Geothermal supply chain

The policy brief highlights the reliance of the nascent next-generation geothermal industry on a global supply chain and urges the U.S. government to ensure FEOC tax credit rules do not obstruct development.

• Next-generation geothermal technologies, including enhanced geothermal systems (EGS), closed-loop geothermal systems (CLGS or AGS), and superhot rock (SHR), aim to expand geothermal energy viability beyond the current 16 gigawatts (GW) of global capacity, which is limited to regions with near-surface concentrated heat.
• The U.S. geothermal industry relies on a globally integrated supply chain because the market for geothermal-specific components is still relatively nascent.
• China holds primary global market capacity for several critical geothermal components, including some downhole tools, magnets and raw materials for millimeter wave drilling, and the lowest cost relatively high-quality seismometers, as well as various components for power production and heat exchangers.
• The U.S. maintains primary market capacity in several areas, including large diameter drill strings (shared with Europe), cements, monitoring equipment (specifically FAS fiber optics and monitoring instruments/boxes), proppants, and various power production infrastructure.

APA

Volk, N. (2025). Geothermal supply chain. Clean Air Task Force. https://www.catf.us/2025/09/geothermal-supply-chain/

Chicago

Volk, Natalie. Geothermal supply chain. Clean Air Task Force, 2025. https://www.catf.us/2025/09/geothermal-supply-chain/.

Wikipedia

{{cite report |last1=Volk |first1=Natalie |title=Geothermal supply chain |publisher=Clean Air Task Force |date=25 September 2025 |url=https://www.catf.us/2025/09/geothermal-supply-chain/ |access-date=23 October 2026 |via=Climate Insights Directory}}

BibTeX

@techreport{volk2025geothermal, author = {Volk, Natalie}, title = {{Geothermal supply chain}}, institution = {Clean Air Task Force}, year = {2025}, month = sep, url = {https://www.catf.us/2025/09/geothermal-supply-chain/}, urldate = {2026-10-23}, note = {Indexed by Climate Insights Directory} }