic supply chains more resilient. It's a one-time import, once it's installed the wind is domestic and free, the most reliable possible supply chain, much more than domestic oil or gas.

            • nandomrumber 5 hours ago

              > Blocking a developer that wants to buy wind turbines from another country and install them in the US does not make domestic energy cheaper or make domestic supply chains more resilient.

              On the other hand, there are, what, approximately zero examples of where wind / solar market penetration is worth writing about and electricity has gotten cheaper.

            • convolvatron 7 hours ago

              I'm also confused, I thought the US was the leader in basically everything, so much so that they were constantly accusing other countries of stealing technology. now, basic manufacturing is a mysterious unknowable box for which we'd need to depend on foreign suppliers.

            • r3trohack3r 7 hours ago
              11 more

              Seems fairly measured to say that it’s not in the interest of the U.S. to build its economic foundation (energy production) on top of a technology it’s incapable of producing without the assistance of a country that’s been fairly open about its plans to take kinetic action against the US sometime in the next 48 months.

              Help me understand.

              • rainsford 7 hours ago
                6 more

                Really a couple of key points. The first is that the US isn't "incapable" of producing renewable energy infrastructure, we've just largely chosen not to for various reasons and are certainly capable of doing so if there was a good reason to.

                But the second and more important point is that relying on another country to produce renewable energy technology is not analogous to relying on another country to supply your actual energy. If I bought solar panels from China and tomorrow a US-China war started, my solar panels keep producing energy just fine. I might have imported the panels from China, but that's not where the actual energy is coming from. Sure, eventually I'll need to replace them, but that's not for decades. Assuming a conflict with China lasts long enough to prevent me from ever buying Chinese solar panels again, that's plenty of time to develop US capacity to produce them. And in the meantime, my solar panels keep importing energy from the Sun, which I'm told is very hard to blockade, embargo, or tariff.

                Renewable energy tech actually has another major advantage over fossil fuels in a conflict situation. As the current Middle Eastern unpleasantness has demonstrated, fossil fuels are a global commodity and their price everywhere is impacted by restriction on their trade anywhere. Sufficient domestic production of fossil fuels may prevent a country from literally running out in a war, but that's unlikely to actually keep the country's economy healthy. China obviously isn't sitting on top of a fossil fuel producing region the way Iran is, but it seems pretty obvious a US-China war will dramatically impact fossil fuel energy prices given that blockading fossil fuel trade will be an obvious weapon in such a conflict.

                When it comes to the impact conflicts have on the price of your energy, you might be better off relying on your Chinese solar panels than American oil. Especially if you can replace them with American solar panels when the time comes. China clearly understands the strategic value of renewable energy, which is why they've invested so much in becoming the major source of that technology.

                • r3trohack3r 6 hours ago

                  Just wanted to say thanks for this. You connected two trains of thought I had never put together.

                  Don’t have a rebuttal.

                  I’m long on last mile energy production. Solar/battery for domestic, nuclear for industrial, etc. It creates resilience through decentralization. It also is likely to happen organically (no central planning necessary, markets will likely naturally converge here as they drive down prices).

                  Haven’t spent much time reconciling that with my stance _against_ centralized wind/solar/battery in critical infrastructure in the U.S.

                  Will think about this for a while, thanks!

                • nandomrumber 5 hours ago
                  2 more

                  > their price everywhere is impacted by restriction on their trade anywhere.

                  That’s entirely a human fabrication.

                  Any country can decide at any time to simple give their fossil fuel reserves away.

                  Australia does, so I don’t see why any other country can’t do the same.

                  Also, your plan relies on the power electronics and industrial control systems used in solar / wind deployments not being backdoored, which isn’t a bet I’d be willing to make.

                  • scandals 39 minutes ago

                    Giving their fossil fuel reserves away isn't exactly solving anything is it though? They happen to be giving the reserves away to foreign investors and thus driving domestic prices significantly higher then they aught to be.

                • 3eb7988a1663 7 hours ago
                  2 more

                  I saw an amusing analysis which said that Trump will go down in history as the clean energy president. No administration will ever do so much to prove the necessity of having renewable energy.

                  When one leader can cause a global energy crisis, seems obvious the world will go running towards any solution which can mitigate this in the future.

                  • breakyerself 6 hours ago

                    It's a lesson the US won't be able to learn until it has administration capable of learning.

              • triceratops 5 hours ago

                Did Saudi Arabia wait until it could manufacture oil drills before it started exploiting its oil?

                Solar panels are oil drills. The oil is in the sky. If your supplier stops selling you oil drills you have several years to find another supplier or start building your own.

