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THE OCTG SITUATION ROOM
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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,...
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Susan Murphy
Nov 24, 20203 min read
Annual OCTG Forecast: Your ‘OCTGPS’ For 2021
The year 2020 has certainly been an interesting (aka challenging) one all around. With apologies to Laurel and Hardy, we managed to make...
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Susan Murphy
Oct 28, 20202 min read
Q3 OCTG Inventories: “Déjà Vu All Over Again”
The results of our exclusive Q3 OCTG Inventory Yard Survey are in and in keeping with the fall season we’re happy to be the bearers of...
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Susan Murphy
Sep 30, 20202 min read
Breaking OCTG’s Fall | Autumn 2020
Considering that plates runneth over for many in the market this month trying to get kids back to (remote) schooling, sourcing toilet...
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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...
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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
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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...
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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....
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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.
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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.
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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...
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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...
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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
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
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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