Behind The Data

Jeff Krimmel
  • 4,8 (6)
  • ACTUALITÉ ÉCONOMIQUE

Each week, Jeff Krimmel goes behind the energy market analysis he publishes online. What surprised him in the data. What he left out of the written version. What he's still chewing on. If you want to understand how an energy strategist actually thinks through the forces shaping oil & gas, power, and the broader energy landscape, this is 15-20 minutes of unscripted, honest perspective. Jeff is the founder of Krimmel Strategy Group, where he helps leadership teams turn energy data into clarity. 

Épisodes

  1. -3 J

    005: Reading a War-Driven Market, US E&P Discipline, bp's Reporting Segments, Norway's Oil Windfall

    This is Behind the Data, where I take you behind the energy market analysis I'm publishing online.  In this episode, I start with the webinar I hosted on reading the market after six weeks of war, and why I think this conflict is such a rare teaching opportunity for anyone trying to build real mental model fluency, the kind that avoids both false certainty and head-in-the-sand paralysis. Then I get into why US E&Ps have stayed disciplined on production even with oil prices elevated, and the piece of the story that I think gets underplayed: the Gulf states have their own vote in whatever resolution the US and Iran land on, and the longer the war drags on, the messier that becomes. From there I turn to bp's move to collapse its reporting segments down to Upstream and Downstream, eliminating the low-carbon segment entirely. I walk through what reporting structure decisions actually signal, about where management believes earnings will come from, and about the tradeoff between optimizing multiples and optimizing earnings dollars. I close with Norway's record crude exports, and why they're a useful antidote to the tribal dunking that often dominates conversations about European and California energy policy. The reality of both is more pragmatic and more complex than either side tends to admit. The next Oil & Gas Market Mastery cohort launches Thursday. If you want to develop executive-level market fluency alongside a cohort of peers taking it as seriously as you are, you can learn more at krimmelsg.com/ogmm.

    20 min

  2. 13 AVR.

    004: Oil Market Normalization, Massiel Diez Podcast, Building Energy Market Acumen

    In this episode, I go behind some of the energy analysis I've been publishing recently. I start with why oil markets may not normalize until late 2026, and the conversation I've been having with a New York Post reporter about the lingering disruptions from the Iran war. I walk through why repairs that could in principle be done in days or weeks will take months in practice, from reconfigured maritime insurance to the paralyzing new reality of shippers negotiating with both the Iranians and the Americans to move vessels through the Strait of Hormuz. Then I reflect on my recent appearance on Maciel Diaz's podcast, where I told my personal story in greater depth than I have before, and what it taught me about embracing non-traditional elements in a career as labor markets shift under the weight of consolidation, AI, and political turbulence. I close with the importance of building market fluency: why it's a scarce skill, why the returns to it are growing, and why I built Oil & Gas Market Mastery to help executives develop it. To learn more, join my upcoming webinar on Wednesday, April 15th at 12:00 PM US Central Time, where I'll talk about how to read the market six weeks into war: krimmelsg.com/ogmm-info. The next OGMM cohort kicks off Thursday, April 23rd. This is Behind the Data, where I take you behind the energy market analysis I'm publishing online.

    18 min

  3. 6 AVR.

    003: WTI-Brent Updates, Strait of Hormuz, Golden Pass LNG, and What We Ask of Energy Leaders

    In this episode, I go behind some of the energy analysis I've been publishing recently. I start with the recent surge in WTI prices past Brent, and what these price movements reveal about how stakeholders and well-capitalized entities are processing the ongoing Iran war.  Then I explore the persistent reality of capital discipline among US oil producers, and whether a prolonged closure of the Strait of Hormuz could be the catalyst that encourages US drillers to accelerate their production.  From there I connect the dots between the first cargoes loading at Golden Pass LNG and disrupted Qatari production, highlighting why the US Gulf Coast is becoming an increasingly secure and attractive destination for energy infrastructure capital compared to the vulnerable Strait of Hormuz.  I close with some reflections on the completion of the founding cohort of my Oil and Gas Market Mastery (OGMM) program, and why equipping the next generation of energy leaders is more critical than ever as the industry consolidates and asks fewer people to do more work. To learn more about the next OGMM cohort launching on Thursday, April 23rd, visit krimmelsg.com/ogmm. This is Behind the Data, where I take you behind the energy market analysis I'm publishing online.

    19 min

  4. 30 MARS

    002: Petrochemicals, Energy Security, and a Refinery Down at the Worst Time

    In this episode, I go behind some of the energy analysis I've been working on recently.  I start with a CNBC inquiry that pulled me into the petrochemicals value chain, and what I found about the split between upstream feedstocks and downstream products. From there I step back and look at how the energy conversation is shifting: from sustainability to affordability to security, and why it's important to find a productive path through this conversation. I close with the Valero Port Arthur refinery outage, and why a major refinery going down right now is particularly painful for the market. This is Behind the Data, where I take you behind the energy market analysis I'm publishing online.

    16 min

  5. 22 MARS

    001: Energy Executives and $100 Oil, Brent-WTI Spread, Alaska LNG, Texas A&M

    In this episode, I go behind some of the energy analysis I've been publishing recently. I start with a question that's been on my mind: why are energy executives still uneasy even as oil prices sit near $100 and profits are strong? Then I get into the Brent-WTI spread surge and what's driving the widening gap between international and domestic oil prices. From there I connect some dots between the Alaska LNG project and the Iran conflict that are important for the LNG sector as a whole. And I close with some reflections on a guest lecture I gave to the Texas A&M Professional MBA program. I discussed what I shared, what surprised me, and what their questions revealed about how the next generation of business leaders thinks about energy.  This is Behind the Data, where I take you behind the energy market analysis I'm publishing online.

    20 min
  • 5 épisodes

Notes et avis

4,8
sur 5
6 notes

À propos

Each week, Jeff Krimmel goes behind the energy market analysis he publishes online. What surprised him in the data. What he left out of the written version. What he's still chewing on. If you want to understand how an energy strategist actually thinks through the forces shaping oil & gas, power, and the broader energy landscape, this is 15-20 minutes of unscripted, honest perspective. Jeff is the founder of Krimmel Strategy Group, where he helps leadership teams turn energy data into clarity. 

Informations

  • Création
    Jeff Krimmel
  • Années d’activité
    2025 - 2026
  • Épisodes
    5
  • Classification
    Tous publics
  • Copyright
    © 2026 Behind The Data

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