Two Chevrons: Arena Joins the Table, Kilby Waits on Paper

Podcast: Silicon & Shale Podcast · Silicon & Shale

Opublikowano: 2026-10-15

Recorded Oct 13, 2026. Derrick and Packer look at two Chevrons in the same news cycle. One joined an AI subsurface software collaboration at the speed of a signature. The other, Project Kilby, a roughly 2.67 GW gas power plant for a Microsoft data center, is waiting on Texas’s permit clock at the speed of a notary stamp. In this episode: * Project Kilby: Chevron’s 20-year power agreement with Microsoft for about 2.67 GW of behind-the-meter gas generation in West Texas, with GE Vernova and Solar Turbines equipment, FID expected by end-2026 “subject to conditions,” and first po...