Explore every episode of the podcast Behind The Data
| Title | Pub. Date | Duration | |
|---|---|---|---|
| 001: Energy Executives and $100 Oil, Brent-WTI Spread, Alaska LNG, Texas A&M | 22 Mar 2026 | 00:19:31 | |
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. | |||
| 003: WTI-Brent Updates, Strait of Hormuz, Golden Pass LNG, and What We Ask of Energy Leaders | 06 Apr 2026 | 00:19:12 | |
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. | |||
| 002: Petrochemicals, Energy Security, and a Refinery Down at the Worst Time | 30 Mar 2026 | 00:16:25 | |
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. | |||