Twitter Updates
- OCTG Forecast 2020: Food for Thought octg.wordpress.com/2019/11/27/oct… https://t.co/YihN6xkgCD 2 weeks ago
- 3Q19 OCTG Inventories: A Turn for the Better octg.wordpress.com/2019/10/30/3q1… https://t.co/8YOSifkOoX 1 month ago
- Doing the Math on OCTG in Q3 octg.wordpress.com/2019/09/25/doi… https://t.co/OfC5tfyp0B 2 months ago
- Will ‘Chill, Baby, Chill’ be the Mantra for OCTG in 2019? octg.wordpress.com/2019/08/28/wil… https://t.co/3TE70psbTd 3 months ago
- 2Q19 OCTG Inventory Analysis: A Calm Before the Storm or Smooth(er) Sailing Ahead? octg.wordpress.com/2019/07/31/2q1… https://t.co/NZ5jE31G8x 4 months ago
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Tag Archives: Inventory
OCTG Forecast 2020: Food for Thought
’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 Budgets, E&P, Inventory, OCTG, OCTG 2020 Forecast, OCTG Consumption, OCTG Consumption & Pricing, OCTG Imports, OCTG Inspection Yards, OCTG inventories, OCTG Inventory Quarterly, OCTG mill shipments, OCTG Pricing, OCTG Pricing Forecast, OCTG Processors, OCTG Producers, OCTG Spot Prices, OCTG Supply, OCTG Supply Forecast, oil prices, Onshore, U.S. OCTG Producers, upstream OCTG
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3Q19 OCTG Inventories: A Turn for the Better
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 E&P, Inventory, OCTG, OCTG 2019 Forecast, OCTG Capacity, OCTG Consumption, OCTG Consumption & Pricing, octg distributors, OCTG domestic shipments, OCTG Drilling Permits, OCTG Exports, OCTG Imports, OCTG inventories, OCTG Inventory Quarterly, OCTG Inventory Survey, OCTG mill, OCTG mill shipments, OCTG mills, OCTG Pricing, OCTG Producers, OCTG Spot Prices, OCTG Supply, OCTG Supply Forecast, Oil, oil prices, Onshore, Seamless OCTG, The OCTG Situation Report, upstream OCTG
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Doing the Math on OCTG in Q3
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 E&P, Inventory, OCTG, OCTG Inspection Yards, OCTG inventories, OCTG mills, OCTG Processors, OCTG Producers, OCTG Spot Prices, OCTG Supply, OCTG Supply Forecast, Oil, oil prices, OPE, upstream OCTG, Wall Street
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2Q19 OCTG Inventory Analysis: A Calm Before the Storm or Smooth(er) Sailing Ahead?
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 E&P spending, Inventory, OCTG, OCTG Capacity, OCTG Consumption, octg distributors, OCTG Drilling Permits, OCTG Imports, OCTG Inspection Yards, OCTG Inventory, OCTG Inventory Quarterly, OCTG Inventory Survey, OCTG mill shipments, OCTG Pricing, OCTG Processors, OCTG Spot Prices, OCTG Supply, oil prices, The OCTG Situation Report, U.S. OCTG Producers
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May’s OCTG Snooze Turns to Breaking News
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 Inventory, NAFTA, OCTG, OCTG Imports, OCTG mill shipments, OCTG mills, OCTG Pricing, OCTG Processors, OCTG Producers, OCTG Spot Prices, OCTG Supply, OCTG Trade Case, Oil, USMCA
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The OCTG ‘Space’ 1Q19: The Current Frontier
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 Budgets, E&P, Inventory, OCTG, OCTG Consumption & Pricing, OCTG Inspection Yards, OCTG inventories, OCTG Inventory, OCTG Inventory Quarterly, OCTG mill shipments, OCTG Processors, OCTG Spot Prices, OCTG Supply, OCTG Supply Forecast, Oil, South Korea, The OCTG Situation Report, upstream OCTG, Upstream Pipe
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Oil Patch Confidential: 3Q18 OCTG Inventory Yard Survey
“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 exclusive quarterly OCTG inventory yard survey is further proof of this fact. … Continue reading
Posted in 2018 E&P Budgets, E&P spending, Energy, Hot Rolled Coil, HRC, Inventory, OCTG Consumption & Pricing, OCTG domestic shipments, 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 Services & Equipment, Onshore, Permian Basin, Q3, Seamless Pipe, Section 232, steel industry, Steel Tarrifs, Third Quarter, Tubular Goods, upstream OCTG
Tagged Canada OCTG Trade Case, E&P, Inventory, OCTG, OCTG 2018 Forecast, OCTG Consumption, octg distributors, OCTG Imports, OCTG Inspection Yards, OCTG Inventory Survey, OCTG mills, OCTG Pricing, OCTG Pricing Forecast, OCTG Processors, OCTG Producers, OCTG Spot Prices, Oil, oil prices, Section 232, The OCTG Situation Report, U.S. OCTG Producers
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