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.
Episodes
7 episodes
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...
006: SLB Q1 Earnings, My Xait Forum Talk, Future of Power
This is Behind the Data, where I take you behind the energy market analysis I'm publishing online.I open with SLB's Q1 2026 earnings release and a word cloud I built from the text. Two words sat at the center: "digital" and "production."...
005: Reading a War-Driven Market, US E&P Discipline, bp's Reporting Segments, Norway's Oil Windfall
This is Behind the Data, where I take you behind the energy market analysis I'm publishing online. In this episode, I start with the webinar I hosted on reading the market after six weeks of war, and why I think this conflict is suc...
004: Oil Market Normalization, Massiel Diez Podcast, Building Energy Market Acumen
In this episode, I go behind some of the energy analysis I've been publishing recently.I start with why oil markets may not normalize until late 2026, and the conversation I've been having with a New York Post reporter about the lingerin...
003: WTI-Brent Updates, Strait of Hormuz, Golden Pass LNG, and What We Ask of Energy Leaders
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...
002: Petrochemicals, Energy Security, and a Refinery Down at the Worst Time
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...
001: Energy Executives and $100 Oil, Brent-WTI Spread, Alaska LNG, Texas A&M
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...