Susan Murphy
Spinning The OCTG Wheel of Fortune
If it seems as though we’ve spent the bulk of this year reporting on setbacks and challenges that have vexed the OCTG market that’s...
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THE OCTG SITUATION ROOM
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Susan Murphy
Aug 24, 20223 min read
The New ‘Now’ for OCTG: “To Infinity & Beyond...”
Say what you will, but the environment in which we find the OCTG market today is unlike any other. The “new normal” is now old news...
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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
Jan 26, 20222 min read
OCTG Inventories 4Q21 Disappearing Act
As we embark on our 36th year in business we’re reminded that our long history is due, not to any supernatural powers we might wish to...
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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
Jul 28, 20212 min read
OCTG 2Q21: Taking a Bite Out of Upstream Inventories
https://www.octgsituationreport.com/subscribe It’s that time in the summer when we tackle yet another exclusive OCTG Quarterly Inventory...
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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
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
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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