The Hidden Energy Inferno Beneath Our Feet (Not Oil!)

Keith Kohl

Written By Keith Kohl

Posted October 24, 2025

In the spring of 1913, high in the remote hills of Tuscany, Italy, steam began rising from fissures in the earth at Larderello. 

It wasn’t the bitter hot vapour spewing out of an erupting volcano, but rather a gentler sigh of deep‐underground heat being put to work. 

This humble installation became the world’s first commercial geothermal power plant — and in its turbines, we suddenly realized that the ground beneath our feet is not simply inert mass, but potential energy waiting to be unlocked. 

Now fast-forward more than a century later, and that whisper beneath Larderello has grown into something far noisier, causing engineers to drill even deeper, fracturing rock like they once fractured shale. Even policymakers on both sides of the political aisle are leaning in. 

Why? Well, we’re on the cusp of a new chapter in geothermal energy, except this renaissance isn’t driven by lucky hot springs, but rather by deliberate engineering whose ambition is to tap into the Earth’s heat from almost anywhere. 

That’s the headline, but if you lean close and listen carefully, you’ll see the next-gen geothermal projects are starting to buzz. 

Historically, geothermal power has relied on nature doing most of the heavy-lifting. 

The standard formula is simple: find a location where hot water or steam lies beneath Earth’s surface in naturally permeable rock, drill a production well, surface the steam, spin a turbine, and inject the cooled fluid or water… then rinse and repeat. 

Systems like those at The Geysers in California — the world’s largest geothermal field — have delivered reliable baseload power for decades. 

Yet for all its elegance, conventional geothermal carries inherent constraints. You see, those juicy geological conditions are rare, and sometimes even remote, which means drilling costs can be high and unpredictable, and wells can degrade with time as flow diminishes or mineral scale builds. What once was a sure thing soon dims. 

It’s a great story, but a limited one. It's stay is limited because the resource-curve is steep and the geography is narrow.

If conventional geothermal was built on good geology doing the heavy lifting, then Enhanced Geothermal Systems (EGS) flips the script. EGS takes the engineering approach of drilling deep into the rocks that may not have natural permeability, hydraulically stimulate or fracture it. Then EGS pumps it with a working fluid and extracts the heat to the surface to generate power. 

The important part is that they can do this in places where nature didn’t already roll out the red carpet. Essentially, EGS tries to make the Earth’s subsurface into a power factory, rather than relying on lucky geology. 

There’s some serious power potential, too, with some analysts calling for EGS to contribute up to 20% of U.S. electricity generation by 2050 — assuming costs come down through early deployments and learning-by-doing. 

Now let’s add some timing to this opportunity…

The worst-kept secret in the U.S. energy sector is that our power grid is in trouble. 

Simply put, we need more capacity! 

At least, we do if we have any chance of meeting the surging demand from AI data centers, cloud servers and high-performance computing — loads that run night and day, rain or shine. 

So, intermittent renewables like wind and solar just won’t cut it, no matter how hard the clean narrative slices it. However, the success of geothermal isn’t based on weather, because it can deliver the “always-on” power that tech hubs crave.

That’s why the political tailwinds are subtle but meaningful. 

You see, geothermal doesn’t come with the toxicity of a fossil-fuel narrative, nor the fickle weather dependency of solar and wind. It boasts domestic energy, job creation in rural terrain, grid resilience, and no combustion whatsoever. 

That’s an energy coalition that spans both sides of the political aisle, and you can bet you’re going to start seeing these next-gen geothermal projects fast-tracked, permitting bottlenecks addressed, public-private partnerships launched. 

We both know full well that it’s not the drilling technology that is holding it back. The shale boom that has led to record oil and gas output inside the lower-48 states is the product of decades of development, tweaking the formula here and there. 

Listen close, and you can almost hear the old drill bits of the shale boom clearing a path for the new king of the subsurface grid.

Despite the promise, the terrain remains rugged. Remember that the first wells cost more than the prototypes. Drilling in hard rock is stubborn and capex heavy, and there is still a problem of induced seismicity when rock fractures wake up sleeping faults, while each site requires bespoke geology. 

That means EGS today is at a hinge-point: capable, credible, but not yet all over the place. The challenge is cost and certainty, but that same hinge-point is precisely what creates the reward for the early agile investor who does the homework and gets in before the herd.

Now I want you to imagine drilling so deep that the rock itself begins to glow. 

Not with magma or molten fury, mind you, but with steady heat we can harness — the kind that could power cities for centuries without a drop of oil or a ray of sunlight. 

That’s where the next generation of geothermal is heading.

Look, it’s not about chasing naturally occurring pockets of steam anymore, and the geothermal game is evolving. Except this time, it’s about cutting straight through the limits of geology itself — literally burning through the Earth’s crust to reach temperatures hot enough to turn water into plasma.

Traditional drill bits, no matter how advanced, struggle against that kind of depth. 

Rock can be stubborn, abrasive, and unyielding. But a handful of engineers are trading steel for waves — high-frequency millimeter waves that vaporize rock instead of grinding it. And the deeper you go, the hotter it gets — and once you pass the 20-kilometer mark, you’re tapping into temperatures north of 500°C. 

At that point, every well becomes a miniature power plant, capable of producing supercritical steam that makes today’s geothermal systems look like campfires beside a blast furnace.

What makes this breakthrough so enticing isn’t just the physics — it’s the universality. Instead of being confined to the volcanic corners of California or Iceland, this next-gen drilling technology could, in theory, turn almost any patch of land on Earth into a clean-energy source. 

In fact, the U.S. alone sits on an inexhaustible ocean of heat just waiting to be accessed, enough to power the nation several times over. And because this technology uses existing infrastructure — the same turbines, power cycles, and grid connections already in place — it doesn’t require a full-scale industrial revolution to deploy. 

Call it a plug-and-play game-changer, if you’re willing to drill deep enough.

The story that began in Larderello more than a hundred years ago was elegant and modest. It was a matter of drilling into steam and turning a turbine. 

This one is bigger — it’s about harnessing rock, fluid, heat and engineering everywhere the heat is, and finding that desperately needed power that data centers in Nevada or AI compute hubs in Texas crave, replacing the “intermittent” label of renewables with a dependable alternative. 

The ground beneath our feet is no longer just the foundation of our homes, it’s the foundation of our future grid. 

And if you look closely, you’ll see that we’re still in the first inning of this next-gen geothermal opportunity. 

Maybe it’s time you beat Wall Street to the punch this time… let me show you all the details, at no cost to you, right here.

Until next time,

Keith Kohl Signature

Keith Kohl

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A true insider in the technology and energy markets, Keith’s research has helped everyday investors capitalize from the rapid adoption of new technology trends and energy transitions. Keith connects with hundreds of thousands of readers as the Managing Editor of Energy & Capital, as well as the investment director of Angel Publishing’s Energy Investor and Technology and Opportunity.

For nearly two decades, Keith has been providing in-depth coverage of the hottest investment trends before they go mainstream — from the shale oil and gas boom in the United States to the red-hot EV revolution currently underway. Keith and his readers have banked hundreds of winning trades on the 5G rollout and on key advancements in robotics and AI technology.

Keith’s keen trading acumen and investment research also extend all the way into the complex biotech sector, where he and his readers take advantage of the newest and most groundbreaking medical therapies being developed by nearly 1,000 biotech companies. His network includes hundreds of experts, from M.D.s and Ph.D.s to lab scientists grinding out the latest medical technology and treatments. You can join his vast investment community and target the most profitable biotech stocks in Keith’s Topline Trader advisory newsletter.

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