Primary Vision Insights – October 9th, 2020
By Mark Rossano Summary Hurricane Delta ImpactsFrac Spread Count UpdateRefined Product and Oil GlutSpending in China Dips Putting Pressure on ...
Primary Vision Insights – October 6th, 2020
Frac Spreads +12 to 101 Timing is everything The first time we’ve seen a triple digit Frac Spread Count since ...
Primary Vision Insights – September 28th, 2020
By Mark Rossano Summary Frac Spread Update and ProjectionUpdate on Refined Product Storage and DemandOil Storage Rising GloballyLibya Coming Back ...
Primary Vision Insights – September 21st, 2020
Frac Spreads -2 to 85 Bakken (North Dakota) completions hit double digit frac spreads - Rarely we see spread counts ...
Primary Vision Insights – September 14th, 2020
By Mark Rossano The crude markets “woke up” to the oversupply in the Asian markets over the weekend, as the ...
Primary Vision Insights – September 7th, 2020
Frac Spreads +5 to 80 Schlumberger and Liberty trade supply for equity. Liberty gets to tap a deep set of ...
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 ...
Primary Vision Insights – August 24th, 2020
Frac Spreads Even @ 70 Boring is good? - Frac spreads are dead flat week over week. We still see double ...
Primary Vision Insights – August 17th, 2020
By Mark Rossano The demand for completion crews remains range bound with support in the Appalachia and Permian basins. Pricing ...
Primary Vision Insights – August 10th, 2020
Frac Spreads -4 to 76 We called it, well kinda. Back on May 27th we predicted a range of 40 ...
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