Morning Overview

America’s next energy boom: enhanced geothermal for 24/7 clean power

When the Department of Energy released its report “Pathways to Commercial Liftoff: Next-Generation Geothermal Power,” it signaled that Washington now treats underground heat as a serious candidate for round-the-clock clean electricity. At the same time, projects like Utah FORGE in Millard County have started to show how drilling techniques from the oil patch can be repurposed for constant, carbon-free power. I see those threads converging into the next big American energy buildout, with enhanced geothermal systems offering 24/7 clean power tailored to an AI era that never sleeps.

The stakes are simple and stark. Data centers, factories, and homes all need electricity that does not fade when the sun sets or the wind drops. Geothermal energy, long a niche player, offers something solar panels and wind turbines cannot match on their own: heat from the Earth that never takes a day off. That steady output is why several technical and policy groups now describe geothermal as a firm, clean resource that can back up or even replace fossil fuel plants in many regions.

The always-on promise beneath our feet

At its core, geothermal energy is a way of tapping the steady warmth of the Earth and turning it into electricity or heat. Unlike fuels that must be mined, shipped, and burned, that heat is already present and, as one policy analysis from a conservative energy forum puts it, a powerful, untapped source of domestic energy that sits under every state to some degree. Advocates argue that next-generation projects can turn that latent resource into firm power that behaves more like a traditional power plant than a weather-dependent renewable, while still keeping a smaller land footprint than many other options.

That matters because the Earth’s heat does not follow the clock or the seasons. According to one research summary, geothermal power plants can run at maximum capacity nearly 24/7/365 because the Earth’s heat is constantly available, rather than cycling with daylight or wind patterns. Another overview notes that geothermal is always available like other renewable energy sources, yet it provides more consistent output than solar or wind, which often require storage or backup. Together, these findings explain why I see geothermal as the quiet workhorse in a grid that still treats clean power as something intermittent and fragile.

From hot springs to next-generation systems

For decades, conventional geothermal plants have been built only where nature cooperates, in places with the right mix of heat, water, and permeable rock. One technical explainer points out that this method can only be used in areas with naturally occurring heat, fluid, and permeability, which is why classic geothermal fields cluster around volcanic zones and rift valleys. Dry steam and flash technologies have historically underpinned these projects, using naturally produced steam or high-pressure hot water to spin turbines in a fairly narrow set of locations that often lie far from major cities.

Next-generation geothermal aims to break that geographic lock. Instead of waiting for perfect underground conditions, developers drill deep wells and engineer reservoirs in hot rock that lacks natural water or fractures. A recent assessment argues that these next-generation approaches have a smaller carbon footprint than other power sources, in part because they can be sited closer to demand and need less surface land. In my view, that shift from “go where the resource is” to “create the resource where the demand is” is the real hinge point for an American geothermal boom, especially if it can serve both cities and large industrial hubs.

Oilfield technique meets Enhanced Geothermal Sy

The most vivid example of this shift is unfolding at Utah FORGE, a research site near Milford where engineers are adapting oil and gas drilling methods to tap heat instead of hydrocarbons. Project leaders describe how they are using the techniques honed by oil and gas to find near-limitless clean energy beneath our feet, applying directional drilling, advanced well logging, and high-pressure stimulation to hard, hot rock. Enhanced Geothermal Sy, better known as Enhanced Geothermal Systems, are being put to the test there as teams drill paired wells, fracture the rock between them, and circulate water to pick up heat in a controlled loop.

Here, the analogy to the shale boom becomes more than a talking point. If drillers can standardize designs and repeat them across similar rock formations, geothermal could scale the way horizontal drilling and hydraulic fracturing did for shale gas. A policy paper that frames geothermal as a powerful, untapped source of domestic energy argues that next-generation geothermal technologies are ready to expand, and it highlights how oilfield skills, supply chains, and capital can migrate into this new sector. I see that crossover as both a political bridge, since it gives fossil fuel regions a stake in clean power, and a practical shortcut, since the rigs and crews already exist and can move into new basins with minimal retraining.

Why 24/7 clean power matters for AI

Artificial intelligence is not an abstract buzzword for the grid; it is a very real load. Data centers that train and run large AI models draw power around the clock and often cluster near cities where land and transmission are tight. Reporting on the tech sector notes that the AI boom is driving a massive geothermal energy revival, as operators look for reliable, zero-carbon sources that can match their nonstop demand. Enhanced geothermal energy is described in that context as a reliable, zero-carbon source that is attracting support in the United States, especially from companies that cannot afford outages or carbon-heavy backup generators.

Here is where geothermal’s specific traits line up almost perfectly with AI’s needs. Institutional analyses stress that geothermal energy is essentially unlimited like many other renewables, and that it is always available thanks to long-lasting, safe reservoirs that can run for decades. Another technical summary notes that geothermal power plants can operate at maximum capacity nearly 24/7/365, which means a data center operator can sign a contract for steady output instead of juggling variable wind and solar plus storage. My own read is that AI will act as an anchor customer for many early enhanced projects, much as liquefied natural gas exports anchored shale gas fields a decade ago, giving drillers the confidence to sink capital into deep wells.

Environmental and land-use advantages

Supporters often highlight geothermal’s small physical footprint, and the comparison is striking when you look at the numbers. One conservative-leaning analysis argues that geothermal has one of the smallest land footprints of any energy source, especially next-generation designs that concentrate a lot of capacity on a tight pad. Because wells go down rather than out, a single site can host multiple production and injection wells without the wide spacing that wind turbines or solar farms require, and some estimates suggest each square kilometer can support far more megawatts than most surface-based renewables.

There is also the question of emissions. A detailed explainer on the promise of next-generation geothermal notes that these plants have a smaller carbon footprint than other power sources, even when you include drilling, construction, and operations. Another overview from a European utility describes how all the advantages of geothermal energy include being essentially unlimited like many other renewables and having lower greenhouse gas emissions than any other green energy. For communities worried about both climate change and land use, that combination of compact sites and low emissions could be a persuasive selling point, especially in regions that want clean power without covering farmland or habitat with panels.

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*This article was researched with the help of AI, with human editors creating the final content.