TotalEnergies and Google Seal 15-Year PPA to Power Ohio Data Centers

TotalEnergies (NYSE: TTE) and Google have signed a 15-year Power Purchase Agreement (PPA) that will deliver 1.5 terawatt-hours of renewable electricity from the nearly completed Montpelier solar farm in Ohio, expanding the tech sector’s push to secure clean, long-term energy supply. The project is connected to PJM – the largest power grid in the U.S. – and will help support Google’s rapidly expanding data center footprint in the state.

The agreement aligns with Google’s strategy of adding new, carbon-free generation to the grids where it operates rather than relying solely on existing renewable capacity. The company continues to scale its 24/7 carbon-free energy ambition as data center electricity demand accelerates globally. Data centers accounted for close to 3% of global energy demand in 2024, and operators increasingly face pressure to lock in firm, clean supply to match growth in AI-driven workloads.

TotalEnergies said the deal reinforces its strategy of building tailored power solutions for hyperscalers, leveraging a U.S. renewables pipeline of 10 GW across solar, wind and storage. About 1 GW of that capacity sits in PJM. The company aims to deliver 35 GW of gross renewable capacity by year-end 2025 and exceed 100 TWh of net electricity production by 2030.

Executives from both companies highlighted the role of new renewables in stabilizing the grid as data consumption surges. Google’s Will Conkling said the partnership will strengthen Ohio’s digital and economic infrastructure, while TotalEnergies’ Stéphane Michel emphasized the profitability targets tied to the company’s power business.

The PPA also extends TotalEnergies’ growing roster of corporate offtakers, which includes Amazon, Microsoft, STMicroelectronics, Saint-Gobain, Air Liquide, Merck, LyondellBasell, Orange and others – reflecting the broader trend of multinational energy users competing for long-duration renewables in tight markets.

For Ohio, the commitment deepens the state’s role as a rising data center hub as hyperscalers chase access to land, workforce, and increasingly, local clean power. For TotalEnergies, it signals continued traction in the U.S. power sector at a moment when traditional upstream players are racing to diversify revenues and tap fast-growing electricity markets.

By Charles Kennedy for Oilprice.com

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