Dear Reader,
If you want to understand the future, it helps to look backward — specifically, back to the early days of the shale revolution…
In 2005, nobody believed horizontal drilling would change anything. In 2008, they laughed at the idea that the U.S. could become the world’s largest oil producer.
By 2012, the laughter stopped… and the money started pouring in.
That same pattern — the disbelief, the dismissal, the turning of the tide — is now happening again. Only this time, the target isn’t oil. It’s heat…
A Forgotten Resource Awakens
Geothermal energy, long dismissed as a niche science experiment in a few rocky corners of California, is quietly being transformed by the most unlikely source of innovation imaginable: America’s oilfield engineers.
The same people who turned impossible shale formations into century-sized oil fields are now drilling deeper, hotter, and more precisely than anyone thought possible.
And the result is a rapidly emerging geothermal renaissance that looks primed to become the next big U.S. energy boom.
Investors who understand the parallels — and the differences — could be standing in front of one of the most asymmetric opportunities of the decade.
The Shale Revolution Never Ended — It Just Changed Direction
Let’s get one thing straight: The shale revolution did not “end.” It just matured…
The wildcatters refined their tech, Wall Street lost interest, and capital rotated to the next shiny thing.
But the technology — the drills, the sensors, the software, the downhole tools — kept advancing.
And now that tech is finding a new target…
Enhanced geothermal systems (EGS), closed-loop heat mining, ultra-deep drilling, thermal fracking, high-temperature telemetry — these were impossible 15 years ago.
Today they’re within reach because the oil industry spent half a century figuring out how to break rock, map rock, steer through rock, and measure rock with sub-inch precision from two miles underground.
When you hand that toolbox to a geothermal company, magic happens.
And now, for the first time in history, we can create geothermal reservoirs exactly where we want them.
We can circulate working fluids through engineered fractures.
We can drill horizontally through hot dry rock.
We can build closed-loop geothermal circuits that never touch groundwater.
We can unlock heat where nature never bothered to make a reservoir.
And just like shale, once one team cracks the code, everybody else races to follow.
Pentagon Cover-Up Crumbles!
Get the Ticker Before the Mass Awakening…
Some people will deny this. Most will be too puzzled to act. And a few will get filthy rich.
Because what I’m about to reveal involves a hall of mirrors and a rabbit hole 1000 miles deep, constructed for ONE REASON.
To keep a lid on the World’s Greatest Secret.
Fervo, Eavor, Sage, and the New Pioneers
Every geothermal renaissance needs its wildcatters — and this one has them.
Fervo Energy is using fiber-optic sensing, same as shale. Eavor is building closed-loop radiators the size of skyscrapers underground. Sage Geosystems is proving that engineered geothermal can produce stable, dispatchable, high-temperature power on command.
All of them are using oilfield service companies, rigs, and drilling crews…
Halliburton. Schlumberger. Nabors. Patterson-UTI.
The entire shale ecosystem that powered the U.S. energy renaissance is now plugging into geothermal because the economics are starting to make sense — and in some cases, already do.
When you see Baker Hughes manufacturing geothermal-specific rotary steerables, you know the tide has turned.
When you see oilfield roughnecks getting hired to drill geothermal wells, you know the industry has momentum.
When you see oil majors announcing investments in geothermal developers, you know it’s no longer a fringe idea — it’s an emerging asset class.
What’s unfolding here is a classic American pattern: Take an old concept, add breakthrough tech, wrap it in private capital, and unleash it on a massive resource.
Sound familiar? It should. It’s exactly what happened with shale.
The AI Age Needs Baseload — and Geothermal Delivers
Let’s be clear: This entire renaissance is happening because the grid is about to hit a wall.
AI data centers, EV demand, electrified manufacturing, industrial reshoring — they’re all piling onto a grid built for a different century.
America didn’t build its power system for hyperscale computing. But that’s what it needs now.
And here’s the irony: All the “next-gen” energy hype around hydrogen, fusion, advanced nuclear, and long-duration batteries is still years away.
Meanwhile, geothermal is delivering power today.
Not intermittent. Not conditional. Not “if the weather is cooperative.”
Just pure, continuous, baseload power — the exact thing that keeps AI servers from melting during a midnight traffic spike.
As investors wake up to the reality that wind and solar can’t carry the grid alone and that nuclear takes a decade to permit, geothermal is emerging as the energy source that can be built now, scaled now, and deployed near demand centers without rerouting half the country’s transmission lines.
This is why oilfield tech matters so much: To scale geothermal in time to meet AI-driven demand, we need to drill more wells, drill them faster, and drill them more precisely than ever before.
Good thing America already built the world’s best drilling industry.
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Why Geothermal Has the Best Risk-Adjusted Setup in Energy
Here’s what makes geothermal so compelling right now:
It benefits from rising energy demand.
It benefits from grid stress.
It benefits from AI.
It benefits from data center expansion.
It benefits from decarbonization mandates.
It benefits from oilfield service expertise.
It benefits from inflation (because long-term PPAs lock in pricing).
And it benefits from policy incentives flowing into 24/7 clean power.
But the real advantage — the asymmetry the market still hasn’t priced in — is that geothermal doesn’t depend on fuel.
No uranium enrichment bottlenecks. No LNG supply constraints. No pipeline politics. No commodity cycles…
Once a geothermal system is built, the heat just sits there, waiting, free and eternal.
There isn’t another energy asset on Earth that gives investors that combination of stability, scalability, and upside.
The Hidden Catalyst: Oilfield Labor
Nobody ever talks about this, but it’s one of the biggest factors…
The oil industry has been bleeding workers for years.
Young engineers aren’t flocking to petroleum programs. Boomers are retiring out. And the industry knows it needs a new narrative — a new purpose — to attract the next generation of talent.
Geothermal is that narrative.
It lets drillers keep drilling. It lets service companies keep servicing. It lets engineers keep engineering.
And it lets the entire U.S. drilling ecosystem transition into a 100-year growth sector instead of a 20-year decline.
If you want to know why geothermal is suddenly scaling, look at the rigs. Look at the crews. Look at the knowledge base…
The oil patch wasn’t supposed to be the savior of renewable energy — but here we are.
The Bottom Line
Geothermal is not a theory anymore. It’s not a “niche” anymore. It’s not a science project or a pipe dream or a side quest for bored billionaires…
It is the next major American energy boom, being built right now by the same people who powered the last one.
Oilfield innovation has given geothermal the tools it always needed.
AI demand is giving it the urgency the market never recognized.
And investors willing to look past the noise will see exactly what’s happening...
A new baseload powerhouse is emerging.
A 24/7 clean energy workhorse is being born.
And the next big U.S. energy transformation is happening where it always does — deep underground, far from the headlines, until it suddenly becomes the only thing anyone talks about.
When the geothermal story breaks into the mainstream, it’ll be too late to catch the first wave.
That’s why we’re talking about it now — because this is where the smart money is starting to move, and where the best opportunities come long before the public even knows what’s going on.
To your wealth,
Jason Williams
@TheReal_JayDubs
Angel Research on Youtube
After graduating Cum Laude in finance and economics, Jason designed and analyzed complex projects for the U.S. Army. He made the jump to the private sector as an investment banking analyst at Morgan Stanley, where he eventually led his own team responsible for billions of dollars in daily trading. Jason left Wall Street to found his own investment office and now shares the strategies he used and the network he built with you. Jason is the founder of Main Street Ventures, a pre-IPO investment newsletter; the founder of Future Giants, a nano cap investing service; and authors The Wealth Advisory income stock newsletter. He is also the managing editor of Wealth Daily. To learn more about Jason, click here.
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