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Home PVN Update

Mid-Week Update April 20th, 2023

Matthew Johnson by Matthew Johnson
April 20, 2023
in PVN Update
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Latest News




1. MASSIVE FRAC SPREAD SUPPLY UPDATE** – ENTERPRISE ONLY

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Big Changes in Q4, a cannot miss update to understand Frac Supply capacity and utilization.

Get the latest Frac Spread Count supply update with detailed information on 21 plus companies (and more being added this month) with breakdowns on horsepower and spreads by basin by pumper. Also included is an excel sheet so you can sort and filter all of this information by pumper, basin, horsepower and spread count. If you already have the frac supply subscription, just click above to see the new numbers or login to your portal. If you do not have a subscription, email us for a sample here: info@primaryvision.co.

2. WHAT IS THE FRAC SPREAD COUNT?* – PREMIUM ONLY

Does the Frac Spread Count go up from here? Are we back to 300 yet?

The frac spread count and rig counts have both decreased, suggesting a slowdown in oil and gas drilling activity. Crude stocks have been building up while gasoline and distillate stocks have seen a draw. Traffic across the world has decreased, likely due to the ongoing COVID-19 pandemic’s impact on economic activity. Wages are at odds vs. the Atlanta Fed numbers, and host Mark Rossano covers it all! Thanks for tuning in!

3. CHINESE CONSUMER STILL A “NO SHOW” – FREE

We need China to return to normal for oil and gas demand to increase.

Primary Vision Network dives into the current state of the Chinese economy and explores the impact of the “no-show” (not showing up) of the Chinese consumer. We’ll take a closer look at key economic data such as household liquidity, inflation, property sales, savings intentions, and residential and commercial real estate sales. We’ll also be examining the Purchasing Managers’ Index (PMI) and its implications on the economy. With demand down, we’ll discuss the potential reasons behind this and what it could mean for the near-term-future of the Chinese economy. If you like this video, please share it!

*Premium

**Enterprise Subscribers

Learn more about a subscription here or email us directly: info@primaryvision.co

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