Primary Vision Insights – January 25th, 2021
By Mark Rossano SUMMARY U.S. Completions Update and Breakdown of Oil/Gas Spreads (We at a pivotal point)Quick Review of Recent...
By Mark Rossano SUMMARY U.S. Completions Update and Breakdown of Oil/Gas Spreads (We at a pivotal point)Quick Review of Recent...
Frac Spreads +10 to 143 February is Calling We’ve watched the Frac Spread Count hover around 140 spreads the last couple months nationally. With pricing in...
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....
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