Tag Archives: CAPEX

OCTG 2H19: Rolling with the Punches

Each year in June we take the temperature of the oil patch, speaking with people from every walk of the supply chain to get a sense of the market from their perspective. This exercise inevitably yields valuable and colorful commentary … Continue reading

Posted in 2019 E&P Budgets, CAPEX, Cowen & Company, Crude Oil Prices, Department of Commerce, E&P, E&P spending, Energy, ERW Pipe, Inventory, OCTG, OCTG 2019 Forecast, OCTG 2H19, 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, Q2, Section 232, steel industry, Steel Tarrifs, Steel Trade Case, Supply Chain, Tubular Goods, upstream OCTG | Tagged , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

2018 OCTG Forecast | What’s in the Cards for the Coming Year? 

Each November we examine numerous oilfield metrics to determine what might be in the cards for the coming year. Will the deck be stacked in favor of or against OCTG in 2018? Here’s our read. On November 30, the powers … Continue reading

Posted in OCTG, OCTG CAPEX | 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

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

The OCTG Inventory Survey 2Q15: A Can of Worms or A Keeper? 

Mid-summer has arrived, time to tackle another quarterly inventory survey. As y’all know, every three months we launch our “fishing expedition” designed to measure demand for upstream OCTG. This involves culling inventory counts by surveying truck terminals, mills, processors and … Continue reading

Posted in 2015 E&P Budgets, CAPEX, Crude Oil Prices, E&P spending, Inventory, OCTG, OCTG domestic shipments, OCTG Imports, OCTG inventories, oil country tubular goods, Oilpatch, 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