Susan Murphy
3Q24 OCTG Inventory Yard Survey: The Verdict
The results of our 3Q24 yard survey confirmed our hunch that we’d be witnessing a turn for the better...
top of page
THE OCTG SITUATION ROOM
Search
Susan Murphy
Aug 282 min read
OCTG: Fishin’ For Answers
As we move past the dog days of summer and into the four remaining months of 2024, the many down arrows that appeared on the cover of our...
14 views0 comments
Susan Murphy
May 302 min read
OCTG Five Months into 2024: GOOD (GRIEF)
This month we conjured our inner entomologist to unearth what might be bugging the oil patch.
46 views0 comments
Susan Murphy
Apr 302 min read
Orbiting The OCTG Space: Inventories Down Amidst A Cluster of Conditions
Although the results of our most recent survey didn’t eclipse those of 4Q23, they also didn’t disappoint.
29 views0 comments
Susan Murphy
Mar 272 min read
OCTG Supply: Will 2024 Buck Last Year’s Trends?
Talk about “energy”: Houston was a barrel of fun in March, closing out the world’s largest Livestock Show and Rodeo on St. Patrick’s Day,...
30 views0 comments
Susan Murphy
Feb 282 min read
OCTG 2023: The Beginning, ‘Muddle’, and End
As we closed the chapter on another year in the US OCTG market, our Cliffs Notes version of 2023 can be summed up as, “a year with a...
23 views0 comments
Susan Murphy
Nov 29, 20232 min read
2024 OCTG Outlook: Cooking with Gas or a Turkey?
After four rather tumultuous years can it be that the oil patch is preparing for a collective exhalation in 2024? When analyzing every...
39 views0 comments
Susan Murphy
Oct 25, 20232 min read
OCTG in Q3 Halloween Edition: Goblin Up the Inventory
For those seeking asylum from the mid-‘year’ crisis hereby dubbed the third quarter slump, the results of our exclusive 3Q23 OCTG...
22 views0 comments
Susan Murphy
Aug 30, 20232 min read
August OCTG Rumors, Prices & E&P CAPEX, Oh My!
Well folks, if you’re reading this today you’ve survived another eight months in the oil patch with only four months left in 2023. The...
26 views0 comments
Susan Murphy
Jul 27, 20232 min read
OCTG’S Q2 Curveball: A Win or Rainy Day Delay?
When it comes to OCTG inventory, it’s commonly accepted that The OCTG Situation Report is in a league of its own. Each quarter we swing...
15 views0 comments
Susan Murphy
May 24, 20232 min read
OCTG Calm Before the Storm or Smooth Sailing Ahead?
This month we thought it would be an interesting exercise to look back on the agony and ecstasy of the past three years in the oil...
13 views0 comments
Susan Murphy
Mar 23, 20232 min read
CERAWeek’s Muted Refrain: “Que Sera, ‘CERA.’”
The once thunderous ‘Shalelujah Chorus’ that led prior CERAWeek congregations was more muted than in past years as discussion of sweet...
8 views0 comments
Susan Murphy
Feb 28, 20233 min read
As The ‘Pipe' Turns: Zooming in on the Annual State of the Industry Report
This month we presented another episode of As The ‘Pipe’ Turns, aka our OCTG-rated, commercial-free, 37th “Annual State of the Industry...
23 views0 comments
Susan Murphy
Jan 31, 20233 min read
What’s Up Downhole in “The Year of the Water Rabbit”
As we enter “The Year of the Water Rabbit,” one can’t help but wonder if it will be as hair-raising as the three years that proceeded it?...
20 views0 comments
Susan Murphy
Nov 23, 20223 min read
What’s in the Cards for OCTG in ’23?
Each November we publish our annual OCTGPS wherein we examine numerous oilfield metrics to determine what might be in the cards for the...
54 views0 comments
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...
47 views0 comments
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...
29 views0 comments
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...
20 views0 comments
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...
48 views0 comments
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...
31 views0 comments
bottom of page