Primary Vision Insights – August 3rd, 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
  • China Data Faces Headwinds Through Q3
  • Three Gorge Dam Update as Flood Warning Level is Reduced
  • Libya Update
  • Brief Iran Recap
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