PV UPDATE: Is Shale Output Defying the Odds Again?
This week’s Monday Macro View takes a deeper look at how U.S. oil production is holding steady despite fewer rigs and frac spreads in the field.
Read more
PV UPDATE: Can the Oil Market Stay Strong Without More Wells?
This week’s Monday Macro View investigates various perceptions regarding U.S. shale.
Read more
PV UPDATE: Why Are U.S. Inventories Tight While Global Stocks Rise?
This week’s Monday Macro View* dives into the growing divergence between U.S. and global oil inventories—and how our Frac Job Count helps explain it.
Read more
PV UPDATE: Is the Oil Sector Slowing Down or Just Waiting for a Signal?
This week’s Monday Macro View takes on the big question: is the global oil and gas sector deteriorating or just recalibrating?
Read more
PV UPDATE: Is the Oil Market Already Looking Past the War?
The war is over and oil is in free fall. Brent is down to $67 and WTI is hovering around $64, shedding nearly 10% in just a few days.
Read more
PV UPDATE: What’s Really Behind the Oil Rally? It’s Not Just the Middle East
This week’s Monday Macro View* explores the top five forces driving oil prices higher—because no, it’s not just the Israel–Iran headlines.
Read more
PV UPDATE: OPEC+ Is Pumping More—Will U.S. Shale Blink?
OPEC+ is ramping up supply again—adding over 400,000 barrels per day each month into July—and the market expects U.S. shale to follow.
Read more
PV UPDATE: Are We Building Too Many Electric Fleets Too Fast?
This week, we are shifting the lens slightly. Instead of watching the ground (basins), we’re watching the gear (technology).
Read more
PV UPDATE: Is This the Start of a Slowdown in U.S. Shale?
Last week we talked about cracks forming beneath the surface of oilfield activity.
Read more
PV UPDATE: Is the Uinta Already Past Its Tipping Point?
Last week we touched on the growing disconnect between oil prices and field activity.
Read more
PV UPDATE: Can Falling Frac Jobs Trigger a Price Rebound?
Last week we redefined what Tier 1 really means in a shale world that’s running out of easy answers.
Read more
PV UPDATE: If Everything Is Tier 1, What Comes Next?
Keeping in line with the last week’s theme, in this week’s Monday Macro View*, we explore how geology alone can’t explain well performance in 2025.
Read more
PV UPDATE: When Tier 1 Runs Dry: What’s Next for Shale?
Every shale boom rests on a foundation — but what happens when that foundation starts to thin?
Read more
PV UPDATE: What’s Standing Between Shale and Its Next Boom?
The U.S. shale sector is entering a new phase—defined less by how much oil can be drilled and more by how smartly it can be completed.
Read more
PV UPDATE: Is Completion Design the New Oilfield Frontier?
Chevron’s decision to deploy triple frac technology across half its Permian completions in 2025 shares the growing importance of operational intelligence at the completion stage.
Read more
PV UPDATE: Is U.S. Shale Prepared for the Fallout of a Trade War?
Shale producers may be operating more efficiently than ever, but they’re doing so in an increasingly uncertain world.
Read more
PV UPDATE: Is the Shale Slowdown Already Starting?
Something is shifting across the energy landscape—and it’s not just about oil prices. Confidence is quietly eroding.
Read more
PV UPDATE: Can U.S. Pipelines Keep Up With the Gas Boom?
As U.S. natural gas production hits new highs, pipeline delays are creating serious bottlenecks.
Read more
PV UPDATE: Can U.S. Shale withstand $50 oil price?
VIs U.S. shale truly resilient enough to withstand $50 oil, or is this claim dangerously overstated?
Read more
PV UPDATE: How Far Can U.S. Frac Activity Hold if Oil Prices Keep Falling?
Volatility, uncertainty, and shifting fundamentals—these are the forces shaping today’s oil and energy markets.
Read more
PV UPDATE: Energy Shifts and Market Moves: Natural Gas Prices and Global Trends
This week’s newsletter highlights the critical intersection between rising natural gas prices and the future of U.S. energy strategy.
Read more
PV UPDATE: Where will U.S. oil production growth come from in 2025?
The oil market is facing a fresh challenge in 2025: a growing supply overhang as Non-OPEC production climbs.
Read more
PV UPDATE: Discipline over Drilling
Discipline has taken precedence over aggressive drilling. With BP having already released its fourth-quarter results and ExxonMobil and Chevron poised to report soon, Primary Vision’s latest Frac Spread Count (FSC)...
