Primary Vision Insights – May 5th, 2021
By Mark Rossano NOV reported earnings today highlighting the shift in the oilfield service markets. Orders are picking up as...
By Mark Rossano NOV reported earnings today highlighting the shift in the oilfield service markets. Orders are picking up as...
By Mark Rossano SUMMARY US Activity UpdateNGL Pricing, Storage, and FlowsPhysical Crude Markets & Crude Demand Implications with Rising COVID...
Frac Spreads -1 to 206 No Where To Go! When you hit your one year high, you don’t have much...
By Mark Rossano SUMMARY U.S. Completion ActivityOPEC+ Meeting Recap and Global Physical MarketGlobal Refined Products Intro to Inflation and Spending-...
Frac Spreads +5 to 200 To drill or not to drill… We’ve talked to a lot of our customers about...
By Mark Rossano Summary Suez Canal UpdateU.S. Activity UpdatePhysical Crude UpdateChina Economic ImpactsEmerging Market RecapChina-U.S. Alaska MeetingBig Oil’s Split on...
Frac Spreads +17 to 182 One Year Highs – Get to Easter! The last time the Frac Spread Count was...
By Mark Rossano SUMMARY US Completion ActivityPhysical Crude Market Update - India Economic BackdropGlobal Inflation PressureOPEC+ UpdateNGL Update The next...
By Mark Rossano SUMMARY Quick OPEC+ SummaryU.S. Completions UpdateU.S. Crude ExportsAsian Crude DemandIndia Economic Round-upOPEC+ Meeting and Physical Market Deep...
Frac Spreads -120 to 41 Monumental Collapse Yes, what you see is very true. Every single active frac spread, as...
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