Primary Vision Insights – Premium Subscribers
The major agencies have adjusted their estimates for supply/demand of crude following the OPEC+ cut. Even with the adjustment, we...
Primary Vision Insights – Enterprise Subscribers
The drop in frac spread counts is inline with our expectations for a slowdown for Easter/ Spring Break.
Primary Vision Insights – Enterprise Subscribers
The completion market in the U.S. increased again as the Permian saw a nice jump this week.
Primary Vision Insights – Premium Subscribers
The market is trying to digest the problems circling around the financial industry, which is very fluid at the moment....
Primary Vision Insights – Enterprise Subscribers
The market continues to fluctuate following the failure of Silicon Valley Bank and Silvergate. As we called out last month,...
Primary Vision Insights – Premium Subscribers
There hasn’t been any change in the market that would break us from the current crude ranges. As we approached...
Primary Vision Insights – Enterprise Subscribers
Completion activity maintained its steady pace of increases, which is very seasonally normal. Typically, rigs “outrun” completion crews in the...
Primary Vision Insights – Enterprise Subscribers
The frac spread count remained steady this week as there was a shift in activity across the different regions. We...
Primary Vision Insights – Premium Subscribers
The recent OPEC report is calling for an increase in crude demand throughout 2023 based on China’s reopening. We believe...
Primary Vision Insights – Premium Subscribers
The markets’ love for Brazil cycles almost as often as the World Cup comes around and, much like the national...
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