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...
Primary Vision Insights – January 26th 2022
On the U.S. completion front, we still have a steady move higher in activity over the next few weeks as...
Primary Vision Insights – January 12th 2022
U.S. completion activity had its normal slowdown into the holiday season, and now with fresh CAPEX and supportive pricing we...
What comes on the other side of COVID19?
As the world starts to awaken from the COVID19 pandemic, we are quickly going to see the problems that existed...
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