Primary Vision Insights – Premium Subscribers
We had a bit of a slowdown in completion activity, which is normal for this period of time as we...
We had a bit of a slowdown in completion activity, which is normal for this period of time as we...
U.S. completion activity continues to trend higher as smaller basins start seeing some seasonally normal increases in activity. There is...
The energy markets continue to swing around following the OPEC+ agreement at the beginning of June. Our view has always...
OPEC+ production fell because of Nigeria, which has been reversed for the most part in May.
Completion activity took another leg down today by ten driven by the Permian, Appalachia, and Eagle Ford.
The frac spread count had a sizeable drop this past week driven by natural gas activity.
The crude markets bounced after hitting the technical low we pointed out last week.
The crude markets remain very volatile but provide us with a ton of opportunities to play energy from the long...
The major agencies have adjusted their estimates for supply/demand of crude following the OPEC+ cut. Even with the adjustment, we...
The drop in frac spread counts is inline with our expectations for a slowdown for Easter/ Spring Break.
© 2024 Primary Vision . All rights reserved.