Primary Vision Insights – May 11th, 2020

Primary Vision Insights – May 11th, 2020

By Mark Rossano

SECTIONS

  • National Frac Spread Overview
  • A Deeper Dive into the EIA Data
  • FED Actions and What it Means for Distillate
  • Distillate a Key Bellwether for Economic Growth
  • Europe’s Economy to Struggle for a Long Time
  • Non-OECD (Emerging Markets) To Add Additional Pressure Across the Oil Supply Chain
  • The Belt and Road Initiative and The Fall Out
  • Chinese Data Shows More Pain to Come Through May
  • Seaborne Market Highlights A Persistent Oversupply
  • Leading Economic Indicators Point to No V-Shape Recovery
  • A Summary of Builds in Key Locations
  • Quick View of Chemical Margins and Lasting Pain
  • Geo-Political Roundup
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