THE OCTG SITUATION ROOM

Susan Murphy

Aug 25, 20213 min read

OCTG August Update: Walking A Tightrope

Tight is defined as “difficult to deal with or manage.” Of course, tight is also, “slightly drunk,” but when used in relation to the...

Susan Murphy

Jun 30, 20212 min read

OCTG 2H21: Much Ado About ‘Something’

The heat is on in the US and oil patch participants are, likewise, pretty fired up this month. In fact, after spending the past few weeks...

Susan Murphy

Feb 24, 20213 min read

Will the Stars Align & OCTG Prove its ‘Metal’ in 2021?

When you live inside a spreadsheet for weeks at a time sometimes the impact of the stacks of stats can blur. Be that as it may, our...

Susan Murphy

Jan 27, 20212 min read

4Q20 OCTG Inventory Survey: Diagnosing What Condition Our Condition Is In

With a year that felt more like a decade behind us, we welcome 2021 and hope it will be happier and healthier for all. Understandably,...

Susan Murphy

Aug 26, 20202 min read

OCTG in 2020: For Whom the ‘Well’ Tolls

Hard to believe we’re moving past the dog days of summer eight months into a cycle that could be best measured in “dog years.” Oil patch...

Susan Murphy

May 27, 20202 min read

Helter ‘Shelter’ in the Oil Patch with OCTG

It’s May in the oil patch and we hope you’re doing well and staying well in this helter ‘shelter’ world in which we now find ourselves....

Susan Murphy

Apr 29, 20202 min read

The 1Q20 OCTG Inventory Stimulus Check-in

Our yard survey of the US supply chain revealed that “prime” OCTG inventories in the L48 contracted considerably in the most recent quarter.

Susan Murphy

Mar 25, 20202 min read

OCTG’s MARCH WHIPLASH BASH

We address the situation currently facing the OCTG sector in hopes of navigating a scenario that no one could have envisioned for 2020.