Primary Vision Insights – Premium Subscribers
I hope everyone had a great July 4th weekend spending time with family and friends!
I hope everyone had a great July 4th weekend spending time with family and friends!
Crude prices have had a sizeable drop over the last week as the front of the curve moved lower and...
The OPEC+ decision doesn’t come as a big shock given the current market dynamics and shifting sanctions against Russia.
The energy markets are seeing more shifts with a record amount of Russian crude heading out to sea.
Rigs moved higher again with another 9 being added- especially in key areas throughout Oklahoma.
Activity will be capped in the U.S. driven by a multitude of factors that we go through in detail below....
The U.S. completions market moved a bit higher again last week, and we expect to see another shift up over...
SUMMARY • US Completions Update • Physical Crude Market and Russian Flows • Saudi Arabia Pushes OSPs to Record •...
The Houthis just struck a storage area in Jeddah, Saudi Arabia, which services local consumption and operations. Exports won’t be...
U.S. completion activity is having its seasonal dip in March, which will start to shift higher as we approach April....
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