Energy Research Brief
Claim This Podcastby Jeff Krimmel
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Podcast Overview
<p>Jeff Krimmel is the founder of Krimmel Strategy Group, where he helps leadership teams turn energy data into clarity. </p><p><br></p><p>Each week, Jeff 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. </p><p><br></p><p>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.</p>
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Publishing Since
6/30/2025
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Recent Episodes
July 6, 2026
011: Chevron-Microsoft Power Deal, Latin America Exploration Spend, US LNG Flows, AI's Energy Appetite
This is Behind the Data, where I take you behind the energy market analysis I'm publishing online. Before getting into this week's posts, a quick note: I'm running a market research project on downhole inspection solutions, specifically acoustic devices used for perforation erosion evaluation and well integrity checks. If you work with these tools, I'd love a 15-minute conversation. Reach out on LinkedIn or at jeff.krimmel@krimmelsg.com. I open with a new LinkedIn poll asking which upstream p...
June 22, 2026
010: Strait of Hormuz Fee Structure, WTI Poll Results, Rig Count Outlook, Shell on Structural Oil Prices
This is Behind the Data, where I take you behind the energy market analysis I'm publishing online. I open with two LinkedIn polls on WTI and rig counts. The previous poll asked where WTI closes 2026. The plurality landed on $85–$95, above the forward strip at the time, which I read as the market expecting more disruption than the consensus suggests. From there I get into the new poll on where US rig counts will be in December, and the competing explanations for what's been driving recent rig ...
June 18, 2026
009: US-Iran Peace Deal, WTI Outlook Poll, Cross-Segment Literacy, US Electricity Prices
This is Behind the Data, where I take you behind the energy market analysis I'm publishing online. I open with how oil markets have been playing "slaps" with the US-Iran peace deal, with prices grinding lower in anticipation of an agreement, never blowing out to the upside, and now sitting at around $80 with a $15 war premium still baked in. I walk through why the 60-day nuclear negotiation window makes a straight-line normalization back to pre-war prices an unlikely outcome. From there I get...
19 total episodes available
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Doug Terreson
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Frequently asked questions
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- What is Energy Research Brief?
<p>Jeff Krimmel is the founder of Krimmel Strategy Group, where he helps leadership teams turn energy data into clarity. </p><p><br></p><p>Each week, Jeff 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. </p><p><br></p><p>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.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Information about guest appearances is not available.
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