Tag Archives: Inventory

OCTG’s MARCH WHIPLASH BASH

Posted on March 25, 2020 by

If only we could have included an antacid with each Report this month. Yes, there’s a lot to digest here and no, we can’t sugarcoat it. Considering the events of the past month reminds us of an old adage, “the … Continue reading →

Posted in 2020 E & P Budgets, COVID-19, Crude Oil Prices, E&P, E&P spending, Energy, OCTG, OCTG Consumption, OCTG Consumption & Pricing, OCTG domestic shipments, OCTG Exports, OCTG Imports, OCTG Mills, OCTG Pricing, OCTG Processors, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, Oil Services & Equipment, Onshore, steel industry, Tubular Goods, U.S. CAPEX, upstream OCTG | Tagged , , , , , , , , , | Leave a comment

OCTG Forecast 2020: Food for Thought

Posted on November 27, 2019 by

’Tis the season, the time when we sift through stacks of data in order to provide some grist for the mill. Faced with lingering trade-related issues, global economic concerns and the general uncertainty heading into an election year there’s no … Continue reading →

Posted in 2020 E & P Budgets, CAPEX, Crude Oil Prices, E&P spending, Energy, ERW Pipe, Hot Rolled Coil, HRC, Inventory, OCTG, 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, Oil Prices, Oil Services & Equipment, Onshore, Permian Basin, Prime Pipe, Seamless Pipe, Section 232, steel industry, Steel Tarrifs, Tubular Goods, U.S. CAPEX | Tagged , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

3Q19 OCTG Inventories: A Turn for the Better

Posted on October 30, 2019 by

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 , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Doing the Math on OCTG in Q3

Posted on September 25, 2019 by

As the class of “2020” reconvenes at school this month we too are putting on our thinking caps and dusting off our previous 2019 forecasts to see if they stood the test of time. Reviewing the past couple months, it’s … Continue reading →

Posted in 2019 E&P Budgets, Crude Oil Prices, E&P, E&P spending, Energy, ERW Pipe, Hot Rolled Coil, HRC, Inventory, OCTG, OCTG 2019 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 | Tagged , , , , , , , , , , , , , , , | 1 Comment

2Q19 OCTG Inventory Analysis: A Calm Before the Storm or Smooth(er) Sailing Ahead?

Posted on July 31, 2019 by

The results of our exclusive 2Q19 Quarterly OCTG Inventory Yard Survey could be viewed as a beacon of hope for those who expressed trepidation about the outcome in our midyear market conversations last month. Turns out parties with an ear … Continue reading →

Posted in 2019 E&P Budgets, Crude Oil Prices, Department of Commerce, DUCs, E&P, E&P spending, Energy, Hot Rolled Coil, HRC, Inventory, OCTG, OCTG Consumption, OCTG Consumption & Pricing, 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, Supply Chain, Tubular Goods, upstream OCTG | Tagged , , , , , , , , , , , , , , , , , , , | Leave a comment

May’s OCTG Snooze Turns to Breaking News

Posted on May 29, 2019 by

What began as a month of snooze abruptly filled with breaking news. So we decided to investigate some of the headlines of the day in our May Report. On Friday, May 17 there was the announcement of an “apparent” settlement … Continue reading →

Posted in DUCs, E&P, Energy, ERW Pipe, HRC, Inventory, OCTG, OCTG Consumption, OCTG Consumption & Pricing, OCTG domestic shipments, 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, Seamless Pipe, Section 232, Shale Plays, steel industry, Steel Tarrifs, Steel Trade Case, Supply Chain, Tubular Goods, upstream OCTG | Tagged , , , , , , , , , , , , , | Leave a comment

The OCTG ‘Space’ 1Q19: The Current Frontier

Posted on April 30, 2019 by

While visual evidence of a massive Black Hole made headlines recently, we’re happy to report you won’t find any black holes in OCTG inventory metrics due to our exclusive quarterly Inventory Yard Surveys. This breakthrough is credited to our publication’s … Continue reading →

Posted in 2019 E&P Budgets, CAPEX, Crude Oil Prices, Department of Commerce, DUCs, E&P, E&P spending, Energy, ERW Pipe, First Quarter, Government Shutdown, HRC, OCTG, OCTG CAPEX, 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 Prices, Oil Services & Equipment, Onshore, Permian Basin, Prime Pipe, Q1, 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 , , , , , , , , , , , , , , , , , , | Leave a comment