[ihc-hide-content ihc_mb_type="show" ihc_mb_who="10,13,14,16,18,19" ihc_mb_template="1"] Frac Spreads +3 to 67 A brand new leaderboard. Primary Vision has forecasted an increase in permian activity over 50% in the last 3 weeks alone. The #1 and #2 active pressure pumpers appear to be Alamo Pressure Pumping and Pro-Petro. Welcome to the new normal. HAL lights up the tote board. Halliburton had big plans pre-pandemic to take on more international work while lowering their exposure in the United States at the same time. Their foresight was remarkable (and lucky). How long will they give up the #1 spot (by market share) in U.S. pressure pumping? What will this mean for frac supply? Primary Vision is working on a three-case scenario highlighting where U.S. production goes in the next 6-12 months. Our initial discovery is it will be an impossibility to get back to 300 spreads in the next 12 months, a number we were at as recently as March. What impact will this have on U.S. production? [/ihc-hide-content]