Category Archives: Pipe

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 , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 2 Comments

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

OCTG Downturn Goes Into Overtime. Will 2H16 Be A Game Changer? 

If you’re reading this today — congratulations, you’re still in the game! You’ve made it to the halfway point of a grueling year. June is the month we confer with a number of OCTG players from all walks of the … Continue reading

Posted in CAPEX, Crude Oil Prices, E&P, Energy, OCTG, OCTG Imports, OCTG inventories, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, Oil Prices, Pipe, Prime Pipe, upstream OCTG | Tagged , , , , , , , , , , , , , , | Leave a comment

Q1 OCTG Inventories: The Best Or Worst Cas(ing) Scenario?  

Something about this current period in oil patch history feels like “deja vu all over again.” Others might call it “that sinking feeling,” harking back to 2009. Either way it certainly hasn’t put a spring in anyone’s step this April. … Continue reading

Posted in Inventory, OCTG, OCTG Inventory Survey, Oil & Gas Industry, Oil Country Tublular Goods, Oil Patch, Pipe, Prime Pipe, Q1 | Tagged , , , , , , , , , , | Leave a comment

2015 OCTG Forecast: After the ‘Drill’ Is Gone

It’s the beginning of a new year, the 29th for our Report, and this particular January feels like we’re starting from scratch; as in scratch our prior forecasts for 2015. Seems the new year started with a bang this past … Continue reading

Posted in 2015 E&P Budgets, 2015 OCTG Consumption, 2015 OCTG Forecasts, CAPEX, Crude Oil Prices, E&P, E&P spending, Energy, Inventory, OCTG, OCTG Consumption, OCTG Imports, OCTG Inventory Survey, OCTG Pricing, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, Oil Prices, Petroleum, Pipe, Prime Pipe, Q4, Shale, Shale Plays, steel industry, Supply Chain, Tubular Goods, U.S. CAPEX | Tagged , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Spooky Oil Prices Fore-Cast A Spell On Year-end OCTG Results 

Bubble, bubble oil and trouble: it seems as though an attempt has been made to drown out the results of our Q3 U.S. OCTG Inventory Yard Survey and October Report by the dreaded sound of hydrocarbon prices dropping. We’ll address … Continue reading

Posted in CAPEX, E&P, E&P spending, Energy, Horizontal Drilling, Inventory, Nat Gas Prices, OCTG, OCTG Consumption, OCTG Imports, OCTG Inventory Survey, OCTG Pricing, OCTG Producers, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, Oil Prices, Petroleum, Pipe, Prime Pipe, Q3, Shale, Shale Plays, steel industry, Supply Chain, Third Quarter, Tubular Goods, U.S. CAPEX | Tagged , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Q2 OCTG Inventory Survey: A Fine Balancing Act

This month Houston plays ringmaster to “The Greatest Show on Earth.” And in energy circles, the main attraction is this quarter’s exclusive OCTG Inventory Yard Survey. All things considered it was a banner Q2. Every three months The OCTG Situation … Continue reading

Posted in Cowen & Company, Department of Commerce, E&P, E&P spending, Energy, OCTG, OCTG Consumption, OCTG Exports, OCTG Imports, OCTG Inventory Survey, OCTG Pricing, OCTG Producers, OCTG Trade Case, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, Pipe, Prime Pipe, Q2, steel industry, Supply Chain, Trade Case, Tubular Goods | Tagged , , , , , , , , , , , , , , , , , , , | Leave a comment