Primary Vision Insights – May 11th, 2020

By Mark Rossano

SECTIONS

• National Frac Spread Overview
• A Deeper Dive into the EIA Data
• FED Actions and What it Means for Distillate
• Distillate a Key Bellwether for Economic Growth
• Europe’s Economy to Struggle for a Long Time
• Non-OECD (Emerging Markets) To Add Additional Pressure Across the Oil Supply Chain
• The Belt and Road Initiative and The Fall Out
• Chinese Data Shows More Pain to Come Through May
• Seaborne Market Highlights A Persistent Oversupply
• Leading Economic Indicators Point to No V-Shape Recovery
• A Summary of Builds in Key Locations
• Quick View of Chemical Margins and Lasting Pain
• Geo-Political Roundup