Study Group: Seamless OCTG Experts

Council Members in this Study Group: 39

This study group may include experts knowledgeable on topics such as aerospace & defense, building materials, chemicals, construction, oil & gas, timber & forest products, utilities & power generation, mining, agriculture, industrial equipment and transportation, among others.

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Leading Experts in this Study Group

Christopher Beato

President
Exaro Energy Llc

Christopher Beato is the President of Exaro Energy, a firm engaged in oil and natural gas acquisition, exploration and production throughout the United States and the Gulf of Mexico. Prior, Mr. Beato was the Managing Director of Fidelity Exploration and...

Jens Rasmussen

Owner
Raza Service

Jens Rasmussen is the Owner of Raza Service. Mr. Rasmussen has 28 years of professional experience in the marine and offshore industry. He is site manager for Floatel International's newbuilding of two deep water semisubmersible accommodation units in...

James May

Managing Director
May Commodity Associates

James May is Managing Director of May Commodity Associates, a firm providing strategic advice to clients in the steel, steel raw materials, metals, and industrial minerals sectors. Prior, Mr. May was Director of Steel Research Metal Bulletin. He has extensive...

Rhett Fulwider

Plant Engineering Superintendant
EVRAZ INC. NA

Rhett Fulwider is a plant engineer at Evraz Oregon Steel Mills. Oregon Steel Mills is one of the most diversified mini mills in the US producing a broad line of specialty and commodity steel products for domestic and global markets. He has a wide technical...

Timothy Andrassy

Consultant
Timothy Andrassy

Timothy Andrassy is an Independent Consultant in the metals industry. Mr. Andrassy is responsible for providing consulting services to producers, services centers and distributors, end use manufacturers, consultant agencies, and customer and client trade...

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GLG News^SM Analyses by this Study Group's Leading Experts (?)

Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.

Alaska has been an LNG supplier since the 60's - What is new?

October 23, 2007

Analysis by:Bill Derrick, Director of Estimating,

Analysis of:Alaska can export LNG to Pacific Rim | today.reuters.com

Liquefaction and pipelines in Alaska address the local desires to keep revenues and jobs in Alaska. Building a pipeline to somewhere in the south, like Valdez is very possible. ROW (Rights of Way, pipeline corridor) are already permitted and mostly available, and the access is available. Knocking off 1,350 miles off the land pipeline will pay for the liquefaction facilities. Ships for transporting LNG should be available. Schedule for an all Alaska facility should be advantageous.

Very bullish for iron ore in 2008, not so for 2009

October 19, 2007

Analysis by:James May, Managing Director,

Analysis of:China's continued steel demand bolsters iron ore prices, miners | online.wsj.com

Contract prices likely to soar in 2008 Rising supply and weaker demand may lead to weakness in 2009

US industry gets ongoing protection from Chinese and Indian HR coil imports

October 11, 2007

Analysis by:James May, Managing Director,

Analysis of:ITC to keep duties on some imported steel | www.chicagotribune.com

US steel industry gains direct benefit from market protection against the major sources of potential over-supply over the next five years. This won't insulate the industry entirely due to a spillover effect. ArcelorMittal illustrates its phenomenal lobbying power and this has to be a success for this company.

Trash talk prior to price negotiations

October 11, 2007

Analysis by:James May, Managing Director,

Analysis of:GM looks to substitute materials to reduce costs: Purchasing VP calls price increases "scary" and outlines upcoming plans | www.purchasing.com

This "announcement" is not about substitution, it is about upcoming contract negotiations with its steel suppliers, and an attempt to influence the agenda to offset the supplier power of the steel industry. Substitution is occuring, and will continue to occur (even towards steel and aluminium) but it is not fundamentally price-driven and is not a short-term development. Magnesium has potential and is growing in terms of penetration, but price and performance mean that it has a limited role.

It is an alternative energy, but not a long term solution to energy needs

April 9, 2007

Analysis by:Bill Derrick, Director of Estimating,

Analysis of:Fill Up With Ethanol? | online.wsj.com

Ethanol as an energy source is not as cost efficient as we think.
Cost of water, fertilizer, transportation, blending and subsidies detract from its attractiveness.
In the long term we cannot produce enough renewable energy to make a signifigant dent in our energy demand.
Corn and rape seed as feed stock are not likely sustainable as biofuel inputs.

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Members in this Study Group include these company types:

Consulting Firm (ei)
E&P Company (ei)
Integrated Steel Mill (ei)
Oilfield Equipment Manufacturer (ei)
Oilfield Equipment Distributor (ei)
EPC Contractor (ei)
Metal Trading Firm (ei)

Members in this Study Group often have these job titles:

President
Owner
Chief Executive Officer
Sales
Consultant
Project Manager
Engineer
General Manager
Business Development Manager

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Oilfield Equipment Experts	159
Offshore Drilling Rig Experts	199
Oil and Gas Industry Experts (Gulf of Mexico)	115
Council Members Knowledgeable on Jackup Drilling Rigs	152
Pressure Pumping Service Experts	54