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
002: Petrochemicals, Energy Security, and a Refinery Down at the Worst Time
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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.