- The IEA names several concurrent bottlenecks on the data-centre build-out — grids, equipment, chips, planning, capital — but the one measured in years in every major market is the grid connection, and that queue, not the demand curve, is where geothermal's case is decided.
- The waits are measured, not anecdotal: the typical US generation project completed in 2024 had spent 55 months in the generator-interconnection queue, and in Europe's FLAP-D hubs a new data centre waits seven to ten years on average for a load connection — some as long as thirteen.
- The article keeps the scale honest: data-centre growth is less than a tenth of global electricity demand growth to 2030 on the IEA's Base Case — the argument for geothermal here is locational and about quality of power, not volume.
- Behind a scarce connection, capacity factor is the multiplier: on the EIA's final 2024 figures geothermal ran at 64.6%, roughly 1.9 times wind and 2.8 times utility-scale solar — and the deals hyperscalers are actually signing run through utilities, not around them.
- Catoxy Energy is being built to arrive at exactly this intersection: firm power, cooling and a home for waste heat, designed as one project rather than three negotiations.
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Insights.
Company announcements, appointments and partnerships alongside market perspectives, technical articles, SERIO insights and white papers — published as there is substantive, verifiable news to report.
Energy & Markets
- The case for geothermal does not rest on scale. It rests on it being one of the few resources that can deliver several forms of energy, continuously, from one resource, next to the customer that needs them.
- Geothermal is as much a heat business as a power business: about 16 GW of power capacity on IRENA's count against an estimated 126,000 MWt of direct use — a total the article unpacks, since roughly seven-tenths of it is ground-source heat pumps rather than deep geothermal.
- Geothermal's structural advantage is that it runs: on the EIA's final 2024 figures, US geothermal plants ran at a 64.6% capacity factor, against 34.3% for wind and 23.2% for utility-scale solar photovoltaics.
- Catoxy Energy is built to develop, operate and optimise projects on that basis — designing around the demand rather than around the turbine.
- Hydrogen is at pilot scale, and is described that way: the pairing with geothermal is logical, but what runs today are non-commercial demonstrations — a pilot programme, not an industry.
Industry Perspective
- Critical infrastructure needs power that is continuous, controllable and weather-independent — and geothermal, unlike wind and solar, is firm, dispatchable and baseload-capable renewable energy.
- The choice is not geothermal versus wind and solar: variable renewables supply abundant electricity and storage smooths the short term, while geothermal provides the continuous renewable foundation.
- Artificial intelligence, cloud computing and digital services are creating a new category of concentrated, around-the-clock demand — and there is no digital transformation without physical energy infrastructure.
- The energy transition has produced unprecedented momentum; its next challenge is reliability, and geothermal can provide it.
- The resource and the technology are not the constraint on geothermal. Deployment is.
- The record is one of execution, not invention: the IEA measures permitting timelines of up to a decade per project, and counts meaningful policy support in fewer than 30 countries, against more than 100 for solar and wind.
- What the sector is shortest of is bankable operators: organisations that can take a resource from appraisal through financing, construction and decades of reliable operation, and stand behind each step to an institutional standard.
- Catoxy Energy is built to occupy that frame — an integrated developer and operator designed to combine those capabilities rather than to supply one of them. The company describes that as capability and intent, not as results it has yet to demonstrate.
Technology & Operations
What is geothermal energy?
July 2026- Geothermal energy is heat drawn from the rock beneath us — a resource that is there at midnight in February, which is why the technology exists: Earth sheds 46 ± 3 terawatts of heat continuously, roughly half of it from radioactive decay.
- The article does not describe geothermal, as a category, as near-zero emissions: lifecycle medians sit far below coal and gas, but a 2002 worldwide survey put flash plants' average operational venting at 122 gCO₂ per kWh — the near-zero claim belongs to binary and closed-loop configurations, and is scoped that way.
- On induced seismicity it names the two canonical failures, Basel and Pohang, alongside the managed record and its control protocols: the honest formulation is that the risk is manageable through protocols — not that it is predictable.
- Geothermal's structural argument is that it runs: on the EIA's final 2024 figures, US geothermal plants ran at a 64.6% capacity factor, against 34.3% for wind and 23.2% for utility-scale solar photovoltaics.
- Catoxy Energy is being built to develop, operate and optimise integrated geothermal projects on exactly this basis — and applies the same discipline to describing the technology as it would to developing it.
- The evidence suggests the binding constraint in geothermal is not the rock and not the rig. It is what people do with what they already know.
- Geothermal is the cost-curve outlier. On IRENA's 2025 figures, solar PV's levelised cost has fallen 89% since 2010 and onshore wind's 71%, while geothermal's rose 53%, to around USD 89/MWh.
- The largest line in a new geothermal project's levelised cost is the cost of capital — 45% on IRENA's 2025 figures — and that is the price of subsurface uncertainty: an evaluation problem, priced in before a well is drilled.
- SERIO — Screening, Evaluation, Risk, Investment, Operations and Optimization — is Catoxy's decision-support platform, built to integrate technical, commercial, operational and financial information so that a decision can be taken with all four in view.
- It is not a finished product and not for sale, and it does not claim to improve drilling or exploration outcomes: Catoxy has no outcome data, and the literature is explicit that nobody credibly does yet.
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