OG&E announced a contract with Google for three new data centers in Muskogee and Stillwater. Google will cover 100% of grid-connection costs and pay all contracted charges regardless of consumption (take-or-pay capacity), and will contribute capacity from two new solar facilities. OG&E said the agreement will form the basis of a stand-alone 'large-load' tariff to be filed with the Oklahoma Corporation Commission no later than July 1, 2026. OG&E stock +5.6% pre-market.
Primary source · OG&E press release ↗
Why it matters
Add to byog-byong-state-patchwork.md as a new utility-led cost-allocation template. The structure (hyperscaler pays 100% of interconnection + take-or-pay capacity + contributes generation) is the demand-side mirror of the VA cost-shift fight and the Texas SB 6 financial-commitment requirement — three different regulatory mechanisms converging on 'data center pays its own way.' OG&E's July 1 OCC filing is a live regulatory clock to add to the open-investigations list; the Electric Service Agreement and Capacity Purchase Agreement will be public docket material. This is also the first deal where a hyperscaler is *contributing generation capacity* as part of the tariff structure — that's a structural precedent BTM-product-surface.md should track.
Related filings
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