Technical Innovation 2030 – Part 1

We’re in an odd moment technologically speaking.  The only thing anyone talks about is AI.  It’s the alpha and the omega.  It will bring on the singularity or it will usher in a golden age where we all live like the Eloi in H.G. Wells’ “Time Machine.”  On second thought maybe that would be the singularity since being lunch for troglodytes doesn’t sound like much of a golden age (unless you’re a troglodyte that is).

But I think it’s time to start looking beyond the glory of AI and begin to think of what comes next.  After all, in a manner of speaking AI is kind of like this century’s electronic calculator.  It made engineering work much more efficient but it didn’t eliminate the need for humans to look for answers to problems that needed to be solved.  It just made the process faster.  So once all the tech companies get through firing their engineers and computer scientists the industrial world is going to find that they’re still going to need to design “stuff” and solve new problems that are supposed to make the world a better place.

And contrary to present expectations AI isn’t going to plan and design the next bridge that spans a couple of miles across a bay or between mountains.  Sure, the engineers will use AI to find out the state of the art in civil engineering but eventually a human being will have to sign off on the drawings and take the legal responsibility that the bridge won’t collapse and kill a bunch of people.  And only an idiot would assume that the answer that AI gives him is worth risking prison time without making sure that he knows that the answers are correct.

So, let’s put AI into the category of modern tools and instead look at what problems are in our near future to solve.

Regardless of what everyone has said for the last thirty years, solar and wind energy are not the future energy sources we need.  But there will come a time when hydrocarbons will not be sufficient.  So, I would say that a replacement for oil and gas is the largest technical problem that humanity will face toward the end of this century.  But that means it’s already long overdue to start working out the details of what that will look like.  There may be several technologies that will exist.  I’ve questioned (and not just in a fictional setting) whether geothermal might become a significant source of global energy but if I were to make an educated guess, I’d say that nuclear fission will be the main energy source.

But just because fission has been a stable part of the energy grid in places like France for more than half a century doesn’t mean that the form currently employed is even close to what will power the world for the next century and more.  The science and technology of fission power is in its infancy.  The research in the United States that was going on in the 1950s and 1960s was strangled in its crib by the whole anti-nuclear movement of the time.  There will need to be a rebirth of nuclear power technology that will combine government, industry and academia.  And it will require energy policy to be handled by intelligent people in government.  And that is something we haven’t seen in half a century in this country.  Because it is a massive effort.  Eventually we will have to decide whether battery technology is a better storage medium for things like transportation than something like synthetic hydrocarbons or hydrogen.  And these questions should be answered based on efficiency and other important factors like safety.  But definitely not decided by idiots like Al Gore, Barack Obama and Joe Biden.

Let’s see what’s next after power in Part 2.

Drilling for Megawatts

Human beings depend on energy.  It’s almost what makes us human.  When we discovered fire, we became truly the masters of creation and the apex of the animal kingdom.  You can imagine our cave dwelling ancestors wielding a flaming torch in the face of a cave bear or a saber-tooth tiger and living to tell the story.

So, what should be our attitude about the prospect of running out of energy?  Well, windmills and solar panels don’t seem to be the future.  Of course, if photovoltaic cells become more efficient and cost effective, maybe they will be a big part of the answer.  But I tend to think there will be more cost-effective options.  And this is long term.  Short term we’ll probably be using uranium fission technology to produce power but sometime in the future we’ll run out of recoverable uranium and need to move on.

As I’ve reiterated endlessly, I think that geothermal energy will be a very important source of power in the future.  The earth has an enormous heat source to be tapped into for our energy needs.

And now, finally, results are moving beyond the research and pilot plant stages:

“Leading Companies in Enhanced Geothermal Systems (EGS) or advanced variants like closed-loop or superhot rock geothermal, involve drilling wells several kilometers deep to access hot rock formations, fracturing them if needed, and circulating fluids to extract heat for electricity generation. These technologies aim to scale beyond traditional hydrothermal resources, enabling baseload, carbon-free power almost anywhere.

