Category Archives: Steel Tarrifs

The New ‘Now’ for OCTG: “To Infinity & Beyond…”

Posted on August 24, 2022 by The OCTG Situation Report®

Say what you will, but the environment in which we find the OCTG market today is unlike any other. The “new normal” is now old news. Very little, in fact, has been “normal” since the pandemic that all but razed … Continue reading →

Posted in Crude Oil Prices, E&P, E&P spending, Energy, ERW Pipe, Fracking, Hot Rolled Coil, HRC, Inventory, OCTG, 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 Services & Equipment, Oilpatch, Onshore, Permian Basin, Prime Pipe, Seamless Pipe, Shale, Shale Plays, steel industry, Steel Tarrifs, Steel Trade Case, Supply Chain, Trade Case, Tubular Goods, upstream OCTG, WTI prices | Tagged , , , , , , , , , | Leave a comment

OCTG 2H22: Call of the Wild

Posted on June 29, 2022 by The OCTG Situation Report®

Every June we confer with colleagues from all walks of the OCTG supply chain to examine their outlook for the balance of the year. This time around the annual exercise was tantamount to “a walk on the wild side,” with … Continue reading →

Posted in 2H22, DUCs, E&P, E&P spending, ERW Pipe, HRC, Inventory, 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, OCTG Trade Case, Oil & Gas Industry, Oil Country Tublular Goods, Oil Patch, Oil Prices, Oil Services & Equipment, Onshore, Prime Pipe, Q2, Seamless Pipe, Section 232, steel industry, Steel Tarrifs, Steel Trade Case, Supply Chain, Tubular Goods, U.S. CAPEX, U.S. HRC Spot Price, upstream OCTG, WTI prices | Tagged , , , , , , , , , , , , , , , , , , , | Leave a comment

OCTG Update | Winning with The Inside Track

Posted on May 25, 2022 by The OCTG Situation Report®

If you happened to witness or catch a replay of the most recent and historic Kentucky Derby, then you saw Rich Strike strike it rich by delivering the most epic upset in the 148-year history of the fabled race by … Continue reading →

Posted in Crude Oil Prices, E&P, E&P spending, Energy, ERW Pipe, Hot Rolled Coil, HRC, Inventory, Nat Gas Prices, OCTG, OCTG Consumption, OCTG domestic shipments, OCTG Exports, 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, steel industry, Steel Tarrifs, Steel Trade Case, Supply Chain, Trade Case, Tubular Goods, upstream OCTG, WTI prices | Tagged , , , , , , , | Leave a comment

OCTG 2022: ‘Supply’ is the New Demand

Posted on March 23, 2022 by The OCTG Situation Report®

Attention drill seekers! The stampede to Houston is underway this month as Houston took center stage for the concurrent 40th IHS CERAWeek conference and the world’s largest Livestock Show and Rodeo, “RodeoHouston.” The theme of the preeminent energy confab was, … Continue reading →

Posted in CAPEX, CERAWeek, ERW Pipe, Fracking, Horizontal Drilling, Hot Rolled Coil, HRC, IHS, Inventory, Nat Gas Prices, OCTG, OCTG CAPEX, OCTG Consumption, OCTG Consumption & Pricing, OCTG domestic shipments, OCTG Exports, OCTG Imports, OCTG inventories, 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, Onshore, Permian Basin, Prime Pipe, Seamless Pipe, Shale Plays, steel industry, Steel Tarrifs, Steel Trade Case, Supply Chain, U.S. CAPEX, U.S. HRC Spot Price, upstream OCTG, WTI prices | Tagged , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

OCTG Inventories 4Q21 Disappearing Act

Posted on January 26, 2022 by The OCTG Situation Report®

As we embark on our 36th year in business we’re reminded that our long history is due, not to any supernatural powers we might wish to possess but entirely to the powerful ace up our sleeves called data. The vast … Continue reading →

