Infill Thinking Lifting the O&G knowledge curve
In this Friday guest post, Susan Murphy (Publisher and Editor in Chief of The OCTG Situation Report®) provides some clear thinking on the Section 232 trade investigation.
Section 232 is a controversial import swing factor injecting uncertainty in the OCTG sub-sector. We asked Susan to share her latest thoughts on status, implications, and potential outcomes of 232 with Infill Thinking readers.
The current escalation of imports suggests the 232 threat has had an inverse effect, fueling a resurgence of imported OCTG as importers move to jump ahead of any decision. Second quarter imports increased 46% despite a 23% drop in volumes in May—a hiccup stemming from the South Korean administrative reviews earlier this year.
Learn much more about this supply chain issue including what might happen next in the full update…
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