Locator: 51623KILBY.
North Dakota continental divide: link here. A reader got me started (thank you). It's a fascinating story. It begins with this query:
- Apparently the North Dakota DOT is placing signs on North Dakota highways referencing the North Dakota "continental divide." I had not heard of the North Dakota continental divide before.
- By the way, all chatbot threads have a URL; that makes chatbots so much more interesting and helpful. See link above for example.
9/11: 25th "anniversary." Lutnick's comments on this issue were spot on. CNBC interview, 6:00 a.m. CT, September 2, 2026.
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Back to the Bakken
WTI: $90.27. This is quite interesting to say the least. Just a few days / weeks ago, CNBC talking heads were talking about collapsing oil prices. It appears "higher for longer" is quite apt.
New wells reporting:
- Thursday, September 3, 2026: 6 for the month, 104 for the quarter, 443 for the year,
- 42333, conf, XTO, GBU Artemis 32X-13B-N,
- 41882, conf, XTO, GBU Artemis 32X-13C-S,
- 40939, conf, Zavanna, Hereford 13-36 4TFH,
- Wednesday, September 2, 2026: 3 for the month, 101 for the quarter, 440 for the year,
- 42332, conf, XTO, GBU Artemis 32X-13E-N,
RBN Energy: how Chevron's Project Kilby aims to rewire the Permian Basin for the AI power era. Link here. Archived.
Artificial intelligence (AI) is reshaping the global energy landscape faster than any technological shift in recent memory, but electricity has become the defining constraint. Chevron’s Project Kilby, a natural‑gas‑fired, behind‑the‑meter (BTM) power plant built specifically to supply a Microsoft‑operated data center under a 20‑year agreement, represents a strategic pivot for Chevron into a new business vertical: supplying hyperscale AI computing with dedicated energy infrastructure. In today’s RBN blog, we explain how this venture is a potential blueprint for how natural gas, land, water and industrial engineering could be combined to meet the demands of the AI era.
AI has strained the grid, interconnection queues stretch for years, renewable generation remains intermittent, and transmission buildout lags far behind demand. Hyperscalers need power now, at unprecedented scale, with reliability approaching that of mission‑critical industrial systems. In this environment, the companies that can deliver dedicated, dispatchable, high‑density electricity directly to compute infrastructure will define the next decade of digital growth. Oil supermajor Chevron is forging the path to a solution by partnering with Microsoft to construct and deliver reliable, dedicated power for next-generation AI infrastructure in West Texas.
