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/