Google is still aiming for its “moonshot” 2030 energy goals

Last week, we hosted EmTech MIT, MIT Technology Review's annual flagship conference in Cambridge, Massachusetts. Over the course of three days of main-stage sessions, I learned about innovations in AI, biotech, and robotics.

But as you might imagine, some of this climate reporter's favorite moments came in the climate sessions. I was listening especially closely to my colleague James Temple's discussion with Lucia Tian, head of advanced energy technologies at Google.

They spoke about the tech giant's growing energy demand and what sort of technologies the company is looking to to help meet it. In case you weren't able to join us, let's dig into that session and consider how the company is thinking about energy in the face of AI's rapid rise.

I've been closely following Google's work in energy this year. Like the rest of the tech industry, the company is seeing ballooning electricity demand in its data centers. That could get in the way of a major goal that Google has been talking about for years.

See, back in 2020, the company announced an ambitious target: by 2030, it aimed to run on carbon-free energy 24-7. Basically, that means Google would purchase enough renewable energy on the grids where it operates to meet its entire electricity demand, and the purchases would match up so the electricity would have to be generated when the company was actually using energy. (For more on the nuances of Big Tech's renewable-energy pledges, check out James's piece from last year.)

Google's is an ambitious goal, and on stage, Tian said that the company is still aiming for it but acknowledged that it's looking tough with the rise of AI.

It was always a moonshot," she said. It's something very, very hard to achieve, and it's only harder in the face of this growth. But our perspective is, if we don't move in that direction, we'll never get there."

Google's total electricity demand more than doubled from 2020 to 2024, according to its latest Environmental Report. As for that goal of 24-7 carbon-free energy? The company is basically treading water. While it was at 67% for its data centers in 2020, last year it came in at 66%.

Not going backwards is something of an accomplishment, given the rapid growth in electricity demand. But it still leaves the company some distance away from its finish line.

To close the gap, Google has been signing what feels like constant deals in the energy space. Two recent announcements that Tian talked about on stage were a project involving carbon capture and storage at a natural-gas plant in Illinois and plans to reopen a shuttered nuclear power plant in Iowa.

Let's start with carbon capture. Google signed an agreement to purchase most of the electricity from a new natural-gas plant, which will capture and store about 90% of its carbon dioxide emissions.

That announcement was controversial, with critics arguing that carbon capture keeps fossil-fuel infrastructure online longer and still releases greenhouse gases and other pollutants into the atmosphere.

One question that James raised on stage: Why build a new natural-gas plant rather than add equipment to an already existing facility? Tacking on equipment to an operational plant would mean cutting emissions from the status quo, rather than adding entirely new fossil-fuel infrastructure.

The company did consider many existing plants, Tian said. But, as she put it, Retrofits aren't going to make sense everywhere." Space can be limited at existing plants, for example, and many may not have the right geology to store carbon dioxide underground.

We wanted to lead with a project that could prove this technology at scale," Tian said. This site has an operational Class VI well, the type used for permanent sequestration, she added, and it also doesn't require a big pipeline buildout.

Tian also touched on the company's recent announcement that it's collaborating with NextEra Energy to reopen Duane Arnold Energy Center, a nuclear power plant in Iowa. The company will purchase electricity from that plant, which is scheduled to reopen in 2029.

As I covered in a story earlier this year, Duane Arnold was basically the final option in the US for companies looking to reopen shuttered nuclear power plants. Just a few years back, we were still closing down nuclear plants in this country," Tian said on stage.

While each reopening will look a little different, Tian highlighted the groups working to restart the Palisades plant in Michigan, which was the first reopening to be announced, last spring. They're the real heroes of the story," she said.

I'm always interested to get a peek behind the curtain at how Big Tech is thinking about energy. I'm skeptical but certainly interested to see how Google's, and the rest of the industry's, goals shape up over the next few years.

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