Susan Murphy
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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THE OCTG SITUATION ROOM
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Susan Murphy
- Mar 23
- 2 min
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
- 3 min
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
- 3 min
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, 2022
- 3 min
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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Susan Murphy
- Oct 26, 2022
- 2 min
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...
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Susan Murphy
- Aug 24, 2022
- 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, 2022
- 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, 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...
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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...
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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...
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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...
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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
- 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...
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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...
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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
- 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...
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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
- 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
- Mar 25, 2020
- 2 min
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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