Cost Insights
by PowerAdvocate

Intelligence for energy companies seeking a data-driven approach to cost management

Jaclyn Tran


Recent Posts

Section 232 Threatens Steel and Aluminum

February 23, 2018 at 4:49 PM / by Jaclyn Tran posted in E&P, Utility, Midstream, Downstream, power, upstream, steel, tariffs, imports, aluminum, Section 232

UPDATE: In a surprising move, President Trump announced on March 1 that he intends to impose sweeping 25% tariffs on steel imports and 10% tariffs on aluminum -- the most severe of the potential trade remedies recommended by the Department of Commerce. Details of the plan are still unknown, but the announcement has already driven dramatic steel and aluminum price increases and spooked equipment manufacturers. Register for our March 13 webinar for the latest updates on Section 232.  

Read on for our initial analysis of the Department of Commerce's recommendations.

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[Webinar On-demand] Imports in Peril? Power & Utility Trade Risk Exposure

May 3, 2017 at 8:03 AM / by Jaclyn Tran posted in Utility, Market Update

Trade policies have a way of changing the domestic and global supply chain landscape. A complex mix of duty rates, trade agreements, and federal policies put various pressures on supply and price dynamics. The US import exposure to any NAFTA renegotiations, for example, has been top of mind for many of our utility clients.    

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OCTG Risks: What Supply Chain Teams Need to Know About Recent OCTG Tariffs

April 24, 2017 at 12:11 PM / by Jaclyn Tran posted in E&P

Recently, the O&G world has been faced with challenges around supply and prices for critical materials. Just a few months ago, we covered the risks facing O&G firms when President Trump issued a first-of-its-kind memorandum mandating that American pipelines use only domestic steel. And just last week, the Department of Commerce (DOC) made a tariff decision that will affect supply and prices, this time around OCTG. Read on to learn what happened, what the risks are, and how Supply Chain teams can tactically reduce risks.

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[Webinar On-demand] Trump Risks to International Supply Chains: Utility & Power Sector Perspective

March 29, 2017 at 4:17 PM / by Jaclyn Tran posted in Utility, Market Update

The Trump Administration has ushered in a new era of policy uncertainty for your sector. While it’s not yet clear how “America First” proposals will translate into actual policy, there’s a lot at stake for utility and power companies.

PowerAdvocate’s Energy Intelligence Group has assessed the potential implications of Trump Administration proposals on the global Supply Chain, what it could mean for your organization, and courses of action you can take to mitigate risk.

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Webinar On-demand: Q4 2016 Utility Market Update

March 17, 2017 at 9:54 AM / by Jaclyn Tran posted in Utility, Market Update

There has been no shortage of discussion about the new White House Administration’s policy change. But how will anticipated trade and market-related shifts affect your Supply Chain options and planning? 

Watch our Q4 2016 Quarterly Market Outlook webinar on-demand to get answers to questions like these and more.

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Webinar On-demand: Q3 2016 Utility Market Update – Trump, Steel and Freight

December 1, 2016 at 2:06 PM / by Jaclyn Tran posted in Utility, Market Update

Curious how the election of Donald Trump may impact your supply chain? Looking for new approaches to purchasing steel-based equipment within an environment of increasing protectionism? Wondering whether the bankruptcy of major shipping companies affects your logistics and freight costs?

Watch our Q3 2016 Quarterly Market Outlook webinar on-demand to get answers to questions like these and more.
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