Soaring solar rejections, Keefer on Pickering extension, in praise of $100 binoculars
robertbryce.substack.com
Soaring solar rejections, Keefer celebrates extension of Pickering, & a review of $100 binoculars I spoke in Houston on Tuesday night at an event sponsored by Weldbend Corporation, a Chicago-based company that makes steel fittings and flanges for industrial clients. Weldbend is like a lot of other companies that work in and around the hydrocarbon sector. It’s a family-owned business. Weldbend is run by Jim Coulas and his sons, Jimmy and Kevin, along with Michael Hammer. Weldbend employs about 160 people. Thus, it’s not a huge business. But it’s not a small one, either. As I’ve mentioned in previous editions of this “news” letter, I continue to be surprised by the size and breadth of the companies that work with, and for, customers in the oil and gas sector, including ones in the upstream, midstream, and downstream. For all of the hype about the potential for jobs in the renewable energy business, the reality is that the hydrocarbon sector employs a huge number of people directly and many more people indirectly. Weldbend provides another example of the strength and importance of domestic manufacturing. And given the stress on global supply chains, it’s exactly the kind of enterprise the U.S. needs right now. During my remarks, I pointed out that for all of the talk about the energy transition, there’s little evidence that a transition is actually happening. I also talked about EVs, the energy crisis in Europe, and why the decline of European industry could accrue to the benefit of the U.S. Now to business. Three items today:
Soaring solar rejections, Keefer on Pickering extension, in praise of $100 binoculars
Soaring solar rejections, Keefer on Pickering…
Soaring solar rejections, Keefer on Pickering extension, in praise of $100 binoculars
Soaring solar rejections, Keefer celebrates extension of Pickering, & a review of $100 binoculars I spoke in Houston on Tuesday night at an event sponsored by Weldbend Corporation, a Chicago-based company that makes steel fittings and flanges for industrial clients. Weldbend is like a lot of other companies that work in and around the hydrocarbon sector. It’s a family-owned business. Weldbend is run by Jim Coulas and his sons, Jimmy and Kevin, along with Michael Hammer. Weldbend employs about 160 people. Thus, it’s not a huge business. But it’s not a small one, either. As I’ve mentioned in previous editions of this “news” letter, I continue to be surprised by the size and breadth of the companies that work with, and for, customers in the oil and gas sector, including ones in the upstream, midstream, and downstream. For all of the hype about the potential for jobs in the renewable energy business, the reality is that the hydrocarbon sector employs a huge number of people directly and many more people indirectly. Weldbend provides another example of the strength and importance of domestic manufacturing. And given the stress on global supply chains, it’s exactly the kind of enterprise the U.S. needs right now. During my remarks, I pointed out that for all of the talk about the energy transition, there’s little evidence that a transition is actually happening. I also talked about EVs, the energy crisis in Europe, and why the decline of European industry could accrue to the benefit of the U.S. Now to business. Three items today: