Meta signed an agreement with Enbridge, the Canadian pipeline company, for a 365 MW solar and 200 MW battery storage project in Wyoming, with Enbridge investing $1.2 billion and the project entering service by end-2027.1 It is Meta's largest renewable procurement to date and secures firmed power outside the behind-the-meter gas fleet.
The contract is the demand-side answer to the gas escape route's own queue. GE Vernova's turbine backlog, with deliveries stretching into 2029, means an operator ordering BTM gas now waits years for it. With the DOE order also attaching curtailment risk to that fleet, an operator with the scale to contract at 365 MW has reason to switch generation type rather than join the turbine wait. A pipeline major taking the build is the tell: Enbridge is routing capital it would once have committed to gas infrastructure into solar-plus-storage for a single hyperscale customer.
The Wyoming deal does not run all day on its own, which is why the storage tranche matters and why Meta paired it the same fortnight with a gas-free baseload contract in New Mexico. Operators are no longer only moving where the power sits; they are changing what generates it.