              • amanaplanacanal 7 hours ago
                3 more

                So if something goes wrong between the US and China, the US has 10 years to develop it's own supply. It's not like existing panels and batteries are going to suddenly stop working.

                • r3trohack3r 7 hours ago
                  2 more

                  Fair point. But, simultaneously:

                  * I’m skeptical of the U.S. being able to develop domestic supply chains for this under current conditions

                  * “Kinetic action” does imply large swaths of U.S. infrastructure will in fact “suddenly stop working” and need to be rebuilt to maintain capacity

                  • refulgentis 6 hours ago

                    That's fair: as a 3rd party it seems like there's miscommunication leading to impasse, help me understand:

                    > skeptical of the U.S. being able to develop domestic supply chains for this under current conditions

                    Right, but, the presupposition there is war, and we have to build it ourselves, presupposes differing conditions. Then there are ameliorations that bridge to your desired conditions mentioned by your interlocutors (stuff still works, 10 year head start)

                    > “Kinetic action” does imply large swaths of U.S. infrastructure will in fact “suddenly stop working” and need to be rebuilt to maintain capacity

                    This relies on a maximal reading of the already-maximal "[They have open] plans to take kinetic action against the US [in next 4 years].". I assume they is China, and you are referring to a Taiwan scenario. I haven't seen anyone claim China is going to attack the US in the next 4 years. It is extremely unlikely China ends up knocking out tons of stateside power infrastructure over Taiwan.

          • amanaplanacanal 7 hours ago
            2 more

            If you install solar panels, you have 10 years or more of lifetime to develop your domestic supply chain for replacements. This doesn't sound like a problem.

          • 3eb7988a1663 7 hours ago

            The IRA had enormous incentives to develop on shore renewable manufacturing. All of that was gutted in the BBB. Many of those burgeoning companies may have died in the interim as they saw that funding dry up, and realized they were working in an uphill regulatory environment.

          • triceratops 5 hours ago

            I thought a lot of manufactured goods come from China. Including many of the tools and equipment for drilling oil. Is oil not a secure energy supply either then?

          • tzs 5 hours ago
            2 more

            The incentives in the Inflation Reduction Act greatly increased US domestic battery production capacity. It went from 7 GWh per year in 2023 to 70 GWh per year in early 2026 and is expected to reach 1400 GWh per year by the end of the decade.

            Domestic solar cell manufacturing was also growing rapidly, although I believe that may have slowed due to Trump.

            I don't know about wind turbine production because I can't convince the !@#$%&?ing search engine to tell me about manufacturing rather than installation.

            • hunterpayne 5 hours ago

              1400 GWh of Li-ion batteries would require consuming the entire planets known Li reserves plus a bit more.

      • bmitch3020 6 hours ago
        2 more

        When you have a supply chain failure on solar or wind power, you stop adding capacity. When you have a supply chain failure on oil and gas, you stop generating power. These are not the same problem.

        We can build capacity to manufacturer renewable power domestically. But I suspect this administration is more interested in protecting the business interest of those that gave them the largest campaign donations than they are in long term energy sustainability.

        • nandomrumber 5 hours ago

          > When you have a supply chain failure on oil and gas, you stop generating power.

          Only if all oil and gas > energy production has one single point of failure.

          In reality it’s much more distributed than that.

      • breakyerself 6 hours ago

        They're interested in protecting the profits of industries that line their pockets. It's the most corrupt administration in US history and it isn't even close. Theres some far right ideology mixed in. Particularly from Stephen Miller, but mostly it's grift and graft

      • triceratops 5 hours ago

        Saying solar power is dependent on China because panels come from China is like saying fracking is dependent on China because some pumps and drilling equipment come from China.

    • tialaramex 8 hours ago

      It has exclusivity which might be enough, you can't own the sun (modulo Simpsons episode) but you might be able to "own" geological hotspots for this purpose, the same way you can "own" a coal mine or an oil well. Remember the goal here is to create poverty. I mean, obviously you say you want to create "wealth" but only in a relative sense.

    • ch4s3 8 hours ago

      They're pretty friendly to nuclear which comes out of the ground.

      • hunterpayne 5 hours ago
        2 more

        So do Renewables.

        • ch4s3 4 hours ago

          Sure, technically.

  • mmooss 8 hours ago

    Seriously, I wonder about why it's supported. Maybe the drillers are from the fossil fuel extraction industry.

    • D-Coder 7 hours ago

      > Seriously, I wonder about why it's supported.

      $$$.

mskogly 8 hours ago

The whole continent of America made a breakthrough?