Primary Vision Insights – April 14th, 2021
Frac Spread Show - Special Economic Update

This week’s Frac Spread Show also had a special economic update! Don’t miss it out! The FSC came out as 206 – down by only 1.

EIA UPDATE - "Surprise" build, sluggish demand, rising COVID19

We are back with another interesting week, with a deeper dive into data by the EIA and demand. Stay tuned for many other interesting updates regarding the Global Economy and Frac Spread Count. Segment 1: There was a “surprise” build…

Primary Vision Insights – April 7th, 2021
FRAC SPREAD COUNT - CAN'T STOP, WON'T STOP and What is OPEC up to?

We are back with everyone’s favourite, the weekly Frac Spread Count ! This week we added 7, making the total to 207 where Texas was the biggest driver. Mark also discuss the recent OPEC meeting and what does it mean…

THE ECON: STIMULUS RISING, EUROPEAN DATA IMPROVES, INDIA SLOWS AND CHINA STEADIES

We are back with another instalment of The Econ show with the usual 5 segments. Mark discusses a number of issues such as rising global stimulus, US consumer markets, European data and much more. Segment 1: COVID19 has seen an…

EIA UPDATE: US OIL PRODUCTION OFFSETS INCREASING RUNS, WEAKNESS IN GLOBAL MARKETS

This week Mark discusses the oil demand, production and weaknesses in the global physical markets. Segment 1: As FSC indicated, US oil production has started to offsets increasing runs. This segment also provides a good overview of the global crude…

Primary Vision Insights – March 31st, 2021
THE ECON - EM under pressure, changing employment patterns and faltering Chinese economy

The Econ for this week really goes deep into a number of issues and tries to unwind the complicated details for you. Segment 1: Emerging Markets have come under pressure recently due to global rates. But we were calling to…

EIA Update: Data remains bearish and demand falls

This week Mark brings up some fresh perspectives on what is going on with the global crude oil markets and inventory levels. Segment 1: EIA continues to post bearish data. What is the reason behind that? Segment 2: Demand is…