Latest / Silicon & Shale Podcast
Two Chevrons: Arena Joins the Table, Kilby Waits on Paper
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 power targeted for…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.