Category Archives: Trade Case

3Q16 Inventory: Cracking the Case of the Absent OCTG Tonnages

“It is a capital mistake to theorize before one has data,” ~Sherlock Holmes. Holmes clearly understood that having data to back up one’s conclusions is paramount and our quarterly OCTG inventory yard survey is further proof of this fact. This … Continue reading

Posted in DUCs, E&P, E&P spending, Energy, ERW Pipe, Hot Rolled Coil, HRC, Inventory, OCTG, OCTG CAPEX, OCTG Consumption, 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, Onshore, Prime Pipe, Q3, Seamless Pipe, steel industry, Trade Case, Tubular Goods, U.S. HRC Spot Price, upstream OCTG | Tagged , , , , , , , , , , , | Leave a comment

It’s MayDay Not HeyDay For OCTG

    The month of May has arrived bringing a mix of may or may-nots for OCTG. If oil prices can rise and hold around $50/bbl in the near term we may see a slight counter-seasonal rebound in the rig … Continue reading

Posted in Crude Oil Prices, Department of Commerce, ERW Pipe, OCTG, OCTG Imports, OCTG inventories, OCTG Pricing, OCTG Producers, OCTG Trade Case, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Prime Pipe, Seamless Pipe, Steel Trade Case, Trade Case, Tubular Goods, upstream OCTG | Tagged , , , , , , , , , , , , , , | Leave a comment

The 3Q14 OCTG Situation Report Card

September has arrived, time to turn the page on another summer and write a new chapter in OCTG. We’ve gathered our ‘OCTG-U’ profs to review what we’ve learned thus far, crunch the numbers and chart the course for the last … Continue reading

Posted in Department of Commerce, E&P, E&P spending, ITC, OCTG, OCTG Pricing, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, Q3, Trade Case, Tubular Goods | Tagged , , , , , , , , , , | Leave a comment

An OCTG Snapshot: Zooming In On the Balance Of The Year

The month of August is zooming by, time to focus in on the state of OCTG circa summer 2014. The big picture would seem to suggest the outlook for the second half of the year remains encouraging. While we’d like … Continue reading

Posted in Critical Circumstances, Department of Commerce, E&P, E&P spending, Energy, OCTG, OCTG Consumption, OCTG Imports, OCTG Pricing, OCTG Producers, OCTG Trade Case, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, Prime Pipe, Trade Case, Tubular Goods | 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

If You Can’t Stand The Heat, Get Out Of The Oil Patch!

The heat is on and the oil patch is percolating in preparation for the second half of the year. In talking with folks throughout the supply chain it seems everyone is fired up about something. We sense full ‘June’ fever … Continue reading

Posted in E&P spending, Energy, Fracking, 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, OTC, Prime Pipe, Shale, Shale Plays, steel industry, Supply Chain, Trade Case, Tubular Goods | Tagged , , , , , , , , , , , , , , | Leave a comment

Oil Patch Update: All’s Well That Ends Well Come What May

The oil patch was bubbling over this May when attendees of the world’s largest offshore technology event, the Offshore Technology Conference, gathered in Houston. With the highest recorded attendance in its 45-year history, the OTC proved, once again, to be … Continue reading

Posted in Canada OCTG Trade Case, Fracking, Horizontal Drilling, OCTG, OCTG Consumption, OCTG Exports, OCTG Imports, OCTG Pricing, OCTG Producers, OCTG Trade Case, Offshore Technology Conference, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, OTC, Shale, Shale Plays, steel industry, Trade Case, Tubular Goods | Tagged , , , , , , , , , , , , , , , , | Leave a comment