Primary Vision

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Primary Vision

Primary Vision

@PrimaryVision

Data-driven insights & expert commentary on the oil & gas industry. U.S. Frac Spread Count, Frac Job Count, EFRACS Analytics console and more!

Serving The Globe Katılım Haziran 2013
1.2K Takip Edilen2.9K Takipçiler
Primary Vision
Primary Vision@PrimaryVision·
Higher bond yields are not just a bond market story. In this week’s Market Sentiment Tracker, we break down why yields are rising, what investors are worried about, and what could happen if rates stay higher for longer. Read the full article. Link in the comments below. #bond #primaryvision #oilindustry
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Primary Vision
Primary Vision@PrimaryVision·
What happens when U.S. frac capacity starts competing with international unconventional demand? Join Primary Vision in collaboration with Bloomberg for the June 23 Third Party Opinion webinar as we unpack a shift that is already reshaping the oilfield services conversation. Earlier this year, we argued that frac equipment was likely to move beyond the U.S. toward emerging unconventional markets. Now, with major activity in places like Argentina’s Vaca Muerta and growing interest across the Middle East, that shift is becoming harder to ignore. We’ll discuss what this means for U.S. completions, equipment availability, OFS strategy, and the next phase of global shale development. June 23 10AM/11AM EST More details coming soon. Sign up now. primaryvision.co/tpo-bloomberg/ #webinar #primaryvision #oildata #ofs
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Primary Vision
Primary Vision@PrimaryVision·
On July 2nd, Primary Vision and Bloomberg Intelligence examine what data reveals about the structural changes now reshaping international completions, service demand, and market positioning worldwide. 10:00 AM and 11:00 AM EST. efracs.primaryvision.co/landing/
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Primary Vision
Primary Vision@PrimaryVision·
PV’s data was referenced in ING’s May 2026 analysis connecting supply-side intelligence to the macro trade. That’s not a mention. That’s market validation.
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Primary Vision
Primary Vision@PrimaryVision·
PTEN’s Q1 story isn’t just about utilization. It’s about whether the frac market structure can actually support the pricing environment management is counting on. Full analysis available. efracs.primaryvision.co/landing/ PRIMARY VISION | Perspective
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Primary Vision
Primary Vision@PrimaryVision·
Osama Rizvi breaks down what the macro data is actually signaling, where the damage is already embedded, and why the market's read on normalization may be premature. Full analysis in our Market Sentiment Tracker. efracs.primaryvision.co/landing/
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Primary Vision
Primary Vision@PrimaryVision·
On June 23rd, Primary Vision and Bloomberg Intelligence are hosting a live session to walk through what's actually changing in the global oilfield, who's moving, where capacity is headed, and what it means for the operators, investors, and service companies still anchored to a U.S.-only view. primaryvision.co/tpo-bloomberg/ #primaryvision #webinar #june
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