Live from NAPE 2026, we’re joined by Jeff Krimmel of Krimmel Strategy Group to dive deep into the "value calculus" of the energy industry. From analyzing P&L statements to forecasting the next big shifts in the Permian, Jeff shares why understanding financial flows is the only way to truly see where the industry is headed.
1. Oil & Gas Industry State
The discussion centers on the current health and trajectory of the US oil and gas sector, particularly in Texas. Key points include the industry's resilience despite geopolitical challenges (like the Venezuela situation) and its continued importance in the US energy mix.
2. Natural Gas & Energy Transition
A significant focus is on natural gas's role as a bridge fuel during the energy transition. The Permian Basin is highlighted as a potential dominant natural gas producer, with natural gas positioned as complementary to renewable energy sources like wind and solar.
3. Industry Consolidation & M&A Activity
They discuss ongoing trends in mergers, acquisitions, and portfolio optimization among E&P (Exploration & Production) companies. This includes discussions about asset sales, divestitures, and how companies are streamlining operations.
4. Global Energy Markets & Geopolitics
Broader economic and geopolitical factors are examined, including:
US-India trade agreements and their impact on crude oil flows
The "dark fleet" and shadow markets in global crude oil trading
How international dynamics affect US energy markets
5. Expert Background & Industry Education
Jeff Krimmel shares his expertise in market research, consulting, and training, including his "Oil and Gas Market Mastery" program that provides industry insights and education.
Connect with Jeff Krimmel on his LinkedIn https://www.linkedin.com/in/jeffkrimmel/
Check out Jeff's Substack https://foundationsofenergy.substack.com/
Follow Rey on his LinkedIn: https://www.linkedin.com/in/reytrevinoiii/
Also, Pecos Operating Website: https://pecosoperating.com/
Also, the great Production team at Real News Public Relations
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