Enlight Renewable Energy has signed a physical power purchase agreement with Google under which the Israeli-American renewable energy developer will supply 200 megawatts AC of solar-generated electricity to support Google's data center operations in Oklahoma.

The Agreement and Project Details

The deal was led by Enlight's U.S. subsidiary, Clēnera Holdings, LLC, and marks the first power purchase agreement Enlight has signed with a commercial customer in the United States.

The electricity will be delivered to the Southwest Power Pool market under a fixed-price, 15-year contract. The power will be generated by Solstice, a 250 megawatt DC solar photovoltaic project located in LeFlore County, Oklahoma.

Construction on the Solstice facility is expected to begin in 2028, with commercial operations targeted for 2029. In a subsequent phase, the project is anticipated to expand to include 800 megawatt-hours of battery energy storage capacity, though no timeline was provided for that phase.

The Solstice project has completed a system impact study and is expected to receive full interconnection approval later in 2026, according to the announcement.

First U.S.

Commercial Customer and First SPP Project

The agreement carries dual significance for Enlight, representing not only the company's first U.S. power purchase agreement with a commercial rather than a utility customer, but also its first project to reach this stage in the Southwest Power Pool.

Enlight Chief Executive Officer Adi Leviatan characterized the deal as the start of a broader push into the large commercial and data center market.

"By signing this agreement with Google, we are expanding our U.S. customer base beyond utilities to large load commercial customers, including the fast-growing data center sector," Leviatan said.

"These customers require high-quality, high-capacity projects that can be delivered with speed and certainty. Enlight and Clēnera have built the capabilities, pipeline, and execution track record to meet this demand, and we believe this agreement is only the beginning of a significant growth opportunity for our U.S. business."

Clēnera CEO Jared McKee also emphasized the economic impact the project will have on the local Oklahoma community.

"During construction, we will employ hundreds of skilled laborers with economic benefits rippling through the community," McKee said.

"During operations, Solstice will deliver reliable, clean energy while contributing significant local and state taxes to the community."

Google's Commitment to Grid Expansion in Oklahoma

Google's Director of Energy and Power, Will Conkling, framed the agreement in terms of the company's broader energy and grid commitments.

"Google is committed to growing in a way that supports our neighbors and strengthens the electricity grid," Conkling said. "This new agreement with Clēnera will help bring more power generation online in Oklahoma, contributing to a more robust, affordable, and reliable energy system for all."

The deal connects Google's data center energy needs directly to new generation capacity in the Southwest Power Pool region, a market Enlight identified as one of the largest and fastest-growing power markets in the United States.

Southwest Power Pool Demand Outlook

Enlight pointed to several demand drivers underpinning the commercial rationale for investing in the SPP market.

According to the 2025 Integrated Transmission Planning Assessment Report cited in the announcement, SPP peak load is expected to increase by nearly 5 gigawatts between 2026 and 2029.

At the same time, the SPP market is projected to retire more than 5.7 gigawatts of fossil generation resources by 2029, creating what Enlight described as an increasingly urgent need for new generation investment.

The company cited electrification, industrial growth, and data center expansion as the core forces driving demand growth in the region.

The convergence of rising load and retiring legacy capacity sets up favorable conditions for developers bringing new clean energy capacity online in the market during that window.

About Enlight and Clēnera

Founded in 2008 and headquartered in Tel Aviv, Enlight Renewable Energy develops, finances, constructs, owns, and operates utility-scale renewable energy projects across solar, wind, and energy storage.

The company operates in the United States, Israel, and Europe.

Enlight has traded on the Tel Aviv Stock Exchange since 2010 and is listed on Nasdaq following its U.S. initial public offering in 2023, where it trades under the ticker ENLT on both exchanges.

Clēnera Holdings, LLC serves as Enlight's U.S. operating subsidiary and was the entity that led the transaction with Google.

The Solstice project in LeFlore County represents Clēnera's entry into the Southwest Power Pool and its first large-scale commercial offtake arrangement in the United States.