Read more
PV UPDATE: Will Tariffs Upend the Oil Markets?
The threat of tariffs, the war of words, the sheer fickleness in policy these are some the characteristics of global economic order in general and commodity markets in particular.
Read more
PV UPDATE: What is the FSC telling us about U.S. future production?
U.S. oil majors are set to release their financial results in the coming week.
Read more
PV UPDATE: How is the Oil Field Services industry performing?
In this latest update we discuss the future of the oil field industry and the impact of price swings, geopolitics and Trump’s announcement on the future of oil prices.
Read more
PV UPDATE: What does Frac Spread Count tell us about the job trends in oil and gas?
The U.S. oil market is undergoing very interesting developments as it has managed to consolidate monetarily...
Read more
PV UPDATE: Why 54% of U.S. Frac Activity is Concentrated in a Single Basin
This update brings our readers significantly meaningful insights derived from our original data bank.
Read more
PV UPDATE: How will 2025 look for oil markets?
The new year is here! In this update, Primary Vision looks at the global markets...
Read more
PV UPDATE: The Future of Syrian Oil Post Revolution?
Before the conflict began in 2011, Syria produced about 383,000 barrels per day (bpd) of oil, contributing roughly 25% of government revenue.
Read more
PV UPDATE: What OPEC+ Cuts Mean for the Oil Markets in 2025?
OPEC+ has once again adjusted its strategy to navigate the turbulent waters of global oil demand. Initially...
Read more
PV UPDATE: Can Trump Really Boost U.S. Oil Production?
This update brings you some significantly interesting articles that intend to answer important questions.
Read more
PV UPDATE: How Long Will the OPEC+ Cuts Last?
If there is one question that will determine the future not of the global oil markets but also the economy at large, that is how long the OPEC+ cuts will last.
Read more
PV UPDATE: Why is Frac’ing the backbone of U.S. Energy Security?
Hydraulic fracturing and horizontal drilling—collectively known as fracking—have unlocked vast reserves of oil...
Read more
PV UPDATE: What does the latest job report mean for the U.S. and world?
Trump’s policy positions, historical track record, and economic philosophy suggest significant shifts...
Read more
PV UPDATE: What does the latest job report mean for the U.S. and world?
As we peer into 2025, three intertwined themes provide a window into where we’re headed...
Read more
PV UPDATE: Is Shale Investment Peaking?
This update bring you a treasure trove of data and analysis related to oil industry in particular and global economy in general.
Read more
PV UPDATE: Iran’s New Jask Port and How It is Reshaping Oil Trade
Iran’s Jask Port is increasingly becoming a focal point in the country’s oil export strategy, especially as tensions with Israel intensify.
Read more
PV UPDATE: The Big Question: Will Oil Prices Touch $100?
The billion dollar question, now-a-days, is will oil prices return to a triple digit territory?
Read more
PV UPDATE: Has the U.S. Oil Production Peaked?
The story of U.S. oil production is a very important thread in the bigger theme of Non-OPEC production.
Read more
PV UPDATE: What’s Happening with the Chinese Economy
The story of Chinese economy is perhaps the most important to understand the direction of global economy moving into 2025.
Read more
PV UPDATE: Deep Dive into U.S. Oil Industry
This latest update does a deep dive into the U.S. fracking industry in particular and oil industry in general.
Read more
PV UPDATE: Are we headed for another Oil Price war?
Oil prices have come under immense pressure as non-OPEC+ production continues to rise as highlighted in the latest oil market report by IEA.
Read more
PV UPDATE: Trillions Wiped Away from Markets. What’s Next?
Trillions were wiped from the stock markets as the US Job report dissappointed coming in at 142,000.
Read more
PV UPDATE: What’s Happening in the Oil Markets
Primary Vision Network is consistently trying to update our readers with most important developments in the markets.
Read more
PV UPDATE: Why the announcement by BoJ’s Udema is more important than Powell’s Jackson Hole
In this weekly update, Primary Vision Network speaks...
Read more
PV UPDATE: Has the Recession Started?
In this weekly update, Primary Vision Network takes a closer look at the oil markets which seem to be between a supply-crunch and demand-resurgence (both of course assumptions).
Read more
PV UPDATE: Has the Recession Started?
Trillions wiped away from global stock markets, Japanese central bank increasing their interest rates for the first time in 30 years...
Read more
PV UPDATE: Significant Fall in Chinese Oil Demand
In this latest update, we delve deeper into the shale industry in particular and overall oil markets in general.
Read more
PV UPDATE: Significant Fall in Chinese Oil Demand
What is Debt Service Ratio (DSR) and why it matters? Why are oil exports falling?
