Susan Murphy
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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THE OCTG SITUATION ROOM
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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
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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