Monday Macro View – Will U.S. shale production decline next year?
Shale is supposed to be plateauing, as per many, so why did EIA just revise Q2 production up again? Rigs are shifting between basins, diesel is pricing crude 80 dollars richer than Brent, and Hormuz traffic keeps collapsing and rebuilding with every strike. Is the five-point dip in frac counts actually a warning sign, or noise? Read this week's Monday Macro View* to see what the data really says.
Market Sentiment Tracker – Bond markets are behaving weird
Bonds are selling off into a war shouldn't yields be falling instead? Gold longs are rising, yen shorts are being covered, but crude positioning actually fell. Is the market really treating this Iran conflict as background noise, or is oil about to force a violent repricing? And why is Switzerland absorbing capital faster than anywhere else? Read this week's Market Sentiment Tracker* to find out what the flows are really saying.
Frac Spreads to Power Platforms: How OFS Is Becoming AI's Power Ecosystem
Excess frac horsepower is becoming a real power-generation platform, with Solaris, Liberty, and ProPetro already converting contracted capacity into commercial builds and Halliburton sitting on the industry's largest convertible reserve, according to Primary Vision's proprietary models. But builders can't scale alone. With SLB's new alliance with Liberty Energy, engineering, turbines, and deployment specialists are racing to support them too, and our expanded ecosystem database is tracking real commercial exposure across the value chain. Is OFS quietly becoming AI's power backbone? Read Parts Four and Five to see how the pieces connect.
The Operator Concentration Behind U.S. Shale
Shale leadership is consolidating, but not how you'd think. Diamondback and Permian Resources are pulling ahead on capital efficiency, while some majors lag. Is spending size still the right way to judge an operator? Read the full breakdown.
Will the Strait of Hormuz Ever Return to Normal?
Iran calls its Gulf islands "unsinkable aircraft carriers" — and that's not just rhetoric. Is Hormuz risk now a permanent floor under oil prices, not a fading spike? Three scenarios, one uncomfortable conclusion. Read the full free article.
What Are Crack Spreads and Why Do They Matter?
When crude hit 79 dollars diesel crack spreads hit a record 64.58, why the disconnect? Exxon says it's worth billions. Read the free breakdown of where the real fuel scarcity sits. Read more in our Free Read.
Expert Advice: Don't forget to check out the Calendar feature in EFRACS. You can learn about and access all the important economic events coming up this month. Here's the link: https://efracs.primaryvision.co/weekly-publications/
If You’re Still Relying on Lagging Data, You’re Already Behind. EFRACS shows where activity is moving before production reacts.
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