Primary Vision Insights – April 13th 2022
SUMMARY • US Completions Update • Physical Crude Market and Russian Flows • Saudi Arabia Pushes OSPs to Record •...
Primary Vision Insights – March 30th 2022
The Houthis just struck a storage area in Jeddah, Saudi Arabia, which services local consumption and operations. Exports won’t be...
Primary Vision Insights – March 23rd 2022
U.S. completion activity is having its seasonal dip in March, which will start to shift higher as we approach April....
Primary Vision Insights – March 16th 2022
Completion activity dipped again this week by 8, but as we said previously- we expected to see some slow down....
Primary Vision Insights – March 9th 2022
The U.S. completions market should remain healthy, but the ability of the U.S. market to see a huge “surge” in...
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...
Primary Vision Insights – February 23rd 2022
Next week we will do a broad update on inflation globally as the leading indicators remain elevated especially as energy/food...
Primary Vision Insights – February 16th 2022
Fears around Russia are mounting with news flashes that countries are warning their citizens to leave Ukraine and a view...
Primary Vision Insights – February 9th 2022
Crude surged again today with focus remaining on Cushing as the spread between WTI-Brent collapsed. I go into more detail...
Primary Vision Insights – February 2nd 2022
Next week I will provide a deep dive on Russia/Ukraine and what I think happens in February as well as...
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