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THE OCTG SITUATION ROOM
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Susan Murphy
Nov 27, 20193 min read
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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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
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
May 29, 20193 min read
May’s OCTG Snooze Turns to Breaking News
What began as a month of snooze abruptly filled with breaking news. So we decided to investigate some of the headlines of the day in our...
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Susan Murphy
Apr 30, 20193 min read
The OCTG ‘Space’ 1Q19: The Current Frontier
While visual evidence of a massive Black Hole made headlines recently, we’re happy to report you won’t find any black holes in OCTG...
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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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