This week's Frac Spread Count and Frac Job Count data is now LIVE! The latest numbers are available on our site current spread deployments, job completions, basin-level breakdowns, and week-over-week movement. If you're tracking U.S. completions activity, this is the weekly update that tells you what's actually happening in the field. Access the data: efracs.primaryvision.co/land… #FracSpreadCount #OilfieldIntelligence #EnergyData

The U.S. upstream story that looked straightforward in January got complicated by June. Frac equipment is moving abroad. Premium Permian capacity is tightening. Legacy diesel equipment sits unevenly utilized. What does all of this add up to for U.S. activity, global flows, and field capacity in 2H 2026? That's what we're unpacking on June 23rd in our Third Party Opinion webinar with Bloomberg. Not the headline version. The real one. Register: primaryvision.co/third-party… #webinar #oilmarkets #primaryvision

Demand destruction or just noise? Primary Vision's Market Sentiment Tracker answers the questions that matter this week: - How does Primary Vision's reading of global demand data reveal where energy consumption and activity are actually heading? - The U.S. labor market is sending mixed signals: strong new orders but softening hiring and rising job cuts? Full breakdown in this week's piece. efracs.primaryvision.co/land… #oildata #primaryvision #mst

This analysis evaluates Halliburton, Liberty Energy, ProFrac (ACDC), Patterson-UTI, ProPetro, and RPC using the same framework applied in prior quarters. The focus remains on how effectively companies convert market conditions into operational performance. Read the full report. efracs.primaryvision.co/land… #pressurepumping #oildata #primaryvision

Is demand destruction actually here or are we just scared of it? Primary Vision breaks this down in this week's Market Sentiment Tracker. U.S. services new orders just printed 57.3 against a 53.4 expectation that is not what a cracking economy looks like. But Europe is a different story entirely! efracs.primaryvision.co/land… demand destruction, market sentiment, U.S. services PMI

This week's Monday Macro View answers questions the price chart alone can't: 1) How does Primary Vision's proprietary data reveal what's actually happening with U.S. energy security — and why the operator-level picture looks nothing like the headlines? 2) Why are U.S. independents aggressively accelerating programs while supermajors refuse to move, and what does that divergence mean for the completions market? Full breakdown in this week's piece. efracs.primaryvision.co/land… #mmv #oildata #Oilmarkets

Is the U.S. now immune to an oil supply shock? Primary Vision breaks this down in this week's Monday Macro View and the answer is more complicated than you'd think. The Boston Fed just calculated the current shock at roughly 33%, yet the employment damage that gutted the economy in the 1970s has essentially vanished! The full operator data, policy moves, and monetary implications are all in this week's piece. #mmv #primaryvision #oilmarkets

Frac equipment is moving abroad, premium Permian capacity is tightening, AI infrastructure is adding a demand layer the market hasn't fully priced, and the SPR remains far below historical levels—the oilfield didn't slow down in 2026, it redistributed. On June 23, Third Party Opinion with Bloomberg examines what that redistribution means for U.S. activity, global flows, and where field capacity is actually headed. Register now! primaryvision.co/third-party… #primaryvision #efracs #webinar #oilmarkets

TechnipFMC enters 2026 with three questions that will define whether Q1 results translate into a durable story or just a strong quarter. Our full Q1 2026 Perspective breaks down how FTI performed against each of these questions and what the answers mean for the offshore cycle broadly. Full analysis for subscribers. efracs.primaryvision.co/land… #FracSpreadCount #OilfieldIntelligence #EnergyData

Primary Vision was featured on OilPrice.com this month. Rig count tells you where drilling is headed. Frac Spread Count tells you where completions are following. When both are moving, the production picture becomes clearer. When they diverge, that's where the real story is. Full article: efracs.primaryvision.co/land… #FracSpreadCount #OilfieldIntelligence #EnergyData

ProPetro’s Q1 2026 story comes down to one question: Can tighter frac capacity finally translate into stronger pricing? The bigger issue is not just demand. It is whether premium capacity is becoming harder to secure. Read the full Perspective on EFRACS. efracs.primaryvision.co/land… #primaryvision #efracs #oildata

Economics analyst Osama Rizvi believes the chance of markets getting "worse" or "ugly" is "more than getting better" due to the changing situation between the US and Iran. According to Rizvi, economic confidence is "going down" in Europe. To read the full article click the link given below. efracs.primaryvision.co/land… #oildata #primaryvision #efracs

Primary Vision was featured on Euronews this month. The topic: oil markets navigating the uncertainty created by the US-Iran conflict. Price signals are pulling in different directions—geopolitical risk pushing prices up, demand concerns pulling them back and the market doesn't have a clean read on which force wins from here. Read the full report efracs.primaryvision.co/land… #FracSpreadCount #OilfieldIntelligence #EnergyData

This week's Frac Spread Count and Frac Job Count data is now LIVE! The latest numbers are available on our site current spread deployments, job completions, basin-level breakdowns, and week-over-week movement. If you're tracking U.S. completions activity, this is the weekly update that tells you what's actually happening in the field. Access the data: efracs.primaryvision.co/land… #FracSpreadCount #OilfieldIntelligence #EnergyData

Market Sentiment Tracker is looking at the Hormuz crisis as more than an oil story and the numbers are hard to ignore. The Strait carried 20.9 million barrels a day in early 2025, about 20% of global petroleum liquids consumption, compared with roughly 7% of global supply hit during the 1973 embargo. The full piece connects the dots from oil routes to inflation, industry, currencies, and what governments may be forced to rethink next. efracs.primaryvision.co/land… #hormuz #iran #supply #energy #crisis #us #deal #nuclear

What is changing before it becomes the headline? In this webinar, Primary Vision’s Matt Johnson and Mark Rossano will unpack how U.S. upstream activity, equipment utilization, capital allocation, global demand signals, trade flows, and geopolitical shifts are starting to reshape the 2026 energy outlook. Join the live discussion! 📅 Tuesday, June 23rd, 2026 🕚 10 AM EST 📍 Live Online Webinar Register here: primaryvision.co/third-party…

The global oilfield is being rewritten. AI infrastructure is adding a new layer of power demand. Data center expansion is changing the way markets think about long-term energy needs. At the same time, frac capacity is tightening, regional activity is shifting, and the U.S. Strategic Petroleum Reserve sits far below its former peak. Join Primary Vision CEO Matt Johnson in collaboration with Bloomberg for a webinar on the changing face of the global oilfield. 📅 2nd July 🕙 10 AM EST Register now: primaryvision.co/third-party… #oilmarkets #primaryvisin #webinar

Nabors Industries is seeing signs of a stronger drilling market, with activity improving internationally and in the U.S. But does this mean the second half of 2026 could finally bring a bigger recovery or is volatility still holding operators back? We break down what this could really mean for Nabors. efracs.primaryvision.co/land… #nabors #stocks #financials #investing #oilandgas

Primary Vision was featured in Nikkei Asia’s June 2026 coverage on Pakistan’s plan to build a strategic oil reserve as the Iran crisis raises fresh concerns over supply security. For Pakistan, the issue is clear. Heavy import dependence leaves the economy exposed when regional tensions rise, crude prices move, or shipping routes face pressure. Read the full report efracs.primaryvision.co/land… #efracs #primaryvision #oilmarkets

Primary Vision was featured in Oilprice.com U.S. drillers added more rigs this week as higher prices started pulling activity back into the field. Read the full Oilprice feature. efracs.primaryvision.co/land…