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Who’s on the Hook: A 2030 Pipe, a Take-or-Pay Hyperscaler, and the Autonomy Ladder
Derrick and Packer follow the money and the override this week. Somebody signed for capacity that won’t flow until 2030, and somebody else may be left holding the cost of power plants built for one data center. On the wellsite, the question is who was in control when the pump tripped at 2 AM.
In this episode:
* Permian Link: Kinder Morgan’s NGPL took a final investment decision (Oct 21) on a ~$4.2B, ~2.8 Bcf/d, ~434-mile pipe. It’s backed by long-term take-or-pay contracts for “new power generation for an A-rated hyperscaler.” In service Q3 2030, subject to permits.
* Rigs and service: Baker…
The skinny
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