Posted in Energy, ERW Pipe, Hot Rolled Coil, HRC, Inventory, 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, OCTG Trade Case, Oil & Gas Industry, Oil Country Tublular Goods, Oil Patch, Onshore, Permian Basin, Prime Pipe, Q4, Seamless Pipe, Section 232, steel industry, Steel Tarrifs, Steel Trade Case, Supply Chain, Tubular Goods, U.S. HRC Spot Price, upstream OCTG | Leave a comment

OCTGPS for 2022: ‘Fuel’ for Thought

Posted on November 23, 2021 by The OCTG Situation Report®

Welcome to our annual OCTGPS for 2022: your exclusive road map to navigating the year in OCTG. It will come as no surprise to oil patch stakeholders that there’s a lot riding on 2022 as the market shifts into high … Continue reading →

Posted in CAPEX, E&P, E&P spending, Energy, ERW Pipe, Hot Rolled Coil, HRC, 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, OCTG Trade Case, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, Onshore, Seamless Pipe, Section 232, steel industry, Steel Tarrifs, Steel Trade Case, Supply Chain, Tubular Goods, U.S. HRC Spot Price, upstream OCTG, WTI prices | 2 Comments

The Third Quarter OCTG Playbook 

Posted on October 27, 2021 by The OCTG Situation Report®

We’ve come to the end of the third quarter; time to tackle another exclusive OCTG Inventory Yard Survey. The goal of our survey is determining the health of the upstream market by measuring demand for OCTG. Our findings enable subscribers … Continue reading →

Posted in CAPEX, E&P, E&P spending, Energy, ERW Pipe, Hot Rolled Coil, HRC, Inventory, Nat Gas Prices, 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, 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, Q3, steel industry, Steel Tarrifs, Supply Chain, Third Quarter, Trade Case, U.S. CAPEX, U.S. HRC Spot Price, upstream OCTG, WTI prices | Tagged , , , , , , , , , | Leave a comment

OCTG August Update: Walking A Tightrope

Posted on August 25, 2021 by The OCTG Situation Report®

  Tight is defined as “difficult to deal with or manage.” Of course, tight is also, “slightly drunk,” but when used in relation to the current market for OCTG, the former is especially true. The latter perhaps for those that … Continue reading →

Posted in COVID-19, Crude Oil Prices, DUCs, E&P spending, Energy, ERW Pipe, Hot Rolled Coil, HRC, Inventory, Nat Gas Prices, 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, Permian Basin, Prime Pipe, Seamless Pipe, Section 232, steel industry, Steel Tarrifs, Supply Chain, Tubular Goods, U.S. CAPEX, U.S. HRC Spot Price, upstream OCTG, WTI prices | Tagged , , , , , , , , , , , , , , , , , | 2 Comments

OCTG 2H21: Much Ado About ‘Something’

Posted on June 30, 2021 by The OCTG Situation Report®

The heat is on in the US and oil patch participants are, likewise, pretty fired up this month. In fact, after spending the past few weeks ‘taking the temperature’ of folks throughout the OCTG supply chain it could be said … Continue reading →

Posted in CAPEX, Crude Oil Prices, E&P spending, Energy, ERW Pipe, Hot Rolled Coil, HRC, Nat Gas Prices, OCTG, OCTG 2021 Forecast, 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, Q2, Seamless Pipe, Section 232, Shale, Shale Plays, Steel Tarrifs, Supply Chain, Tubular Goods, U.S. CAPEX, U.S. HRC Spot Price, upstream OCTG, WTI prices | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

2020 OCTG Checkup + 2019 Annual Report

Posted on February 26, 2020 by The OCTG Situation Report®

We often speak of the health of the oil patch in terms of the general state of the market, but it’s not often that it’s discussed in the broader context of the “human condition.” This year “health,” when considered in … Continue reading →

Posted in 2020 E & P Budgets, Annual Report, CAPEX, Crude Oil Prices, E&P, E&P spending, Energy, ERW Pipe, Inventory, OCTG, 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, OCTG Trade Case, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, Oil Services & Equipment, Onshore, Permian Basin, Prime Pipe, Seamless Pipe, Section 232, Shale Plays, steel industry, Steel Tarrifs, Supply Chain, U.S. CAPEX, U.S. HRC Spot Price, upstream OCTG, WTI prices | Tagged , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment