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...
THE OCTG SITUATION ROOM
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Susan Murphy
- Aug 24
- 3 min
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
- 2 min
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
- 2 min
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
- 2 min
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
- 2 min
‘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
- 3 min
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
- 3 min
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
- 2 min
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
- Nov 23, 2021
- 2 min
OCTGPS for 2022: ‘Fuel’ for Thought
Welcome to our annual OCTGPS for 2022: your exclusive road map to navigating the year in OCTG. It will come as no surprise to oil patch...
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Susan Murphy
- Oct 27, 2021
- 2 min
The Third Quarter OCTG Playbook
We’ve come to the end of the third quarter; time to tackle another exclusive OCTG Inventory Yard Survey. The goal of our survey is...
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Susan Murphy
- Sep 29, 2021
- 2 min
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
- Mar 24, 2021
- 3 min
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
- Jan 27, 2021
- 2 min
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
- Oct 28, 2020
- 2 min
Q3 OCTG Inventories: “Déjà Vu All Over Again”
The results of our exclusive Q3 OCTG Inventory Yard Survey are in and in keeping with the fall season we’re happy to be the bearers of...
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Susan Murphy
- Sep 30, 2020
- 2 min
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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Susan Murphy
- Aug 26, 2020
- 2 min
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
- Apr 29, 2020
- 2 min
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
- Feb 26, 2020
- 3 min
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
- Nov 27, 2019
- 3 min
OCTG Forecast 2020: Food for Thought
’Tis the season, the time when we sift through stacks of data in order to provide some grist for the mill. Faced with lingering...
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