4Q OCTG Inventory Yard Survey: Rolling with the Punches
The new year got underway with a blustery winter wallop: WTI prices struggling to reach $50/bbl coupled with a government ‘meltdown.’ We...
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THE OCTG SITUATION ROOM
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Susan Murphy
- Nov 28, 2018
- 3 min
2019 OCTG Forecasts: Merry & Bright ... or Ho-Hum?
’Tis the season and it’s tradition for us to start it by ringing in our forecast of all things OCTG for 2019. As we began checking off...
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Susan Murphy
- Oct 24, 2018
- 3 min
Oil Patch Confidential: 3Q18 OCTG Inventory Yard Survey
“It is a capital mistake to theorize before one has data.” ~Sherlock Holmes. Holmes clearly understood that having data to back up one’s...
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Susan Murphy
- Sep 26, 2018
- 3 min
OCTG Price Forecast: The 64K Dollar Question
"It is far better to foresee even without certainty than not to foresee at all," ~Henri Poincare, author of “The Foundations of Science.”...
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Susan Murphy
- Aug 29, 2018
- 2 min
OCTG at Crossroads?
Baseball Hall of Famer and philosopher Yogi Berra said it best: "If you come to a fork in the road, take it!" And so we forge ahead into...
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Susan Murphy
- Jul 31, 2018
- 3 min
2Q18 OCTG Inventory Yard Survey: Who Turned Up the Volume?
Drum roll, please…the results of our exclusive quarterly OCTG inventory yard survey is here. The objective of this endeavor is always the...
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Susan Murphy
- Jun 27, 2018
- 2 min
Will The 232 Rain On The Oil Patch’s Parade?
Maybe it’s the heat, maybe it’s the market but this month everyone in the oil patch seems to be fired up about something. Fortunately for us
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Susan Murphy
- May 23, 2018
- 3 min
Surviving Post-Traumatic ‘232’ Disorder
s we barrel ahead toward summer in the oil patch there’s an intermittent up-stream of opportunities for various sectors of the supply chain
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Susan Murphy
- Apr 25, 2018
- 3 min
Q1 OCTG Inventory Yard Survey: The Gold Standard
When it comes to wealth every quarter counts. It’s no different in the oil patch where our subscribers count on our exclusive quarterly...
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Susan Murphy
- Feb 22, 2018
- 4 min
OCTG By Numbers
As we prepare for our publication’s annual ‘state of the industry’ address every February we often find clues in past years’ metrics and...
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Susan Murphy
- Jan 30, 2018
- 3 min
4Q17 OCTG Inventories: Not All Black & White
As we zoom past 2017 it’s time to bring focus to the current OCTG inventory situation. 4Q17 OCTG inventory results are best framed as a...
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Susan Murphy
- Dec 1, 2017
- 3 min
2018 OCTG Forecast | What’s in the Cards for the Coming Year?
Each November we examine numerous oilfield metrics to determine what might be in the cards for the coming year. Will the deck be stacked...
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Susan Murphy
- Nov 3, 2017
- 3 min
OCTG Q3 Inventories: “Back to the Future”
Another quarter wrapped; time to zoom in on the results of The OCTG Situation Report’s exclusive OCTG inventory yard survey. First, we...
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Susan Murphy
- Sep 20, 2017
- 3 min
OCTG Weathers Texas Storms
Weather news has taken the US by storm for the past couple weeks starting with Hurricane Harvey that hit home for so many in the oil...
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Susan Murphy
- Aug 28, 2017
- 4 min
OCTG and The Section 232: A Numbers Game?
The tariffs are coming, the tariffs are coming! Or are they? The dog days of summer in the oil patch are being dogged by the protracted...
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Susan Murphy
- Jul 26, 2017
- 2 min
Getting a Read on OCTG Inventories for 2Q17
As we close the chapter on another exclusive quarterly inventory survey, we’re grateful to the hundreds of OCTG yards throughout the supply
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Susan Murphy
- Jun 21, 2017
- 3 min
fOiled Again: Section 232’s Catch-22 for OCTG
Every June we take the temperature of the oil patch and judging by the tone of our many conversations this month we'd say, without...
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Susan Murphy
- May 17, 2017
- 3 min
OCTG ‘Crude’ for Thought
Photo Marubeni-Itochu Tubulars America Inc. Courtesy ©Jim Blecha: oilandgasphotographers.com As May is historically a light news month...
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Susan Murphy
- Apr 26, 2017
- 3 min
Following The 1Q17 OCTG Inventory Audit Trail
Photo Courtesy Texas Steel Conversion It’s that taxing time of year when readers of The OCTG Situation Report count on us to roll up our...
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Susan Murphy
- Mar 29, 2017
- 3 min
2017 U.S. OCTG Mill Supply Forecast: The Million 'Tubes' March
The quote, “Prediction is very hard, especially about the future” captures the essence of the responses we received to our request for...
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