SAF Group Feb 16, 2025 Energy Tidbits Memo Should be Posted by Noon MT

The SAF Group Feb 16, 2025 Energy Tidbits memo should be posted by noon MT on the research section of our SAF Group website [LINK]. (i) Reminder, there is big risk to TTF natural gas and LNG prices if a Trump push to Russia/ Ukraine deal sees the return of Russian pipeline natural gas to Europe.? (ii) Coal looks to be the big winner under Trump’s National Energy Dominance Committee. (iii) Energy Transfer’s 0.43 bcf/d direct natural gas supply deal with an AI data center bypasses the grid and they say is the first of many such deals to come. (iv)? Dominion Energy, the global leader for power to AI data centers, had 63.7% of its generation fueled by fossil fuels in 2023. (v) It’s mid-Feb so the start of the normal ramp up in refinery crude processing season to provide summer peak gasoline/asphalt/jet fuel consumption so crack spreads increase & WCS less WTI diffs seasonally narrow. (vi) here are many other items in today’s Energy Tidbits memo. (vii) ?Thanks to Twitter/X followers who took me over 12,000 in Jan. I hope others will follow me on Twitter/X at [LINK] for breaking news that ultimately ends up in the weekly Energy Tidbits memo that typically gets posted by Sunday noon MT. I hope our SAF Group Energy blogs, Energy Tidbits memos, Linkedin articles and Tweets help with your perspective on energy and markets. Thank you for your support to my Energy Tidbits memos and tweets.

Dan T