Google locks in 15-year, 200 MW Oklahoma solar deal with Enlight for data center power

Enlight Renewable Energy (NASDAQ: ENLT) connected Tuesday signed a carnal powerfulness acquisition statement with Google for 200 MWac of star procreation successful Oklahoma, delivered into the Southwest Power Pool market, according to a property merchandise from the company. The 15-year, fixed-price declaration volition proviso energy from Enlight’s Solstice task to Google’s information halfway operations successful the region.

Solstice is simply a 250 MWdc star installation successful LeFlore County, Oklahoma, being developed by Enlight’s U.S. subsidiary Clēnera Holdings. The task has completed a strategy interaction survey and is expected to person afloat interconnection support aboriginal this year. Construction is slated to statesman successful 2028, with commercialized operations targeted for 2029. A aboriginal signifier is expected to adhd 800 MWh of artillery vigor retention capacity.

Google is locking successful determination procreation 3 years earlier Solstice is expected online, reflecting however acold up large-load buyers are present readying successful markets wherever transmission queues and procreation retirements are tightening supply.

Enlight said the statement is its archetypal U.S. PPA with a commercialized lawsuit and its archetypal task to scope this signifier successful the Southwest Power Pool. The institution framed the woody arsenic a pivot from utility-only offtake toward hyperscaler and concern demand.

“By signing this statement with Google, we are expanding our U.S. lawsuit basal beyond utilities to ample load commercialized customers, including the fast-growing information halfway sector,” Enlight CEO Adi Leviatan said successful a sta. “We judge this statement is lone the opening of a important maturation accidental for our U.S. business.”

The declaration fits into a broader signifier of Google assembling procreation capableness astir its Oklahoma operations. Google says it is investing $9 cardinal successful Oklahoma successful unreality and AI infrastructure. The institution antecedently said it had signed semipermanent agreements with Leeward Renewable Energy backing implicit 700 MW of star projects successful the state, including a portfolio little than 1 mile from its Pryor information center. The Enlight woody adds different 200 MWac to that determination procurement stack.

The SPP marketplace is nether unit from rising request and shrinking bequest supply. Enlight’s merchandise cited figures from SPP’s 2025 Integrated Transmission Planning Assessment Report showing highest load is expected to summation by astir 5 GW betwixt 2026 and 2029, portion much than 5.7 GW of fossil procreation is projected to discontinue implicit the aforesaid period. That operation creates country for caller star and retention concern tied to commercialized load growth.

“This caller statement with Clēnera volition assistance bring much powerfulness procreation online successful Oklahoma, contributing to a much robust, affordable, and reliable vigor strategy for all,” Will Conkling, Google’s manager of vigor and power, said.

Clēnera CEO Jared McKee said the task would employment hundreds of skilled laborers during operation and lend section and authorities taxation gross during operations. Solstice is expected to adhd 800 MWh of retention successful its 2nd phase, which would widen the facility’s worth beyond daytime star accumulation and into evening highest hours erstwhile information halfway loads stay constant.