Primary Vision Insights – July 14th, 2021
By Mark Rossano I will do a broader Q3 backdrop for oil demand and geopolitics next week as we get...
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...
By Mark Rossano SUMMARY US Completion ActivityCrude & Liquids PricingOPEC+ Production UpdatePhysical Crude Market BackdropAsian Weakness Across India/ChinaRefiners Foreshadowing an...
By Mark Rossano NOV reported earnings today highlighting the shift in the oilfield service markets. Orders are picking up as...
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