Category Archives: U.S. CAPEX

Weighing in on OCTG Performance: Shedding Tons and Tears 

As we proudly celebrate three decades of OCTG reporting this year I’ve decided to break with tradition and start my blog post from a personal perspective. First I want to thank our founder, Duane Murphy, who 30 years ago had … Continue reading

Posted in Cowen & Company, E&P spending, OCTG, OCTG CAPEX, OCTG Imports, OCTG inventories, OCTG Inventory Survey, OCTG Mills, OCTG Pricing, OCTG Processors, OCTG Producers, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, Oil Prices, Oil Services & Equipment, Onshore, Prime Pipe, Q4, steel industry, Supply Chain, Tubular Goods, U.S. CAPEX, upstream OCTG | Tagged , , , , , , , , , , , , , , | 1 Comment

Survivor: Oil Patch. The Harsh Reality.

Welcome to a new season of “Survivor: Oil Patch.” The name of the game this episode is finding an advantage to the challenges ignited by the tumultuous oil price environment that blindsided even the most savvy oil patch veterans. Lest … Continue reading

Posted in CAPEX, Crude Oil Prices, E&P, E&P spending, Energy, OCTG, OCTG domestic shipments, OCTG Imports, OCTG Pricing, OCTG Producers, Oil & Gas Industry, Oil Country Tublular Goods, Oil Patch, Oil Prices, Shale, Shale Plays, Tubular Goods, U.S. CAPEX, upstream OCTG, WTI prices | 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

OCTG 2015 Forecasts: Cloudy with a Chance of Anything

Septober, Octember, Nowonder! The last three months have brought a dizzying array of uncertainty and speculation to the oil patch. A single news source will publish one article on the dire state of the crude oil market while the next … Continue reading

Posted in 2015 E&P Budgets, 2015 OCTG Consumption, 2015 OCTG Forecasts, CAPEX, Crude Oil Prices, Nat Gas Prices, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Prices, Prime Pipe, Shale Plays, 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

Q4 OCTG Inventory Tonnages: A Brilliant Deduction Or Puzzling Build?

“Data! Data! Data! I can’t make bricks without clay.” ~Sherlock Holmes.  This month we tip our cap to the most famous detective in English literature who knew, as we do, that one must have the facts in order to form … Continue reading

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

Fare-Thee-Well: OCTG in 2014 | Some Food For Thought

Tis the season: the time when we sift through stacks of data in order to provide some grist for the mill. No one is immune to the pitfalls inherent in prognostication, even Yogi Berra is noted for saying, “Prediction is … Continue reading

Posted in CAPEX, E&P, E&P spending, Energy, OCTG, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, Pipe, Prime Pipe, Q3, Tubular Goods, U.S. CAPEX | Tagged , , , , , , , , , , , , , , , , , , , | Leave a comment