Behind The Data – Détails, épisodes et analyse

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Behind The Data

Jeff Krimmel

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Business & Entrepreneuriat

Fréquence : 1 épisode/7j. Total Éps: 3

A place for Jeff Krimmel to discuss his research and analysis of the energy and industrial economy, with a focus on oil & gas, but also covering renewables, storage, nuclear, chemicals, mining, and more.

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🇺🇸 États-Unis - businessNews
12/04/2026
#97
🇺🇸 États-Unis - businessNews
09/04/2026
#90
🇺🇸 États-Unis - businessNews
26/03/2026
#87
🇬🇧 Grande Bretagne - businessNews
25/03/2026
#93

Liens partagés entre épisodes et podcasts

Liens présents dans les descriptions d'épisodes et autres podcasts les utilisant également.

https://krimmelsg.com/contact/
16 partages
https://krimmelsg.com/free-newsletter
14 partages
https://foundationsofenergy.substack.com/
12 partages

https://www.linkedin.com/in/jeffkrimmel/
16 partages

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Score global : 48%

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My podcast, Doug Terreson, Kimberlite, China, US drilling

Saison 1 · Épisode 3

lundi 7 juillet 2025 • Durée 24:03

In this episode of Energy Research Brief, we cover the following topics:

My podcast, Energy Research Brief, is now live!
Foundations of Energy: What we learn about the oil & gas industry from Doug Terreson’s Can’t Deny It
Brand new data alert! Kimberlite just released its 2025 global drilling equipment and services report
China is quickly electrifying its economy, but 12 other countries are even more electrified
Happy Fourth! (with a goofy AI image)
David Hasselhoff may be in Germany, but I’m big in Brunei
US oil executives themselves admit we’re facing the opposite of “drill, baby, drill”

The easiest way to find Jeff is on LinkedIn at https://www.linkedin.com/in/jeffkrimmel/

You can also send him a note through the Krimmel Strategy Group website at https://krimmelsg.com/contact/

Foundations of Energy, Jeff's energy-focused strategy & finance newsletter is at https://foundationsofenergy.substack.com/

Finally, sign up to receive Jeff's free weekly newsletter here, which is the companion to what we discuss on this podcast: https://krimmelsg.com/free-newsletter/

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US grid, energy stocks, oil prices, rig count, US-China

lundi 30 juin 2025 • Durée 22:57

In this episode of Energy Research Brief, we cover the following topics:

The US power grid has seen waves of buildouts, from coal and nuclear, to natural gas, and now solar and batteries
So far this year, stock prices for natural gas E&Ps and refiners are way up. Oilfield services? Not so much
With oil prices down $10 per barrel, I’m curious if any E&Ps remade their hedge books
The DNOW-MRC combination shows consolidation is reaching far beyond E&Ps
As of this week, the number of US drilling rigs targeting oil is at nearly a four-year low

The easiest way to find Jeff is on LinkedIn at https://www.linkedin.com/in/jeffkrimmel/

You can also send him a note through the Krimmel Strategy Group website at https://krimmelsg.com/contact/

Finally, sign up to receive Jeff's free weekly newsletter here, which is the companion to what we discuss on this podcast: https://krimmelsg.com/free-newsletter/

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Introducing the Energy Research Brief podcast

Saison 1 · Épisode 1

lundi 30 juin 2025 • Durée 11:26

This is the first episode of Energy Research Brief, a weekly podcast hosted by Jeff Krimmel, the owner of Krimmel Strategy Group (KSG).

In this episode, Jeff explains what you can expect from this podcast, introduces himself and describes how he got into the energy research game, and invites you to offer feedback and suggestions to help guide the future of this podcast.

The easiest way to find Jeff is on LinkedIn at https://www.linkedin.com/in/jeffkrimmel/

You can also send him a note through the Krimmel Strategy Group website at https://krimmelsg.com/contact/

Finally, sign up to receive Jeff's free weekly newsletter here, which is the companion to what we discuss on this podcast: https://krimmelsg.com/free-newsletter/

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US refining, power generation, OFS margins, natural gas

lundi 14 juillet 2025 • Durée 22:19

In this episode of Energy Research Brief, we cover the following topics:

The US refining footprint points to the Gulf Coast as a critical energy hub
Foundations of Energy: Over time, the US power grid has seen waves of coal, nuclear, natural gas…and now solar
With Kimberlite in mind, let’s talk about the strengths and weaknesses of voice of the customer data
In a tough market, some OFS companies are expanding margins. Others? Not so much
Forces are pushing US natural gas prices both up and down – and it all has to do with storage
US drilling rig counts keep falling, but there’s a notable difference in oil vs. gas

The easiest way to find Jeff is on LinkedIn at https://www.linkedin.com/in/jeffkrimmel/

You can also send him a note through the Krimmel Strategy Group website at https://krimmelsg.com/contact/

