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OCTG outlook after the Middle East conflict  

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. I recently spoke at the 10th Annual OCTG & Line Pipe Forecast Summit about the Middle East conflict and its implications for oil, gas, OCTG, and line pipe markets.  This builds on ADI […]

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Catching up to China on critical minerals

The U.S. government is spending real money on critical minerals right now. On August 7, 2026, the Department of Energy launched a $100 million program to train more mining engineers. It’s one of several moves happening at the same time, alongside price guarantees, tariffs, and new sourcing rules. None of it changes the basic picture: […]

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What will it take to scale geothermal?

Geothermal is attracting more attention than at any point in recent decades. Fervo’s IPO brought public-market attention to enhanced geothermal systems, and Quaise’s recent $134 million Series B first close showed continued investor appetite for superhot geothermal and millimeter-wave drilling. Developers are improving drilling performance, stimulation design, reservoir modeling, subsurface monitoring, and project execution. Oil […]