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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.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues100Founded2 years agoLast Issue9 days ago
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Latest Issues

Kodiak, Crue Club, Sam Rayburn dam, Reuters Downstream USA


This week’s coverage

  • Kodiak Gas Services: Linking Compression and Power

  • Eleven Principles I Use to Analyze Energy Markets

  • Crue Club Keynote: Finding Oil Market Clarity

  • A Fun, Unexpected Visit to the Sam Raybur...

9 days ago
17

Three data-driven views of what US natural gas production could be in 2040

Teasing apart the impact of domestic consumption, the impact of LNG, and pipeline exports to Mexico and Canada

The market is bullish about the prospects for natural gas between now and 2040.

9 days ago
13
Paid

UAE leaving OPEC, Shell's big acquisition, U. S. Steel, end of an era at Oxy


This week’s coverage

  • Why the UAE Is Leaving OPEC Now

  • How to Analyze Energy Market Headlines for Structural Insights

  • Shell’s $16B ARC Deal: A Bet on Canada’s Pivot

  • U. S. Steel’s Fairfield Tour: Reindustrializat...

23 days ago
16

Even if OPEC doesn’t unravel, UAE leaving is a big deal

What UAE's exit reveals about the 2050 oil demand fight

The United Arab Emirates (UAE) announced it’s leaving OPEC.

a month ago
18
2
Paid

Oil & gas digital solutions, GE Vernova, SLB, JPMorgan on higher oil prices


This week’s coverage

  • Podcast: Today’s Challenge for Energy Executives

  • Xait Forum: The Economics of Energy Digital Adoption

  • GE Vernova Q1 Orders Signal Massive Electrification Demand

  • SLB Prioritizes Production...

a month 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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