Energy is political, technical, and financial—and investors are struggling to make sense of it.

In this Curia Interview, James Early speaks with Dr. Jeff Krimmel, founder of Krimmel Strategy Group, about the real forces shaping the energy market: oil’s long runway, nuclear’s slow rise, and the AI-driven surge in electricity demand.

🔑 Key topics:

• Why oil and gas could stay stronger for longer

• Nuclear’s promise—and its decade-long timeline

• How AI data centers are straining the U.S. power grid

• Why utilities and midstream MLPs may quietly outperform

• The most misunderstood trends in energy investing today

🔗 Website / Newsletter → ⁠⁠https://krimmelsg.com/free-newsletter⁠⁠

🔗 LinkedIn → ⁠⁠jeffkrimmel   🔗 X / Twitter → ⁠⁠https://x.com/JeffKrimmel⁠

⁠#EnergyInvesting⁠⁠#OilAndGas⁠⁠#NuclearEnergy⁠⁠#Utilities⁠⁠#AIPower⁠⁠#CuriaInvesting⁠⁠#JamesEarly⁠⁠#JeffKrimmel⁠⁠#EnergyStocks⁠⁠#DataCenters⁠