Jack Conness
@jackconness.bsky.social
Senior policy and regulatory associate at Fervo Energy. Based in Denver. Opinions are my own. Check out the IRA + CHIPS Dashboard: https://www.jackconness.com/ira-chips-investments
Utah is an ideal starting point, but it doesn't end there. With over 500K acres of lease positions, Fervo has its eyes all across the west. If you want to get involved, get in touch!
Email us: data.centers [at] fervoenergy [dot] com
Email us: data.centers [at] fervoenergy [dot] com
August 4, 2025 at 4:24 PM
Utah is an ideal starting point, but it doesn't end there. With over 500K acres of lease positions, Fervo has its eyes all across the west. If you want to get involved, get in touch!
Email us: data.centers [at] fervoenergy [dot] com
Email us: data.centers [at] fervoenergy [dot] com
Not only is Fervo demonstrating viability today, we have big plans for the future - scalable and repeatable 50 MW modules to create an Enhanced Geothermal Data Center Cluster. We are talking "spud date" to delivery in 18 months. Did I already mention zero fresh water usage?
August 4, 2025 at 4:23 PM
Not only is Fervo demonstrating viability today, we have big plans for the future - scalable and repeatable 50 MW modules to create an Enhanced Geothermal Data Center Cluster. We are talking "spud date" to delivery in 18 months. Did I already mention zero fresh water usage?
Fervo's tech and scalability is being proven right now in Utah. 100 MW comes online next year in Milford w/ 500 MW online by 2028. Each day that passes, Fervo is drilling deeper, hotter, and faster - all while using very little land (~1.5-2 acres per MW).
August 4, 2025 at 4:21 PM
Fervo's tech and scalability is being proven right now in Utah. 100 MW comes online next year in Milford w/ 500 MW online by 2028. Each day that passes, Fervo is drilling deeper, hotter, and faster - all while using very little land (~1.5-2 acres per MW).
🚨 Attention all data centers! 🚨
Utah and Fervo Energy are open for business. We are ready - right now - to meet large energy needs.
"Enhanced geothermal is the only reliable, affordable, and clean solution that can scale to gigawatt level this decade."
Let's learn more...🧵
Utah and Fervo Energy are open for business. We are ready - right now - to meet large energy needs.
"Enhanced geothermal is the only reliable, affordable, and clean solution that can scale to gigawatt level this decade."
Let's learn more...🧵
August 4, 2025 at 4:19 PM
🚨 Attention all data centers! 🚨
Utah and Fervo Energy are open for business. We are ready - right now - to meet large energy needs.
"Enhanced geothermal is the only reliable, affordable, and clean solution that can scale to gigawatt level this decade."
Let's learn more...🧵
Utah and Fervo Energy are open for business. We are ready - right now - to meet large energy needs.
"Enhanced geothermal is the only reliable, affordable, and clean solution that can scale to gigawatt level this decade."
Let's learn more...🧵
The U.S. transformed the world economy with our advancements in oil and gas technologies. Those advancements have spurred major breakthroughs at Fervo and in enhanced geothermal systems (EGS). It's time to seize this new moment with scalable, clean firm power.
August 1, 2025 at 4:00 PM
The U.S. transformed the world economy with our advancements in oil and gas technologies. Those advancements have spurred major breakthroughs at Fervo and in enhanced geothermal systems (EGS). It's time to seize this new moment with scalable, clean firm power.
We also celebrated Cape Connect - Fervo’s inaugural site visit. Over 150 attendees on-site in Utah to see all the incredible advancements of enhanced geothermal systems (EGS). First 100 MW to the grid in 2026. 500 MW in 2028. What a beautiful place.
June 16, 2025 at 5:22 PM
We also celebrated Cape Connect - Fervo’s inaugural site visit. Over 150 attendees on-site in Utah to see all the incredible advancements of enhanced geothermal systems (EGS). First 100 MW to the grid in 2026. 500 MW in 2028. What a beautiful place.
However, "continued technological improvements may greatly increase the possible power production by EGS and may yield more than ten times the current best estimate." That's 1,400 GW!
May 23, 2025 at 5:10 PM
However, "continued technological improvements may greatly increase the possible power production by EGS and may yield more than ten times the current best estimate." That's 1,400 GW!
Super exciting report from the U.S. Geological Survey yesterday on the potential for enhanced geothermal systems (EGS) in the Great Basin. 135 GW of EGS potential is beneath our feet there, which could roughly meet 10% of U.S. power production capacity. pubs.usgs.gov/publication/...
