Primary Vision Insights – July 28th, 2021
By Mark Rossano SUMMARY US Completion ActivityOPEC+ AgreementEurope SlowdownGeopolitical Update- Iran FocusChina Floods and Global Shifts to Weather PatternsQuick China...
By Mark Rossano SUMMARY US Completion ActivityOPEC+ AgreementEurope SlowdownGeopolitical Update- Iran FocusChina Floods and Global Shifts to Weather PatternsQuick China...
By Mark Rossano SUMMARY US Completion ActivityCrude Demand UpdateChina Data Update I wasn’t able to fit the geopolitics into this...
By Mark Rossano I will do a broader Q3 backdrop for oil demand and geopolitics next week as we get...
By Mark Rossano Summary Quick US SummaryOPEC+Meeting UpdateEmerging Market Inflation Next week will be a broad look at OPEC+ (post...
By Mark Rossano SUMMARY U.S. CompletionsNGL UpdateU.S. Job Market Deep-Dive U.S. Completions U.S. completion activity continues to move along the...
By Mark Rossano Summary US Completion ActivityPhysical Market BreakdownIran Deal and ElectionFOMC DecisionCommodity Price ShiftsInflation Across ChinaInflation Across India Bigger...
By Mark Rossano Activity will start to see pick-up this week with a steady trend higher into month-end as E&Ps...
By Mark Rossano We don’t have much to report on when it comes to U.S. activity. Completion activity will remain...
By Mark Rossano The spread count is set to start moving higher into the beginning of June at a steady...
By Mark Rossano Private operators remain the biggest drivers of recent activity with more rigs being added throughout the summer...
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