GolOps
Decision journey study

How Russian oil and gas pipe makers appear in the algorithmic choice of Saudi buyers

Buyer on an oil and gas project · OCTG supplier qualification

9/ 100

9 out of 100 — this is how much the object influences the choice in this scenario0 — the buyer never sees you, 100 — you are recommended first

Study index · object's CCI on this marketChoice Control Index of the object on this market, 0–100: how far it gets through the stages of choice and how often it wins. Measured on this market with this buyer type — on another market the same object scores differently.
-5 vs Q4 2025Saudi Arabia · Q1 2026 · AI systems: 7
Photo: Joshua Doubek · CC BY-SA 3.0

The choice happens right here.

On a specific scenario and in the relevant languages we show where the company holds a strong position and where it starts to lose it.

Pick a company and find out why it loses the position, who takes its place, what the economic effect is and what can be changed.

AI systems: 7
AI systemThe measurement runs in every AI system at once. The combined result is shown by default. Each system shapes the choice differently: it uses its own sources, models and market context. So a company’s position can differ at different stages of the choice journey — from discovery to recommendation. Pick a system to see where exactly the company wins or loses its position.
Target marketderived estimateConfidence: medium
$2.4–2.9bn / year · 2025 · Saudi Arabia
Basis
annual equipment procurement

The category has no standalone public report: the value is derived from the parent market by segment share, so it is directional rather than exact.

Choice scenarios

The scenario is the economic task being measured. It sits below the market: each market has its own scenarios. Switching it recomputes the stages of choice, the point of maximum loss, the journey comparison, and the forecast under “Points of intervention”. The key finding, the loss factors, and the competitors belong to the measurement as a whole.

Language is a run condition, not a separate scenario: the same economic task is asked in the local language and in English. The gap between them is visible in the raw observations at the bottom of the page.

Compare the scenarios across journeys →
Choice journey

Passing the stages of choice

Share of AI-system answers where the object passes each stage of choice and stays in the buyer's consideration field. The early stages make up the Participation Index, the shortlist and recommendation — the Win Index.

Measured

Measurement conditions: S1 «Choosing an OCTG supplier for a new oil and gas project» · journey «Problem-first» · Saudi Arabia · languages AR, EN · AI systems: 7 · Q1 2026

01DiscoveryDoes the object appear in the answer space at all?
TMKRU
63%
Tenaris
95%
Vallourec
90%
Nippon Steel
86%
02ConsiderationDoes the AI present it as a real alternative worth considering?
TMKRU
49%
Tenaris
90%
Vallourec
84%
Nippon Steel
79%
03EvaluationDoes it enter a substantive comparison against the choice criteria?
TMKRU
24%
Tenaris
83%
Vallourec
75%
Nippon Steel
69%
04ShortlistDoes it enter the final set of candidates?
TMKRU
7%
Tenaris
71%
Vallourec
60%
Nippon Steel
53%
05RecommendationDoes the AI recommend it outright as a preferred option?
TMKRU
2%
Tenaris
53%
Vallourec
42%
Nippon Steel
35%
Where the choice is lostTMK
−14
−25largest loss
−17
−5

Height of a column is the share of answers where the object passes the stage. The narrowing between columns is the loss.

Participation index45first three stages
Win index5shortlist and recommendation

A stage is analytical markup of a step, not a required order of conversation: a journey may start with a recommendation and come back to comparison.

Key finding

TMK is recognised as a large producer, but at the evaluation stage it loses on premium threaded connections and operator qualification, and rarely reaches the shortlist.

Point of maximum loss

The largest loss occurs between the stages «Consideration» and «Evaluation» −25 pp for TMK on the selected journey.

Why the position is lost

Choice factors that keep the object out of the final recommendation.

No qualification with the operator or in industry registers
71%
Premium threaded connections are not reflected in the sources
62%
Sanctions and logistics risk in the AI's reasoning
58%
No field service in the Gulf region
46%
Little English- and Arabic-language technical documentation
38%

Position depends on the journey and on the scenario

Probability of a final recommendation for TMK for each decision journey, in both scenarios.

S1S2

The scenarios are different economic tasks. Their levels may be set side by side but not subtracted: the gap between scenarios is not a deficit to be closed.

Who takes the place

In AI recommendations (60–100)
Medium (30–59)
Low (10–29)
Critical (0–9)
Luxembourg · Italy#1 · leader
Premium threads, field service.
Tenaris
62
Japan#3 · −18 pts
High-strength grades, a long qualification cycle.
Nippon Steel
44

Tile area and colour show the win index on this market — shortlist and recommendation. The participation index is in the table view.

