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…

Primary Vision Insights – May 26th, 2020

By Mark Rossano Sections Introduction Overview of Frac Spread Activity in the U.S. A Quick Run Down of Builds Throughout the U.S. Complex Implied Demand will Struggle as Spending Patterns/ Exports/ Travel Change European Flows Struggle as Imports from the…