Primary Vision Insights – November 16th, 2020
Frac Spreads -12 to 115 Its A Numbers Game! The Frac Spread Count, our metric used to track the number...
Frac Spreads -12 to 115 Its A Numbers Game! The Frac Spread Count, our metric used to track the number...
By Mark Rossano Summary U.S. Activity UpdateUS Spot and Realized PricesOPEC+ Production/ Exports Shifting Higher, but Jan Increase Called into...
Frac Spreads +4 to 134Growing, but at what cost?The national Frac Spread Count has grown over the last several weeks....
By Mark Rossano Summary U.S. Completion ActivityRising U.S. Storage and Spreads Limiting ExportsCrowded European Markets as Their Economic Activity SlowsU.S....
Frac Spreads +4 to 115 Permian half century mark The Permian hasn’t seen frac spread levels this high since the...
By Mark Rossano Summary Hurricane Delta ImpactsFrac Spread Count UpdateRefined Product and Oil GlutSpending in China Dips Putting Pressure on...
Frac Spreads +12 to 101 Timing is everything The first time we’ve seen a triple digit Frac Spread Count since...
By Mark Rossano Summary Frac Spread Update and ProjectionUpdate on Refined Product Storage and DemandOil Storage Rising GloballyLibya Coming Back...
Frac Spreads -2 to 85 Bakken (North Dakota) completions hit double digit frac spreads - Rarely we see spread counts...
By Mark Rossano The crude markets “woke up” to the oversupply in the Asian markets over the weekend, as the...
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