Unlimited energy from Earth's heat.
It's a breakthrough that could power the planet 140 times over and Dylan Jovine's “Last Energy Revolution” Stock is at the center of it all.
The Teaser
Harnessing just one-tenth of 1% of this resource could power civilization for 2,000,000 years and it's not oil or natural gas.
“Legendary investor,” Dylan Jovine, is the head honcho of market research firm Behind the Markets, which he founded after selling two prior businesses, Tycoon Publishing and boutique investment bank Lexington Capital Partners. So more of an entrepreneur than investor, but that's no knock.
We have previously reviewed his Nvidia Secret Supplier Stock and “War Games” Weapon Stock Picks teasers, among others.
In this one, Dylan is going for a bigger shock factor and it worked as we're here.
He opines that just like the Spindletop oil field discovery at the turn of the last century ended the coal era and ushered in the petroleum age, so too will something he calls “Project Forge” end gas's dominance, replacing it with “the last energy revolution the world will ever need.”
Project Forge refers to FORGE (Frontier Observatory for Research in Geothermal Energy) an underground field laboratory funded by the U.S. Department of Energy located in rural Utah.
It's purpose is strikingly simple, yet incredibly complex. To develop, test, and de-risk technology capable of producing electricity directly from hot crystalline rocks found at the Earth's innermost geological core.
This is geothermal energy and it ticks every one of the boxes Dylan cites near the start of the video teaser:
However, what really gets Dylan hot isn't just the potential of geothermal energy, but the amount of capital now flowing into the emerging energy sector, which has increased 100x over the last seven years.
Trump's One Big Beautiful Bill Executive Order also recognizes geothermal as an “essential” energy source, incentivizing it's development with tax breaks.
It solves an “energy trilema” that Dylan has been tracking for the better part of three decades, and one company sits at the center of it.
The Pitch
The company's name is only revealed inside a report dubbed The Last Energy Revolution: The One Company Powering America's $185 Trillion Energy Transformation.
It's available to subscribers of Dylan's Behind the Markets investment advisory service, which is being offered for $49 for the first year (normally $399), and it comes with two bonus reports as well as a 30-day money-back guarantee.
The Energy Trilema
Every usable energy source must deliver on at least one of three things:
When this happens, windfall profits are usually bestowed upon early investors.
Indeed, solar panel makers like First Solar (Nasdaq: FSLR), uranium producers (nuclear), such as Cameco Corp. (NYSE: CCJ) and hydrogen fuel cell makers, Ballard Power Systems (Nasdaq: BLDP), all peaked with quadruple digit gains from through to top.
However, each of the energy sources just cited fall short in one or more ways.
Solar/wind farms don't cost much, but they're only available roughly 30% of the day. Nuclear is available around the clock, but the cost is prohibitive. Hydrogen is more efficient, but it lacks widespread availability.
Now, for the first time in over a century, a new energy source has emerged that delivers on all three.
Geothermal energy is not a new discovery.
Geothermal energy plants have been around for more than a century, producing electricity in parts of Italy since 1913. So what has changed?
After years of drilling, testing, and repeating, Dylan says the aforementioned Project Forge in rural Utah had a breakthrough.
It advanced reservoir connectivity in hot, impermeable granite, proving oil and gas drilling techniques, such as horizontal drilling, work for universal geothermal use.
A geothermal well is about the size of a two-car garage and now it takes only 21 days to drill, so it's efficient and available. Finally, the cost of drilling a new well is just 1/3rd of building a nuclear reactor.
Geothermal energy doesn't just deliver on one aspect of the “Energy Trilema,” it hits on all three.
This paves the way for commercial scaling and multibagger profits.
One company has quietly been building a stranglehold on the sector, turning itself into the “global linchpin of geothermal energy.”
Revealing Dylan Jovine's Last Energy Revolution Stock
Government-backed, proven technology, and commercial orders already in place.
This isn't a proverbial architect with a blueprint in hand, it's a nearly finished building, and it belongs to one company.
- It was founded in 1965 by a husband and wife team who bet everything on being able to convert low temperature heat into electricity.
- This company finds the geothermal resource, designs it's own energy converters, manufactures them, and owns a d operates its own power plants.
- Google has directly signed a deal with it for 150 megawatts (MW) of geothermal power.
Dylan's “Last Energy Revolution” Stock is Ormat Technologies Inc. (NYSE: ORA).
- Ormat was founded in 1965 by physicist Lucien Bronicki and his wife, Dita, from their apartment in Yavne, Israel.
- It is the world’s only vertically integrated geothermal company, exploring, drilling, designing, building, owning, and operating geothermal power plants.
- The energy company signed a long-term 150 MW power purchase agreement to support Google's Nevada operations.
A 1,000% Home Run in the Next 12 Months?
A $185 trillion energy transition.
This is the figure Dylan estimates would flow into geothermal energy if it were to displace natural gas, the way it once unseated coal as a cleaner form of everyday fuel.
Is Dylan onto something or drunk on the kool-aid?
Geothermal is a legitimate energy source, however it's no magic bullet and comes with its own set of drawbacks. Namely, it requires specific underground conditions even with advanced drilling techniques and geothermal plants use a large amount of water for cooling, about 1,700 to 4,000 gallons per megawatt-hour, give or take.
At the moment, geothermal makes up less than 1% of global energy demand, but it is growing, and could meet as much as 15% of all electricity demand by 2050 according to the IEA.
If this growth materializes, geothermal energy's biggest player, Ormat, stands to win big.
Now, some of this expected growth has already been factored into its stock price, which trades for 47x current earnings. But not all of it, as Ormat's price/sales is still only 5x.
The biggest knock against it is it's $3.4 billion debt load, which is half it's market value, and 2x more than the company's entire revenue in fiscal year 2025.
However, annual revenue growth nearly touches double figures over the past five years, which should accelerate going forward, and Ormat is already operating cash flow positive.
I don't know about a 1,000% home run, but Ormat is a multi-bagger candidate over the long-term, so buying the dip on it seems sensible to gain exposure to the emerging geothermal energy story.
Quick Recap & Conclusion
- Entrepreneur and investor Dylan Jovine is teasing an energy breakthrough that could power the planet 140 times over and a “Last Energy Revolution” Stock is at the center of it.
- The breakthrough energy source is geothermal energy, which currently makes up only 1% of global energy demand, but could grow to as much as 15% of all electricity demand by 2050.
- The name of the company at the center of it is revealed inside a report dubbed The Last Energy Revolution: The One Company Powering America's $185 Trillion Energy Transformation and it's only available to subscribers of Dylan's Behind the Markets investment advisory service, which costs $49 for the first year (normally $399).
- However, as a Greenbull reader you got the name of the “Last Energy Revolution” Stock for free! It's Ormat Technologies Inc. (NYSE: ORA).
- Ormat is the world’s only vertically integrated geothermal company and a tangible multi-bagger candidate over the long-term.
Will geothermal become an increasingly important energy source? Let us know what you think in the comments.