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THE OCTG SITUATION ROOM
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Susan Murphy
Jul 27, 20222 min read
2Q22 OCTG Inventories: The Definitive Situational Analysis
It was an all hands-on-deck endeavor this month as we tackled our exclusive 2Q22 OCTG Inventory Yard Survey. While most of you know the...
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Susan Murphy
Jun 29, 20222 min read
OCTG 2H22: Call of the Wild
Every June we confer with colleagues from all walks of the OCTG supply chain to examine their outlook for the balance of the year. This...
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Susan Murphy
May 25, 20222 min read
OCTG Update | Winning with The Inside Track
If you happened to witness or catch a replay of the most recent and historic Kentucky Derby, then you saw Rich Strike strike it rich by...
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Susan Murphy
Apr 27, 20222 min read
‘Holmes-ing’ In On 1Q22 OCTG Inventories: Not So “Elementary My Dear.”
“There's nothing more deceptive than an obvious fact.” ~Sherlock Holmes. Holmes knew data can be powerful, but not on its own. Only...
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Susan Murphy
Mar 23, 20223 min read
OCTG 2022: ‘Supply’ is the New Demand
Attention drill seekers! The stampede to Houston is underway this month as Houston took center stage for the concurrent 40th IHS CERAWeek...
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Susan Murphy
Feb 23, 20223 min read
OCTG Year in Review: Will The Stars Align in ’22
As we prepared to launch our 36th annual ‘state of the industry’ address, the atmosphere in the OCTG space and center of gravity; Houston...
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Susan Murphy
Nov 23, 20212 min read
OCTGPS for 2022: ‘Fuel’ for Thought
Welcome to our annual OCTGPS for 2022: your exclusive road map to navigating the year in OCTG. It will come as no surprise to oil patch...
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Susan Murphy
Oct 27, 20212 min read
The Third Quarter OCTG Playbook
We’ve come to the end of the third quarter; time to tackle another exclusive OCTG Inventory Yard Survey. The goal of our survey is...
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Susan Murphy
Sep 29, 20212 min read
OCTG Pop Quiz: What’s UP with Pricing?
September has arrived, time to turn the page on another summer and welcome the class of OCTG-U back into session. Unless you were playing...
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Susan Murphy
Aug 25, 20213 min read
OCTG August Update: Walking A Tightrope
Tight is defined as “difficult to deal with or manage.” Of course, tight is also, “slightly drunk,” but when used in relation to the...
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Susan Murphy
Jun 30, 20212 min read
OCTG 2H21: Much Ado About ‘Something’
The heat is on in the US and oil patch participants are, likewise, pretty fired up this month. In fact, after spending the past few weeks...
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Susan Murphy
May 26, 20213 min read
OCTG: Raw Materials ‘Steel’ the Show in 1H21
The upset in the raw materials market in 2021 is ‘steeling’ the show and putting the oil patch through the mill once again. Seems like...
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Susan Murphy
Mar 24, 20213 min read
Marching to the Beat of a ‘Better’ Drummer
As we think back to this time one year ago we’re grateful to be Marching to the beat of a different drummer. In contrast to last year,...
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Susan Murphy
Feb 24, 20213 min read
Will the Stars Align & OCTG Prove its ‘Metal’ in 2021?
When you live inside a spreadsheet for weeks at a time sometimes the impact of the stacks of stats can blur. Be that as it may, our...
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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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