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US grid, energy stocks, oil prices, rig count, US-China 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 batteriesSo far this year, stock prices for natural gas E&Ps and refiners ar
Länge: 22:57
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 batteriesSo far this year, stock prices for natural gas E&Ps and refiners are way up. Oilfield services? Not so muchWith oil prices down $10 per barrel, I’m curious if any E&Ps remade their hedge booksThe DNOW-MRC combination shows consolidation is reaching far beyond E&PsAs of this week, the number of US drilling rigs targeting oil is at nearly a four-year lowThe 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/
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Erscheinungsdatum: 30.6.2025, 05:00:00