Read more
PV UPDATE: Significant Fall in Chinese Oil Demand
In this weekly update, Primary Vision Network digs deeper into the oil markets and find out what the latest IEA report says about long term demand and supply trends.
Read more
PV UPDATE: Is OPEC+ pact about to end?
In this weekly update, Primary Vision Network explores the million-dollar question: whether the OPEC+ pact is under threat? Will we see redux of the 2014 price war?
Read more
PV UPDATE: Will the M&A activity impact U.S. oil production?
In this weekly update, Primary Vision shares important developments regarding global economy and commodity markets.
Read more
PV UPDATE: How will the 2nd Half of 2024 look like?
In our latest update, we cover various economic developments from UK to South Korea.
Read more
PV UPDATE: Global Growth to Remain Weak
This week’s newsletter brings you some exciting updates. There is a special C6 Power update...
Read more
PV UPDATE: Is the Worst Behind Us?
In the latest installment of weekly updates, we take a deeper look at various numbers that were released during the week.
Read more
PV UPDATE: Market dynamics and Recession
This weekly update discusses the potential risks encountered by the global economy.
Read more
PV UPDATE: Market dynamics and Recession
This update highlights highly important developments in the global economy in regards to recession...
Read more
PV UPDATE: Oil Markets, Recessionary Pressures and the Frac’ing Industry
The global oil markets are experiencing a notable shift, as both physical...
Read more
PV UPDATE: The Technologies Reshaping the Future of Frac’ing
The story of U.S. Shale industry has become central to the global oil markets. While the pace of increase in shale production has slowed it still is on the rise.
Read more
PV UPDATE: May be a Soft Landing?
This week’s economic indicators reveal a complex portrait of global economic trends, as data highlights both advancements and emerging challenges.
Read more
PV UPDATE: Tepid Twenties and Global Economy
The global economy is giving mixed signals. Indicators have improved in the Eurozone where economic activity touched a 11 months high but manufacturing in Germany and Japan remains weak.
Read more
PV UPDATE: Geopolitics and Oil Markets
Ours is a geopolitically charged world. The unfortunate events in the Middle East are fueling concerns, inter alia, of an impending supply risk.
Read more
PV UPDATE: YELLEN IN CHINA
Janet Yellen’s recent remarks in China spotlighted a growing concern among global economists: China’s vast manufacturing capabilities are not just an internal matter but have ramifications for the global economy.
Read more
PV UPDATE: Latest Developments in Oil Markets
Global market sentiment is cautiously optimistic. Structural headwinds remain, notably in inflation management and supply chain integrity.
Read more
PV UPDATE: Fracking Regulations and Economic Crosswinds
New York’s recent legislative maneuver to expand its fracking ban to include liquified carbon dioxide marks a significant development in the state’s approach to natural gas extraction.
Read more
PV UPDATE: On Recession and Credit Cycles
The U.S. economy’s reliance on fiscal stimulus is evident in the fiscal deficit’s expansion by 23% last year, from $1.38 trillion to $1.7 trillion.
Read more
PV UPDATE: Frac’ing, Economic Trends and Insights!
In this update we discuss the latest economic developments, focusing on pivotal updates from the US and Eurozone...
Read more
PV UPDATE: Global Macro Health Check!
The global economy is currently at a crossroads with different regions showing varied signs of recovery and challenge.
Read more
PV UPDATE: Recessionary Signals Pile Up!
Germany is in recession so is UK and Japan. These are one of the top 10 global economies.
Read more
PV UPDATE: Soft Landing Out of Sight?
Recent economic data coming out of U.S. suggests that the story of soft landing might be a far fetched idea as retail sales fell and the chances of a rate cut reduced from 97% to 35%.
Read more
PVN UPDATE: Japan Enters Recession!
World’s third largest economy, Japan, entered recession as consumer spending decreased.
Read more
PVN UPDATE: Are We Headed Towards a Soft Landing?
This update covers the most important question this day: Are we headed towards a soft landing? Is this yet another Minsky moment?
Read more
PVN UPDATE: These 5 Factors Will Impact the Global Economy
In this update we take the long view of the global economy and how it will shape the current year especially the major economies such as China, US, Europe and others.
Read more
PVN UPDATE: Why Are Oil Prices Not Rising?
Despite a highly charged geopolitical environment we have seen a rather muted reaction by the oil markets.
Read more
PVN UPDATE: Red Sea and Its Repercussions for Global Economy
This update provides detailed analysis of the repercussions of latest developments in Red Sea.
