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Foundations of Energy

Jeff Krimmel

A learning & development resource for those wanting to learn energy from the ground up. Discussing and analyzing the foundations of energy, from oil & gas to renewables and beyond.

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Substack
PricingFreemiumPublishesTwice weekly
Issues105Founded2 years agoLast Issue4 days ago
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Latest Issues

US oil inventories are not historically low…yet

Commercial crude oil inventories are in line with historical levels but are draining quickly

As Iran War-driven supply disruptions persist, we are hearing more commentary about perilously low US oil inventories.

4 days ago
11
Paid

Using Claude to build a market monitor, oil & ag, New York Post, expensive coal


This week’s coverage

  • Building an Oil & Gas Market Monitor With Claude

  • Oil Following Agriculture’s Path of Rising Efficiency

  • I Spoke With The New York Post About Crude Oil Inventories

  • Moving Past Anecdotes in O...

9 days ago
11

Oil prices and rig counts, bp board, natural gas prices, Eni, Microsoft


This week’s coverage

  • Oil Prices Are Unreliable Predictors of Rig Counts

  • bp Board Ouster and Blurred Governance Lines

  • Natural Gas: Why Prices Are So Volatile

  • Eni’s $4B Baleine FID Validates Offshore Growth

*...

16 days ago
16
2

The US oil sector is shedding jobs and following the lead of agriculture

Economic incentives and technology continue to reshape two key sectors of the US economy

Once per month or so I come across a conversation about the declining headcount in the US oil sector.

16 days ago
4
2
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When oil prices go up or down, rig counts don’t always follow

Oil prices aren’t nearly as reliable an indicator of future activity as we’d like

Oil prices have been spiking for nearly 3 months now, since the onset of the Iran War.

21 days ago
18
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  • Jeff Krimmel

    Data-driven energy market analysis for executives, investors, and commercial teams | PhD, Caltech | Former CSO

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