Primary Vision Insights – September 14th, 2020

By Mark Rossano

Primary Vision Insights – September 7th, 2020
Primary Vision Insights – August 31st, 2020

By Mark Rossano SUMMARY Hurricane Update U.S. Drilling Activity Update Asian Market Update India Crude Demand South Korea Update Quick Japan Update Petrochemical and Refining Expansions Update to China-US Trade Deal Update on U.S. Economy (we talk more about it…

Primary Vision Insights – August 24th, 2020
Primary Vision Insights – August 17th, 2020

By Mark Rossano

Primary Vision Insights – August 10th, 2020
Primary Vision Insights – August 3rd, 2020

By Mark Rossano Summary U.S. Frac Spread Update Saudi Faces a Mounting Deficit Floating Storage Levels Remain Elevated Heading into Shoulder Season The Glut Grows as COVID Cases Rise Based on the Above Consumer/Activity Weakness: Economic Data Will Remain Weak…

Primary Vision Insights – July 27th, 2020
Primary Vision Insights – July 20th, 2020

By Mark Rossano Summary U.S. Fracking/ Production/ Refining Round-Up Crude Demand Estimates Coming Down OPEC+ Meeting Wrap-up Export and Floating Storage Summary Quick Review of Russian Flow Summary of Saudi Arabia Refined Product Demand Overview Review of Exports/Imports Our Favorite…

Primary Vision Insights – July 13th, 2020