Our aim is to keep you up-to-date on evolving energy topics, even in a new working environment where we are not able to meet in person.

Wednesday, September 9 we hosted our virtual event solely focused on Energy Metals with OCTG and linepipe presentations.

We did have presentations for each topic to set the scene and round up with engaging panel discussions. For our panel discussions, we invited external industry experts.
This event is complimentary and we encourage you to watch us for the full session, or select your topic of interest.

You will hear from:

Damian Ward
CEO Tubacex Upstream Technologies
Patrick Thrash
Subsector Manager, Procurement, Wells BP

Matt Loffman
Principal Consultant
Edison Luo
Analyst
Dr. James Ley
Senior Vice President 

Global Oil and Gas introduction

  • Upstream Capex outlook and impact of Covid-19
  • Update on the global supply and demand balance
  • Oil price positioning and outlook

OCTG market overview & outlook

  • Impact of Covid-19 on US Shale OCTG market vs rest of world onshore and offshore OCTG markets
  • OCTG pricing outlook and outlook of key OCTG raw material costs
  • OCTG mills response to the Covid-19 pandemic

 OCTG panel discussion

  • How do you see the OCTG market developing post Covid-19/oil price collapse? What are the key trends that could emerge?
  • Will markets continue to push to further local content?
  • Could we see further consolidation in supply emerging?
  • Will operators be keen to see further integration by pipe mills into the OCTG supply chain (I.e. handling inventory etc)?
  • Do you see any tight-spots in terms of supply of OCTG by specific grades/connections developing? Is there a need for further technical developments with regards to connection technology, grades etc.?

You will hear from:

Ilias Bekiros
CEO Corinth
Godfrey John
Business Unit Head - India, APAC & EMENA
Dr. James Ley
Senior Vice President
Roman Filimonov
Vice President
Courtney Sims
Senior Account Manager

Global Oil and Gas introduction

  • Upstream Capex outlook and impact of Covid-19
  • Update on the global supply and demand balance
  • Oil price positioning and outlook

Linepipe market overview & outlook

  • Analysis of both forecast global Trunk linepipe and SURF pipe market outlook
  • Capacity utilization rates of pipe mills – future consolidation?
  • Linepipe pricing and key raw material cost outlook

Linepipe panel discussion

  • How do you see the linepipe market developing post Covid-19/oil price collapse, and what trends might we see?
  • Are there any specific linepipe markets that could see a very tight supply/demand balance after the recovery?
  • Is capacity too high and could we see further consolidation in the market place?
  • Are there any specific technical developments we might start to see in the industry moving forwards? Grades/plate supply etc.?

Here is the full event agendas: 

Global Oil and Gas introduction

  • Upstream Capex outlook and impact of Covid-19
  • Update on the global supply and demand balance
  • Oil price positioning and outlook

Presenter: Matt Loffman, Principal Consultant, Energy Metals Rystad Energy

OCTG market overview & outlook

  • Impact of Covid-19 on US Shale OCTG market vs rest of world onshore and offshore OCTG markets
  • OCTG pricing outlook and outlook of key OCTG raw material costs
  • OCTG mills response to the Covid-19 pandemic

OCTG panel discussion

  • How do you see the OCTG market developing post Covid-19/oil price collapse? What are the key trends that could emerge?
  • Will markets continue to push to further local content?
  • Could we see further consolidation in supply emerging?
  • Will operators be keen to see further integration by pipe mills into the OCTG supply chain (I.e. handling inventory etc)?
  • Do you see any tight-spots in terms of supply of OCTG by specific grades/connections developing? Is there a need for further technical developments with regards to connection technology, grades etc.?

Linepipe market overview & outlook

  • Analysis of both forecast global Trunk linepipe and SURF pipe market outlook
  • Capacity utilization rates of pipe mills – future consolidation?
  • Linepipe pricing and key raw material cost outlook

Linepipe panel discussion

  • How do you see the linepipe market developing post Covid-19/oil price collapse, and what trends might we see?
    • Are there any specific linepipe markets that could see a very tight supply/demand balance after the recovery?
  • Is capacity too high and could we see further consolidation in the market place?
  • Are there any specific technical developments we might start to see in the industry moving forwards? Grades/plate supply etc.?

Closing remarks

  • Dr. James Ley, Senior Vice President, Energy Metals Rystad Energy

 

If you have any questions or comments, please reach out to support@rystadenergy.com.

You want to learn more about our Energy Metals offer? For further information, click here or reach out to energymetals@rystadenergy.com.

Related Press Releases:

Global OCTG demand to decline by 15% in 2020 and prices set to fall; US to take the biggest hit (April 21, 2020)
New faces on board: Rystad Energy boosts its metals expertise with three top-tier experts (February 17, 2020)