Research the companies behind the energy transition
Explore listed companies by theme, compare ETF exposure, and understand the businesses behind the tickers.
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Explore stock lists, ETF comparisons and research by theme.
Geothermal
Explore power producers, developers and equipment exposure, from operating plants to enhanced geothermal projects.
Open the stock list →7 companies · caps refreshed 9 Sep 2026More on Geothermal →Largest companies by market cap
Top 5 · USD · Snapshot 12 Sep 2026
- 1
Barito RenewablesBREN.JK$24.6bn - 2
Ormat TechnologiesORA$5.8bn - 3
Mercury NZMCY.NZ$5.5bn - 4
Contact EnergyCEN.NZ$5.3bn - 5
Fervo EnergyFRVO$4.6bn
How Ormat Plans to Commercialize Enhanced Geothermal
The development plan and milestones behind its EGS program, from the 2026 investor day.
Read the explainer →News
Fervo Energy Signs 396 MW Geothermal PPA With Google
Terms of the power purchase agreement and what it means for the project pipeline.
Read the coverage →Featured research
6 Rare Earth Magnet Stocks Building Supply Chains Outside China
6 publicly traded companies making NdFeB magnets and magnet alloy outside China, compared by supply chain role, status and next milestone.
Read the guide →
Why solar panels use less silver per watt
Open the guide →
Copper ETFs Compared: COPX, CPER, ICOP, COPP and COPJ
Read the comparison →12 Power Cable Stocks for the Energy Transition
12 power cable stocks compared: European specialists, Asian HVDC challengers and emerging-market producers supplying offshore wind and grid cable.
ETF lists and fund comparisons
Find the US-listed funds that hold a theme, then read how they differ on holdings, fees and concentration.
All 16 ETF lists →Critical Minerals ETFs33 funds · US$28.7bn
Nuclear & Uranium ETFs11 funds · US$14.1bn
Copper ETFs9 funds · US$10.3bn
Rare Earths ETFs4 funds · US$2.4bn
Lithium & Battery ETFs9 funds · US$1.9bn
Get the free Energy Transition ETF Report
US-listed energy-transition ETFs, mapped by sector. Assets, fees, yield and performance, plus a short monthly update.
Latest analysis and market developments
Recent research and developments across the energy transition.
Ivanhoe Electric’s Santa Cruz PFS Puts Initial Capital at $1.43 Billion
Why solar panels use less silver per watt
Aecon Teams Awarded C$3 Billion of Pickering Refurbishment Contracts
How Ormat Plans to Commercialize Enhanced Geothermal
6 Rare Earth Magnet Stocks Building Supply Chains Outside China
Fervo Energy Signs 396 MW Geothermal PPA With Google
Research & list updates
Selected additions to the research and changes to the company lists.
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