Primary Vision Insights – August 31st, 2020
By Mark Rossano SUMMARY Hurricane UpdateU.S. Drilling Activity UpdateAsian Market UpdateIndia Crude DemandSouth Korea UpdateQuick Japan UpdatePetrochemical and Refining ExpansionsUpdate...
By Mark Rossano SUMMARY Hurricane UpdateU.S. Drilling Activity UpdateAsian Market UpdateIndia Crude DemandSouth Korea UpdateQuick Japan UpdatePetrochemical and Refining ExpansionsUpdate...
Frac Spreads Even @ 70 Boring is good? - Frac spreads are dead flat week over week. We still see double...
By Mark Rossano The demand for completion crews remains range bound with support in the Appalachia and Permian basins. Pricing...
Frac Spreads -4 to 76 We called it, well kinda. Back on May 27th we predicted a range of 40...
By Mark Rossano Summary U.S. Frac Spread UpdateSaudi Faces a Mounting DeficitFloating Storage Levels Remain Elevated Heading into Shoulder SeasonThe...
Frac Spreads +3 to 67 A brand new leaderboard. Primary Vision has forecasted an increase in permian activity over 50% in...
By Mark Rossano Summary U.S. Fracking/ Production/ Refining Round-UpCrude Demand Estimates Coming DownOPEC+ Meeting Wrap-upExport and Floating Storage SummaryQuick Review...
Frac Spreads +4 to 74 The Permian Basin has seen rig counts decline 77% from their all-time highs. This will end...
By Mark Rossano Summary U.S. Energy Update Refinery Margins and Pricing Limits Runs Through SummerStorage Levels and Limited Exports Remain...
By Mark Rossano Summary U.S. Frac Spread and Pricing UpdateThe Rise of Product/Oil on a Global Level in ChartsOPEC+ Shifts...
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