节点：下游（终端消费/应用）位置：下游情绪：利空参考度：6/10
北美地区油井管（OCTG）价格在市场不确定性中保持稳定。10月，北美地区油井管离岸价（FOB）大体稳定，每吨2191美元。月中价格短暂升至每吨2218美元，反映出市场参与者的谨慎乐观。Kallanish分析师认为，这一稳定态势归因于短期钻井投资的负面情绪，而长期前景似乎更为乐观。
油井管制造商泰纳瑞斯（Tenaris）称，当前市场条件看似有利，但结果很大程度上取决于能源价格和钻井行业投资计划。与此同时，10月西德州中级轻质原油（WTI）价格下跌2.6%，至每桶60.9美元，9月已下跌2.2%。此外，贝克休斯报告称，10月活跃油气钻机减少3台，总数降至546台。
北美市场的稳定与土耳其形成鲜明对比。土耳其焊管价格每吨下跌8美元，至离岸价568美元..
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If short – term drilling investment has a negative mood, how can the OCTG price in North America remain stable? And with the decline in WTI price and the decrease in active rigs, will this stable situation last? Also, considering Turkey’s experience, how will global regulations like CBAM impact Nort…