Primary Vision Insights – October 9th, 2020
By Mark Rossano Summary Hurricane Delta ImpactsFrac Spread Count UpdateRefined Product and Oil GlutSpending in China Dips Putting Pressure on...
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...
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...