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/

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 It
• Brand new data alert! Kimberlite just released its 2025 global drilling equipment and services report
• China is quickly electrifying its economy, but 12 other countries are even more electrified
• Happy Fourth! (with a goofy AI image)
• David Hasselhoff may be in Germany, but I’m big in Brunei
• US oil executives themselves admit we’re facing the opposite of “drill, baby, drill”

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 here, which is the companion to what we discuss on this podcast: https://krimmelsg.com/free-newsletter/

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 batteries
• So far this year, stock prices for natural gas E&Ps and refiners are way up. Oilfield services? Not so much
• With oil prices down $10 per barrel, I’m curious if any E&Ps remade their hedge books
• The DNOW-MRC combination shows consolidation is reaching far beyond E&Ps
• As of this week, the number of US drilling rigs targeting oil is at nearly a four-year low

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/

Finally, sign up to receive Jeff's free weekly newsletter here, which is the companion to what we discuss on this podcast: https://krimmelsg.com/free-newsletter/