Twitter Updates
- OCTG Forecast 2020: Food for Thought octg.wordpress.com/2019/11/27/oct… https://t.co/YihN6xkgCD 1 month ago
- 3Q19 OCTG Inventories: A Turn for the Better octg.wordpress.com/2019/10/30/3q1… https://t.co/8YOSifkOoX 2 months ago
- Doing the Math on OCTG in Q3 octg.wordpress.com/2019/09/25/doi… https://t.co/OfC5tfyp0B 4 months ago
- Will ‘Chill, Baby, Chill’ be the Mantra for OCTG in 2019? octg.wordpress.com/2019/08/28/wil… https://t.co/3TE70psbTd 5 months ago
- 2Q19 OCTG Inventory Analysis: A Calm Before the Storm or Smooth(er) Sailing Ahead? octg.wordpress.com/2019/07/31/2q1… https://t.co/NZ5jE31G8x 5 months ago
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Category Archives: DUCs
2Q19 OCTG Inventory Analysis: A Calm Before the Storm or Smooth(er) Sailing Ahead?
The results of our exclusive 2Q19 Quarterly OCTG Inventory Yard Survey could be viewed as a beacon of hope for those who expressed trepidation about the outcome in our midyear market conversations last month. Turns out parties with an ear … Continue reading
Posted in 2019 E&P Budgets, Crude Oil Prices, Department of Commerce, DUCs, E&P, E&P spending, Energy, Hot Rolled Coil, HRC, Inventory, OCTG, OCTG Consumption, OCTG Consumption & Pricing, OCTG inventories, OCTG Inventory Survey, 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, Prime Pipe, Q2, Seamless Pipe, Supply Chain, Tubular Goods, upstream OCTG
Tagged E&P spending, Inventory, OCTG, OCTG Capacity, OCTG Consumption, octg distributors, OCTG Drilling Permits, OCTG Imports, OCTG Inspection Yards, OCTG Inventory, OCTG Inventory Quarterly, OCTG Inventory Survey, OCTG mill shipments, OCTG Pricing, OCTG Processors, OCTG Spot Prices, OCTG Supply, oil prices, The OCTG Situation Report, U.S. OCTG Producers
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May’s OCTG Snooze Turns to Breaking News
What began as a month of snooze abruptly filled with breaking news. So we decided to investigate some of the headlines of the day in our May Report. On Friday, May 17 there was the announcement of an “apparent” settlement … Continue reading
Posted in DUCs, E&P, Energy, ERW Pipe, HRC, Inventory, OCTG, OCTG Consumption, OCTG Consumption & Pricing, OCTG domestic shipments, OCTG Imports, OCTG inventories, OCTG Mills, OCTG Pricing, OCTG Processors, OCTG Producers, OCTG Spot Prices, OCTG Trade Case, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, Oil Prices, Oil Services & Equipment, Onshore, Permian Basin, Prime Pipe, Seamless Pipe, Section 232, Shale Plays, steel industry, Steel Tarrifs, Steel Trade Case, Supply Chain, Tubular Goods, upstream OCTG
Tagged Inventory, NAFTA, OCTG, OCTG Imports, OCTG mill shipments, OCTG mills, OCTG Pricing, OCTG Processors, OCTG Producers, OCTG Spot Prices, OCTG Supply, OCTG Trade Case, Oil, USMCA
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The OCTG ‘Space’ 1Q19: The Current Frontier
While visual evidence of a massive Black Hole made headlines recently, we’re happy to report you won’t find any black holes in OCTG inventory metrics due to our exclusive quarterly Inventory Yard Surveys. This breakthrough is credited to our publication’s … Continue reading
Posted in 2019 E&P Budgets, CAPEX, Crude Oil Prices, Department of Commerce, DUCs, E&P, E&P spending, Energy, ERW Pipe, First Quarter, Government Shutdown, HRC, OCTG, OCTG CAPEX, OCTG Consumption, OCTG Consumption & Pricing, OCTG domestic shipments, OCTG Exports, OCTG Imports, OCTG inventories, OCTG Inventory Survey, OCTG mill, OCTG Mills, OCTG Pricing, OCTG Processors, OCTG Producers, OCTG Spot Prices, OCTG Trade Case, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, Oil Prices, Oil Services & Equipment, Onshore, Permian Basin, Prime Pipe, Q1, Seamless Pipe, Section 232, Shale, Shale Plays, steel industry, Steel Tarrifs, Steel Trade Case, Supply Chain, Trade Case, Tubular Goods, upstream OCTG, WTI prices