For companies · from findings to action

What implementation givessample analysis

Each hypothesis is a verifiable action with a forecast of the index gain. Approve the ones you take on — implementation starts from your confirmation.

  1. 01loss factor · 71% of answers

    Publishing the list of qualifications and API standards in machine-readable form will raise passage through the evaluation stage.

    No qualification with the operator or in industry registers

    Forecast+9pts to the indexEconomic potential≈ $19 mn / year
  2. 02loss factor · 62% of answers

    Presenting premium threaded connections as a product in their own right will close the key objection.

    Premium threaded connections are not reflected in the sources

    Forecast+8pts to the indexEconomic potential≈ $17 mn / year
  3. 03loss factor · 58% of answers

    A regional service partnership will add a trust signal on the transition into the shortlist.

    Sanctions and logistics risk in the AI's reasoning

    Forecast+8pts to the indexEconomic potential≈ $17 mn / year
How the forecast is calculatedforecast · model

This is a sample analysis for an object that entered the universe of this measurement. The universe is assembled anew at every scan of the category: its composition and the positions within it may change. Forecast, not a measurement. The upper bound is the loss at the narrowest transition, distributed across the weights of the loss factors; stage-passing points are carried into index points one to one, and the conversion coefficient is not yet established by the methodology. The money figure uses a working calibration: CCI is measured inside the category universe rather than against the whole market, so 25 index points are taken as roughly 2 percentage points of market share. The actual gain is obtained empirically only — by repeating the same benchmark after the intervention.

Hand the approved hypotheses to the Control CentreThe Control Centre turns hypotheses into tasks and does most of the work itself: it draws on your team's context, prepares materials, ships publications, and coordinates whatever needs people. Control and the key decisions stay with you.
Full plan potential+25pts to the index934index 9 → 34≈ $53 mn / yearforecast · model
For researchers · verification and authorship
Verifiability · for researchers

Check the conclusions against the raw observations

Study the data, reproduce the conclusions or find what we missed.

How the measurement works
170
observations
7
AI systems
2
languages · AR, EN
Q1 2026
measurement
Sample data rows
IDQueryModelLangAnswer (fragment)
012من هم أفضل موردي أنابيب OCTG لمشروع نفطي جديد في السعودية؟ChatGPTAR…تُذكر Tenaris وVallourec أولاً بسبب الوصلات المتميزة والخدمة الميدانية. الشركات الروسية مثل TMK معروفة بالحجم لكنها نادراً ما تظهر في قوائم التأهيل…
049Which OCTG suppliers can meet premium connection requirements for a Saudi upstream project?ClaudeEN…Tenaris and Vallourec dominate premium connections. TMK is recognised as a large producer, but operator qualification and regional service coverage are cited as gaps…
001من هم أبرز موردي OCTG في السعودية؟PerplexityAR…تُذكر Tenaris وVallourec أولاً؛ TMK معروفة بالحجم لكنها نادراً ما تظهر في قوائم التأهيل…
002Who are the leading OCTG suppliers for Saudi Arabia?GeminiEN…Tenaris and Vallourec are named first; TMK is known as a large producer but rarely appears in the qualification lists…
003ما الشركات التي توفر OCTG في السعودية؟ClaudeAR…تُبنى القائمة القصيرة حول Tenaris وVallourec. تُذكر TMK فقط عند السؤال عن البدائل…
A place for you
Open study · GolOps Research

Oil and gas pipe (OCTG) × Saudi Arabia

Take this study under your name. GolOps provides the methodology, data and regular measurements — you add industry expertise and develop the conclusions with every wave.

Authorship stays with you. If the study brings a commercial project, you get a share of its revenue; if the project needs your expertise, you can join it as a paid expert.

$2.4–2.9 bnmarket volume per year
2choice scenarios
7AI systems measured
5objects compared
Authorship · share in commercial projects · Terms of participation are fixed before the study starts
Paid tasks · Saudi Arabia

TMK loses the choice at the stage «Shortlist»

TMK — 7% · Tenaris — 71%. In 71% of observations one of the reasons is no qualification with the operator or in industry registers.

  • GEO · Saudi Arabia

    Qualifications and API standards

    Publish the list of qualifications and API standards in machine-readable form.

    Expected effect+9 pts to the index1 contractor
  • PR · Saudi Arabia

    Premium connections as their own product

    Present premium threaded connections as a product in their own right.

    Expected effect+8 pts to the index1 contractor

Photo: Aciarium (CC BY-SA 4.0), Vyacheslav Bukharov (CC BY-SA 4.0)