Primary Vision Insights – June 8th, 2020

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 Reductions Roll Through
  • Refined Product Gluts Accelerate Globally
  • OPEC+ Meeting and Production Levels- Extension of One Month Likely Even While Cheating Persists
  • European Economic Data Improves From Terrible to Bad
  • Weak Global Economic Data Will Weigh on Exports and Global Manufacturing
  • China National People’s Congress Review
  • U.S.-China Trade War Starting to Heat Up (or Cool Off into an Escalating Cold War)
  • The PLA Makes Moves Across the Asian Continent
  • U.S. Production Levels and Frac Spread Counts
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