OCTG Forecast 2020: Food for Thought
’Tis the season, the time when we sift through stacks of data in order to provide some grist for the mill. Faced with lingering...
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THE OCTG SITUATION ROOM
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Susan Murphy
Oct 30, 20192 min read
3Q19 OCTG Inventories: A Turn for the Better
When it comes to diagnosing the health of the oil patch there’s no greater panacea than robust drilling activity, but a significant drop...
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Susan Murphy
Sep 25, 20192 min read
Doing the Math on OCTG in Q3
As the class of “2020” reconvenes at school this month we too are putting on our thinking caps and dusting off our previous 2019...
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Susan Murphy
Aug 28, 20193 min read
Will ‘Chill, Baby, Chill’ be the Mantra for OCTG in 2019?
As we make our way through the dog days of August one begins to wonder if the “drill, baby, drill” mantra from 2008 will evolve into...
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Susan Murphy
Jul 31, 20193 min read
2Q19 OCTG Inventory Analysis: A Calm Before the Storm or Smooth(er) Sailing Ahead?
The results of our exclusive 2Q19 Quarterly OCTG Inventory Yard Survey could be viewed as a beacon of hope for those who expressed...
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Susan Murphy
Jun 26, 20193 min read
OCTG 2H19: Rolling with the Punches
Each year in June we take the temperature of the oil patch, speaking with people from every walk of the supply chain to get a sense of...
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Susan Murphy
Mar 27, 20193 min read
Will OCTG Buck 2018’s Advancements?
H-Town confirmed it knows the ropes as it played host to a Texas-sized A-list this month for the RodeoHouston Livestock show and the 38th...
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Susan Murphy
Feb 27, 20193 min read
Testing the OCTG Market’s ‘Metal’ in Early 2019
If it’s February it must be our “Annual State of the Industry Report.” But alas, that isn’t the ‘Situation’ this month as the shutdown...
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Susan Murphy
Jan 30, 20195 min read
4Q OCTG Inventory Yard Survey: Rolling with the Punches
The new year got underway with a blustery winter wallop: WTI prices struggling to reach $50/bbl coupled with a government ‘meltdown.’ We...
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Susan Murphy
Nov 28, 20183 min read
2019 OCTG Forecasts: Merry & Bright ... or Ho-Hum?
’Tis the season and it’s tradition for us to start it by ringing in our forecast of all things OCTG for 2019. As we began checking off...
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Susan Murphy
Aug 29, 20182 min read
OCTG at Crossroads?
Baseball Hall of Famer and philosopher Yogi Berra said it best: "If you come to a fork in the road, take it!" And so we forge ahead into...
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Susan Murphy
Jul 31, 20183 min read
2Q18 OCTG Inventory Yard Survey: Who Turned Up the Volume?
Drum roll, please…the results of our exclusive quarterly OCTG inventory yard survey is here. The objective of this endeavor is always the...
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Susan Murphy
Feb 22, 20184 min read
OCTG By Numbers
As we prepare for our publication’s annual ‘state of the industry’ address every February we often find clues in past years’ metrics and...
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Susan Murphy
Jan 30, 20183 min read
4Q17 OCTG Inventories: Not All Black & White
As we zoom past 2017 it’s time to bring focus to the current OCTG inventory situation. 4Q17 OCTG inventory results are best framed as a...
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Susan Murphy
Dec 1, 20173 min read
2018 OCTG Forecast | What’s in the Cards for the Coming Year?
Each November we examine numerous oilfield metrics to determine what might be in the cards for the coming year. Will the deck be stacked...
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Susan Murphy
Nov 3, 20173 min read
OCTG Q3 Inventories: “Back to the Future”
Another quarter wrapped; time to zoom in on the results of The OCTG Situation Report’s exclusive OCTG inventory yard survey. First, we...
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Susan Murphy
Jul 26, 20172 min read
Getting a Read on OCTG Inventories for 2Q17
As we close the chapter on another exclusive quarterly inventory survey, we’re grateful to the hundreds of OCTG yards throughout the supply
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Susan Murphy
Jun 21, 20173 min read
fOiled Again: Section 232’s Catch-22 for OCTG
Every June we take the temperature of the oil patch and judging by the tone of our many conversations this month we'd say, without...
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Susan Murphy
Feb 22, 20172 min read
OCTG: "Days of Future Past"
In the words of baseball legend Yogi Berra, “the future ain't what it used to be.” As we embark on our publication’s 31st annual ‘state
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Susan Murphy
Nov 22, 20163 min read
Santa vs Scrooge: 2017 OCTG Forecasts
As we prepared to weigh in on our 2017 OCTG forecasts we couldn’t help but look back over the past two years with a mix of shock and awe....
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