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双碳研究 | 道达尔能源签下美国最大单:1吉瓦光伏直供谷歌德州数据中心
Sou Hu Cai Jing· 2026-02-12 12:48
Core Insights - TotalEnergies has signed a significant long-term power purchase agreement with Google to supply 1 GW of solar power to its data center in Texas, marking the largest renewable energy deal for the company in the U.S. to date, with a contract duration of 15 years and an expected delivery of approximately 28 TWh of clean electricity [4][6]. Project Details - The electricity will be sourced from two new solar power plants being developed by TotalEnergies in Texas: the 805 MW Wichita project and the 195 MW Mustang Creek project, both scheduled to begin construction in the second quarter of 2026 [5]. Strategic Synergy - The 1 GW agreement complements a recent 1.2 GW power purchase agreement obtained by Clearway Energy, a company in which TotalEnergies holds a 50% stake, supporting Google's operations in three key U.S. electricity markets: ERCOT, PJM, and SPP [6]. Local Benefits - The Wichita and Mustang Creek solar power plants are expected to create hundreds of jobs during construction and provide long-term stable tax revenue to support local public services once operational [7]. Executive Statements - TotalEnergies' VP of Renewable Energy in the U.S., Marc-Antoine Pignon, emphasized the strategic importance of this record renewable energy supply agreement, highlighting its role in providing decarbonization solutions tailored for digital enterprises, particularly data centers [8]. Google’s Director of Clean Energy and Power, Will Conkling, noted that the partnership enhances grid resilience and reliability while ensuring affordable electricity supply [8]. Market Positioning - TotalEnergies currently operates approximately 10 GW of onshore solar, wind, and battery storage assets in the U.S., with around 5 GW in the ERCOT market and about 400 MW in the PJM market [9]. Client Portfolio - The collaboration with Google expands TotalEnergies' client base for corporate power purchase agreements, which already includes major companies like Airbus, Amazon, Microsoft, Merck, Saint-Gobain, and Air Liquide [9]. The company aims to build a diversified portfolio of power assets, targeting over 32 GW of global renewable energy capacity by October 2025 and a goal of exceeding 100 TWh of net electricity generation by 2030 [9].