May 23, 2025 at 5:10 PM
Super exciting report from the U.S. Geological Survey yesterday on the potential for enhanced geothermal systems (EGS) in the Great Basin. 135 GW of EGS potential is beneath our feet there, which could roughly meet 10% of U.S. power production capacity. pubs.usgs.gov/publication/...
To my people in Seattle & my Energy Innovation crew - you will be dearly missed.
To those in Denver - please reach out! I'm joining the Fervo Energy team to hopefully play a small part in making next-gen geothermal the next big thing. I continue to surround myself w/ people far smarter than me >>>
To those in Denver - please reach out! I'm joining the Fervo Energy team to hopefully play a small part in making next-gen geothermal the next big thing. I continue to surround myself w/ people far smarter than me >>>
May 8, 2025 at 6:42 PM
To my people in Seattle & my Energy Innovation crew - you will be dearly missed.
To those in Denver - please reach out! I'm joining the Fervo Energy team to hopefully play a small part in making next-gen geothermal the next big thing. I continue to surround myself w/ people far smarter than me >>>
To those in Denver - please reach out! I'm joining the Fervo Energy team to hopefully play a small part in making next-gen geothermal the next big thing. I continue to surround myself w/ people far smarter than me >>>
If this were all about securing a minerals supply chain, why wouldn’t the U.S. turn its focus to allies like Canada and Australia who have significant mineral resources they are looking to capitalize on? Instead, we are threatening major tariffs on many of their mineral imports.
February 27, 2025 at 3:16 PM
If this were all about securing a minerals supply chain, why wouldn’t the U.S. turn its focus to allies like Canada and Australia who have significant mineral resources they are looking to capitalize on? Instead, we are threatening major tariffs on many of their mineral imports.
Developing any sort of mining and/or processing infrastructure takes years in the most ideal scenarios. What sort of business would want to risk billions of dollars in investments in a war zone, while also not understanding exactly what is beneath their feet?
February 27, 2025 at 3:15 PM
Developing any sort of mining and/or processing infrastructure takes years in the most ideal scenarios. What sort of business would want to risk billions of dollars in investments in a war zone, while also not understanding exactly what is beneath their feet?
Additionally, the elephant in the room remains the Russian invasion of Ukraine. According to mineral deposit mapping, many of these locations are located in eastern Ukraine. That means we are dealing with Russian occupation and/or destroyed energy & transportation infrastructure.
February 27, 2025 at 3:15 PM
Additionally, the elephant in the room remains the Russian invasion of Ukraine. According to mineral deposit mapping, many of these locations are located in eastern Ukraine. That means we are dealing with Russian occupation and/or destroyed energy & transportation infrastructure.
What does Ukraine offer in terms of minerals? It’s hard to say. The Ukrainian Geological Survey claims to plenty of titanium, graphite, nickel, lithium, and rare earths, but most surveying was done during the Soviet era. Not to say there isn’t anything there, but data is limited.
February 27, 2025 at 3:14 PM
What does Ukraine offer in terms of minerals? It’s hard to say. The Ukrainian Geological Survey claims to plenty of titanium, graphite, nickel, lithium, and rare earths, but most surveying was done during the Soviet era. Not to say there isn’t anything there, but data is limited.
President Zelenskyy will be at the White House tomorrow to sign a US-Ukraine minerals deal. What does that mean for securing our critical minerals supply chain? Potentially nothing w/ some serious reputational risk. I wrote a piece this morning for Forbes evaluating the deal…🧵
February 27, 2025 at 3:13 PM
President Zelenskyy will be at the White House tomorrow to sign a US-Ukraine minerals deal. What does that mean for securing our critical minerals supply chain? Potentially nothing w/ some serious reputational risk. I wrote a piece this morning for Forbes evaluating the deal…🧵
Nearly identical to every single Seattle election result too. The map below is Rinck (orange) and Woo (green). The wealthy enclaves are generally older, vote conservative, and oppose new housing.
February 26, 2025 at 3:18 PM
Nearly identical to every single Seattle election result too. The map below is Rinck (orange) and Woo (green). The wealthy enclaves are generally older, vote conservative, and oppose new housing.
These deposits are primarily situated in war-torn parts of the country (some Russian-controlled). Infrastructure is destroyed. I have a hard time believing any American firms want to invest. Mines require lots of $, lead time, and market/geopolitical predictability. www.politico.eu/article/dona...
February 25, 2025 at 9:13 PM
These deposits are primarily situated in war-torn parts of the country (some Russian-controlled). Infrastructure is destroyed. I have a hard time believing any American firms want to invest. Mines require lots of $, lead time, and market/geopolitical predictability. www.politico.eu/article/dona...
