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