In this episode of Energy News Beat Live from NAPE – Conversation in Energy, host Stuart Turley sits down with Jeff Krimmel, an energy analyst and consultant, who shares insights into the oil and gas industry, including Oxy’s high production costs and the challenges faced by high-cost producers. They discuss the impact of carbon capture technologies, deregulation, and how regulatory changes could benefit smaller operators. Krimmel emphasizes the importance of balancing energy affordability, sustainability, and security while recognizing the need for pragmatic approaches to global energy systems. He also talks about his consulting work, helping executives make data-driven decisions, and the evolving energy landscape, including the growing role of natural gas and AI in shaping the future.

This was an absolute blast with Jeff, and we are going to be talking once a month for a check into his analysis of great insights into the energy, oil, and gas markets.

Thank you, Jeff, for stopping by the NAPE booth, and I am looking forward to visiting more often!

I recommend following Jeff on his LinkedIn HERE: https://www.linkedin.com/in/jeffkrimmel/

And sign up for his newsletter HERE: https://jeffkrimmel.carrd.co/

Highlights of the Podcast

00:00 - Intro

01:10 - Discussion on Oxy's Business Model and Costs

04:11 - Impact of Carbon Capture on Oxy

04:44 - Investing in High-Cost Producers

06:04 - Regulatory Environment and Its Impact on Small and Mid-Tier Operators

06:34 - Regulatory Changes and Their Potential Benefits for Smaller Operators

08:39 - The Role of Major Oil Companies and ESG Considerations

10:17 - Energy Analysis and Consulting Services

15:45 - Energy Market Trends and Future Outlook

18:48 - The Future of Energy Systems and Sustainability

22:25 - Closing and Contact Information

The Full Podcast Transcript is available on the Energy News Beat Substack: https://theenergynewsbeat.substack.com/