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
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
Oct 24, 20183 min read
Oil Patch Confidential: 3Q18 OCTG Inventory Yard Survey
“It is a capital mistake to theorize before one has data.” ~Sherlock Holmes. Holmes clearly understood that having data to back up one’s...
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Susan Murphy
Sep 26, 20183 min read
OCTG Price Forecast: The 64K Dollar Question
"It is far better to foresee even without certainty than not to foresee at all," ~Henri Poincare, author of “The Foundations of Science.”...
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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
Jun 27, 20182 min read
Will The 232 Rain On The Oil Patch’s Parade?
Maybe it’s the heat, maybe it’s the market but this month everyone in the oil patch seems to be fired up about something. Fortunately for us
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Susan Murphy
May 23, 20183 min read
Surviving Post-Traumatic ‘232’ Disorder
s we barrel ahead toward summer in the oil patch there’s an intermittent up-stream of opportunities for various sectors of the supply chain
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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
Sep 20, 20173 min read
OCTG Weathers Texas Storms
Weather news has taken the US by storm for the past couple weeks starting with Hurricane Harvey that hit home for so many in the oil...
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Susan Murphy
Aug 28, 20174 min read
OCTG and The Section 232: A Numbers Game?
The tariffs are coming, the tariffs are coming! Or are they? The dog days of summer in the oil patch are being dogged by the protracted...
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