macrostack

Layer 1 · head to head

Enhanced geothermal vs Nuclear PPA (existing plants)

The two clean firm options. One is geology-limited, the other supply-limited.

Enhanced geothermalNuclear PPA (existing plants)
Lead time3-5 years1-3 years to contract; the plant already exists
Capital costHigh, drilling-dominatedNone — it is a contract, not a build
CarbonNear zero operationalEffectively zero operational carbon
Maturityemergingproven

Enhanced geothermal

The catch: Geographically constrained and still proving out at scale. Fervo's projects are the ones to watch rather than a menu you can order from.

Decides: The most promising clean-and-firm option that is not nuclear, and the one most limited by where you can put it.

Nuclear PPA (existing plants)

The catch: There is a fixed supply of existing reactors and the good ones are being contracted now. This is a land-grab with a finite end, not a repeatable strategy.

Decides: The fastest route to large, firm, carbon-free power that exists today — precisely because you are buying something already built.

What this powers

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Verified 2026-09-09. No commission on either option.

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