Tag Archives: Shale

Testing the OCTG Market’s ‘Metal’ in Early 2019

If it’s February it must be our “Annual State of the Industry Report.” But alas, that isn’t the ‘Situation’ this month as the shutdown got the better of anyone who relies on the government for stats. Thus, we’ve postponed our … Continue reading

Posted in Crude Oil Prices, Department of Commerce, DUCs, E&P, E&P spending, Energy, ERW Pipe, Government Shutdown, Hot Rolled Coil, HRC, OCTG, OCTG Consumption, OCTG Consumption & Pricing, OCTG domestic shipments, OCTG Imports, 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 country tubular goods, Oil Patch, Oil Prices, Onshore, Pipe, Prime Pipe, 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 , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 2 Comments

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

‘Shale’ House Rock: A Rock Solid Fourth Quarter for OCTG

Drum roll, please… It’s our 27th year of monitoring and reporting on OCTG and time to raise the curtain on the results of our exclusive OCTG quarterly inventory yard survey. The objective remains the same: to measure demand for OCTG … Continue reading

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

Come What May?!

Looking over the oil patch from 35,000 feet we get the sense that the pipe market is drifting at the moment. In no particular order there’s: the well-recognized onshore shift and transitory pause when moving from one play to another; … Continue reading

Posted in Energy, Fracking, Horizontal Drilling, OCTG, Oil & Gas Industry, Oil & Gas Pricing, Oil Country Tublular Goods, Oil Patch, Pipe, Shale, Shale Plays, Tubular Goods | Tagged , , , , , , | Leave a comment