Gas producers were winning even before the winter storm
The storm doubled natural gas prices. But gas producers were already winning before this price tailwind. In my latest analysis at Foundations of Energy, I
February 1, 2026
The storm doubled natural gas prices. But gas producers were already winning before this price tailwind. In my latest analysis at Foundations of Energy, I
Two years ago I launched KSG with two offerings: consulting and workshops. The market taught me I was thinking too narrowly. Last week marked the
Halliburton and SLB reported earnings. Margins are compressing. But the sector is healthy enough to go on offense. The headlines around these earnings reports write
The Krimmel Letter Jeff Krimmel This week’s coverage Capital Discipline Needs to Be More Than Austerity Will VoltaGrid Be the Pivot Halliburton Seeks? Oil Prices Are Way More Than Just Numbers Venezuela Offers a Key Forecasting Lesson Greenland and Trump’s Geopolitics of Energy China’s Population is Falling, Impacting Green Energy Shell May Want Out of Vaca Muerta, as Hamm Wants In Capital Discipline Needs to Be More Than Austerity KSG blog post Capital discipline in 2026 can’t just mean…
Most executives treat oil price data as an output, the result of supply and demand dynamics. That’s leaving insight on the table. Prices aren’t a
Venezuela humbled me. Here’s what it reminded me about energy forecasting. Two weeks before my Petroleum Club of Houston talk, I would have put the
