Saturday Feb 15, 2025

Energy Transfer and GE Verona confirm natural gas to power AI build out. AIA Weekly Report 2.15.25

This week, Two news items from Energy Transfer Partners (nat gas pipeline company) and GE Verona (heavy gas turbine manufacturer) confirm the thesis that natural gas will fuel the AI buildout.

JD Vance's speech took a 2x4 upside of the Europeans at the Munich Security Conference. I discuss the possible implications.

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