Trump’s Favorite Energy Source (NOT OIL!)

Two centuries ago, steam cracked the limits of human labor and dragged the modern world into existence.

Coal-fired boilers, pressure, pistons — heat made industry possible.

Today, as America stares down an energy transition that demands more electricity than ever before, the country is circling back to the same elemental force that started it all.

Heat .

This time, however, it’s not billowing out of smokestacks… this time it’s coming from beneath our feet. 

For most of the last fifty years, geothermal energy in the United States survived on the margins. 

Projects worked where geology cooperated and failed virtually everywhere else. It was a niche resource for volcanic corners of the West, quietly dependable, pretty much invisible to all, yet impossible to scale. 

Over the last two decades, you and I both know that solar and wind have stolen the spotlight for renewable energy. Geothermal was merely a footnote for most, and hardly worth the trouble. 

That sentiment may finally be changing. 

Enhanced geothermal systems (EGS) are rearranging the rules by manufacturing reservoirs instead of waiting for nature to provide them.

You see, the very same horizontal drilling, pressure management, and subsurface mapping that turned shale from a punchline into a superpower are being redeployed to tap Earth’s constant heat. 

More importantly, it started expanding geothermal ambitions beyond California and Nevada, and pushed those boundaries anywhere that engineers can drill.

Now, President Trump has finally taken notice. 

In a rare moment of energy sanity, the federal government is accelerating geothermal development — not strangling it! Permitting timelines are being slashed, and cash from the treasury is flowing into regional geothermal networks. 

And miraculously, geothermal projects have avoided the political crossfire aimed at other renewables. Unlike its renewable solar and wind counterparts, geothermal energy has the potential to be a highly reliable source of power that isn’t intermittent. 

The timing isn’t accidental, either. The United States’ power demands are being driven higher by the push to build more data centers. 

As you know, our electric power demand is no longer growing in neat, predictable lines. AI data centers don’t sleep, and advanced manufacturing doesn’t pause for cloudy days. 

This means that our power companies are being forced to plan for a world where peak demand becomes the baseline, and grid operators are quietly admitting what they avoided for a decade — intermittent power can’t run an industrial economy by itself!

That reality has pushed geothermal from mere curiosity to pure necessity.

Of course, EGS solves the industry’s historic choke point by decoupling heat from location. 

Unlike traditional geothermal projects, which wait for naturally porous rock to fill with hot water, EGS creates permeability deep underground, circulating fluid through engineered fractures to extract constant heat. 

And unlike wind and solar, geothermal just so happens to fit neatly into a Trump-era energy framework. 

Not only is it domestic and clean, but developing geothermal energy will strengthen our grid reliability. Plus, the key to EGS’ success hinges on our drilling expertise — something that U.S. oil companies have become quite proficient at. 

Things get even better once you realize that tapping this energy source doesn’t require massive land footprints, or some massive transmission sprawl; nor does it rely on any fragile supply chains tied to China. 

So, the Trump administration is now pushing forward with unusual speed by accelerating permitting procedures, and even shortening approval timelines. 

In fact, the Department of the Interior is even prioritizing geothermal leases on federal land, and directing funds into regional geothermal hubs designed to plug directly into growing power demand — including data center corridors that need firm, round-the-clock electricity.

Look, this isn’t the renewable virtue signalling that we’ve seen in places like the EU, with some reports showing that hundreds of gigawatts could be locked beneath existing grid infrastructure, waiting on drilling rigs instead of policy miracles.

This is what a quiet energy transition looks like. 

However, what makes this moment so pivotal is that next-gen geothermal projects aren’t suddenly becoming — they’re ready for development. 

For the first time, geothermal is moving out of the lab and into the capital stack as companies turn EGS into a scalable power source. 

After all, we already have the industrial muscle to get the job done — drillers, service firms, subsurface engineers — all ready for quick deployment. 

Right now, geothermal projects look less like speculative tech and more like long-duration infrastructure. 

And once a system is drilled and connected, fuel costs are effectively zero as output is steady. The lifespans of these new projects stretch across decades inside an energy market increasingly defined by volatility and political whiplash — that kind of predictability becomes valuable in its own right.

Granted, there’s also a quiet geographic advantage forming. You see, many of the best early EGS sit near existing transmission, retired coal plants, or industrial load centers.

That alone can further reduce build-out costs and shorten timelines — two things investors care about far more than slogans.

As with the shale oil boom in the early 2000s, or even nuclear in the 1960s, the biggest gains accrue before the category is fully understood. 

Once utilities, pension funds, and infrastructure capital arrive in force, the easy money disappears, and what remains are stable returns. 

My point is, we’re still in the very early innings of this game, and while the policy signals are clear and the technology is proven, the investment herd simply hasn’t caught up to the narrative — not yet!

And as the veteran members of our investment community know all too well, the smart money in energy always moves ahead of the headlines. 

This time, it’s moving underground.

Let me show you all the details right here.