Primary Vision Network is proud to present a special conversation series with Greg Bordelon of Isentropic Capital and John Reilly of Ovington Asset Management. In this episode, Bordelon and Reilly discuss the current state of OPEC, with a meeting right around the corner, and the weakening natural gas liquids (NGL) markets. They cover global supply and demand dynamics, as well as the ever-important storage narrative. Lastly, U.S. shale takes center stage, with Bordelon and Reilly providing insights into key shale players.

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We track operators and pumpers by location and offer accurate basin forecasts for active spreads each and every week of the year.  We also track refracs, consumables, NGLs and cover unique macro data points that will help drive decisions.  

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➔ Topics Covered:

The Economy
EIA Update
Frac Spread Count
Monday Macro View

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