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THE OCTG SITUATION ROOM
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Susan Murphy
Oct 26, 20222 min read
Q3 OCTG Inventory Quarterly: Back to the Future
Another quarter wrapped; time to zoom in on the results of our exclusive OCTG inventory yard survey. First, we want to give props to the...
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Susan Murphy
Sep 28, 20223 min read
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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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
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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