Primary Vision Insights – November 17th, 2021
By Mark Rossano • Food and Geopolitics • Inflation Update in the U.S. and China There isn’t much to update...
Primary Vision Insights – November 10th, 2021
By Mark Rossano The frac spread count has remained stable at about 265 spreads with the rolling 4-week average sitting...
Primary Vision Insights – November 3rd, 2021
By Mark Rossano The U.S. completions market remains stable with a small reduction this past week as assets moved to...
Primary Vision Insights – October 27th, 2021
By Mark Rossano SUMMARY • U.S. Completions- Cushing vs PADD 3 and the Physical Market • Powell and U.S. Inflation...
Primary Vision Insights – October 20th, 2021
By Mark Rossano The U.S. completions market will keep heading higher to our target of 275 spreads as pricing supports...
NexTier Oilfield Solutions: A Change In Frac Fleet Dynamics Will Retain Growth
NEX will increase the deployment of Tier 4 dual-fuel frac fleets to reduce carbon emission. Based on increased activities and...
Primary Vision Insights – October 13th, 2021
By Mark Rossano SUMMARY • U.S. Completions and Refining Activity • Global Inflation Levels and Activity • Global Energy Crisis...
Primary Vision Insights – October 6th, 2021
By Mark Rossano SUMMARY • U.S. Completions Update • The Global Power Crisis • OPEC+ Meeting • Brief Update on...
New Technologies And Market Recovery To Pull Halliburton In The Medium Term
HAL Banks On Diverse Drivers Source: Seeking Alpha Halliburton (HAL) is more bullish on the medium to the long-term prospect...
Primary Vision Insights – September 29th, 2021
By Mark Rossano The insights today will be much shorter after last week’s deep dive. • U.S. completions is tracking...
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