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In this episode of the HFR Podcast, energy market strategist Jeff Krimmel discusses the current state of the energy sector, focusing on the interplay between government policy, investment opportunities, and geopolitical dynamics. He emphasizes the importance of private sector innovation in driving energy projects, the rise of clean energy technologies, particularly solar, and the challenges posed by regulatory frameworks and externalities. Krimmel also highlights the need for a pragmatic approach to energy investments that considers both economic viability and social equity considerations.

Note: This episode was recorded in December 2025, before the U.S. military action in Venezuela. Hence, discussion of geopolitical factors and oil industry dynamics does not include analysis of this macro shock. In our forthcoming January episode, we will address these events with other invited guests.

 

Chapters

00:15 Introduction to Energy Market Dynamics

01:10 Political Influences on Energy Security

04:16 Geopolitical Competition in Energy Markets

06:16 Clean Energy Technologies vs. Traditional Energy

08:20 Investment Opportunities in Energy Initiatives

11:39 The Rise of Solar Energy

14:50 Growth Areas in the Energy Sector

16:58 Externalities and Regulatory Challenges

20:05 Risks and Challenges for Energy Executives

 

Jeff Krimmel is an energy market strategist with a PhD in Mechanical Engineering from Caltech and over a decade in market intelligence. While energy has become a political and emotional topic for many, Jeff brings a data-focused, first principles-based approach to analyzing the energy and industrial sectors. Through the Krimmel Strategy Group, he advises and trains energy and industrial executives on the economics of energy markets.  He has built an impressive following for his newsletter and on LinkedIn, where he has challenged himself to write a meaningful post on energy topics every single day since 2023.

HFR is the global leader for hedge fund data and indices in the financial world. The HFR Podcast features interviews with allocators and subject experts . Find us on Spotify, LinkedIn, X, and YouTube.

Have questions? Contact us at hfrmedia@hfr.com

 

DISCLAIMER: The opinions shared in this video are those of the individuals featured and do not reflect any interest, recommendation, or policy of HFR or its subsidiaries.

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