Next-generation geothermal borrows oil and gas tech for the data centre boom
New geothermal capacity using oil-and-gas techniques could add power supply for data centers and related industrial demand.
Source →The trace
How it reaches your house.
Starting from Landsvirkjun (National Power Company of Iceland), we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Landsvirkjun (National Power Company of Iceland) →supply upElectricity (electrolytic refining)
Expanded geothermal generation would raise electricity availability into the electrolytic refining input channel, but this specific edge is small and fairly substitutable (1.5% share, 0.35 substitutability), so the ripple is modest.
59% confidenceVertiv Holdings Co. →Stands to benefitServer Chassis and Power Infrastructure
More geothermal capacity can ease power constraints for data-center expansion, which should raise demand for Vertiv's server chassis and power infrastructure products.
57% confidenceServer Chassis and Power Infrastructure →supply upHop 2
Servers and cloud hardware →supply upData Center Deployment
More geothermal power for data centers relaxes the electricity bottleneck, making the deployment step more available.
86% confidenceLarge Power Transformers (LPTs) & Generator Step-Up Units →Stands to benefitHyundai Electric & Energy Systems267260.KS
More geothermal buildout should lift orders for large power transformers and generator step-up units, benefiting Hyundai Electric & Energy Systems given its listed 25% supply share.
78% confidenceLarge Power Transformers (LPTs) & Generator Step-Up Units →Stands to benefitHop 3
CG Power and Industrial Solutions →Stands to benefitLarge Power Transformers (LPTs) & Generator Step-Up Units
New geothermal projects need large transformers and generator step-up units for plant interconnection, so CG Power’s 8% share in that market should see a modest demand lift.
58% confidenceHyundai Electric & Energy Systems →Prices riseLarge Power Transformers (LPTs) & Generator Step-Up Units
A geothermal/data-center buildout should add orders for generator step-up and large power transformers, and Hyundai Electric's 25% share with 24-month lead times suggests firmer pricing in this market.
58% confidenceSiemens Energy AG →Prices rise