Foundations of Energy, Jeff's energy-focused strategy & finance newsletter is at https://foundationsofenergy.substack.com/

Finally, sign up to receive Jeff's free weekly newsletter, which is the companion to what we discuss on this podcast: https://krimmelsg.com/free-newsletter/

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Sales training, GE Vernova, US crude inventories, Permian rigs

Saison 1 · Épisode 8

lundi 18 août 2025 • Durée 19:03

In this episode of Energy Research Brief, we cover the following topics:

I spent a day doing market-focused strategy work with Jereh’s Sales team
Foundations of Energy: GE Vernova’s stock is booming as the world increasingly electrifies
US crude oil and product inventories are rising and may soon set a four year-record
Permian rig counts continue to fall, but the rest of the US has been resilient
China's economy is slowing, with important impacts on global oil demand and oil prices

The easiest way to find Jeff is on LinkedIn at https://www.linkedin.com/in/jeffkrimmel/

You can also send him a note through the Krimmel Strategy Group website at https://krimmelsg.com/contact/

Foundations of Energy, Jeff's energy-focused strategy & finance newsletter is at https://foundationsofenergy.substack.com/

Finally, sign up to receive Jeff's free weekly newsletter, which is the companion to what we discuss on this podcast: https://krimmelsg.com/free-newsletter/

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Halliburton, Baker Hughes and Chart, oil oversupply

Saison 1 · Épisode 7

mercredi 6 août 2025 • Durée 19:11

In this episode of Energy Research Brief, we cover the following topics:

Halliburton is reducing prices and idling equipment as the OFS storm intensifies
Baker Hughes plans to buy Chart. Is this the beginning of the end of Baker Hughes as an OFS company?
Foundations of Energy: Oil prices and oil market fundamentals are telling different stories

The easiest way to find Jeff is on LinkedIn at https://www.linkedin.com/in/jeffkrimmel/

You can also send him a note through the Krimmel Strategy Group website at https://krimmelsg.com/contact/

Foundations of Energy, Jeff's energy-focused strategy & finance newsletter is at https://foundationsofenergy.substack.com/

Finally, sign up to receive Jeff's free weekly newsletter, which is the companion to what we discuss on this podcast: https://krimmelsg.com/free-newsletter/

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SLB earnings, China oil demand, renewables, OFS sales meeting

Saison 1 · Épisode 6

lundi 28 juillet 2025 • Durée 19:34

In this episode of Energy Research Brief, we cover the following topics:

SLB’s 2Q earnings show that OFS revenue headwinds have only gotten stronger
China’s oil demand is plateauing – an important sign of how oil markets will change in the 2030s and beyond
Foundations of Energy: Renewables met over half of the world’s new power needs from 2014 to 2024
I’m taking part in an all-day OFS Sales team meeting this week, one of the most fun things I get to do at KSG
Are oil markets oversupplied...or not?

The easiest way to find Jeff is on LinkedIn at https://www.linkedin.com/in/jeffkrimmel/

You can also send him a note through the Krimmel Strategy Group website at https://krimmelsg.com/contact/

Foundations of Energy, Jeff's energy-focused strategy & finance newsletter is at https://foundationsofenergy.substack.com/

Finally, sign up to receive Jeff's free weekly newsletter, which is the companion to what we discuss on this podcast: https://krimmelsg.com/free-newsletter/

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Drill bits, oil imports, fossil fuel demand, Bloomberg

Saison 1 · Épisode 5

lundi 21 juillet 2025 • Durée 17:43

In this episode of Energy Research Brief, we cover the following topics:

US GDP may be growing faster than most folks think
Kimberlite data show just how dynamic the North America land drill bits market really is
Even with all the trade drama, Canada and Mexico supply a near-record fraction of US crude oil imports
Foundations of Energy: New data show how the world’s use of fossil fuels is changing
I talked with a Bloomberg reporter about 2Q oilfield service earnings

The easiest way to find Jeff is on LinkedIn at https://www.linkedin.com/in/jeffkrimmel/

You can also send him a note through the Krimmel Strategy Group website at https://krimmelsg.com/contact/

Foundations of Energy, Jeff's energy-focused strategy & finance newsletter is at https://foundationsofenergy.substack.com/

Finally, sign up to receive Jeff's free weekly newsletter, which is the companion to what we discuss on this podcast: https://krimmelsg.com/free-newsletter/

Lire plusRéduire

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Behind The Data – Détails, épisodes et analyse

Détails du podcast

Classements récents

Apple Podcasts

Liens partagés entre épisodes et podcasts

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LinkedIn1

Qualité et score du flux RSS

Historique des publications

Derniers épisodes publiés

Podcasts et contenus similaires

Podcasts Similaires Basées sur le Contenu

Podcasts Similaires Basées sur le Contenu

Other4

LinkedIn1

Apple Podcasts

Spotify