Susan Murphy
OCTGPS for 2025: Fuel for Thought
This month we organize an exclusive road map to assist our subscribers in navigating the year ahead in OCTG.
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THE OCTG SITUATION ROOM
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Susan Murphy
Oct 302 min read
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...
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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...
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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.
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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.
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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,...
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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...
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Susan Murphy
Jan 312 min read
Weighing in on 4Q23 OCTG Inventories
Gauging the fitness of the industry by measuring demand for OCTG throughout the supply chain across the lower 48 is the goal every...
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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...
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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...
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Susan Murphy
Sep 27, 20233 min read
OCTG Fall Color from 30,000 Feet: Pitfalls & Windfalls
The official start of fall comes later this week with the autumnal equinox on September 23, but by all measures the OCTG business got a...
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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...
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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...
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Susan Murphy
Jun 28, 20232 min read
OCTG 2H23. "The Good, The Bad & The Ugly." The Sequel.
June in the oil patch can only mean one thing at The OCTG Situation Report—it means we hosted our midyear market calls throughout the...
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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...
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Susan Murphy
Apr 26, 20232 min read
Absorbing OCTG’s ‘InTAXicating’ Increase in 1Q23
It’s that taxing time of year when subscribers count on us to roll up our sleeves and crunch the numbers in order to provide an accurate...
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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...
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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...
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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?...
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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...
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