Primary Vision Insights – June 22nd, 2020

Frac Spreads +9 to 78 76% – The percentage decrease in frac spread activity nationally from January 1st to current. (335 to 78) Gassy basins such as the TX-LA-MS Salt (parts of Texas, Louisiana, Mississippi – also referred to as Haynesville)…

Primary Vision Insights – June 22nd, 2020

By Mark Rossano Summary U.S. Frac Spread and Pricing Update The Rise of Product/Oil on a Global Level in Charts OPEC+ Shifts Won’t be Enough to Balance the Market Economic Data is Mixed in the U.S with Some Bright Spots…

Primary Vision Insights – June 15th, 2020

By Mark Rossano Summary Update on Global Oil Markets A Review of Oil Demand- SURPISE- IT IS WEAK! OPEC+ Deal Review Libya Update and What It Means Economic Data Doesn’t Support Current Value Export/Import Data and What it Means Unemployment…

Primary Vision Insights – June 8th, 2020

By Mark Rossano Sections: U.S. Production Levels and Frac Spread Counts Gasoline Demand Levels- will remain impacted throughout the remainder of the year Industrial Production Will Struggle for the Foreseeable Future U.S. Unemployment hasn’t Bottomed as the Second Wave of…

Primary Vision Insights – May 26th, 2020

By Mark Rossano Sections Introduction Overview of Frac Spread Activity in the U.S. A Quick Run Down of Builds Throughout the U.S. Complex Implied Demand will Struggle as Spending Patterns/ Exports/ Travel Change European Flows Struggle as Imports from the…