As of October 2025, commercialization is accelerating due to oil/gas-derived drilling innovations, major funding, and partnerships with tech giants like Google and the U.S. Department of Energy (DOE). Based on recent developments, the companies closest to large-scale commercialization (defined here as multi-MW projects entering operation or construction by 2026–2028) are those with demonstrated pilots, secured financing, and firm power purchase agreements (PPAs). Below is a summary table of the top contenders, followed by details.

These companies stand out for their progress toward utility-scale electricity production (tens to hundreds of MW), distinguishing them from firms focused on shallow heating/cooling (e.g., Dandelion) or conventional geothermal (e.g., Ormat, Calpine). Progress is driven by DOE’s FORGE initiative and private investments exceeding $1B since 2020.

  • Fervo Energy (USA): The frontrunner in EGS commercialization, Fervo adapts shale-fracking techniques for deep (up to 15,765 ft) horizontal wells in hot granite, achieving flow rates over 80 liters/second—surpassing commercial benchmarks. Its 2023 Nevada pilot (3.5 MW) powers Google’s data centers and demonstrated energy storage capabilities. The Cape Station project in Utah, fully funded at $206M in June 2025, targets 400 MW Phase I by 2026, with multi-GW expansion. This positions Fervo to supply 24/7 power to AI/data centers at costs competitive with coal.
  • Eavor Technologies (Canada): Specializing in closed-loop systems that avoid hydraulic fracturing by using insulated U-shaped boreholes (up to 10 km deep), Eavor enables site-agnostic deployment. Its New Mexico demo reached 250°C at 18,000 ft in 2024, proving scalability. The Geretsried project (Germany) will deliver 65 MW baseload power by 2027, with heat co-production for district heating. Backed by $991M, Eavor has operational pilots in Alberta (2019) and Colorado (2023), making it a leader in Europe and North America.
  • Quaise Energy (USA, MIT spinout): Focused on ultra-deep drilling (20 km) to access superhot rock (>500°C) for 10x higher energy output per well, Quaise uses gyrotron millimeter waves to vaporize rock, bypassing mechanical bits that fail in extreme heat. A 2025 demo drilled 387 ft at 16 ft/hour through basalt, the deepest with this method. Targeting steam extraction in 2026 and commercial ops in 2028, it plans to retrofit fossil plants globally, with $91M raised and DOE support. This could unlock 5,500 GW in the U.S. alone.
  • GreenFire Energy (USA): Its GreenLoop closed-loop tech retrofits existing deep oil/gas/geothermal wells (3–5 km) without stimulation, reducing costs and risks. Partnerships with DoD (e.g., California naval base) and GeoZone aim for 200 MWe by 2027, leveraging idle infrastructure for quick deployment. Selected for DOE’s 2025 next-gen initiatives, it’s ideal for scaling in oil-rich basins like California’s Geysers field.
  • Sage Geosystems (USA): Developing GGS, which stores excess renewable energy by pressurizing deep fractures (kilometers below surface) with water, then releasing for on-demand power—acting as a geothermal battery. A 2025 Meta contract for 150 MW highlights its commercial traction, with DoD pilots in Texas. Using proven fracking tech, Sage could integrate with wind/solar for hybrid grids by 2027.”

Now it goes without saying that geothermal energy is still in its infancy and no one knows what kinds of technical problems will surface (pun intended).  But at the same time the problems will mostly involve well understood parameters like material of constructions to deal with the pressures, temperatures and corrosion problems inherent in circulating water and steam in a bore-hole.  But these are not mysterious or insoluble problems.  They are the bread and butter of material scientists and engineers.  I am also interested to see that tech companies are financing some of these ventures in order to control their electric power supply in the face of power shortages and interruptions associated with the “green energy revolution” that many of us currently suffer under.  Imagine that!