CEO @fervoenergy, revolutionizing the electric grid with next-gen geothermal 🌋 ⚡️ Texan.

Houston, TX
Tim Latimer retweeted
This week, Fervo Energy generated First Power at Cape Station, our flagship geothermal development near Beaver County, Utah, representing a landmark moment for the future of enhanced geothermal systems.  Read more: fervoenergy.com/fervo-energy…
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Energy resilience. Such a hot topic these days.
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LIGHTS ON. THIS SATURDAY. 🤩
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This week we hosted @CNBC at Project Cape, our flagship enhanced geothermal project in Utah with 500 MW under construction. We talked about our new PPA with Google, major geothermal tech breakthroughs, our rapid cost reduction trajectory and more. cnbc.com/video/2026/09/04/in…
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Tim Latimer retweeted
Today, @ENERGY launched the Geothermal Center of Excellence in Golden, CO to help unlock more affordable, reliable American energy. By bringing our labs, researchers, and industry together, we’re working to turn the heat beneath our feet into around-the-clock American power.
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Excited to share the news of this groundbreaking PPA today. Our multi-year partnership with Google has been important for Fervo’s growth, and we are excited to take the next step with them with this new 400 MW deal for enhanced geothermal power. wsj.com/business/energy-oil/…
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Tim Latimer retweeted
We were one of @fervoenergy's first investors because our partner Dave Danielson saw what @TimMLatimer saw: oil and gas drilling techniques could make geothermal scalable. Now, Cape Station in Milford, Utah is set to test enhanced geothermal at utility scale. bth-energy.com/3Undv1E
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Tim Latimer retweeted
From startup vision to infrastructure scale: Fervo Energy’s geothermal breakthrough, backed by J.P. Morgan. jpmorgan.com/insights/bankin…
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Tim Latimer retweeted
People ask me about my @fervoenergy experience quite a bit. I truly believe this company is going to change the world by building America’s next great energy industry. I wrote about it here: bullypulpit.eco/p/fervo
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The number of rigs drilling for “miscellaneous” (e.g. geothermal, CCS) has doubled in the last year. 1. This has become a real growth sector for the industry. 2. At 2% of rigs, lots of running room until geothermal starts running into supply constraints.
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Energy forecasts I hard. I usually use EIA outlooks from like 2005 to show how the shale revolution took forecasters by surprise. But this find by Nat is even better. A full decade into the shale revolution and BP still hadn’t realized it had arrived.
Replying to @TimMLatimer
BP's 2010 "Energy Outlook 2030" (to your point)
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An interesting part of Disruptive Innovation is that there is always a cottage industry of thought leaders and analysts in the incumbent industry that, for a price, will comfort the incumbents by telling them that actually, you don’t need to worry about this new thing.
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This played out in a big way in the 2000s with shale. There were no shortages of “analysts” that were available to tell NOCs and other industry players that shale would never work so they shouldn’t be worried. And then the US became the largest oil producer in the world.
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Lots of discussion in energy markets uses terms like behind the meter, off grid, islanded, co-located or other jargon like they are interchangeable when in reality there are distinct definitions. This leads to a ton of confusion about what is and isn’t happening in the sector.
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Tim Latimer retweeted
0. Who has access to power
Market power in AI, in rank order 1. Who supplies the memory layer 2. Who controls marginal compute 3. Who controls the token flow 4. Who owns intelligence / model layer 5. Who has mass distribution Distribution is king, except for all the other things
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