地热能正在成为特朗普政府的AI能源来源
Geothermal Power Is Emerging As An AI Energy Source For The Trump Administration

原始链接: https://www.zerohedge.com/markets/geothermal-power-emerging-ai-energy-source-trump-administration

犹他州的一项政府支持研究计划正在测试美国页岩油气繁荣时期所使用的技术,能否用于开发“增强型地热”能源。与需要特定自然条件才能实现的传统地热不同,这种方法涉及深入钻探炽热岩层并循环水流,从而创造一种持续且可靠的清洁电力来源。 如果成功,该技术将使地热能在美国西部大部分地区具备可行性,从而彻底改变整个行业。这种持续且零碳的能源对 Alphabet 等科技巨头极具吸引力,因为他们需要不间断的电力来支撑能源需求巨大的 AI 基础设施。 尽管犹他州的项目旨在验证该技术的长期运营可行性,并解决关于热量损耗和地震活动的担忧,但仍面临高昂的钻探成本和地质风险等重大障碍。尽管挑战重重,该项目仍获得了罕见的跨党派政治支持。如果研究人员能够证明这些系统可以高效复制并扩大规模,这种“全天候”能源或许能从一个小众实验转变为国家电网的基石,为间歇性的风能和太阳能提供可靠的替代方案。

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原文

A little-used corner of the clean-energy market is getting a potentially decisive trial in Utah. At a government-backed research site, engineers are testing whether equipment and expertise developed during America’s shale boom can turn deeply buried heat into a dependable source of electricity, according to Bloomberg.

Conventional geothermal power works only where heat, permeable rock and underground water happen to occur together. The newer approach tries to manufacture those conditions. Wells are drilled several miles down, water is sent through cracks in hot rock and the heated fluid is brought back to the surface, where its energy can be converted into electricity.

Bloomberg writes that success would considerably enlarge the industry’s geographic reach. Instead of being restricted to rare geological formations, geothermal projects could spread across parts of the western United States where sufficiently hot rock lies within drilling distance. Supporters envision a low-emission power source capable of operating day and night, regardless of sunlight or wind.

That consistency has become more valuable as data centers increase electricity demand. AI infrastructure requires enormous quantities of uninterrupted power, giving geothermal developers a potential customer base willing to sign long-term supply contracts. Fervo Energy, which is developing a project near the Utah research site, already has a deal connected to Alphabet, although commercial output there is not expected until later this year.

The Utah experiment is intended to answer whether the concept can work continuously outside a controlled demonstration. Researchers will watch how quickly the underground system loses heat, how much injected water disappears and whether repeated pumping produces problematic seismic activity. Even encouraging technical results will still need to be replicated at other locations and translated into commercially viable projects.

Geothermal has retained political support that wind and solar have recently lost. The Utah program began during the Obama years, has attracted $328 million in federal commitments since 2020 and remains supported by the Trump administration. Industry cost estimates suggest new geothermal facilities can already compete with several other forms of electricity generation, although drilling remains expensive and project development carries substantial geological risk.

The experiment could therefore determine whether enhanced geothermal becomes a meaningful national energy source or remains a promising niche. If developers can drill deeper, preserve underground heat and repeat the process at declining cost, technology inherited from the oil industry could help create a new class of always-available clean power plants.

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