This update brings our readers significantly meaningful insights derived from our original data bank. We have said this on ad nauseam basis: the most important oil supply story is that of the U.S. which in turn will determine the trajectory of prices. As such Primary Vision’s Frac Supply and Frac Job Count are the most important real time indicators following which one can track the direction of the U.S. oil supply. This update asnwers some important questions such as which basin rules and why? What will be the direction of the U.S. oil supply in 2025? And much more. Let’s dive in.

1. MMV: Will U.S. oil production increase further? – ENTERPRISE

The Permian Basin is the powerhouse of the U.S. oil and gas industry, standing as a critical driver of domestic and global energy production. Spanning approximately 86,000 square miles across western Texas and southeastern New Mexico, this geological marvel continues to dominate headlines and the energy landscape alike. As of 2024, the region’s oil production surged to a record-breaking 6.3 million barrels per day, contributing nearly half of the nation’s crude oil output. This article uses original data from Primary Vision to access what makes Permian as the most productive basin and which companies are involved in it ?

2. MMV: How FSC signals that U.S. producers will focus on consolidation? – PREMIUM

The Frac Spread Count (FSC) serves as a critical barometer for U.S. shale activity, providing insights into the pulse of the fracking industry.The recent decline in the U.S. Frac Spread Count (FSC) highlights evolving dynamics in the oilfield services sector. This downturn in spreads iis happening when the wider picture in the oil markets is consistently evolving. We are expecting a continued slowdown in U.S. oil production growth. Other estimates show that liquids growth is forecasted to fall to just 367 kb/d in 2025, down from 734 kb/d in 2024. Click the article above to learn more about it.

3. PRIMARY VISION INSIGHTS – ENTERPRISE

The oil markets have seen a strong spike to start the year with the recent surge driven by renewed sanctions on Russian crude. There has been a big concern around production growth expectations in “non-OPEC” regions. There’s more concern now around the estimates in Latin America and the U.S. as we came into 2025. What factors will drive the energy markets in 2025? Read Mark Rossano’s brilliant Insights that answer most of the questions.

4. MST: Is Europe’s Economy finally Stablizing? – PREMIUM

The Eurozone presents a tale of two economies—one that clings to signs of recovery while struggling with entrenched challenges. China’s economic narrative showcases resilience and vulnerability in equal measure. The double-digit growth in exports, paired with a rebound in imports, hints at the country’s ability to capitalize on global demand despite a turbulent geopolitical backdrop.In the US, the data reflects an economy walking a tightrope between optimism and underlying fragilities. Rising wage inflation and the continued strength in PMI indices signal robust economic activity, while GDP growth revisions to 3.1% further confirm the resilience of the American economy. Read our weekly Market Sentiment Tracker to learn where the global economy is heading.

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