US: Fervo Energy and Google sign 396 MW PPA
A new long-term power supply agreement adds large-volume electricity capacity for data-center and grid demand in the US.
Source →The trace
How it reaches your house.
Starting from Residential Electricity, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Residential Electricity →Stands to benefitGoogle
Google is the offtaker for 396 MW of carbon-free energy, which supports its planned Utah data-center supply.
“Google will purchase carbon-free energy designed to serve as a foundational building block for a potential data center in Utah.”
96% confidenceCited →Residential Electricity →supply upElectricity Generation
The 396 MW PPA adds new geothermal capacity, so the electricity-generation process step becomes more available.
88% confidenceNextEra Energy, Inc. →supply upHop 2
Industrial electricity (high-voltage) →supply upThe 396 MW U.S. PPA directly increases high-voltage electricity capacity in the United States, easing the country's industrial-electricity supply constraint.
87% confidenceIndustrial electricity (high-voltage) →supply upAdditional U.S. high-voltage supply relaxes a downstream electricity input for PJM, and its 12% share makes it one of the larger exposed nodes on this edge.
71% confidenceIndustrial electricity (high-voltage) →supply upHop 3
Electric Reliability Council of Texas (ERCOT) →supply upIndustrial electricity (high-voltage)
The new 396 MW PPA adds grid capacity, which should modestly improve availability of high-voltage industrial electricity for ERCOT-linked demand, though the deal is not explicitly ERCOT-specific.
56% confidencePJM Interconnection LLC →supply upIndustrial electricity (high-voltage)
A 396 MW PPA adds generation capacity, which should modestly ease availability of high-voltage industrial electricity for PJM, though the effect is softened by high substitutability and only partial market share.
38% confidence
Where it lands
What you buy, and what you own.
Goods you buy
No consumer goods on this path.
Companies you may own
GooglePJM Interconnection LLCElectric Reliability Council of Texas (ERCOT)
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