Chevron plans a 2.5 GW behind-the-meter natural-gas power plant in the Permian, expandable to 5 GW, dedicated to a single hyperscale data center.
This shifts Chevron from just selling hydrocarbons to selling electrons directly, using cheap associated gas and existing gathering and processing to stabilize fuel cost and availability.
The model soaks up several hundred MMcf/d of in-basin gas, easing Waha bottlenecks and supporting higher local prices while avoiding grid interconnect delays.
East Daley expects over 10 Bcf/d of new Permian takeaway by 2030, with these local power campuses acting as a complementary demand sink when pipeline egress is tight.
Chevron is positioning the Permian site as a template for repeatable “power foundry” AI campuses with Engine No. 1 and GE Vernova across multiple US regions.
Rig counts and gas flows are roughly steady, and storage remains modestly above the five-year average, so the real signal here is structural AI load, not a short-term gas market move.
The article is worth a full read for anyone planning GPU capacity or data center siting around Permian gas and long-haul pipeline buildouts.
Source: Chevron Plans Data-Center Power Complex in Permian, Supporting New Basin Demand | East Daley
