Primary Vision Insights – March 2nd 2022
There has been a pause of buying Russian commodities for fear of sanctions and the inability of companies to get...
There has been a pause of buying Russian commodities for fear of sanctions and the inability of companies to get...
Next week we will do a broad update on inflation globally as the leading indicators remain elevated especially as energy/food...
Fears around Russia are mounting with news flashes that countries are warning their citizens to leave Ukraine and a view...
Crude surged again today with focus remaining on Cushing as the spread between WTI-Brent collapsed. I go into more detail...
Next week I will provide a deep dive on Russia/Ukraine and what I think happens in February as well as...
On the U.S. completion front, we still have a steady move higher in activity over the next few weeks as...
U.S. completion activity had its normal slowdown into the holiday season, and now with fresh CAPEX and supportive pricing we...
As the world starts to awaken from the COVID19 pandemic, we are quickly going to see the problems that existed...
U.S. activity continues to slow along seasonal lines with another small drop coming this week as well. The below chart...
By Mark Rossano The completion market has seen a steady decline in activity, which will persist through the end of...
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