Possible scenario
Corporate demand expands
20% Chance
The DOE award reinforces a broader narrative that geothermal could provide firm clean power for data centers and AI infrastructure. Hyperscalers remain the most likely early buyers because they value 24/7 carbon-free electricity more than lowest-cost intermittent generation alone.
Secondary impacts
- Utilities +0.2%
- Technology +0.1%
- Industrials +0.1%
Tickers
- FRVO+3.2%
- ORA+1.2%
- GOOG+0.2%
- +0.1%
Portfolio impact
S&P 500+0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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