Category Archives: First Quarter

‘Holmes-ing’ In On 1Q22 OCTG Inventories: Not So “Elementary My Dear.”

Posted on April 27, 2022 by The OCTG Situation Report®

“There’s nothing more deceptive than an obvious fact.” ~Sherlock Holmes. Holmes knew data can be powerful, but not on its own. Only through pragmatic analysis can raw numbers be made into something practical. In other words, facts point to things … Continue reading →

Posted in Energy, ERW Pipe, First Quarter, Hot Rolled Coil, HRC, OCTG, OCTG Consumption & Pricing, OCTG domestic shipments, OCTG Exports, OCTG Imports, OCTG inventories, OCTG Inventory Survey, OCTG Mills, OCTG Pricing, OCTG Processors, OCTG Producers, OCTG Spot Prices, Oil & Gas Industry, Oil Country Tublular Goods, Oil Patch, Oil Services & Equipment, Oilpatch, Prime Pipe, Seamless Pipe, steel industry, upstream OCTG, WTI prices | Leave a comment

The OCTG ‘Space’ 1Q19: The Current Frontier

Posted on April 30, 2019 by The OCTG Situation Report®

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 , , , , , , , , , , , , , , , , , , | Leave a comment

Following The 1Q17 OCTG Inventory Audit Trail

Posted on April 26, 2017 by The OCTG Situation Report®

It’s that taxing time of year when readers of The OCTG Situation Report count on us to roll up our sleeves and crunch the numbers in preparation for our exclusive Inventory Quarterly. Our analysis, derived from our yard survey of … Continue reading →

Posted in Department of Commerce, E&P, E&P spending, ERW Pipe, First Quarter, Hot Rolled Coil, HRC, Inventory, OCTG, OCTG Exports, OCTG Imports, OCTG Inventory Survey, OCTG Mills, OCTG Pricing, OCTG Processors, OCTG Producers, OCTG Spot Prices, Oil & Gas Industry, Oil Country Tublular Goods, Oil Patch, Permian Basin, Q1, Seamless Pipe, Shale, Shale Plays, steel industry, Steel Trade Case, Tubular Goods, U.S. HRC Spot Price, upstream OCTG | Tagged , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

“Unconventional” & “Unpredictable”: What Politics and the Oil Patch Have in Common.

Posted on April 27, 2016 by The OCTG Situation Report®

Photo Courtesy Vallourec Star, Youngstown, OH   Who would have thought the raucous presidential campaign we’re witnessing in the U.S. would be as “unconventional” and “unpredictable” as the oil patch these days? On that note, we’ve decided to give political … Continue reading →

Posted in 2016 E&P Budgets, 2016 Presidential Election, Crude Oil Prices, DUCs, E&P, E&P spending, Energy, ERW Pipe, First Quarter, Inventory, OCTG, OCTG Spot Prices, Section 201 | Tagged , , , , , , , , , , , , , , , , , | Leave a comment

OCTG By the Yard: Measuring the Health of the Oil Patch in Q1

Posted on May 1, 2014 by The OCTG Situation Report®

When it comes to OCTG inventory, it’s commonly accepted that The OCTG Situation Report is in a league of its own. And every April we swing into action to report the results for the first quarter of our exclusive OCTG … Continue reading →

Posted in Energy, First Quarter, Fracking, Horizontal Drilling, OCTG, OCTG Consumption, OCTG Imports, OCTG Inventory Survey, OCTG Pricing, OCTG Producers, OCTG Trade Case, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, Prime Pipe, Q1, Shale Plays, steel industry, Supply Chain, Trade Case, Tubular Goods | Tagged , , , , , , , , , , , , , , , , , , , | Leave a comment

“Close Encounters Of The ‘Inventory’ Kind”

Posted on April 24, 2013 by The OCTG Situation Report®

Our inventory survey, designed to measure the demand for OCTG, encompasses the entire supply chain. This production involves a cast of characters who count pipe at truck terminals, mills, processors and inspection yards across the lower 48 every quarter. While … Continue reading →

Posted in First Quarter, Inventory, OCTG, Oil & Gas Industry, Oil Country Tublular Goods, Oil Patch, Prime Pipe, Q1, Shale Plays, Tubular Goods | Tagged , , , , , , , , , , , , | Leave a comment