SpearTip Tubular

The November 2025 Speartip Sentinel Intelligence Report delivers a boots-on-the-ground view of the OCTG market. Tubing demand is rising fast as operators rush to secure inventory ahead of ad valorem taxes and 2026 price increases. Inflation, tight capital, and muted rig counts continue to shape the landscape, while natural gas shows potential upside. With inventories thinning and mills pushing costs, Speartip outlines the strategic moves operators must make now to stay ahead through Q1–Q2 2026.

The Speartip Sentinel Intel Report delivers Ryan Hunt’s latest insights into the OCTG market for October 2025. With oil flat, natural gas primed for a lift, and inflation pushing input costs higher, the window for strategic inventory planning is now. Speartip outlines how distributors can stay ahead, by locking in inventory, service capacity, and lead-time buffers before 2026’s supply constraints take hold. Act early or risk falling behind.

Speartip Sentinel-Week of Aug 25, 2025: Inflation’s alive despite a tame CPI, with core inflation rising and industrial cost pressures in steel, collars, finishing and freight. With Prime at 7.5% and capital constrained, rig counts and frac spreads remain flat-to-soft while DUCs decline. Tariff risk and year-end inventory taxes are shaping buying behavior. Secure Q4/Q1 inventory, factor service delays, and run 2026 scenarios now. Trust Speartip-secure inventory; avoid delays & two-tier pricing.