Primary Vision Insights – April 14th, 2020

Primary Vision Insights – April 14th, 2020

By Mark Rossano

Section Breakdown

  • Completion Crews Fall Further with More Pain to Follow
  • Refiners and Global Refined Product Data Highlights More Pain to Come
  • U.S. Crude Production Has Fallen- But Will it be Enough (short-answer: NO)
  • OPEC+ Has to Cut- But They Want to Make a Show of It. Oversupply Will Persist
  • A Quick Overview of Russia and Saudi Arabia
  • Sovereign Balance Sheets- Especially Emerging Markets Being Pushed to the Breaking Point
  • Food Inflation is only Beginning
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