Twitter Updates
- As we close the chapter on another exclusive quarterly inventory survey, we’re grateful to the hundreds of OCTG... fb.me/8P2sQhm5R 3 weeks ago
- Getting a Read on OCTG Inventories for 2Q17 octg.wordpress.com/2017/07/26/get… https://t.co/sZy9rJiUZD 3 weeks ago
- RT @JosephTriepke: Nope, it's not too soon... 🔒 infillthinking.com/infill-thought… 1 month ago
- Economic heavyweights do the math on the Section 232... doesn't add up: on.wsj.com/2vho4m1 1 month ago
- Another tremendous Friday guest editorial from InfillThinking.com twitter.com/JosephTriepke/… 1 month ago
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Tag Archives: Inventory
Getting a Read on OCTG Inventories for 2Q17
As we close the chapter on another exclusive quarterly inventory survey, we’re grateful to the hundreds of OCTG yards throughout the supply chain that enable us to get the inside story on inventory volumes across the lower 48. We’ll preface this by saying last quarter’s reveal—exposing the first build in inventories since March of 2015—was a bit of a cliffhanger. Not surprisingly inventories and the suspense continued to build in Q2. As OCTG inventory is a leading barometer of oil patch health, what follows is our read on the situation. Continue reading
Posted in Department of Commerce, 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 mill, OCTG Mills, OCTG Pricing, OCTG Processors, OCTG Producers, OCTG Trade Case, Oil & Gas Industry, Oil Country Tublular Goods, Oil Patch, Oil Services & Equipment, Onshore, Prime Pipe, Q2, Seamless Pipe, Section 232, Steel Trade Case
Tagged Distributors, Inventory, OCTG Consumption, octg distributors, OCTG Imports, OCTG inventories, OCTG Inventory Survey, OCTG mill shipments, OCTG mills, OCTG Pricing, OCTG Processors, OCTG Producers, OCTG Trade Case, South Korea, truck terminals
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fOiled Again: Section 232’s Catch-22 for OCTG
Every June we take the temperature of the oil patch and judging by the tone of our many conversations this month we’d say, without exception, full ‘June’ fever has taken hold in the form of the Section 232 (aka Section … Continue reading
Posted in 2017 E&P Budgets, OCTG, OCTG Consumption & Pricing, OCTG Forecast 2017, OCTG Imports, OCTG inventories, OCTG Mills, OCTG Pricing, OCTG Processors, OCTG Producers, OCTG Spot Prices, OCTG Trade Case, Oil & Gas Industry, Oil Patch, Oil Prices, Prime Pipe, Seamless Pipe, Section 232, steel industry, Tubular Goods, upstream OCTG
Tagged Budgets, Distributors, E&P, Inventory, OCTG, OCTG Imports, OCTG Inventory, OCTG mills, OCTG Processors, OCTG Producers, OCTG Trade Case, Oil, oil and gas industry, oil prices, Section 232, South Korea
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OCTG 4Q16 Inventory: Is the Yard Half Empty or Half Full?
The past 26 months in the oil patch have run our industry through the mill, so the glimmer of light we see at the end of the tunnel sets the tone for a decidedly happier new year. Each January (and … Continue reading
Posted in 2017 E&P Budgets, E&P, E&P spending, Energy, Hot Rolled Coil, HRC, Inventory, OCTG, OCTG CAPEX, OCTG Imports, OCTG inventories, OCTG Inventory Survey, OCTG Mills, OCTG Pricing, OCTG Processors, OCTG Producers, Oil & Gas Industry, Oil Country Tublular Goods, Oil Patch, Oil Services & Equipment, Onshore, Q4, Tubular Goods, upstream OCTG
Tagged 2017 E&P Budgets, Budgets, Distributors, E&P, Inventory, mills, OCTG, OCTG Inventory Survey, oil and gas industry, Oil Country Tubular Goods, oil patch, oil rig activity, oilfield services, Onshore, OPEC, processors, Q4, upstream OCTG
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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 Budgets, Distributors, E&P, HRC, Inventory, mills, OCTG, Pipe, processors, Q3, ScrapSteel, U.S. HRC Spot Price
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2Q16 OCTG Inventory Survey Reveal: Ready to Roll or Running on Empty?
The checkered flag has been waved, signaling the results of our 2Q16 OCTG inventory yard survey are in. It is here where the rubber meets the road, suggesting descending inventory stocks are paving the way for improvements moving forward. As … Continue reading
Posted in 2017 E&P Budgets, Crude Oil Prices, E&P, E&P spending, Energy, ERW Pipe, 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, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, Oil Services & Equipment, Onshore, Prime Pipe, Q2, Supply Chain, Tubular Goods, upstream OCTG
Tagged E & P Capital Budgets, E&P, E&P spending, energy market, inspection yards, Inventory, mills, OCTG, OCTG Consumption, octg distributors, OCTG Imports, OCTG inventories, OCTG mills, OCTG Pricing, Oil & Gas Industry, oil and gas industry, Oil Country Tubular Goods, oil patch, pipe & tube products, processors, Q2, supply chain, truck terminals, Tubular Goods
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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 CAPEX, E&P, energy market, Inventory, OCTG, OCTG Imports, OCTG Pricing, Oil & Gas Industry, oil and gas industry, Oil Country Tubular Goods, oil patch, pipe & tube products, Rig Count, The OCTG Situation Report, Tubular Goods
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“Houston, We Have a Problem”: The Year in OCTG 2015
“Houston, we have a problem here.” That ominous quote from the crew of the Apollo 13 moon flight seems to best sum up a year that put all things OCTG through the mill. And thus we commence our 30th annual … Continue reading
Posted in CERAWeek, E&P, E&P spending, Energy, Inventory, OCTG, OCTG Consumption, OCTG Consumption & Pricing, OCTG Exports, OCTG Imports, OCTG Mills, OCTG Pricing, OCTG Processors, OCTG Producers, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch
Tagged energy market, Inventory, OCTG, OCTG Consumption, OCTG Imports, OCTG mills, Oil & Gas Industry, Oil Country Tubular Goods, oil patch, Oilfiled Services, pipe & tube products, The OCTG Situation Report, Tubular Goods
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