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 ...
Primary Vision Insights – August 3rd, 2020
By Mark Rossano Summary U.S. Frac Spread UpdateSaudi Faces a Mounting DeficitFloating Storage Levels Remain Elevated Heading into Shoulder SeasonThe ...
Primary Vision Insights – July 27th, 2020
Frac Spreads +3 to 67 A brand new leaderboard. Primary Vision has forecasted an increase in permian activity over 50% in ...
Primary Vision Insights – July 20th, 2020
By Mark Rossano Summary U.S. Fracking/ Production/ Refining Round-UpCrude Demand Estimates Coming DownOPEC+ Meeting Wrap-upExport and Floating Storage SummaryQuick Review ...
Primary Vision Insights – July 13th, 2020
Frac Spreads +4 to 74 The Permian Basin has seen rig counts decline 77% from their all-time highs. This will end ...
Primary Vision Insights – July 6th, 2020
By Mark Rossano Summary U.S. Energy Update Refinery Margins and Pricing Limits Runs Through SummerStorage Levels and Limited Exports Remain ...
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