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Category Archives: Oil & Gas Pricing
Orbiting The OCTG Space: Inventories Down Amidst A Cluster of Conditions
Greetings earthlings! We hope all remains well in your galaxies. It’s been quite a cosmic start to the year you might say, what with two eclipses and a bunch of planetary retrogrades, not to mention four forthcoming super full moons … Continue reading
Posted in 1Q24 OCTG Inventory Survey, Crude Oil Prices, E&P, E&P spending, Energy, ERW Pipe, Fracking, Hot Rolled Coil, Hot Rolled Coil Prices, HRC, Nat Gas Prices, OCTG, OCTG CAPEX, OCTG Consumption, OCTG Consumption & Pricing, OCTG domestic shipments, OCTG Exports, OCTG Imports, OCTG Inventory Survey, OCTG Mills, OCTG Processors, OCTG Producers, OCTG Spot Prices, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, Oil Services & Equipment, Oilpatch, Onshore, Permian Basin, Prime Pipe, Q1, steel industry, Supply Chain, Tubular Goods, U.S. CAPEX, U.S. HRC Spot Price, upstream OCTG, WTI prices
Tagged E&P, ERW OCTG, OC Seamless, OCTG, OCTG Consumption, OCTG Consumption & Pricing, octg distributors, OCTG Imports, OCTG mills, OCTG Pricing, OCTG Processors, Oil & Gas Industry, Oil Country Tubular Goods, The OCTG Situation Report
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OCTG Supply: Will 2024 Buck Last Year’s Trends?
Talk about “energy”: Houston was a barrel of fun in March, closing out the world’s largest Livestock Show and Rodeo on St. Patrick’s Day, and commencing the “industry’s Super Bowl,” CERAWeek, the day after. Is it any wonder? After all, … Continue reading
Posted in ERW Pipe, OCTG, OCTG Consumption, OCTG Consumption & Pricing, OCTG domestic shipments, OCTG Exports, OCTG Forecast 2024, OCTG Imports, OCTG inventories, OCTG Mills, OCTG Pricing, OCTG Processors, OCTG Producers, OCTG Rig Count 2024, OCTG Spot Prices, Offshore Technology Conference, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, Oil Services & Equipment, Onshore, Permian Basin, Prime Pipe, Seamless Pipe, steel industry, Steel Trade Case, Tubular Goods, upstream OCTG, WTI prices
Tagged E&P, ERW OCTG, OCTG, OCTG Consumption, OCTG Forecast 2024, OCTG Imports, OCTG mills, OCTG Pricing, OCTG Processors, OCTG Seamless, Oil & Gas Industry, Oil Country Tubular Goods, oil rig activity, Rig Count, The OCTG Situation Report
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OCTG 2023: The Beginning, ‘Muddle’, and End
As we closed the chapter on another year in the US OCTG market, our Cliffs Notes version of 2023 can be summed up as, “a year with a distinct beginning, ‘muddle,’ and end.” And so began our highly coveted “Annual State of the Industry Report.” Therein, our subscribers found the inside story on the year that was, along with a host of vital metrics comparing annual OCTG stats for the past three years. Continue reading
Posted in Annual Report, CAPEX, Crude Oil Prices, Department of Commerce, E&P, E&P spending, Energy, ERW Pipe, Hot Rolled Coil, Hot Rolled Coil Prices, HRC, Inventory, Nat Gas Prices, O&G Mergers, 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, OCTG Spot Prices, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, Oil Services & Equipment, Onshore, Permian Basin, Prime Pipe, Seamless Pipe, Shale Plays, steel industry, Supply Chain, Tubular Goods, U.S. CAPEX, U.S. HRC Spot Price, upstream OCTG, WTI prices
Tagged E&P, ERW OCTG, OCTG, OCTG Capacity, OCTG Consumption, OCTG Consumption & Pricing, OCTG Imports, OCTG mills, OCTG Pricing, OCTG Processors, Oil Country Tubular Goods, The OCTG Situation Report
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2024 OCTG Outlook: Cooking with Gas or a Turkey?
