FRAC SUPPLY UPDATE! – If you’re an enterprise subscriber please click on the Frac Supply tab to get access to our most recent Pressure Pumper update. HUGE UPDATE!
CLICK HERE FOR THE FRAC SUPPLY UPDATE → https://primaryvision.co/frac-supply/←
(ENTERPRISE SUBSCRIBERS ONLY). Want access to this data? Email us: info@primaryvision.co
MONDAY MACRO VIEW
VIDEO EMERGING MARKETS IN TROUBLE FREE
ARTICLE BAKER HUGHES: LNG DRIVING THE SHIP – PART ONE*
ARTICLE BAKER HUGHES: ESTIMATES AND RELATIVE VALUATION – PART TWO*
ARTICLE SLB OFFSHORE OFS JUGGERNAUT – PART ONE*
ARTICLE SLB 2023 – 12 MONTH OUTLOOK – PART TWO*
ARTICLE HALLIBURTON – GROWTH INTERNATIONALLY, STRONG UTILIZATION IN U.S. – PART ONE*
ARTICLE HALLIBURTON: ESTIMATES AND RELATIVE VALUATION – PART TWO*
PRIMARY VISION INSIGHTS ENTERPRISE*
THIS WEEKS INSIGHTS -> HERE
U.S. Completion review, Middle East Update, West African Floating Storage, China Refinery Utilization, Russian Ship Transfers, U.S. Gasoline and Diesel Prices and more!
Written by our senior analyst Mark Rossano
NEXT WEEK PREVIEW: A MANUAL EXCEPTION HANDLING EVENT, FRAC SPREAD COUNT FORECAST AND A NEW PRODUCT RELEASE: FRAC JOB COUNT!
THE ECONOMY
VIDEO – GLOBAL DOWNSIDE RISK – PART ONE – FREE
VIDEO – REST OF Q1-2023 – FORECAST – PART TWO – FREE
VIDEO – LEADING INDICATORS LOOK TERRIBLE – PART THREE – FREE
VIDEO – BANK UPDATE: EXPANSION? – PART FOUR – FREE
VIDEO – CHINA SPENDING HALTS: DRIVERS PART FIVE – FREE
EIA
VIDEO – EIA BUILDS DISAPPOINTING – PART ONE – FREE
VIDEO – DEMAND LOOKS GRIM – PART TWO – FREE
VIDEO– SHIPPING UPDATE: WHAT IS GOING ON HERE? – FREE
OTHER
ARTICLE – YEAR OVER YEAR OIL DATA FREE
ARTICLE – SHIFTING OIL FLOWS, CHANGING WEATHER FREE
ARTICLE – FRAC SPREAD COUNT UP, RIGS SLIP FREE
VIDEO EMERGING MARKETS IN TROUBLE FREE
HALLIBURTON, SCHLUMBERGER & BAKER HUGHES UPDATES!
PRIMARY VISION RESEARCHARTICLE BAKER HUGHES: LNG DRIVING THE SHIP – PART ONE*
ARTICLE BAKER HUGHES: ESTIMATES AND RELATIVE VALUATION – PART TWO*
ARTICLE SLB OFFSHORE OFS JUGGERNAUT – PART ONE*
ARTICLE SLB 2023 – 12 MONTH OUTLOOK – PART TWO*
ARTICLE HALLIBURTON – GROWTH INTERNATIONALLY, STRONG UTILIZATION IN U.S. – PART ONE*
ARTICLE HALLIBURTON: ESTIMATES AND RELATIVE VALUATION – PART TWO*
PRIMARY VISION INSIGHTS ENTERPRISE*
THIS WEEKS INSIGHTS -> HERE
U.S. Completion review, Middle East Update, West African Floating Storage, China Refinery Utilization, Russian Ship Transfers, U.S. Gasoline and Diesel Prices and more!
Written by our senior analyst Mark Rossano
NEXT WEEK PREVIEW: A MANUAL EXCEPTION HANDLING EVENT, FRAC SPREAD COUNT FORECAST AND A NEW PRODUCT RELEASE: FRAC JOB COUNT!
THE ECONOMY
VIDEO – GLOBAL DOWNSIDE RISK – PART ONE – FREE
VIDEO – REST OF Q1-2023 – FORECAST – PART TWO – FREE
VIDEO – LEADING INDICATORS LOOK TERRIBLE – PART THREE – FREE
VIDEO – BANK UPDATE: EXPANSION? – PART FOUR – FREE
VIDEO – CHINA SPENDING HALTS: DRIVERS PART FIVE – FREE
EIA
VIDEO – EIA BUILDS DISAPPOINTING – PART ONE – FREE
VIDEO – DEMAND LOOKS GRIM – PART TWO – FREE
VIDEO– SHIPPING UPDATE: WHAT IS GOING ON HERE? – FREE
OTHER
ARTICLE – YEAR OVER YEAR OIL DATA FREE
ARTICLE – SHIFTING OIL FLOWS, CHANGING WEATHER FREE
ARTICLE – FRAC SPREAD COUNT UP, RIGS SLIP FREE
*Subscribers will get access to the content, non-subscribers will be pointed to a subscription page. For more information on subscribing please visit our website: primaryvision.co
