THE OCTG SITUATION ROOM

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

Jul 29, 20202 min read

The Q2 OCTG Situation Report: No Quarter Left Behind

When it comes to wealth every ‘quarter’ counts. It’s no different in the oil patch where our subscribers count on our exclusive quarterly OC

Susan Murphy

Jun 24, 20202 min read

OCTG in 2H20: “The Good, the Bad & the Ugly”

Every June we confer with colleagues from all walks of OCTG specifically to examine their outlook for the balance of the year...

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.

Susan Murphy

Feb 26, 20203 min read

2020 "OCTG Checkup” + 2019 Annual Report

We often speak of the health of the oil patch in terms of the general state of the market, but it’s not often that it’s discussed in the...

Susan Murphy

Jan 21, 20202 min read

4Q19 OCTG Inventories: Survival of the Fittest

Gauging the fitness of the industry by measuring demand for OCTG throughout the entire supply chain across the lower 48 is the goal...