After four rather tumultuous years can it be that the oil patch is preparing for a collective exhalation in 2024? When analyzing every leading indicator currently available our overarching theme is, “everything in moderation,” which is to say we’re not … Continue reading
Posted in E&P, E&P spending, Energy, ERW Pipe, Fracking, O&G Mergers, OCTG, OCTG Forecast 2024, OCTG Pricing, OCTG Processors, OCTG Producers, OCTG Rig Count 2024, OCTG Spot Prices, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, Oil Services & Equipment, Onshore, Prime Pipe, Seamless Pipe, Shale Plays, steel industry, Tubular Goods, upstream OCTG, WTI prices
Tagged E&P, ERW OCTG, OCTG, OCTG Consumption, OCTG Consumption & Pricing, octg distributors, OCTG domestic shipments, OCTG Forecast 2024, OCTG Imports, OCTG mills, OCTG Pricing, OCTG Processors, Oil & Gas Industry, Oil Country Tubular Goods, Seamless OCTG, The OCTG Situation Report
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OCTG Fall Color from 30,000 Feet: Pitfalls & Windfalls
The official start of fall comes later this week with the autumnal equinox on September 23, but by all measures the OCTG business got a head start on the ‘fall’ season this year. While prices and shipments started to drop … Continue reading
Posted in Crude Oil Prices, E&P, E&P spending, Energy, ERW Pipe, Hot Rolled Coil, Hot Rolled Coil Prices, HRC, Inventory, Nat Gas Prices, OCTG, OCTG CAPEX, OCTG Consumption, OCTG Consumption & Pricing, OCTG domestic shipments, OCTG Exports, 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, Permian Basin, Prime Pipe, Seamless Pipe, Shale Plays, steel industry, Tubular Goods, U.S. HRC Spot Price, U.S. Steel, upstream OCTG, WTI prices
Tagged 1Q23 OCTG Inventory, 2015 OCTG Consumption, E&P, ERW OCTG, OCTG, OCTG Capacity, OCTG Consumption, OCTG Consumption & Pricing, OCTG Drilling Permits, OCTG Imports, OCTG mills, OCTG Pricing, OCTG Processors, Oil & Gas Industry, Oil Country Tubular Goods, The OCTG Situation Report
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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 into action to report the results of the prior quarter. By now, most oil patch … Continue reading
Posted in 2Q23 OCTG Inventory, ERW Pipe, Hot Rolled Coil, HRC, Inventory, Nat Gas Prices, OCTG, OCTG Consumption, OCTG Consumption & Pricing, OCTG domestic shipments, OCTG Exports, OCTG Imports, 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, Onshore, Prime Pipe, Seamless Pipe, Tubular Goods, upstream OCTG, WTI prices
Tagged ERW OCTG, OCTG, OCTG Consumption, OCTG Consumption & Pricing, octg distributors, OCTG domestic shipments, OCTG Imports, OCTG Pricing, OCTG Processors, OCTG Seamless, Oil & Gas Industry, Oil Country Tubular Goods, prime pipe, The OCTG Situation Report
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OCTG 2H23. “The Good, The Bad & The Ugly.” The Sequel.
June in the oil patch can only mean one thing at The OCTG Situation Report—it means we hosted our midyear market calls throughout the OCTG supply chain in an effort to ascertain “the good, the bad, and the ugly” transpiring in the OCTG industry for 2H23. Continue reading
Posted in ERW Pipe, Hot Rolled Coil, Hot Rolled Coil Prices, HRC, Inventory, OCTG, OCTG Consumption & Pricing, 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, Onshore, Prime Pipe, Seamless Pipe, steel industry, Supply Chain, Tubular Goods, upstream OCTG
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Absorbing OCTG’s ‘InTAXicating’ Increase in 1Q23
It’s that taxing time of year when subscribers count on us to roll up our sleeves and crunch the numbers in order to provide an accurate accounting of OCTG inventories on the ground. Our analysis, derived from our exclusive quarterly … Continue reading
Posted in 1Q23 OCTG Inventory, CAPEX, Crude Oil Prices, E&P, E&P spending, ERW Pipe, Hot Rolled Coil, HRC, Inventory, Nat Gas Prices, OCTG, OCTG Consumption & Pricing, OCTG Exports, OCTG Imports, 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, Q1, Seamless Pipe, Shale Plays, steel industry, Tubular Goods, U.S. CAPEX, U.S. HRC Spot Price, upstream OCTG, WTI prices
Tagged 1Q23 OCTG Inventory, Borusan Mannesmann Pip US, E&P, OCTG, OCTG Capacity, OCTG Consumption, OCTG Consumption & Pricing, octg distributors, OCTG Imports, OCTG mills, OCTG Pricing, OCTG Processors, Oil & Gas Industry, Oil Country Tubular Goods, The OCTG Situation Report
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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 Report.” In this action-packed edition we published a host of vital metrics for the past three years detailed in … Continue reading
Posted in Crude Oil Prices, E&P, E&P spending, Energy, ERW Pipe, Hot Rolled Coil, HRC, Nat Gas Prices, OCTG, OCTG Exports, OCTG Imports, 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 Services & Equipment, Onshore, Prime Pipe, Seamless Pipe, Supply Chain, Tubular Goods, U.S. CAPEX, upstream OCTG, WTI prices
Tagged E&P, OCTG, OCTG Consumption, OCTG Consumption & Pricing, OCTG Imports, OCTG Inspection Yards, OCTG inventories, OCTG Inventory, OCTG mills, OCTG Pricing, OCTG Processors, OCTG Producers, OCTG Spot Prices, OCTG Supply, OCTG Supply Forecast, Oil & Gas Industry, Oil Country Tubular Goods, The OCTG Situation Report, upstream OCTG
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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? Chinese lore has it that the Water Rabbit symbolizes peace and prosperity so … Continue reading
Posted in 2023 E&P Budgets, CAPEX, Crude Oil Prices, E&P spending, Energy, ERW Pipe, Fracking, Hot Rolled Coil, HRC, Inventory, Nat Gas Prices, OCTG CAPEX, 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, OCTG Spot Prices, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, Onshore, Permian Basin, Prime Pipe, Q4, Seamless Pipe, steel industry, Supply Chain, Tubular Goods, U.S. CAPEX, U.S. HRC Spot Price, upstream OCTG, WTI prices
Tagged 4Q23, E&P, OCTG, OCTG Consumption, OCTG Consumption & Pricing, octg distributors, OCTG Imports, OCTG Inspection Yards, OCTG inventories, OCTG Inventory, OCTG Inventory Survey, OCTG mill shipments, OCTG mills, OCTG Pricing, OCTG Processors, OCTG Producers, OCTG Spot Prices, OCTG Supply, OCTG Supply Forecast, Oil & Gas Industry, Oil Country Tubular Goods, The OCTG Situation Report, upstream OCTG
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