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...
The recent OPEC report is calling for an increase in crude demand throughout 2023 based on China’s reopening. We believe...
The markets’ love for Brazil cycles almost as often as the World Cup comes around and, much like the national...
We finally had the big push in completion activity that we have been calling for on a seasonal level. The...
We have been very adamant about the problems facing the world today- including broad food issues, supply chain bottlenecks, energy...
U.S. completion activity is set to ramp up over the next few weeks, and will likely get back to about...
Saudi officially came out and reduced their OSPs (official selling prices) inline with our expectations EXCEPT when it comes to...
The inflation story and “narrative” has been switching all over the place the last several years. It started with “inflation...
There is some new equipment coming to market in 2023, but nothing that is going to take us back to...
Quick update- frac spread count fell inline with seasonal norms so there really hasn’t been much change to report.
We also “officially” have the price cap set at $60, but it’s still well above the price of Urals.
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