secwatch.observer — SEC 8-K summary ====================================== Issuer: Fervo Energy Co (FRVO) CIK: 0001853868 Form: 8-K Filed at: 2026-10-01T11:05:25+00:00 Accession: 0001628280-26-064103 Event type: other_material Sentiment: positive Materiality: 0.75 Item codes: 7.01, 9.01 LLM model: deepseek-v4.1-flash:cloud@v2 Fervo Energy's Cape Station first GeoBlock hits commercial operation ahead of schedule at 33 MW -------------------------------------------------------------------------------- - First Cape Station GeoBlock declared commercial operation Sept 30, one day before contractual COD; synchronized to grid Sept 24 and now generating revenue under Fervo's PPA. - GeoBlock produced 33 MW of net power, meeting the expected production threshold under the PPA; Phase I totals ~100 MW across three 33-MW GeoBlocks. - Remaining two Phase I GeoBlocks expected to reach contractual COD by January 1, 2027; Phase II's additional 400 MW is under construction with 2028 COD. - Fervo cites over 1 gigawatt of binding PPAs signed; first GeoBlock was built and commissioned in 23 months, with an 18-month target for future GeoBlocks. - CEO Tim Latimer called it the first greenfield enhanced geothermal development to reach contractual commercial operations; CFO David Ulrey cited disciplined capital execution. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1853868/000162828026064103/0001628280-26-064103-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1853868/000162828026064103/frvo-20261001.htm HTML page: https://secwatch.observer/filing/0001628280-26-064103 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer