Mid-Week Update June 1st, 2023

1. CONVERSATIONS: “THE DIFF” OPEC, NGLs & U.S. SHALE – FREE

conversations-j-b — *“The Diff” stands for the differential.*

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. In this episode, Bordelon and Reilly discuss the current state of OPEC, with a meeting right around the corner, and the weakening natural gas liquids (NGL) markets. They cover global supply and demand dynamics, as well as the ever-important storage narrative. Lastly, U.S. shale takes center stage, with Bordelon and Reilly providing insights into key shale players.

2. FREE FRAC SPREAD COUNT UPDATE – FREE

Free-fsc — *a HUGE frac demand update as well!*

In this episode of the Frac Spread Count, CEO Matt Johnson talks about the updated number. Johnson concludes with a segment on recent developments from Halliburton, ProFrac, Liberty and more! This week is free, please share it!

3. MONDAY MACRO VIEW by OSAMA RIZVI – FREE

*How are Russian oil and gas revenues fairing with all of the restrictions in place globally?*

In this video, Primary Vision Network analyst Osama Rizvi discusses the latest developments in the oil market. He covers India and China’s increasing oil imports, money managers’ long and short positions of WTI, the storage-at-sea narrative, and how Russian revenues are doing with the price-cap-coalition in place.

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