Ep 61 - The Coughing OCTG Canary - Looking at OCTG in 2022 with Matt Beckmann

Teaming up again with Matt Beckmann with Ascent Consulting, we're diving deep at what it's looking like for OCTG in 2022.  Also Jon goes on a tangent again about Microgrids Links referenced in the show: https://www.federalregister.gov/documents/2021/11/01/2021-23714/oil-country-tubular-goods-from-the-republic-of-korea-and-the-russian-federation-initiation-of    https://www.federalregister.gov/documents/2021/11/01/2021-23715/oil-country-tubular-goods-from-argentina-mexico-and-the-russian-federation-initiation-of    https://www.trade.gov/faq/initiation-antidumping-duty-and-countervailing-duty-investigations-oil-country-tubular-goods    https://www.dlapiper.com/en/korea/insights/publications/2021/10/new-antidumping-and-countervailing-duty-petition-argentina/    https://oilprice.com/Latest-Energy-News/World-News/Heat-Or-Eat-UK-Households-Brace-For-A-Difficult-Winter.html    https://www.bloomberg.com/news/articles/2021-12-22/european-power-surges-to-record-as-france-faces-winter-crunch?mc_cid=81d148a278&mc_eid=e192528d86    https://www.wsj.com/articles/europes-industrial-firms-flash-warning-on-energy-costs-11640345803  https://www.wsj.com/articles/confronting-inflation-biden-administration-turns-to-oil-industry-it-once-shunned-11640178001    https://blog.bakerinstitute.org/tag/rachel-a-meidl/    https://blog.bakerinstitute.org/2021/08/09/unlocking-the-sustainability-potential-of-circular-processes-by-applying-systems-thinking/    https://www.wsj.com/articles/saule-omarova-withdraws-comptroller-of-the-currency-biden-elizabeth-warren-11638919303?mod=Searchresults_pos4&page=1   https://www.wsj.com/articles/saule-omarova-bidens-nominee-to-oversee-national-banks-withdraws-11638910902?mod=Searchresults_pos5&page=1   https://www.eia.gov/petroleum/drilling/