Category Archives: Pipe

3Q19 OCTG Inventories: A Turn for the Better

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

When it comes to diagnosing the health of the oil patch there’s no greater panacea than robust drilling activity, but a significant drop in OCTG inventories is always a shot in the arm for the supply chain. Thus, the results … Continue reading →

Posted in 2019 E&P Budgets, Crude Oil Prices, E&P, E&P spending, Energy, ERW Pipe, Inventory, OCTG, OCTG 2019 Forecast, 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, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, Oil Prices, Oil Services & Equipment, Onshore, Permian Basin, Pipe, Prime Pipe, Q3, Seamless Pipe, Section 232, steel industry, Steel Tarrifs, Supply Chain, Third Quarter, Tubular Goods | Tagged E&P, Inventory, OCTG, OCTG 2019 Forecast, OCTG Capacity, OCTG Consumption, OCTG Consumption & Pricing, octg distributors, OCTG domestic shipments, OCTG Drilling Permits, OCTG Exports, OCTG Imports, OCTG inventories, OCTG Inventory Quarterly, OCTG Inventory Survey, OCTG mill, OCTG mill shipments, OCTG mills, OCTG Pricing, OCTG Producers, OCTG Spot Prices, OCTG Supply, OCTG Supply Forecast, Oil, oil prices, Onshore, Seamless OCTG, The OCTG Situation Report, upstream OCTG | Leave a comment

Testing the OCTG Market’s ‘Metal’ in Early 2019

Posted on February 27, 2019 by The OCTG Situation Report®

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 | 2 Comments

Surviving Post-Traumatic ‘232’ Disorder

Posted on May 23, 2018 by The OCTG Situation Report®

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 | Leave a comment

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

Posted on June 29, 2016 by The OCTG Situation Report®

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 CAPEX, E&P, energy market, Inventory, OCTG, OCTG Imports, OCTG Pricing, Oil & Gas Industry, oil and gas industry, Oil Country Tubular Goods, oil patch, pipe & tube products, Rig Count, The OCTG Situation Report, Tubular Goods | Leave a comment

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

Posted on April 29, 2015 by The OCTG Situation Report®

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 OCTG, OCTG Imports, OCTG Pricing, OCTG Processors, Oil & Gas Industry, Oil Country Tubular Goods, oil patch, Q1, The OCTG Situation Report, truck terminals, Upstream Pipe | Leave a comment

2015 OCTG Forecast: After the ‘Drill’ Is Gone

Posted on January 29, 2015 by The OCTG Situation Report®

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 CAPEX, E & P Capital Budgets, E&P, E&P spending, energy market, inspection yards, Inventory, mills, natural gas, OCTG, OCTG Consumption, OCTG Imports, OCTG Pricing, OCTG Processors, Oil & Gas Industry, Oil Country Tubular Goods, oil patch, pipe & tube products, Shale Plays, supply chain, The OCTG Situation Report, truck terminals, Tubular Goods | Leave a comment

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

Posted on October 23, 2014 by The OCTG Situation Report®

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 E&P, E&P spending, energy market, Horizontal Drilling, Hydocarbon Prices, inspection yards, Inventory, Nat Gas Prices, natural gas, OCTG, OCTG Consumption, OCTG Imports, OCTG Pricing, OCTG Processors, oil and gas industry, Oil Country Tubular Goods, oil patch, oil prices, pipe & tube products, Premium Threaders, Shale Plays, supply chain, truck terminals | Leave a comment

Q2 OCTG Inventory Survey: A Fine Balancing Act

Posted on July 30, 2014 by The OCTG Situation Report®

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 Barclays, Cowen & Company, energy market, Government Trade Case, inspection yards, Inventory, mills, OCTG, OCTG Imports, OCTG mills, OCTG Pricing, OCTG Processors, Oil & Gas Industry, Oil Country Tubular Goods, oil patch, pipe & tube products, processors, The OCTG Situation Report, Trade Case, truck terminals | Leave a comment

‘Herd’ On The Street: Taking Stock Of OCTG Supply

Posted on March 18, 2014 by The OCTG Situation Report®

“H-Town” plays host to a Texas-sized A-list in March during CERAWeek and the world’s largest Livestock Show and Rodeo. While RodeoHouston never fails to entertain, some found CERAWeek to be “all hat, and few cattle”: suggesting the splashy headlines and … Continue reading →

Posted in AD Investigation, CERAWeek, Department of Commerce, E&P, E&P spending, Energy, OCTG, OCTG Imports, OCTG Pricing, OCTG Producers, OCTG Trade Case, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, Pipe, Prime Pipe, Trade Case, Tubular Goods | Tagged $100 a barrel is becoming the new $20, CERAweek, energy market, Government Trade Case, Houston Livestock Show & Rodeo, Inventory, natural gas, OCTG, OCTG Imports, OCTG Pricing, Oil & Gas Industry, Oil Country Tubular Goods, oil patch, RodeoHouston, The OCTG Situation Report, Trade Case | Leave a comment

OCTG Forecast: A High Pressure Front Moves Into The Oil Patch

Posted on February 26, 2014 by The OCTG Situation Report®

Come rain or shine you can always count on our OCTG “Annual Report” in February. This is the month when we pore over an avalanche of data to help formulate our forecast for 2014, which is included in this month’s … Continue reading →

Posted in Critical Circumstances, Department of Commerce, E&P, E&P spending, Energy, Fracking, Government Shutdown, Horizontal Drilling, Inventory, OCTG, OCTG Consumption, OCTG Producers, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, Petroleum, Pipe, Prime Pipe, Shale, Shale Plays, steel industry, Trade Case, Tubular Goods | Tagged Drill Permits, energy market, Fracking, Government Trade Case, Horizontal Drilling, Inventory, natural gas, OCTG, OCTG Consumption, OCTG Imports, OCTG Pricing, OCTG Producers, Oil & Gas Industry, Oil Country Tubular Goods, oil patch, pipe & tube products, Shale Plays, The OCTG Situation Report, Tubular Goods, U.S. Energy Information Administration | Leave a comment