Susan Murphy
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...
top of page
THE OCTG SITUATION ROOM
Search
Susan Murphy
- Jun 29, 2022
- 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...
48 views0 comments
Susan Murphy
- May 25, 2022
- 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...
31 views0 comments
Susan Murphy
- Apr 27, 2022
- 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...
26 views0 comments
Susan Murphy
- Mar 23, 2022
- 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...
70 views0 comments
Susan Murphy
- Feb 23, 2022
- 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...
30 views0 comments
Susan Murphy
- Jan 26, 2022
- 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...
34 views0 comments
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...
46 views0 comments
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...
20 views0 comments
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...
30 views0 comments
Susan Murphy
- Aug 25, 2021
- 3 min
OCTG August Update: Walking A Tightrope
Tight is defined as “difficult to deal with or manage.” Of course, tight is also, “slightly drunk,” but when used in relation to the...
25 views0 comments
Susan Murphy
- Jul 28, 2021
- 2 min
OCTG 2Q21: Taking a Bite Out of Upstream Inventories
https://www.octgsituationreport.com/subscribe It’s that time in the summer when we tackle yet another exclusive OCTG Quarterly Inventory...
23 views0 comments
Susan Murphy
- Jun 30, 2021
- 2 min
OCTG 2H21: Much Ado About ‘Something’
The heat is on in the US and oil patch participants are, likewise, pretty fired up this month. In fact, after spending the past few weeks...
32 views0 comments
Susan Murphy
- Apr 28, 2021
- 3 min
OCTG Inventories 1Q21 | Striking While the Iron is Hot
The favorable signals the O&G market is sending has us running with the ‘bulls’ this month. First up is the ‘new down’: the healthy drop...
41 views0 comments
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,...
29 views0 comments
Susan Murphy
- Feb 24, 2021
- 3 min
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...
36 views0 comments
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,...
54 views0 comments
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...
38 views0 comments
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...
32 views0 comments
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...
42 views0 comments
bottom of page