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NewsTopic · 雪佛龙Kilby项目1 min read·2026-10-01DisconfirmAI Editorial

Chevron executive says Texas permit freeze may delay a major data center investment decision

Texas's permit freeze is starting to slow large AI power projects; watch whether Kilby's FID slips to 2027.

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Original publication time 2026-10-01 20:22 GMT+8

Daniel Droog, Chevron's vice president for power solutions, told Semafor that the final investment decision on Project Kilby could slip from the end of this year to 2027, after Governor Abbott imposed a moratorium on new data center permits last month.

Kilby, a joint venture between Chevron and the newly formed developer Joulent, plans to use nearly 3 gigawatts of behind-the-meter gas turbines, unconnected to the state grid, to power a Microsoft data center in West Texas under a 20-year offtake deal. Earthmoving has begun and construction contracts are close to signing.

Droog said the project remains on track for first power in 2028, and Joulent's new CFO Michael Wortley said he is confident the project meets the state's permit prerequisites. Droog added that across the industry, permitting and regulation have already caused some slowdown or potential delay.

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原始出处
semafor.com
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Topic

雪佛龙Kilby项目

雪佛龙的Kilby项目(Project Kilby)是这家石油巨头首次为超大规模数据中心专门配套的天然气发电项目:在得州佩科斯与微软数据中心同址建设约2.67吉瓦燃气电站,签下20年购电协议,不接入公共电网,首期供电计划2028年。对微软,…

5 steps1 piecesUpdated 2026-10-03 22:48

How it got here

  1. 2026-04-01雪佛龙与微软披露合作意向,拟在西得州为数据中心配套自建电源。
  2. 2026-06-22双方签署20年购电协议:雪佛龙子公司Energy Forge One与Engine No. 1联合开发Kilby项目,为微软佩科斯数据中心供电,目标容量2.67吉瓦,2028年首期供电,雪佛龙预计2026年底前作出最终投资决定。微软称园区未来五至七年新增约2吉瓦容量、创造逾6000个建筑岗位。
  3. 2026-06-25卡特彼勒确认参与,旗下Solar Turbines为项目提供模块化补充电力方案;主力发电来自GE Vernova燃气轮机,双方已预订7台机组。

What is still unsettled

  • 最终投资决定能否在2026年底前作出,还是因得州许可冻结推迟到2027年?
  • 项目整体投资规模约70亿美元的说法尚未获雪佛龙官方披露,具体金额待确认。
  • Engine No. 1是否会行使收购项目50%股权的选择权?
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