Partnership secures critical tubular supply and engineering expertise as XGS advances a 3-GW geothermal pipeline and begins construction on its 150-MW Meta-backed project in New Mexico

Vallourec, a world leader in premium tubular solutions for the energy industry, and XGS Energy (“XGS”), a developer of next-generation geothermal systems, today announced a strategic supply chain partnership as XGS executes on a three gigawatt pipeline of commercial geothermal projects across the western United States.

Securing the supply of tubulars, a major component of XGS’s water-independent systems, is a key milestone as XGS begins construction this year on their 150 MW project with Meta in New Mexico, delivering 150 MW to the Public Service Company of New Mexico’s (PNM) grid to support Meta’s data center operations. Through this partnership, Vallourec will provide its engineering expertise, manufacturing capabilities, and proven track record in high-temperature tubular solutions to support the deployment of XGS’s solid-state, closed-loop geothermal system.

For Vallourec, the partnership represents a strategic step in the expansion of its New Energies portfolio and reinforces the company’s ambition to become a leading supplier of tubular solutions and services for advanced geothermal applications. Vallourec’s world-class tubular solutions such as THERMOCASE® Vacuum Insulated Tubing (VIT) plays a critical role in enabling high efficiency geothermal wells by minimizing thermal losses, increasing heat exchange performance, and improving long-term system reliability, all critical components for the commercial scale deployment of next-generation geothermal systems.

Philippe Guillemot, Chairman of the Board of Directors and Chief Executive Officer of Vallourec commented:
“Our collaboration with XGS Energy exemplifies Vallourec’s commitment to the energy transformation and the strategic importance of geothermal within our New Energies portfolio. By combining our tubular expertise with XGS’s innovative technology, we are enabling meaningful progress toward decarbonizing the energy sector.”

“Our near-term projects in New Mexico and California alone will make XGS one of the largest consumers of tubular goods in the world in 2027 and 2028,” said Josh Prueher, Chief Executive Officer of XGS Energy. “Securing long-term supply of best-in-class equipment and technical support from our partners at Vallourec is absolutely critical to meeting our data center customers’ demand, on time and on budget.”

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