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Category Archives: 2018 E&P Budgets
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 conclusions is paramount and our exclusive quarterly OCTG inventory yard survey is further proof of this fact. … Continue reading
Posted in 2018 E&P Budgets, E&P spending, Energy, Hot Rolled Coil, HRC, Inventory, OCTG Consumption & Pricing, OCTG domestic shipments, OCTG Imports, OCTG inventories, OCTG Inventory Survey, OCTG mill, OCTG Mills, OCTG Pricing, OCTG Processors, OCTG Producers, OCTG Spot Prices, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, Oil Services & Equipment, Onshore, Permian Basin, Q3, Seamless Pipe, Section 232, steel industry, Steel Tarrifs, Third Quarter, Tubular Goods, upstream OCTG
Tagged Canada OCTG Trade Case, E&P, Inventory, OCTG, OCTG 2018 Forecast, OCTG Consumption, octg distributors, OCTG Imports, OCTG Inspection Yards, OCTG Inventory Survey, OCTG mills, OCTG Pricing, OCTG Pricing Forecast, OCTG Processors, OCTG Producers, OCTG Spot Prices, Oil, oil prices, Section 232, The OCTG Situation Report, U.S. OCTG Producers
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Surviving Post-Traumatic ‘232’ Disorder
As we barrel ahead toward summer in the oil patch there’s an intermittent up-stream of opportunities for various sectors of the supply chain that are in a position to capitalize on them. Be that as it May, suppliers of OCTG have reported suffering a little post-traumatic ‘232’ disorder. Continue reading
Posted in 2018 E&P Budgets, Department of Commerce, DUCs, E&P, E&P spending, Energy, ERW Pipe, Hot Rolled Coil, HRC, Inventory, OCTG, OCTG Imports, OCTG inventories, OCTG Mills, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, Oil Prices, Oil Services & Equipment, Onshore, Pipe, Seamless Pipe, Section 232, steel industry, Supply Chain, Tubular Goods, U.S. HRC Spot Price, upstream OCTG, WTI prices
Tagged Budgets, E&P, HRC, OCTG, OCTG Imports, OCTG inventories, OCTG Pricing, Oil, oil prices, OPEC, Section 232, South Korea, Steel Tarifs, U.S. HRC Spot Price
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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 this year is no different. With questions looming about the Section 232, 2018 E&P budgets, L48 hydrocarbon … Continue reading
Posted in 2018 E&P Budgets, Department of Commerce, E&P spending, Energy, ERW Pipe, HRC, OCTG, OCTG Exports, OCTG Imports, OCTG inventories, OCTG Mills, OCTG Pricing, OCTG Processors, OCTG Producers, OCTG Trade Case, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, Oil Services & Equipment, Prime Pipe, Seamless Pipe, Section 232, Steel Trade Case
Tagged OCTG, OCTG 2018 Forecast, OCTG Consumption, octg distributors, OCTG Imports, OCTG mills, OCTG Pricing, OCTG Producers, OCTG Trade Case, Section 232, The OCTG Situation Report
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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 tale of two ‘quarters.’ There is simply no way to provide a clear snapshot of … Continue reading
Posted in 2018 E&P Budgets, OCTG, OCTG Consumption, OCTG Consumption & Pricing, OCTG domestic shipments, OCTG Exports, OCTG Imports, OCTG inventories, OCTG Inventory Survey, OCTG Mills, OCTG Pricing, OCTG Processors, OCTG Producers, upstream OCTG
Tagged OCTG, OCTG Consumption, octg distributors, OCTG Exports, OCTG Imports, OCTG Inspection Yards, OCTG Inventory Survey, OCTG mills, OCTG Pricing, OCTG Processors, OCTG Producers, Oil, oil prices, South Korea
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