Energy Research Brief

https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/ce/a4/7d/cea47da7-8eae-60ad-58e6-2cf33350535f/mza_12471028902629979583.jpg/600x600bb.jpg

Jeff Krimmel

8 episodes

4 days ago

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 teamFoundations of Energy: GE Vernova’s stock is booming as the world increasingly electrifiesUS crude oil and product inventories are rising and may soon set a four year-recordPermian rig counts continue to fall, but the rest of the US has been resilientChina's economy is slowing, with important impacts on global oil demand and oil pricesThe easiest way...

All content for Energy Research Brief is the property of Jeff Krimmel and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Episodes (8/8)

Energy Research Brief

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

4 days ago

19 minutes

Energy Research Brief

Halliburton, Baker Hughes and Chart, oil oversupply

In this episode of Energy Research Brief, we cover the following topics: Halliburton is reducing prices and idling equipment as the OFS storm intensifiesBaker 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 storiesThe 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 w...

2 weeks ago

19 minutes

Energy Research Brief

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

In this episode of Energy Research Brief, we cover the following topics: SLB’s 2Q earnings show that OFS revenue headwinds have only gotten strongerChina’s oil demand is plateauing – an important sign of how oil markets will change in the 2030s and beyondFoundations of Energy: Renewables met over half of the world’s new power needs from 2014 to 2024I’m taking part in an all-day OFS Sales team meeting this week, one of the most fun things I get to do at KSGAre oil markets oversupplied...or not...

3 weeks ago

19 minutes

Energy Research Brief

Drill bits, oil imports, fossil fuel demand, Bloomberg

In this episode of Energy Research Brief, we cover the following topics: US GDP may be growing faster than most folks thinkKimberlite data show just how dynamic the North America land drill bits market really isEven with all the trade drama, Canada and Mexico supply a near-record fraction of US crude oil importsFoundations of Energy: New data show how the world’s use of fossil fuels is changingI talked with a Bloomberg reporter about 2Q oilfield service earningsThe easiest way to find Jeff is...

1 month ago

17 minutes

Energy Research Brief

US refining, power generation, OFS margins, natural gas

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 hubFoundations of Energy: Over time, the US power grid has seen waves of coal, nuclear, natural gas…and now solarWith Kimberlite in mind, let’s talk about the strengths and weaknesses of voice of the customer dataIn a tough market, some OFS companies are expanding margins. Others? Not so muchForces are pushing US natural gas prices both up and down –...

1 month ago

22 minutes

Energy Research Brief

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

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 ItBrand new data alert! Kimberlite just released its 2025 global drilling equipment and services reportChina is quickly electrifying its economy, but 12 other countries are even more electrifiedHappy Fourth! (with a goofy AI image)David Hasselhoff may be in Germany, but I’m ...

1 month ago

24 minutes

Energy Research Brief

Introducing the Energy Research Brief podcast

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 t...

1 month ago

11 minutes

Energy Research Brief

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

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 batteriesSo far this year, stock prices for natural gas E&Ps and refiners are way up. Oilfield services? Not so muchWith oil prices down $10 per barrel, I’m curious if any E&Ps remade their hedge booksThe DNOW-MRC combination shows consolidation is reaching far beyond E&PsAs of this week, the number of US d...

1 month ago

22 minutes