Last Friday, the US Geological Survey published their annual mineral commodity summaries. One major takeaway — our two largest mineral trading partners we are most reliant on? Not just China, but Canada too. Each country exports 21 different minerals that the US is > 50% reliant on via imports.
February 3, 2025 at 5:01 PM
Last Friday, the US Geological Survey published their annual mineral commodity summaries. One major takeaway — our two largest mineral trading partners we are most reliant on? Not just China, but Canada too. Each country exports 21 different minerals that the US is > 50% reliant on via imports.
Happy to have received this outreach from King County, but man, what a microcosm of some of the building issues we face today. Planning began in 2016(!!!) and construction is tentatively scheduled to be completed mid-2028. 12 years for a water storage tank. We have to learn how to do things faster.
January 29, 2025 at 10:27 PM
Happy to have received this outreach from King County, but man, what a microcosm of some of the building issues we face today. Planning began in 2016(!!!) and construction is tentatively scheduled to be completed mid-2028. 12 years for a water storage tank. We have to learn how to do things faster.
Reported last Friday, TSMC has started 4-nm semiconductor production at its new Arizona facility. Quality and yield are at (if not better) than facilities in Taiwan. By 2028, 2-nm production will commence.
A significant American milestone.
A significant American milestone.
January 13, 2025 at 2:50 PM
Reported last Friday, TSMC has started 4-nm semiconductor production at its new Arizona facility. Quality and yield are at (if not better) than facilities in Taiwan. By 2028, 2-nm production will commence.
A significant American milestone.
A significant American milestone.
Low lithium prices have been excellent for recent EV growth, but it is keeping new investors on the sidelines -despite significant demand growth in the next two decades. Short-term supply/price shocks make it difficult for investors to commit to long-term projects. @benchmarkminerals.bsky.social
December 23, 2024 at 3:37 PM
Low lithium prices have been excellent for recent EV growth, but it is keeping new investors on the sidelines -despite significant demand growth in the next two decades. Short-term supply/price shocks make it difficult for investors to commit to long-term projects. @benchmarkminerals.bsky.social
Thanks to the Bipartisan Infrastructure Law, more funding went out the door for lithium projects, including two extraction projects for lithium in Arkansas. Processing, recycling, and battery manufacturing also benefited in DOE's latest announced awards in September.
December 23, 2024 at 3:36 PM
Thanks to the Bipartisan Infrastructure Law, more funding went out the door for lithium projects, including two extraction projects for lithium in Arkansas. Processing, recycling, and battery manufacturing also benefited in DOE's latest announced awards in September.
Next - project updates. Two major lithium projects in Nevada are steadily moving forward. Ioneer's Rhyolite Ridge project received final fed approval (+ a $700M Department of Energy loan) and Lithium Americas' Thacker Pass project - approved by Trump in 2021 - closed on their $2.26B DOE loan.
December 23, 2024 at 3:36 PM
Next - project updates. Two major lithium projects in Nevada are steadily moving forward. Ioneer's Rhyolite Ridge project received final fed approval (+ a $700M Department of Energy loan) and Lithium Americas' Thacker Pass project - approved by Trump in 2021 - closed on their $2.26B DOE loan.
People don't realize we've only begun to scratch the surface when it comes to domestic mineral discovery. We keep finding stuff everywhere and lithium is no exception. From North Carolina, to Arkansas, to Utah, to Nevada, to California, we have plentiful lithium resources.
December 23, 2024 at 3:34 PM
People don't realize we've only begun to scratch the surface when it comes to domestic mineral discovery. We keep finding stuff everywhere and lithium is no exception. From North Carolina, to Arkansas, to Utah, to Nevada, to California, we have plentiful lithium resources.
First of all, discovery. We can't stop finding lithium. In October, USGS shared a 5-19 million ton estimate in Arkansas (Smackover). The US already had the 3rd-largest lithium resources in the world. This new discovery could push us to the top (for now). www.usgs.gov/news/nationa...
December 23, 2024 at 3:33 PM
First of all, discovery. We can't stop finding lithium. In October, USGS shared a 5-19 million ton estimate in Arkansas (Smackover). The US already had the 3rd-largest lithium resources in the world. This new discovery could push us to the top (for now). www.usgs.gov/news/nationa...
In April, I wrote for @forbes.com about how 2024 could be the year for the American lithium industry. Turned out - it was! A lot happened & I break it down in an updated piece released on Sunday. The article gives you all the goods, but let me share some important takeaways...🧵
December 23, 2024 at 3:31 PM
In April, I wrote for @forbes.com about how 2024 could be the year for the American lithium industry. Turned out - it was! A lot happened & I break it down in an updated piece released on Sunday. The article gives you all the goods, but let me share some important takeaways...🧵