Primary Vision Insights – September 21st, 2020
Frac Spreads -2 to 85 Bakken (North Dakota) completions hit double digit frac spreads - Rarely we see spread counts...
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...
Frac Spreads +5 to 80 Schlumberger and Liberty trade supply for equity. Liberty gets to tap a deep set of...
By Mark Rossano SUMMARY Hurricane UpdateU.S. Drilling Activity UpdateAsian Market UpdateIndia Crude DemandSouth Korea UpdateQuick Japan UpdatePetrochemical and Refining ExpansionsUpdate...
Frac Spreads Even @ 70 Boring is good? - Frac spreads are dead flat week over week. We still see double...
By Mark Rossano The demand for completion crews remains range bound with support in the Appalachia and Permian basins. Pricing...
Frac Spreads -4 to 76 We called it, well kinda. Back on May 27th we predicted a range of 40...
By Mark Rossano Summary U.S. Frac Spread UpdateSaudi Faces a Mounting DeficitFloating Storage Levels Remain Elevated Heading into Shoulder SeasonThe...
Frac Spreads +3 to 67 A brand new leaderboard. Primary Vision has forecasted an increase in permian activity over 50% in...
By Mark Rossano Summary U.S. Fracking/ Production/ Refining Round-UpCrude Demand Estimates Coming DownOPEC+ Meeting Wrap-upExport and Floating Storage SummaryQuick Review...
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