Read more
PVN UPDATE: Key Trends for 2024
As we step into the new year 2024, there are multiple challenges and trends that need to be considered. In this update we bring you the key trends to follow so that you can make an informed opinion.
Read more
PVN UPDATE: China in Focus and other news
The second largest economy, China, is giving some mixed signals as recent economic data shows some improvements but ‘still not there.
Read more
PVN UPDATE: Why Have Oil Markets Turned Bearish
As the year is about to end, the calls for a recession are getting louder.
Read more
PVN UPDATE: Why Have Oil Markets Turned Bearish
We hope you had a great Thanksgiving! While we were on a break the global economy didn’t take any. There were many important developments. This update will try to cover that for you!
Read more
PVN UPDATE: Why Have Oil Markets Turned Bearish
This week’s update delves deeper into the global economy and takes stock of recent developments in various regions such as the Eurozone ...
Read more
PVN UPDATE: Oil Industry and Global Economy
This week’s update talks about the latest development in the oil industy in the light of wider macro economic situation.
Read more
PVN UPDATE: Eurozone Data, Rising Deficits and Oil Markets
This week’s update brings a detailed analysis on what’s happeing in the Eurozone as the recent economic data continues to disappoint.
Read more
PVN UPDATE: The World Economy in Q4
This week’s update provides you with insights regarding the expectations into Q4 and also important developments across the world.
Read more
PVN UPDATE: Economic Impact of Israel-Gaza Conflict
In this week’s newsletter we bring to you data driven insights on the economic impact of Israel and Gaza conflict...
Read more
PVN UPDATE: World Oil Outlook and IMF’s Economic Update
Recently there has been some very interesting updates in terms of oil markets and global economy.
Read more
PVN UPDATE: Geopolitical Tensions and Oil Markets
The unfortunate events in the Middle East has turned a new page in geopolitics.
Read more
PVN UPDATE: US Economic Health
U.S. economy’s future is a matter of concern and confusion lately as the questions of whether it will enter a recession or not is still doubtful.
Read more
PVN UPDATE: Geopolitical Distance - Oil Markets & Global Economy
Russian Diesel ban and rising oil prices, falling global PMI’s and taming inflation.
Read more
PVN UPDATE: Geopolitical Distance - Global Economy
We are living in a strange time where investment decisions by companies and countries aren’t being done on economic principles rather geopolitics.
Read more
PVN UPDATE: Weekend Readings and Videos
This update provides a list of some of our best commentaries on the global economy.
Read more
PVN UPDATE: Economic Growth and Reality check
This update provides some incredible insights vis a viz the global economy.
Read more
PVN UPDATE: Recession or Not?
This update looks at the global economy and where do we stand regarding the probability of a recession and soft landing?
Read more
PVN UPDATE: Oil Markets
This update looks back at the most important developments related to global oil markets which seems to be in a state of high volatility these days. Read more
PVN UPDATE: Pakistan In Focus
The Financial Stability Board in its latest updates said that the global economic recovery is losing momentum and that we should expect more shocks in future.
Read more
PVN UPDATE: Is This The End of Chinese Economic Growth?
The global economic outlook continues to be mired in opposing views.
Read more
PVN UPDATE: Is This The End of Chinese Economic Growth?
It is one way to say that Chinese economy is undergoing a slowdown while another to surmise that Chinese economic model has failed...
Read more
PVN UPDATE: Will China Enter a Recession?
Global economy is giving mixed signals in terms of whether there will be a recession or not.
Read more
PVN UPDATE: Global Economy Update
Chinese economy continues to highlight serious issues while Eurozone economic growth has improved - only a little.
Read more
PVN UPDATE: Deflation in China?
Building on our last update on China this week we take a look if the fears of a delfationary cycle taking a...
Read more
PVN UPDATE: China in Focus
Economic data from China continues to disappoint the markets.
Read more
PVN UPDATE: Will Oil Prices Touch $100?
The talk of the town these days is whether the oil prices will touch $100 mark - once again?
Read more
PVN UPDATE: Oil Prices Stage a Rally!
Oil prices have registered their sixth consecutive weekly increase due to certain factors.
Read more
PVN UPDATE: Is Europe’s Recession Over?
Recently many have been confused due to the conflicting data points regarding global economy.
Read more
PVN UPDATE: Will the Fed Stop Hiking?
One of the most important question haunting the markets and investors alike is how many times will the Fed increase rates?
Read more
PVN UPDATE: Where Does The Global Economy stand?
