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/

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 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/