Primary Vision Insights – January 11th, 2021
By Mark Rossano SUMMARY OPEC+ SUMMARYUS FRAC SPREAD UPDATECOVID IMPACTS RISING OPEC+ SUMMARY The OPEC+ meeting delivered a gift to...
By Mark Rossano SUMMARY OPEC+ SUMMARYUS FRAC SPREAD UPDATECOVID IMPACTS RISING OPEC+ SUMMARY The OPEC+ meeting delivered a gift to...
Frac Spreads -10 to 136 Operators - Limited Business Hours In four out of the last five years we saw...
By Mark Rossano The market is maintaining a steady march higher with the US dollar heading lower, which is apparently...
By Mark Rossano SUMMARY U.S. Onshore Activity UpdateOPEC+ Deal Recap- Cheating Now Accepted!Asia Crude Buying BreakdownRefined Product DemandWhat is Next...
By Mark Rossano In today’s report, we will spend a lot of time looking at the new policies within China...
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...