Behind the Data
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.
Behind the Data
Latest Episodes
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 a...
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...
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 agreeme...
008: Oil Prices vs. Rig Counts, bp's Board Shakeup, Eni Offshore, Microsoft's AI Tour
This is Behind the Data, where I take you behind the energy market analysis I'm publishing online.I open with a Foundations of Energy piece on why oil prices aren't a reliable predictor of future rig counts. The simple model you'd want—o...
007: UAE-OPEC, reading energy headlines, Shell-ARC Resources, U. S. Steel
This is Behind the Data, where I take you behind the energy market analysis I'm publishing online.I open with the research piece I wrote at Foundations of Energy on why the UAE is leaving OPEC now. Most of the commentary I was reading fo...