OCTG outook… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options …
Read More »Peak Pipe Prices? After A 200%+ Rip Higher Since Covid, OCTG Costs Cool Off
OCTG was one of the AFE line items that ran the hottest on 2022 inflation. What’s the trend / expectations as 2023 begins? We discuss here… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must …
Read More »OCTG Prices Higher For Longer After Trade Case Outcome?
Cost pressure in OCTG has already been a topic of interest…. there is a key datapoint to watch in this story headed into 2023… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be …
Read More »Pipe Shortages Are Slowing Shale Down In 2022 [Friday Guest Post]
Access to OCTG has become a critical concern in today’s oilfield. When OCTG issues or concerns come up, we know just who to call to get answers… In this update, see five key OCTG market questions answered by the leading independent market researcher in this oilfield category… There’s a lot more …
Read More »Pipe Problems: Here’s The Latest On Casing Constraints / Pricing From The OCTG Expert [Friday Guest Post]
Access to OCTG has become a critical concern in today’s oilfield and an operator said in our recent industry survey that they “might actually drop rigs due to casing shortage.” When OCTG issues or concerns come up, we know just who to call to get answers… In this update, see …
Read More »OCTG 2H21: Much Ado About ‘Something’ [Friday Guest Post]
The OCTG market has a lot of crosscurrents swirling right now. And we know just the right expert to shed light on the key trends… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be …
Read More »The Ins & Outs of OCTG Inventory in 2Q20 [Friday Guest Post]
Our Friday’s in September guest post series starts off with a bang today. We are always excited when Susan stops buy, and her data driven insight continues to shed light on an opaque oilfield niche market… There’s a lot more to this story… Login to see the full update… To …
Read More »Oilfield Inflation Update: The Groundbreaking OCTG Trade Ruling That Underwhelmed
So far in the upcycle, the well cost inflation discussion has largely focused on hydraulic fracturing pricing (both HHP / stage pricing and consumables). Rightly so, as leading edge price per stage has essentially doubled year-over-year. Prices for surface casing and tubing (collectively OCTG) are rising cyclically as well and the market is …
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