Fervo Energy

also referred to as: fervo

6 statements across 5 episodes · 5 bullish · 0 bearish · 3 people on the record · first statement Nov 9, 2023 by Shayle Kann · said 33 times in 13 episodes since 2023 · across every show →

Mentions by year

brought up most by Shayle Kann (16), Dr. Roland Horne (8), David Yeh (2), Drew Baglino (1), Brian Janous (1), Andy Lubershane (1)

tap a year for its mentions
00831562023202420252026episodesmentions
0362023202420252026episodes it came up in
0023462023202420252026episodesmentions per episode
2026 1 mention in 1 episode
2025 14 mentions in 6 episodes 2 per episode
2024 15 mentions in 4 episodes 4 per episode
2023 3 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Fervo Energy, oldest first

Nov 9, 2023 positive
Assertion Supported
Kann: Google signed the first US enhanced geothermal PPA with Fervo
“The first PPA that ever got signed for enhanced geothermal in the United States from Fervo was with Google.”
Shayle Kann Nov 9, 2023 ▶ 11:14 Mailbag episode! Interest rates, carbon dioxide removal, load growth, and more
Dec 21, 2023 positive
Opinion
Yeh: Fervo Energy's long-term business model is operating as a geothermal DevCo
“And I kind of think about a lot of these companies that are now coming up, these kind of next great climate tech leaders, like Fervo, which is doing next generation geothermal. I think their future is being a development company for geothermal and producing gi…”
David Yeh Dec 21, 2023 ▶ 45:46 Financing first-of-a-kind climate assets
Jun 27, 2024 bullish
Assertion Supported
Horne: Fervo's 90MW Utah EGS project is 20x larger than predecessors
“Their near-term plan is 90 megawatts, which is, you know, probably 20 times bigger than any of the former EGS projects, the old EGS projects that people have done.”
Dr. Roland Horne Jun 27, 2024 ▶ 17:27 Going deep on next-gen geothermal
Jun 27, 2024 positive
Assertion Supported
Horne: Batch drilling reduced Fervo's Utah drilling times two- to threefold
“So further again in their EGS project in Utah is doing batch drilling where they're actually drilling, you know, eight wells at a time. Well, not quite eight at a time. They, they're drilling the first segments eight at a time, and then the second segment's ei…”
Dr. Roland Horne Jun 27, 2024 ▶ 31:49 Going deep on next-gen geothermal
May 29, 2025 positive
Assertion Supported
Kann: Fervo Energy holds PPAs with utilities and Google for hundreds of MW
“Fervo Energy, notably, has PPAs, both with utilities and with Google, for hundreds of megawatts of new development.”
Shayle Kann May 29, 2025 ▶ 3:25 How geothermal gets built
Oct 23, 2025 neutral
Assertion Supported
Kann: Fervo Energy targets 100 megawatts at Cape Station by 2026
“Fervo is currently in construction on their first Commercial project that's called Cape Station, and I think their expectation is that they hope to have a hundred megawatts out of a, I think it's a 400 megawatt project online in 2026.”
Shayle Kann Oct 23, 2025 ▶ 28:58 Five big questions about the future of energy
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