US refining, power generation, OFS margins, natural gas
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US refining, power generation, OFS margins, natural gas
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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 hub
- Foundations of Energy: Over time, the US power grid has seen waves of coal, nuclear, natural gas…and now solar
- With Kimberlite in mind, let’s talk about the strengths and weaknesses of voice of the customer data
- In a tough market, some OFS companies are expanding margins. Others? Not so much
- Forces are pushing US natural gas prices both up and down – and it all has to do with storage
- US drilling rig counts keep falling, but there’s a notable difference in oil vs. gas
The 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 website at https://krimmelsg.com/contact/
Foundations of Energy, Jeff's energy-focused strategy & finance newsletter is at https://foundationsofenergy.substack.com/
Finally, sign up to receive Jeff's free weekly newsletter, which is the companion to what we discuss on this podcast: https://krimmelsg.com/free-newsletter/
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