Jeff Krimmel is the founder of Krimmel Strategy Group, where he helps leadership teams turn energy data into clarity.
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.
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.
This is Behind the Data, where I take you behind the energy market analysis I'm publishing online. I open with my post on joining the advisory board for Texas A&M's Bahr Engineering MBA, where engineering undergraduates add one year in College Station and finish with an MBA. I spent 11 years in higher education, between UT Austin and Caltech, and left academia for the breadth of problems in industry. These students want to work at that same interface between the technical and business wor...
28 Sept 2026
015: Texas Data Center Pause, US Diesel Export Ban, OFS Thermal Management Poll, US Rig Count
This is Behind the Data, where I take you behind the energy market analysis I'm publishing online. I open with Governor Abbott pausing data center approvals in Texas, the subject of a note in tonight's newsletter. It shows how responsive politicians have become to public backlash, and it adds uncertainty to the prospects and economics of these projects. Pair that political pressure with a rising cost of capital and data centers face real headwinds. That matters well beyond energy: so much of ...
21 Sept 2026
014: Three-Part Framework for Energy Clarity, Federal Refining Dollars, Oil and Treasury Yields, Venezuela
This is Behind the Data, where I take you behind the energy market analysis I'm publishing online. I open with the mental model I finally landed on for what KSG does, three years in. The tagline is turning energy data into clarity, which invites the question: clarity about what. I think of three domains. One, the market, where the work is market dynamics. Two, the business, where it is corporate finance. Three, the interface between them, where it is corporate strategy. The idea came to me on...
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
4.8 / 5
6 ratings
Podcast Authority Score: 9 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
6
Social presence
0
YouTube
0
Engagement
32
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