Tagged Budgets, E&P, Inventory, OCTG, OCTG Consumption & Pricing, OCTG Inspection Yards, OCTG inventories, OCTG Inventory, OCTG Inventory Quarterly, OCTG mill shipments, OCTG Processors, OCTG Spot Prices, OCTG Supply, OCTG Supply Forecast, Oil, South Korea, The OCTG Situation Report, upstream OCTG, Upstream Pipe
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Testing the OCTG Market’s ‘Metal’ in Early 2019
If it’s February it must be our “Annual State of the Industry Report.” But alas, that isn’t the ‘Situation’ this month as the shutdown got the better of anyone who relies on the government for stats. Thus, we’ve postponed our … Continue reading
Posted in Crude Oil Prices, Department of Commerce, DUCs, E&P, E&P spending, Energy, ERW Pipe, Government Shutdown, Hot Rolled Coil, HRC, OCTG, OCTG Consumption, OCTG Consumption & Pricing, OCTG domestic shipments, OCTG Imports, OCTG mill, OCTG Mills, OCTG Pricing, OCTG Processors, OCTG Producers, OCTG Spot Prices, OCTG Trade Case, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, oil country tubular goods, Oil Patch, Oil Prices, Onshore, Pipe, Prime Pipe, Seamless Pipe, Section 232, Shale, Shale Plays, steel industry, Steel Tarrifs, Steel Trade Case, Supply Chain, Trade Case, Tubular Goods, upstream OCTG, WTI prices
Tagged crude oil prices, DUCs, E&P, ERW OCTG, ERW Pipe, Government Shutdown, Government Trade Case, HRC, OCTG, OCTG Consumption, octg distributors, OCTG Imports, OCTG mill, OCTG mill shipments, OCTG mills, OCTG Pricing, OCTG Processors, OCTG Spot Prices, OCTG Supply, Oil Country Tubular Goods, oil patch, oil prices, Onshore, prime pipe, Seamless OCTG, SEAMLESS Pipe, Section 232, Shale, Shale Plays, supply chain, U.S. Department of Commerce, U.S. HRC Spot Price
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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 trust this isn’t the writing on the wall for 2019, so rather than wallow in woe we’ll kick … Continue reading
Posted in CAPEX, Crude Oil Prices, Department of Commerce, DUCs, E&P, ERW Pipe, Government Shutdown, HRC, Inventory, OCTG, OCTG CAPEX, OCTG Consumption, OCTG Consumption & Pricing, OCTG domestic shipments, OCTG Exports, OCTG Imports, OCTG inventories, OCTG Inventory Survey, OCTG mill, OCTG Mills, OCTG Pricing, OCTG Processors, OCTG Producers, OCTG Spot Prices, OCTG Trade Case, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, oil country tubular goods, Oil Patch, Oil Prices, Oil Services & Equipment, Oilpatch, Onshore, Permian Basin, Prime Pipe, Q4, Seamless Pipe, Section 232, steel industry, Steel Tarrifs, Steel Trade Case, Supply Chain, Tubular Goods, U.S. CAPEX, upstream OCTG, WTI prices
Tagged 4Q18, E&P, OCTG, OCTG Capacity, OCTG Consumption, octg distributors, OCTG Drilling Permits, OCTG Exports, OCTG Imports, OCTG Inventory, OCTG Inventory Survey, OCTG mill shipments, OCTG mills, OCTG Pricing, OCTG Processors, OCTG Producers, OCTG Spot Prices, OCTG tightness, OCTG Trade Case, Oil, oil prices, South Korea, The OCTG Situation Report, U.S. OCTG Producers, upstream OCTG, Year-End
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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.” With a greater line of sight to the year-end and a better grip on the impact of … Continue reading
Posted in Crude Oil Prices, Department of Commerce, DUCs, E&P, E&P spending, Energy, OCTG, OCTG Imports, OCTG inventories, 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, Prime Pipe, Section 232, steel industry, Steel Tarrifs, Tubular Goods, upstream OCTG
Tagged OCTG, OCTG Imports, OCTG Pricing, OCTG Pricing Forecast, OCTG Processors, OCTG Producers, OCTG Spot Prices, Oil, upstream OCTG
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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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