Behind the Data

016: Texas A&M Bahr Engineering MBA, LNG Canada Phase 2, US Rig Count Poll, Permian Rig Growth

This is Behind the Data, where I take you behind the energy market analysis I'm publishing online. I open with my post on joining the advisory board for Texas A&M&a

015: Texas Data Center Pause, US Diesel Export Ban, OFS Thermal Management Poll, US Rig Count

This is Behind the Data, where I take you behind the energy market analysis I'm publishing online. I open with Governor Abbott pausing data center approvals in Texa

014: Three-Part Framework for Energy Clarity, Federal Refining Dollars, Oil and Treasury Yields, Venezuela

This is Behind the Data, where I take you behind the energy market analysis I'm publishing online. I open with the mental model I finally landed on for what KSG doe

013: Claude Code at KSG, US Treasury Yields, Data Center Power Chain Poll, ONEOK

This is Behind the Data, where I take you behind the energy market analysis I'm publishing online. I open with Energy Finance Mastery, my second cohort-based progra

012: Energy Finance Mastery, S&P 500 Energy Returns, Venezuela Risk, WTI Planning Poll

This is Behind the Data, where I take you behind the energy market analysis I'm publishing online. I open with Energy Finance Mastery, the 12-week cohort program I

011: Chevron-Microsoft Power Deal, Latin America Exploration Spend, US LNG Flows, AI's Energy Appetite

This is Behind the Data, where I take you behind the energy market analysis I'm publishing online. Before getting into this week's posts, a quick note: I'

010: Strait of Hormuz Fee Structure, WTI Poll Results, Rig Count Outlook, Shell on Structural Oil Prices

This is Behind the Data, where I take you behind the energy market analysis I'm publishing online. I open with two LinkedIn polls on WTI and rig counts. The previou

009: US-Iran Peace Deal, WTI Outlook Poll, Cross-Segment Literacy, US Electricity Prices

This is Behind the Data, where I take you behind the energy market analysis I'm publishing online. I open with how oil markets have been playing "slaps" with the US

008: Oil Prices vs. Rig Counts, bp's Board Shakeup, Eni Offshore, Microsoft's AI Tour

This is Behind the Data, where I take you behind the energy market analysis I'm publishing online. I open with a Foundations of Energy piece on why oil prices aren&

007: UAE-OPEC, reading energy headlines, Shell-ARC Resources, U. S. Steel

This is Behind the Data, where I take you behind the energy market analysis I'm publishing online. I open with the research piece I wrote at Foundations of Energy o

006: SLB Q1 Earnings, My Xait Forum Talk, Future of Power

This is Behind the Data, where I take you behind the energy market analysis I'm publishing online. I open with SLB's Q1 2026 earnings release and a word cloud

005: Reading a War-Driven Market, US E&P Discipline, bp's Reporting Segments, Norway's Oil Windfall

This is Behind the Data, where I take you behind the energy market analysis I'm publishing online.  In this episode, I start with the webinar I hosted on reading th

004: Oil Market Normalization, Massiel Diez Podcast, Building Energy Market Acumen

In this episode, I go behind some of the energy analysis I've been publishing recently. I start with why oil markets may not normalize until late 2026, and the conv

003: WTI-Brent Updates, Strait of Hormuz, Golden Pass LNG, and What We Ask of Energy Leaders

In this episode, I go behind some of the energy analysis I've been publishing recently. I start with the recent surge in WTI prices past Brent, and what these price

002: Petrochemicals, Energy Security, and a Refinery Down at the Worst Time

In this episode, I go behind some of the energy analysis I've been working on recently.  I start with a CNBC inquiry that pulled me into the petrochemicals value ch

001: Energy Executives and $100 Oil, Brent-WTI Spread, Alaska LNG, Texas A&M

 In this episode, I go behind some of the energy analysis I've been publishing recently. I start with a question that's been on my mind: why are energy executiv