In this week’s Monday Macro View, Osama Rizvi analyzes the recent claims that seem to see soft landing rather than a hard one.
Read more
PVN UPDATE: Russia’s Oil Exports – The Plot Thickens
The story of oil supply and prices is mostly the story of Russian oil.
Read more
PVN UPDATE: Frac Spread Report, Global Economy and Oil Markets
Check out our Frac Supply Count Supply catalog that has various profile of Pressure pumpers that you can sort by basin, pumper, horsepower and spreads.
Read more
PVN UPDATE: Return of Trade War
A must watch for anyone willing to gain further insights for oil markets.
Read more
PVN UPDATE: Oil Markets - The Bear Growls
In this episode, Osama Rizvi takes a deeper dive into the recent developments in oil markets by looking at the data from CFTC and ICE and how bearish positions continue to accumulate.
Read more
PVN Update July 2nd, 2023
Join Matt for these crucial industry insights and more.
Read more
PVN Update July 29th, 2023
In this extremely useful instalment of Weekly Insights Primary Vision Network’s Senior Analyst, Mark Rossano writes about the lacluster demand in Asia...
Read more
PVN Update June 25th, 2023
In this extremely useful instalment of Weekly Insights Primary Vision Network’s Senior Analyst, Mark Rossano writes about the lacluster demand in Asia...
Read more
PVN Update June 21st, 2023
In this episode of Monday Macro View, Primary Vision Network’s Osama Rizvi highlights the key points and contradictions in the recently released IEA’s Oil report.
Read more
PVN Update June 17th, 2023
Primary Vision Network’s ECON show brings you the latest analysis on the most important question haunting the global markets: Has the Fed stopped its monetary tightening cycle?
Read more
PVN Update June 13th, 2023
Primary Vision Network brings you the latest on US frac spreads. We have been saying this from a while, it did bounce back!
Read more
Mid-Week Update June 1st, 2023
Primary Vision Network is proud to present a special conversation series called “The Diff” with Greg Bordelon of Isentropic Capital and John Reilly of Ovington Asset Management.
Read more
Memorial Day Weekend Update ::: Primary Vision Network May 28th, 2023
In this episode of the Frac Spread Count, CEO Matt Johnson talks about the updated number.
Read more
Mid-Week Update May 18th, 2023
Senior Analyst Mark Rossano takes you through a massive U.S. completion’s update discussing slowdowns in production, rising natural gas prices, and the overall drop in oil demand.
Read more
Mid-Week Update May 14th, 2023
China has recently launched a comprehensive crackdown on foreign companies, which is adding to the challenges they are already facing.
Read more
Mid-Week Update May 10th, 2023
Detailed horsepower and spread data by pumper by basin.
Read more
Weekend Update May 5th, 2023
Covers 21+ companies with detailed horsepower and spread data by pumper by basin
Read more
Mid-Week Update April 26th, 2023
In this past weeks Primary Vision Insights, Senior Analyst Mark Rossano tackles the OPEC+ production cuts, due to continued weakening demand and geopolitical uncertaintly.
Read more
Weekend Update April 23th, 2023
Get the latest Frac Spread Count supply update, covering 21+ companies with detailed horsepower and spread data by pumper by basin.
Read more
Mid-Week Update April 20th, 2023
Get the latest Frac Spread Count supply update with detailed information on 21 plus companies (and more being added this month) with detailed breakdowns of horsepower and spreads by basin by pumper.
Read more
Mid-Week Update April 12th, 2023
Primary Vision Network expert Mark Rossano explores the impact of recent OPEC+ cuts. We’ll discuss KSA’s raising of the OSPS, analyze the potential discrepancies between paper agreements and physical markets...
Read more
Mid-Week Update April 5th, 2023
Mark Rossano shares his insights on important topics related to the energy sector and broader economy, including the Frac Spread Count, updated rig counts, economic indicators, and geopolitical issues affecting the industry.
Read more
Mid-Week Update March 29th, 2023
Primary Vision Network analyst Osama Risvi writes about the sell-off of Deutsche Bank stocks and the state of the banking industry...
Read more
Weekend Update March 25th, 2023
Mark Rossano delves into the recent SVB Saga, offering a comprehensive analysis of its potential to spark a contagion.
Read more
PVN UPDATE – FEB 1
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!
Read more
PV UPDATE: The Resilience of Shale Industry
The story of non-OPEC oil production remains the most relevant to the global oil and gas industry.
Read more
Established in 2011, we are renowned for our expert frac data and analytics, providing a rich array of unique indicators and industry commentary.
