Fervo Energy signed a 396-megawatt power purchase agreement with Google for enhanced geothermal electricity from Cape Station in Beaver County, Utah. Announced September 1, 2026, the 15-year agreement targets power deliveries beginning in 2028. The contract is for future generating capacity, not a claim that all 396 MW are operating today.

Key Takeaways

• The agreement covers 396 MW of future geothermal capacity in Utah.
• Four 99 MW delivery stages are scheduled beginning in the third quarter of 2028.
• Google has a potential option to add approximately 600 MW, but that expansion is not a completed purchase.
• Fervo separately began commercial operation of its first 33 MW Cape Station GeoBlock in September 2026.

What Has Already Started Generating

The distinction between signed contracts and actual production matters. On October 1, Fervo reported that its first Cape Station GeoBlock had reached commercial operation on September 30 and produced 33 MW of net power. Its initial three-GeoBlock phase totals about 100 MW, with the remaining units expected to come online by January 2027. Our earlier report covers that 33 MW milestone and our September coverage explains first grid synchronization.

How Enhanced Geothermal Systems Work

Enhanced geothermal systems circulate fluid through hot rock deep underground. Wells and engineered flow pathways transfer underground heat to a surface power plant, which converts thermal energy into electricity. Unlike solar and wind generation, geothermal can potentially deliver firm power around the clock, subject to plant maintenance and reservoir performance.

Fervo said the additional 396 MW supports the next Cape Station expansion, while the proposed 600 MW option could bring the combined arrangement close to 1 GW by 2030. The company’s filed agreement summary describes four 99 MW tranches and a 15-year term. The expansion option remains contingent on future agreements and approvals.

Why It Matters

Large electricity buyers are seeking predictable power for data centers. This deal links a specific future computing load with a planned geothermal supply, but final data-center development still depends on feasibility, commercial terms and local approvals. It also differs from energy-storage infrastructure such as our Earba pumped-hydro coverage, which stores electricity rather than producing heat-derived power.

The next test is execution: commissioning the remaining initial units, completing the 396 MW expansion and demonstrating sustained commercial output. For now, the 396 MW contract and the operating 33 MW GeoBlock are separate, verifiable milestones.

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