2026-09-30 — Meta signs a 144MW Texas solar deal while telling reporters it still uses gas

• Meta entered a power purchase agreement for a 144-megawatt Apex Clean Energy solar project in Gonzales County, Texas, which the developer says would not have been built without Meta’s backing Meta told Inside Climate News that natural gas options are part of its AI data-center plans, that leaving the RE100 initiative does not change its clean-energy commitment, and that it has contributed more than 30 gigawatts of new clean energy to US grids. (Inside Climate News)

2026-09-23 — Texas judges say El Paso Electric did not weigh alternatives to the gas plant serving Meta

• Administrative law judges at the Public Utility Commission of Texas proposed approving El Paso Electric’s 366-megawatt gas plant for Meta’s El Paso data center only if the utility does not pass its capital and operating costs to ratepayers, and otherwise denying it The judges found El Paso Electric failed to adequately consider alternatives to the McCloud facility and did not issue a request for proposals; the full commission still has to decide. (Inside Climate News)

2026-09-21 — Capital Power says Meta’s Alberta build is drawing other US hyperscalers

• Capital Power’s CEO said Meta’s C$13bn (~$9bn) Alberta data-centre build has boosted the province’s appeal to other US hyperscalers, and that he does not expect Meta to be the only one to build large-scale there — Capital Power is already in talks with several unnamed proponents and is pitching its Genesee Generating Station as a site. More than 100 data centres have now been proposed for Alberta, against Canada’s current handful of operating hyperscale sites. This is the first concrete “others follow” signal on this thread’s core watch question (whether Meta’s gas-powered pivot is a one-off bridge or the first of a base-load pattern), from the utility positioned to supply the next ones rather than from Meta itself. (Reuters via Investing.com, Globe and Mail)

2026-08-27 — First bill-impact number lands: Pembina Institute puts the Alberta gas plant’s cost on ratepayers

• The Pembina Institute published an analysis putting a dollar figure on the emissions/cost side of the Alberta gas plant this thread already logged (08-02) — the 932MW Greenlight Electricity Centre built solely to power Meta’s Sturgeon County data centre could add $270 to $460 a year to the average Albertan’s electricity bill between 2027 and 2031, driven by Alberta’s “Bring Your Own Generation” rules that let data centres connect to the grid before their own generation comes online. This is the first quantified regulatory/ratepayer fallout number this thread has tracked, directly on the “emissions-accounting and regulatory fallout” watch. (CTV News)

2026-08-02 → 08-14 — The pivot crosses a border; nobody follows Meta out of RE100

Logged 2026-08-18, twenty-two days late.

• Alberta regulators approved a 932MW gas plant whose sole customer is Meta, behind the meter for Meta’s first Canadian data centre (08-02). The first extension of the gas pivot beyond the US — it is no longer a Louisiana/Entergy story.
• On the question this thread exists to answer — does any other hyperscaler follow Meta out of RE100 — the answer is still no. Google, Microsoft and Apple all remain members as of 2026-08-18. Microsoft is moving in a different direction entirely, toward hourly rather than annual clean-energy matching, which is a tightening rather than an exit. Meta remains alone in the defection.
• Louisiana’s fight escalated without resolving: advocacy groups challenged Entergy’s gas buildout for Meta (08-03) and regulators withheld Meta’s Louisiana job-count figures amid the dispute (08-12) — a transparency fight now running alongside the emissions one.
• A direct hit on the bridge-versus-base question: a research firm warned natural-gas prices could triple (08-14), which would undercut the cheap-bridge-fuel logic the whole pivot rests on. If gas stops being cheap, a 7.5GW buildout is a base-load commitment made on a bridge’s economics.
• ⚠️ Trap caught: Chevron–Microsoft’s 20-year West Texas gas deal, recirculating in “hyperscalers all doing gas now” trend pieces this window, was signed 2026-06-22 — before the window. Not evidence of a follow.

2026-07-23/24 — The break

• Meta quit RE100 amid a 7.5GW gas buildout — the first hyperscaler to exit the clean-power pact, while simultaneously holding a ≤6.6GW nuclear RFP (Oklo/TerraPower/Vistra) and 2.3GW of NextEra solar. Surfaced by the meta-capex destination crawl; both W1 agents flagged it independently as the week’s highest-signal reversal. Context: Hyperion (5GW) 80%-sold to Blue Owl the same week — spend at guidance, assets and emissions both moving off the books.