Geothermal to Scale

Geothermal to Scale: Corporate PPAs + Drilling Gains; Policy Shifts Make Clean, Firm Power Bankable - Quarter 3 2025

Case for tracking:

Earlier, geothermal was gaining credibility through U.S. funding and EGS pilots, though progress was slowed by long permitting cycles and uncertain early economics. Lithium co-production from geothermal brines was also emerging as a potential revenue stream at pilot scale. By Q3 2025, momentum has accelerated: Germany moved to classify geothermal as a project of “overriding public interest,” and bipartisan U.S. proposals aim to cut permitting delays. Corporate demand is rising, with Google and Meta signing PPAs to power AI-driven data centres.

On the tech side, drilling innovations like millimetre-wave and closed-loop systems are being touted as cost-breakers, while new markets are stepping in India’s first well in Dirang signals geographic diversification. Geothermal is now shifting from viability testing to being positioned as scalable, bankable, and central to clean firm power.

Volume of Mentions from Energy Considered’s Key Opinion Leaders:

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