耐力能源押注海底火山而非深井，解锁基载地热能

做的是什么生意

Endurance Energy is developing seafloor geothermal power plants that tap heat where tectonic plates spread along the Pacific Ring of Fire, deliver electricity by submarine cable, and are installed and maintained largely by robotics.

启动资金：$54M Series A led by Founders Fund, with Ascend, Construct Capital, Felicis Ventures, First Round Capital, Point72 Ventures, Riot Ventures and Voyager Ventures (announced June 2026).

起因

After engineering Dragon and Starship at SpaceX, Andrew Redd wanted a renewable source that is available 24/7, non-polluting, quickly deployable and able to scale to tens or hundreds of gigawatts. He ruled out nuclear for regulatory and construction timelines, solar and wind for intermittency, and hydropower for scarce sites — leaving geothermal, which he notes supplies only about 0.4% of US energy. Rather than drill deeper on land far from cities, he founded Endurance Energy in 2025 to build plants at seafloor spreading zones near the Ring of Fire, a few dozen to a few hundred miles offshore.

经过

Endurance grew to 25 employees, twelve from SpaceX, and completed four prototype deployments to deep-sea volcanic systems at depths up to 3,300 m and vent temperatures up to 386°C. In June 2026 it raised a $54M Series A led by Founders Fund, and earlier that year signed an agreement with the Government of Tonga to explore subsea geothermal in Tongan waters. The company planned to deploy a 100 kW generator at the Juan de Fuca ridge off the Pacific Northwest in fall 2026, with site selection balancing cable cost, resource scale and onshore market size while avoiding sensitive habitats such as hydrothermal-vent ecosystems.

结果

Still pre-commercial as of 2026-09-02: four prototype deployments completed, a 100 kW seafloor generator slated for fall 2026 off the Pacific Northwest, and a Tonga exploration agreement signed.

可借鉴之处

有时限制不是物理条件，而是行业视角：一股传统方法（陆上深钻）可能让整个资源类别无人问津，直到有人重新定义问题。